AMD is in a sweet moment, and it is that the 3rd quarter has closed and everything indicates that it has increased sales, something it has been doing since the beginning of 2020.
The war between Intel and AMD gets much more interesting at the end of 2020, as both manufacturers begin to take advantage of their numbers. Analysts have made a prediction of AMD’s revenue: they would increase 42% from the previous quarter. It seems like a lot to us, but there is no doubt that AMD does not stop growing.
AMD closes the quarter with more sales: Radeon and Ryzen in front
All eyes are on the release of AMD’s financial report for this quarter (or Q3). The analysts have made a prediction that the estimated revenue growth of AMD by 42% compared to the 2nd quarter. Although the figure is high, it is worth remembering how AMD’s second quarter was :
- Income of $ 1.93 billion.
- 26% year-on-year increase.
- Net profit of $ 157 million.
The numbers are incredible for a company that has always been behind Intel in the world of laptops, desktops and servers. They have made an estimate, and the business of CPUs and GPUs of AMD gives revenue of 1.49 billion dollars, something that has increased to 9% compared to the previous quarter. In the said quarter, it also increased by 16% in year-on-year revenue.
What are the culprits for this increase in sales? Everything points to Ryzen 3000 and RX 5000 being the main reasons why AMD would increase its revenue. They are two very consistent families that have given a brutal performance for a small price, something that has convinced many users. Regarding the new Ryzen 5000 and RX 6000 families, they will not land for a few weeks (November), in the fourth quarter.
It should be mentioned that the server business (EPYC) has experienced an interesting rise, pending task for AMD. This is a sector governed by Intel Xeon, but AMD would have increased EPYC sales thanks to Microsoft (we understand Azure). According to the source, its income would double to $ 10.6 billion.
On the other hand, it is not taking into account that AMD powers the next generation consoles: Xbox Series X and PlayStation 5 . Both come with Zen 2 7nm processors with 8 cores, as well as RDNA2 architecture. In that sector, only NVIDIA is found with Nintendo and its Tegra Xavier SoCs.
RX 6000 could be the ultimate boost
This week the next Radeon RX 6000 with RDNA2 architecture is presented, which will incorporate Ray Tracing (the next-gen consoles as well). Seeing as the RX 5000 did not incorporate such technology and have sold really well, the RX 6000 family could deliver the final blow.
In principle, they would compete in the same way as the RX 5000 : low, medium and high ranges, without touching the RTX 3080 or 3090. We say in principle because the data we saw in the presentation of Ryzen 5000 left us with honey on our lips .
In this post, we have talked about Intel and AMD, but the latter also aims to scratch its market share to the “green king”: NVIDIA. Considering that NVIDIA will launch its RTX 3070 this week with the goal of overshadowing the RDNA2 launch, there is fear in Santa Clara.