AMD recently announced its first quarter earnings report for 2018. The overall situation is excellent: Revenue of US$1.65 billion soared by 40% year-on-year, and the growth rate was also 23% from the previous quarter. The net profit was US$81 million, compared to a net loss of US$33 million in the same period last year.
Looking at the financial report, the total revenue of the computing and graphics department increased by 95% year-on-year to US$1.12 billion. The operating profit was US$138 million, compared with a loss of US$21 million in the same period last year.
Obviously, the Ryzen Ruilong processor has made great contributions, as well as the EPYC dragon in the data center.
However, despite the lack of competitive new AMD graphics card launches over the past year, it has made a fortune because of the hot mining, and the RX 580 graphics card was sold at 4,000 yuan at a time.
AMD CEO Su Zifeng also admitted at the analyst meeting. Graphics card related to blockchain has already accounted for 10% of total revenue , Become one of the pillars, can not be underestimated.
As for the revenue generated by mining, it is still unknown how much of AMD’s total graphics card revenue will be captured, but it can be estimated: The processor + graphics card together accounted for 67% of AMD's total revenue, of which the processor is certainly the bulk of the head, if according to June 4th, then the graphics card in the proportion of total revenue is about 27%.
In so doing, mining accounts for as much as 37% of AMD's revenue!
If the graphics card's revenue is a little lower than the total revenue, the role of mining will become more prominent.
However, with the advent of the 2013 mine disaster, I believe that AMD will also be very cautious. It will not put the future of the graphics card completely on the top. Therefore, the prices of various cards on the market are out of stock, but neither the GPU nor the graphics card are too much. Increase production capacity.
At the same time as a consumer, as a game player, this situation is certainly not what we want to see, or hope that this wave of mining excitement quickly passed, let the graphics card market return to normal.
