有關AMD處理器 - 遊戲機

By Mason
at 2014-07-14T14:12

Table of Contents

借這篇的標題回點amd的東西
也許這會是我最後一次講AMD的八卦惹QQ 因為都閃人惹
先聲明我對股價沒任何預期手頭上留著的價值幾千鎂amd股也沒打算賣

先談CPU/APU:

amd這批IBM幫的高層
這幾年最大的錯誤就是花惹三百多萬鎂買sea-micro
兩年多來只拿到個verizon的大單
營收目標達成不到60%
當年併購時AMD跟sea-micro的協議就是 sea-micro的高層元老兩年內不准走
兩年時間一到
前sea-micro的ceo(後來變amd server部門的SVP) 就離職惹

很清楚的
從sea-micro的不如預期來看
amd當年認為micro server數年後會佔server20%市場
是看得到吃不到

結果就是amd修正計畫回歸傳統server
到時候會出現8核zen-core
效能當然還是輸intel 輸多少就不清楚惹

整個amd在x86市場的現狀
還是一樣被hp等公司拿來跟intel講價的籌碼
amd也不清楚哪個方向才是對的
amd-cpu派認為強化cpu回歸傳統硬幹intel
ati-apu派認為HSA才是未來
arm(k12)的計畫到是變得很尷尬
因為micro-server/arm-server看起來很難成功
那k12出場變得要去攻高階平板市場
可惜平板市場已經整個轉向低階時代

再談gaming:

獨顯市佔這幾年nv:ati從5:5變成6.5:3.5
但是純論gaming 就還要把遊戲主機拿進來看
勝負論斷就變得很複雜

amd獨顯的新架構大概要到16/14nm第一波量產之後一年才會出現
也就是2016
所以這兩年nv:ati的比例大概還會維持原樣
另一方面 amd在軟體/mantle之類上的努力
這並不是一個錯誤的決定但也不怎麼高明
軟體上要一舉改變跟對手的差距很難
因為nv有amd數倍大的軟體人力資源
任何軟體上可以解決的差距幾個月內nv都可以追上

遊戲機部分就是塞惹一些笑話惹

amd去年下半年可以說是靠ps4/xbox1起死回生
amd從sony微軟兩家公司也拿惹三百多M鎂的研發經費
amd這批高層很開心
大概一年多前也創造惹一個business unit 專做這塊"代研發"生意(同時還兼賣賭博機)
實際上:
1.遊戲機這部分大概2010/2011的時候就拍板惹跟這批新高層可以說是無關
2.這批新高層根本不知道去哪找下一個潘仔付百M鎂等級的研發經費

結果這個BU可以說是八成以上在服務sony微軟
號稱成長很快
只是從頭到尾都只靠遊戲機在成長

另一個笑話就是
因為怕amd倒遊戲機就要斷貨惹
結果微軟跑去找intel搞backup plan
sony沒錢就沒有backup
於是sony變成全世界最怕amd倒掉的公司

基本上兩年內amd很難有什魔變化
頂多中國開放遊戲機 ps/xbox賣翻
然後amd營收上升毛利爆降
股價大概一樣不好看八

是說換公司之後
馬上就拿惹一台mbp在做事
看到那顆i7
心情真的很複雜耶
QQ

--

Tags: 遊戲機

All Comments

By Thomas
at 2014-07-15T08:19

頭推幫QQ

By Mia
at 2014-07-19T03:22

obov最後終於射了

By Charlotte
at 2014-07-20T09:56

射惹大去啃蘋果了嗎

By Olive
at 2014-07-22T23:46

幫射

By Jessica
at 2014-07-26T08:44

幫身寸

By Leila
at 2014-07-28T17:57

幫身寸惹

By Aaliyah
at 2014-07-29T09:00

壯哉我大農企

By Elvira
at 2014-07-31T11:11

By Elma
at 2014-08-01T17:02

obov大必推

By Carol
at 2014-08-06T12:00

以後看不到obov怎麼辦阿

By Bennie
at 2014-08-07T06:08

By Victoria
at 2014-08-09T20:41

唉，AMD自己不爭氣，能怎辦？CPU越做越爛也就算了，
連GPU也快被NV巴過去惹~~

By Hedda
at 2014-08-10T07:46

我連自己的桌電龍二用完以後，考慮換新電腦時，也是
準備跳intel惹~~~筆電更比桌電先跳惹~~一整個AMD就GG

By William
at 2014-08-11T17:39

前一陣子不是有礦卡，導致AMD顯卡缺貨嗎？

By Mary
at 2014-08-14T01:24

幾隻偏AMD的帳號轉貼PS4主機大賣新聞還不忘沾點AMD
高潮的跟甚麼一樣

By Kyle
at 2014-08-17T03:37

By Necoo
at 2014-08-19T08:16

裝了龍二哥後，AMD新的CPU list只看APU惹

By Charlie
at 2014-08-23T23:49

QQ 看著我的965&7870myst漸漸心寒....

By Kumar
at 2014-08-25T15:27

http://goo.gl/LcORoX

By Ursula
at 2014-08-29T16:48

啥不是賣香蕉去了(?

