PC Perspective Podcast #530 – New NVMe SSDs, RTX 2060 Overclocking, and AMD Q4 Earnings

4 Comments

1. 

   Anonymously Anonymous on February 1, 2019 at 1:52 pm

   about damn time this was
   about damn time this was posted, I need some of my favorite podcasts to listen on a dull and dreary slow work day

   Reply
   • 

     Sebastian Peak on February 1, 2019 at 2:01 pm

     Hey, at least it’s Friday.

     Hey, at least it's Friday.

     Reply
2. 

   CollosalCollapse on February 1, 2019 at 7:17 pm

   Hey, what a cute kitten in
   Hey, what a cute kitten in the video thumbnail. Seems the little fella wants to do some play-fighting. Is it one of Josh’s cats? ;-P

   (Please forgive me, it’s Friday evening…)

   Reply
3. 

   MidSingleDigitsServerShareAndGrowingRevenuesForRed on February 1, 2019 at 9:49 pm

   AMD met its goal of mid
   AMD met its goal of mid single digit server market share(5%) and is looking to at least be at 10% server market share in 4 to 6 business quarters. That server market represents a $75 billion TAM so that’s no small amount for each percentage point in server market share gained.

   AMD’s Epyc and Radeon Pro WX/Radeon Instinct higher markups are where the most revenue growth will occur and that’s only going to get better once Epyc/Rome begins to ship in volume.

   AMD can also increase its Epyc/Naples line’s ASPs buy continuing to fill out those product offerings with higher clocked Epyc/Naples SKUs. So AMD’s newer Epyc 7371 16 core offering(1) just released in Q4 2018 has a 3.10GHz base, a 3.60GHz all core, and 3.8 max clock rate. And AMD should continue to bring out some higher clocked Epyc/Naples 24 and 32 core variants that can be sold at higher ASPs and improve its gross margin figures even before Epyc/Rome begins shipping in volume.

   AMD’s Ryzen/Threadripper lines across 3 generations will help also with those older generation Zen/Zen+ desktop offerings in the 8 core/16 thread SKUs are now selling at s competative price to Intel’s quad core SKUs. And with the Zen-2 based Ryzen 3000 desktop SKUs becoming available shortly the Ryzen 2000 series desktop parts will be coming down in price even fruther and Intel’s lower core count offerings will be under even more pressure.

   The Ryzen 2700X is already showing up at around $50-$75 below MSRP and that deal pricing is only going to get better over the next 5 months. So AMD may not be getting the higher ASPs on the consumer side but with those deals geting better AMD can make that up in more volume as the prices of AMD’s 6 and 8 core older generation offerings fruther encroach into Intel’s quad core price range. Ditto for the older generations of Threadripper making it easy to get into the HEDT range of offerngs and 12-16/More core offerings coming down in price well below MSRP the closer it gets to Threadripper 3000’s release.

   (1)

   “AMD Launches High-Frequency EPYC 7371 Processor”

   https://www.anandtech.com/show/13594/amd-launches-highfrequency-epyc-7371-processor

   Reply

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