The downside for Nvidia with its foray into the automobile industry is that it
comes at the multi-year cycle top in auto sales. Auto mfrs will be trimming
budgets across the board in the coming years. Compounding this trend,
owners now keep their cars over 10 years (11.5 yrs avg in the U.S.).
"China auto sales slump hits industry, forces price cuts"
BEIJING (AP) - General Motors Co#$%$ billion initiative to create cars for China
and other emerging markets comes just as automakers face a collapse in the
booming Chinese demand they were counting on to power their growth.
June sales in the biggest car market by number of vehicles sold shrank by
3.4 percent from a year earlier as an economic slowdown deepened and
smog-choked cities tried to curb growth in car ownership. Sales growth has
cooled from 2009's explosive peak of 45 percent, but the latest figures surprised
analysts, who were forecasting a healthy 7 to 8 percent for this year.
On Wednesday, Volkswagen AG said its second-quarter profit fell 16 percent
due partly to weakness in China, where first-half sales fell 0.5 percent...
AMD got itself a new supplier, UMC, which should help with the HBM card ramp up.
Radeon R9 Nano will launch in August and the dual Fiji XT gpu card will launch in the Fall.
The dual Fiji XT card will get a lot of media attention as the world's fastest graphics card.
The problem with your metric argument is that Nvidia doesn't
have the graphics cards generating all the media buzz, AMD
does. The game enthusiasts you speak of want the latest HBM
IDC says PC sales dropped 11.8% y/y in Q2, so I doubt Nvidia will
reverse that trend in its Q2 results.
Nvidia's Q1 2016 Tegra Revenues were $145M out of $1145M, or 12.6%.
Tegra revenue was up 4% y/y, hardly something to jump up and down
about going forward.
From Nvidia's Q1 2016 conference call, Nvidia's CFO:
"GPU revenue was $940 million, up 5% year over year."
GPU sales amounted to $940M out of Q1 revenue of 1151M, or 81%.
Nvidia will be impacted by the PC slow down.
Grab your ankles when Nvidia reports Q2 ER. As a previous poster
has stated, all the tech companies are getting clobbered when
they report. There is no reason to expect otherwise for Nvidia.
Others have said it.
The Radeon R9 Nano is a small, insanely powerful, graphics card launching in August.
Nvidia's console, with its 2 to 3 TFLOPS, will definitely blow the competition away.
VR doesn't stand a chance, nor does AMD's Project Quantum PC with its dual Fiji XT
GPUs that produce 17 TFLOPS. Then there's all the game developers who have stopped
all production for the PS4, Xbox One, and Nintendo to produce games for Nvidia's Shield.
lol. If you're a sizeable developer, VR is where you're deploying your resources.
Anyone shorting the global stock market stands to make a "fool" of
themselves as equities continue to rally, Dennis Gartman, the founder
and editor of the "Gartman Letter
"It's still a bull market...and if you try to sell it, if you get out of it,
especially if you try to go short of it, you make a fool of yourself,"
Gartman said in a TV interview.
"What I find interesting and relatively amusing is that every smart guy
and every smart woman I know...keeps trying to sell it short, and they
put forth wonderful ideas about why stocks are overvalued... but the
stock market keeps moving higher," Gartman said.
Gartman warned that investors should be worried about the price of oil
following a deal earlier this week with Iran on limiting nuclear activity in
exchange for lifting economic sanctions.
I have found ONE very interesting NUGGET. In answer to Matthew D. Ramsay's question
Lisa says "...We have actually just taped out our first couple of FinFET designs."
It certainly appears as though 14 nm HBM2 GPU and Zen CPU designs have been taped out.
4 Thumbs down on reading AMD's Q2 Earnings Call transcript.
What is it bashers don't want us to know?
after Intel delayed the 10 nm Cannonlake processor.
It appears Intel has hit a wall on its ability to downshift to
lower nm nodes ahead of the competition. If true, this
is a great competitive opportunity for AMD's Zen cpu.
I wonder if these delays have anything to do with the
recent departure of several Intel executives.
I would add AMD's aptly named FreeSync technology. As it's name implies it's free and
is rapidly gaining a wide following among monitor manufacturers.
Sentiment: Strong Buy
4K gaming on a single graphic card is impressive, 8K, even more so,
but neither have anything on a 12K surround gaming setup. Skeptics
would be laughing at this point now, well allow me to add some more
merriment to their humor, I am talking about a 12K setup at 60 frames
per second constant. I am sure you must think I have lost my marbles
by now, but that is exactly what AMD has achieved with their new
Fury X GPU. LegitReviews have tried the GPU in a 12K @60fps
configuration successfully in the recently released Dirt Rally game.
Just to clarify, these are three 4k monitors being driven at 60 frames
per second constant by a single GPU. To drive the point home, these are
1.5 Billion pixels being refreshed per second. How is AMD doing this?
well, the answer lies in the use of HBM memory and immersive graphics
that are optimized for memory usage. This goes on to show that just
how much of a difference optimization can make to games (because Dirt
has never looked any more gorgeous than in this iteration). If every
engine was as streamlined as this one, 4K @60 would have been a
milestone we would have crossed by now.
Sentiment: Strong Buy
Where's your link to the denial?
All I could find was this comment from a Business Insider article,
"A spokeswoman for AMD declined to comment."
Sentiment: Strong Buy
Friday evening in the U.S. is typically the ideal time for a media outlet to
break a story that could wreak havoc on Wall Street on Monday morning,
leaving just the enough time to gather traction and positioning on search
engines. Thomson Reuters probably did just that...
What happens when a stock posts healthy gains? It is obvious that
something is up, and that something might be talks-behind-closed-doors
between the management and the Board of Directors. Industry insiders are
telling us Lisa Su was named the CEO of AMD after a fair fight with John Byrne,
who led sales in the company. It is rumored that Lisa’s trump card was a
potential deal to take the company private, into the hands of foreign equity
partners who would love to get their hands on a company whose ups and
downs are very similar to the mythical phoenix bird.
In a news story broken by Reuters, the claim is that Advanced Micro Devices
is “at the initial stage of reviewing whether to split itself in two or spin off a
business, seeking to reverse its fortunes and take on rival Intel Corp, according
to three people familiar with the matter.”
AMD had several touches with equity firms which showed interest to take
the company private, or recapitalize the company but agreements never
transpired. The company has a history of acquiring businesses, having to
only diversify twice, both in the past five years...
Sentiment: Strong Buy
There's this statement that caught my eye:
"The interposer is an AMD-designed silicon chip that allows the HBM to
communicate quickly with the substrate, as well as directly through the
GPU without using any transistors or repeaters."
If true, this would mean AMD has a PATENT on the HBM interposer, and
would explain why AMD is so confident it is more than a year ahead of
Nvidia in HBM technology.