By Poppy
at 2014-09-02T16:08

我還以為AMD在獨顯市場越來越吃香，原來不是啊@@

By Emma
at 2014-09-05T20:26

有射有推

By Faithe
at 2014-09-09T15:06

看來obov去gg救台灣了

By Madame
at 2014-09-10T12:17

日行一善路過幫噓爛貨AMD~ GG~

By Isabella
at 2014-09-11T07:06

obov QQ

By Eden
at 2014-09-12T03:32

還在礦卡阿去年年底就一堆人拋了只是有傻子補上

By Jacky
at 2014-09-16T03:35

淚推

By Rosalind
at 2014-09-19T03:59

我從k5時代就支持amd,最後我也受不了了...
真懷念過去amd的榮光時期啊!!!

By Edward Lewis
at 2014-09-22T20:55

這篇淚推了啦

By Freda
at 2014-09-26T15:15

沒想到獨顯市佔率慘到這種程度，晚輩還以為N:A=6:4

By Audriana
at 2014-09-29T15:55

或是 5.5:4.5 勒

By Bethany
at 2014-10-04T06:27

By Tristan Cohan
at 2014-10-04T08:13

AMD都不AMD了那以後還身寸★惹ㄦ還能身寸★惹ㄦ嗎?

By Frederica
at 2014-10-07T07:15

以後一堆咩貼OBOV了拉 (′˙ω˙‵) 幹嘛上PTT身寸

By Isabella
at 2014-10-09T06:36

QQ惹你醬子走惹讓我連支持AMD的動力都沒惹QQ

By Frederic
at 2014-10-10T04:24

以後只好怒買骨灰罈射惹

By Candice
at 2014-10-13T08:14

射了！AMD哭哭！以後還有啥八卦能聽呢？

By Skylar DavisLinda
at 2014-10-14T14:38

推八卦！也恭喜obov跳槽成功

By Frederica
at 2014-10-14T15:43

拜脫這裡有NV軟體哥駐版哩拖他的福我水桶兩次

By Blanche
at 2014-10-17T15:00

推推

By Olive
at 2014-10-21T08:22

不AMD 射不了惹

By Robert
at 2014-10-21T17:49

obov不要走~~~QQ

By Ophelia
at 2014-10-23T11:53

QQ 很複雜可是好像不錯用這樣的心情嗎?

By Lauren
at 2014-10-25T14:59

obov吃水果去了，以後沒A社內幕可以聽惹，看著手邊
的3A平台，再戰十年之後準備跳槽IntelQQ

By Ophelia
at 2014-10-28T22:43

推

By Ethan
at 2014-11-01T03:45

By Lily
at 2014-11-03T03:52

By Megan
at 2014-11-03T16:39

射惹

By Aaliyah
at 2014-11-07T00:40

By Caroline
at 2014-11-10T23:59

推~

By William
at 2014-11-15T21:01

OB都不在了 AMD能活嘛?

By Jacky
at 2014-11-17T19:30

obov

By Noah
at 2014-11-19T07:50

obov:QQ

By Olive
at 2014-11-20T04:43

身寸惹QQ

By Poppy
at 2014-11-24T21:12

By Ophelia
at 2014-11-26T01:48

Nv:ATI 有55波過?

By Heather
at 2014-11-29T03:07

3850開始就跟nv能對打了，55波一定有過

By Kumar
at 2014-12-02T12:52

不過現在家裡的電腦從3A變成1A3I，剩顯卡AMD

By Cara
at 2014-12-06T08:55

看來我要換家了...本身是速龍2,與其買FX,乾脆跳i5

By Sierra Rose
at 2014-12-10T04:11

By Michael
at 2014-12-13T11:48

fx6300 我的散熱器還不想換啊

By Ida
at 2014-12-14T04:18

2016 K12架構 amd重返榮耀還沒到就跳槽了

By Vanessa
at 2014-12-14T10:07

推阿~

By Sierra Rose
at 2014-12-19T09:12

我的耶蛇龍630，QQ

By Caitlin
at 2014-12-23T15:37

By Mia
at 2014-12-27T07:20

By Catherine
at 2014-12-30T17:14

By John
at 2014-12-31T03:29

可惜最近想組台apu說

By Elma
at 2015-01-04T22:21

在nv不成氣候時，ati橫掃oem市場，ati>nv很多

By Connor
at 2015-01-07T19:29

55當然有過，只是指的是ati佔有率下降到跟nv平分

By Hardy
at 2015-01-12T02:16

ptt剛開站的年代，nv是洗洗睡惹

By David
at 2015-01-16T18:44

以後手機要換iphone惹

By Brianna
at 2015-01-19T22:49

By Lauren
at 2015-01-24T01:09

當初NV印象中是驅動一堆問題= = 在下就被燒過卡一次
所以那時候就被推7750了，看樣子又要跳回NV了？

By Hamiltion
at 2015-01-27T19:42

A8-7600到底要不要上市啦...

