This article was reprinted with permission from Superpower.com.
In the Q1 quarterly financial report released at the end of last month, AMD delivered a beautiful answer sheet - revenue of $1.65 billion, an increase of 40% over the same period of the previous year, including computing and graphics business revenue rose by 95%, becoming the quarterly revenue and The main motivator of earnings. AMD said that the revenue growth of this sector is mainly driven by its Ryzen processor and Radeon video card. So how much have these two businesses been specifically increased?
The official documents from AMD show that In Q1 quarter, the average selling price of AMD processors and video cards increased by as much as 66%, while the sales volume also increased by 20%, of which the overseas market contributed 82% of the revenue, and Chinese consumers contributed a lot.
Earlier in the earnings announcement, AMD mentioned that the computing and graphics business income was US$1.115 billion, which accounted for most of the revenue of US$1.65 billion. The operating profit of the division reached US$138 million, which is also the absolute main force. , AMD explained that it is Ryzen processor, Radeon graphics card due to hot sales.
More specifically, according to AMD’s recent submission of securities documents, Ryzen processor, Radeon graphics card's average ASP of ASP increased by 66%, while shipments also increased by 20%, so it brought 95% of the business's revenue growth.
However, AMD still did not announce the specific performance of processors and graphics cards. Considering that the Ryzen processor was only sold for a month or so in Q1 last year and that there were a large number of bulldozer processors and low-end APUs to sell, it was not surprising that the average price rose by 66%. .
As for the Radeon graphics card, the RX 500 series was released in April last year. The main force of the Q1 quarter last year was the RX 400 series. At the time, the mining was not as crazy as it was later. The back was a variety of out of stock, and the story of the price increase last month. Counting that the graphics card is slowly returning to normal, it is also possible that the average price of AMD graphics cards will increase dramatically in Q1 this year. Now it is impossible to determine how much the average price of Radeon graphics cards has gone up.
It is worth noting that AMD's overseas revenue in Q1 this year accounted for 82%, compared with 67% in the same period of last year, which means that AMD is increasingly dependent on markets outside the United States. Among them, AMD mentioned that this increase is mainly driven by the Chinese mainland and the Taiwanese market. It is AMD processor, the main card purchase.
When it comes to this issue, AMD, NVIDIA and Intel are very dependent on the Chinese mainland market. In different statistics, Intel’s dependence on the Chinese market is 40%, NVIDIA is 56%, and AMD is also 26%. Income is from the mainland market.
