Analyst Mark Lipacis from Jefferies LLC asked AMD about the prospects of Virtual Reality technology. AMD CEO Lisa Su replied they're extremely excited about VR and see it as a growth driver for their graphics business:
Mark Lipacis - Jefferies LLC
Okay, great. That's helpful. And then, Lisa, Mark Papermaster has mentioned Virtual Reality as being one of the next big things in the industry. How does that market play out for you guys? When do you start participating in that?
Lisa T. Su - President, Chief Executive Officer & Director
Yes, so we are extremely excited about the Virtual Reality market. I mean, if you look at the progression of that market and how quickly it has evolved, even over the last 12 months, I think it's an area that really uses both CPU and GPU technology. If you look at the headset manufacturers, or the ones that will have product out, most of those are stating product shipments sometime in the 2016 timeframe, starting early 2016.
So today, it's mostly developer systems, but working closely with the developers with our GPU technology, migrating to more commercial systems in 2016. There's a significant need for high-performance graphics and so we view it as a growth driver for our Graphics business.