By Christine
at 2015-01-28T11:00

turion還會回來嗎QQ

By Olive
at 2015-02-01T11:32

By Carolina Franco
at 2015-02-05T06:31

ob大的AMD八卦再見啦~~

By Iris
at 2015-02-05T13:37

NV當年靠SEGA救起來

By Valerie
at 2015-02-08T04:40

幫QQ

By Lily
at 2015-02-10T04:58

恩登可以開始轉載水果的八卦了~ QQ

By Olivia
at 2015-02-12T09:00

學某薏仁秀唉鳳嗎?

By Sierra Rose
at 2015-02-13T15:56

By Poppy
at 2015-02-17T11:13

By Faithe
at 2015-02-19T02:52

以後不能拿amd的卦釣obov了

By George
at 2015-02-22T04:02

INTEL 搶進低階市場 AMD全輸了

By Callum
at 2015-02-24T04:48

By Donna
at 2015-02-28T21:42

驅動我覺得A跟NV都各有各的問題...
但是A的就是總有某些硬傷在裡面...

By Isabella
at 2015-03-02T09:20

QQ 難道真的要放棄AMD了嗎

By Oscar
at 2015-03-04T07:38

By Kelly
at 2015-03-06T03:32

QQ 真的跳水果的話水果對保密很嚴的吧

By Ula
at 2015-03-10T14:37

QQ我的965要成為我最後一顆AMD的產品了嗎

By Irma
at 2015-03-11T22:11

By Agatha
at 2015-03-14T18:24

水果保密不是開玩笑der

By Charlie
at 2015-03-19T02:44

QQ 哭☆惹☆ㄦ

By Thomas
at 2015-03-22T11:30

QQ 從K6-2到945都用AMD 直到去年底..

By Candice
at 2015-03-24T10:45

QQ不過顯卡從GTX260跳回R9 270X惹

By Ina
at 2015-03-27T22:55

推我難過

By Wallis
at 2015-04-01T22:33

By George
at 2015-04-02T02:43

QQ 看來下一代王卡要買NV了...

By Gilbert
at 2015-04-06T05:33

所以原po跳到哪家公司了?

By Harry
at 2015-04-08T22:14

By Damian
at 2015-04-12T21:44

By Edith
at 2015-04-14T09:14

By Kristin
at 2015-04-19T00:57

By Olive
at 2015-04-21T16:30

QQ推

By Frederica
at 2015-04-23T04:50

By Annie
at 2015-04-26T04:16

By Michael
at 2015-04-29T03:13

By Tom
at 2015-05-01T00:04

By David
at 2015-05-04T13:00

QQ 身寸★惹ㄦ~

By Hazel
at 2015-05-05T05:15

QQ 身寸☆惹ㄦ OBOV大掰掰

By Ursula
at 2015-05-09T07:50

反正AMD那麼糞不用也罷

By David
at 2015-05-13T08:40

By Anthony
at 2015-05-15T03:35

QQ 沒辦法一起見證重返榮耀了怒下單買顆i7

By Cara
at 2015-05-19T02:01

obov大 QQ 不能一起身寸★惹ㄦ

By Connor
at 2015-05-23T20:57

By Isla
at 2015-05-27T00:22

QQ 所以obov射去哪裡的新公司了？

By Olivia
at 2015-05-28T07:27

By Tristan Cohan
at 2015-05-30T08:46

QQ AMD還欠我遊戲

By Hamiltion
at 2015-06-02T02:38

By Ursula
at 2015-06-06T14:34

By Valerie
at 2015-06-11T00:00

By Mary
at 2015-06-11T08:19

最後一身寸惹

By Hedda
at 2015-06-12T06:46

By Hamiltion
at 2015-06-13T13:52

By Gilbert
at 2015-06-16T06:04

By Sandy
at 2015-06-16T16:37

By Catherine
at 2015-06-19T09:17

99推

By Audriana
at 2015-06-20T14:44

QQ推

By Lily
at 2015-06-22T15:06

推

By Adele
at 2015-06-26T10:49

By Thomas
at 2015-06-30T08:05

By Charlie
at 2015-07-03T04:59

By Vanessa
at 2015-07-03T14:11

By Dinah
at 2015-07-08T13:13

By David
at 2015-07-10T08:43

QQ 感謝obov大爆卦話說這幾年變化真大平板趨勢都變

By Mary
at 2015-07-13T21:05

By Rae
at 2015-07-14T00:14

By Susan
at 2015-07-15T16:29

QQ 足兆木曹惹

By Yedda
at 2015-07-17T13:46

QQ 話說intel更怕amd倒吧，怕歐盟/美國用反托拉斯法

By Callum
at 2015-07-19T16:12

QQ 沒有obov的AMD 要我怎麼支持AMD 下顆只好買intel

By Michael
at 2015-07-21T03:38

QQ 跪著推文

By Hedda
at 2015-07-25T20:08

QQ OBOV大加油

By Vanessa
at 2015-07-30T11:52

By Jack
at 2015-08-04T09:15

By Margaret
at 2015-08-08T23:35

QQ obov大感謝惹

有關AMD處理器 - 遊戲機

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