AMD sold less GPUs and more Ryzen CPUs last quarter

Posted on Wednesday, October 30 2019 @ 10:06 CET by Thomas De Maesschalck
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In response to a question from a financial analyst during the company's third-quarter earnings call, AMD CEO Lisa Su provided some granularity about the evolution of the company's CPU and GPU sales. Su mentioned that client CPU sales increased the most, with especially desktop CPU sales being a big gainer.

Sales of AMD's GPUs declined versus the previous quarter, this was primarily driven by lower datacenter GPU sales. It will be interesting to see how the 7nm Navi-based Radeon RX 5500 series will impact the company's sales as those parts launched at the start of Q4 2019.
Lisa Su

Yes. So if you look at the CG segment from a sequential standpoint, we saw the client CPUs increase the most. And those were certainly the driver being both desktop and mobile. Desktop was higher than mobile, but both grew up very nicely.

If you look at GPUs overall, they actually declined a bit sequentially. And that decline was primarily driven by data center GPUs, which declined just due to some of the buying cycles in the cloud. Overall, gaming did well and we continue to expect that. As we go into the fourth quarter, you’ll see that the data center GPUs will increase, as well as I mentioned in the prepared remarks that client and graphics would also increase.
Su also commented that the highest demand is seen in the highest-tier, the Ryzen 7 and Ryzen 9 parts are seeing a lot of sales and this helped AMD to increase the ASP (average selling price) of its portfolio in Q3 2019.


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Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.



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