AMD client PC Division Gang Busters AMD says the company has the latest revenue call with usual high -end Ben Counters and other positive news. Its client PC Division’s income has increased an epic 68 % Compared to the same period last year. Boom
This is mostly a PC processor sales, which indicates a broad story that AMD’s latest rising CPU, including Raisin 7 9800 X3D, is a great hit film. In fact, AMD CEO Lisa SU praised the new CPU family for “Best Sellers” and “CPU of Choosing for Gamers”.
However, this was not all good news. AMD’s gaming division reported another reduction in revenue, which has already dropped 30 % from a very low position year by 30 %. The gaming division includes both graphics cards for PC and chips for consoles.
The latter was approaching the end of a product cycle, which was the first quarter of 2025. What’s more, AMD’s latest Redon RX 9000 series is probably very quick to see the effects of GPUs.
SU once again highlighted the success of the initial sale of RX 9070 and 9070 Xt, “SU said,” The first week’s sales set a record, and was more than 10x more than our previous best Radian launch. ” But we have already heard and no new information was provided in this regard.
The long story short, we will have to wait for the second quarter of the AMD to see if the RDNA is really taking cash. The AMD says it expects the gaming division to increase in the next quarter, so when the numbers come out, we will be watching closely.
The second bad news story includes AI chips. Well, bad news to a point. The SU said the sales of AGPU were over, “through a percentage of a major double digit year year,” but he refused to say exactly how much it was. There is no doubt that the figure was not as impressive as he liked, otherwise he was considered as the seed of honor.
However, more worrying, AMD KCFO Jane Ho revealed that the company expects AIGPU to lose $ 1.5 billion in revenue due to export sanctions imposed on China.
Nevertheless, the first quarter revenue for the company as a whole is 36 %, year by year, $ 7.4 billion. So, the overall picture is quite pink. However, just to put this figure in context, it’s a bit down Intell of $ 7.6 billion reported in the same quarterOnly for your client computing group, which does not exclude server chip sales.
In other words, there is considerable scope for AMD to make the market share from Intel. In addition to the sale of gaming GPU, the second area where the AMD may stand to improve its performance includes laptop CPUs.
AMD does not break the sale of mobile CPUs from the rest of its client group. But with the story, at least, the laptop market is still dominated by Intel. In particular, the latest Roger Blade 16 has made a switch from Intel to AMD. But the wider industry towards the AMD, which we think may be playing at any cost this year.
