Micro Devices, Inc.'s (AMD) 2006 purchase of ATI
Technologies for $5.4B USD was widely criticized and scrutinized at
the time. But it now appears that it may have saved the company.
After a couple
years of losses, AMD finally appears to be turning the corner this
year. The company reported [press release] an impressive net
income of $510M USD on revenue of $1.61B USD. Its operating income was
$54M USD and its non-GAAP income was $54M USD.
The strong earnings were largely driven by AMD's continued dominance in GPU
sales. They also were driven by AMD's new Fusion system on a chip
that packs power-savvy Bobcat CPU cores on a die
with a full Evergreen (found in the 6000 series) GPU.
OEMs appear to be embracing the chip. Acer, Asus, Dell, Fujitsu, HP,
Lenovo, MSI, Sony and Toshiba have all launched Fusion designs. And the
chips are also becoming popular in the embedded sector for devices like casino
machines, which need a more power GPU to drive a large screen. Fujitsu,
Kontron, Quixant and Congatec are all pushing embedded applications of Fusion
Thomas Seifert, CFO and interim CEO, elates, "First
quarter operating results were highlighted by strong demand for our first
generation of AMD Fusion Accelerated Processing Units (APUs). APU unit
shipments greatly exceeded our expectations, and we are excited to build on
that momentum now that we are shipping our 'Llano' APU."
The Fusion chips are proving so popular for several regions. First, AMD
has priced them very competitively, so they're winding up in very affordable
laptop designs. Secondly, the chips are
very power efficient. And finally they offer a nice performance
blend, offering sufficient CPU performance and relatively powerful GPU
By contrast Intel Corp.'s (INTC) latest design Sandy
Bridge, also packs an on-die CPU/GPU pairing. But the onboard GPU is
significantly weaker, the power consumption is higher, and the chip is more
expensive. Thus while it is solution of choice for high-power enthusiast
desktops and laptops, it's less than optimal for the much larger budget
Sandy Bridge was also hurt by early
defects in its SATA connections, which have since been fixed.
A common criticism leveled against Fusion is that having a discrete GPU in a
budget design is superfluous. However, for Blu-ray playback or playing
popular older video games like World of Warcraft, customers definitely
come to appreciate the benefits of the design.
It appears that AMD is, at the moment, out-competing Intel much in the same way
it outcompeted graphics chipmaker NVIDIA Corp. (NVDA) -- by attacking the low
end. Of course, AMD's growing Fusion sales likely would not have been
possible were it not for new
scrutiny from U.S. and European antitrust regulators that forced Intel
to stop paying off OEMs to ignore AMD designs.
It's worth noting that Intel still leads AMD significantly in market share.
AMD is also experiencing leadership troubles of
late, with a number of
But at the end of the day, though, even in the face of these issues and bigger questions
loom about the future of x86 processors as a whole, AMD looks much better
positioned to be competitive with Intel. And all of that comes back to
the increasing returns from its strong GPU division.
quote: Honestly AMD deserves a lot of credit here. They've created a chip that's much cheaper than Sandy Bridge, but delivers slightly SUPERIOR performance in most graphics heavy apps and sufficient performance in most CPU intensive apps for the average user (who doesn't generally care about their FutureMark scores...).
quote: If they had even read the article you offered a benchmark from, they would see that the AMD beats the Sandy Bridge chip in framerates in 4/6 games.
quote: What about the AMD E-350 comparison? As we just finished discussing, 3DMark shows the K53E coming in 125% faster than the E-350, though as we’ve noted in the past 3DMark can either skew things too much or too little towards CPU performance. Move over to our suite of games and the K53E still posts much higher scores than the E-350, but now the margin of victory is 88% .
quote: To the original op -- PLEASE inform yourself better in the future.
quote: I'm not sure which article you're referring to, the chart I posted was from this article: http://www.anandtech.com/show/4262/asus-k53e-testi...You'll notice a pattern, the E-350 is at the bottom of every single chart. Jarred even says this:
quote: Jason, the i5-520M isn't a SNB chip. The SNB chip would be labeled something like i5-2510M. The i5-520M is a 2.4GHz Arrandale chip.
quote: At the end of the day, I believe my statement that the on-die Evergreen GPU in Fusion is faster than its closest competitor the HD 2000 found in Sandy Bridge, is 100 percent accurate.
quote: You're referring to a comparison with a much more expensive i7 CPU. But as the i5 test shows, the GPU in Sandy Bridge is less powerful than the on-die Evergreen design in Brazos, even though CPU core is more powerful (or MUCH MORE powerful in the i7's case...).
quote: Sandy Bridge: i5-520M