AMD's Reports Record Revenues for this Quarter
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Tuesday, 20 April 2010 05:09 |
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 After AMD reported a Q1 revenue of $1.57 billion which is a first-quarter record for the company it seems that Intel isn't anymore the only chipmaker to register a record first quarter.
The same way as Intel did, AMD reported a big boost in year-over-year processor shipments along with an average sales price jump. Giving all this, the CPU unit's 23 percent year-over-year jump was minor compared to the GPU division which saw a 88 percent year-over-year increase. Along with shipments of mobile GPUs average sales prices also jumped. It seems that having the top GPU on the block is a win-win situation.
Along with the general PC market situation and the strength of its smaller and more focused product mix, AMD had seen benefits from the fact that this quarter was was the first one which fully reflected the deconsolidation of the Globalfoundries spinoff, and it was also the first full quarter after the company made a settlement with Intel. Being rid of its fab burden, its legal battles, and the effects of some of the practices that Intel agreed not to engage in, the future looks promising for the company, at least for now.
We have to wait and see how Fusion strategy will take fare for the company as some elements of the strategy are not very clear yer, and also because some of the elements that are clear are new and present some risks. The next high-end Bulldozer core that the company plans to release is different from everything else, and its Llano mobile part represents a bit of a gamble as this level of GPU/CPU integration at this primary stage will certainly pay off. Given all this, for now, things look better for AMD than they have in the last years.
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