AMD has won a contract to empower the LUMI supercomputer, designed for the EuroHPC Joint Undertaking (EuroHPC JU) in conjunction with 10 European countries. The contract will see AMD provide both the CPU and GPU innards of the LUMI, set to be populated with next-generation AMD Epyc CPUs and AMD Instinct GPUs. The supercomputer, which is set to enter operation come next year, will deliver an estimated 552 petaflop/s - higher than the world's current fastest supercomputer, Fugaku in Japan, which reaches peak performance of 513 petaflop/s - and is an Arm-powered affair.
The contract for LUMI's construction has been won by Hewlett Packard Enterprise (HPE), which will be providing an HPE Cray EX supercomputer powered by the aforementioned AMD hardware. LUMI has an investment cost set at 200 million euros, for both hardware, installation, and the foreseeable lifetime of its operation. This design win by AMD marks another big contract for the company, which was all but absent from the supercomputing space until launch, and subsequent iterations, of its Zen architecture and latest generations of Instinct HPC accelerators.
AMD today announced record revenue for the third quarter of 2020 of $2.80 billion, operating income of $449 million, net income of $390 million and diluted earnings per share of $0.32. On a non-GAAP basis, operating income was $525 million, net income was $501 million and diluted earnings per share was $0.41.
“Our business accelerated in the third quarter as strong demand for our PC, gaming and data center products drove record quarterly revenue,” said Dr. Lisa Su, AMD president and CEO. “We reported our fourth straight quarter with greater than 25 percent year-over-year revenue growth, highlighting our significant customer momentum. We are well positioned to continue delivering best-in-class growth as we further extend our leadership product portfolio with the launches of our next generation Ryzen, Radeon and EPYC processors.”
Q3 2020 Results
Revenue was $2.80 billion, up 56 percent year-over-year and 45 percent quarter-over-quarter driven by higher revenue in both the Enterprise, Embedded and Semi-Custom and Computing and Graphics segments.
Gross margin was 44 percent, up 1 percentage point year-over-year and flat quarter-over-quarter. The year-over-year increase was primarily driven by EPYC™ and Ryzen™ processor sales. Gross margin was flat quarter-over-quarter as an increase of Ryzen and EPYC processor sales was offset by a higher percentage of semi-custom revenue.
Operating income was $449 million compared to $186 million a year ago and $173 million in the prior quarter. Non-GAAP operating income was $525 million compared to $240 million a year ago and $233 million in the prior quarter. Operating income improvements were primarily driven by revenue growth, including an increase in Ryzen and EPYC processor sales and semi-custom product sales.
Net income was $390 million compared to $120 million a year ago and $157 million in the prior quarter. Non-GAAP net income was $501 million compared to $219 million a year ago and $216 million in the prior quarter.
Diluted earnings per share was $0.32 compared to $0.11 a year ago and $0.13 in the prior quarter. Non-GAAP diluted earnings per share was $0.41 compared to $0.18 a year ago and $0.18 in the prior quarter.
Cash, cash equivalents and short-term investments were $1.77 billion at the end of the quarter.
Quarterly Financial Segment Summary
Computing and Graphics segment revenue was $1.67 billion, up 31 percent year-over-year and 22 percent quarter-over-quarter. Revenue was higher year-over-year driven by a significant increase in Ryzen processor sales partially offset by lower graphics revenue. Revenue was higher quarter-over-quarter driven by a significant increase in Ryzen processor sales and an increase in graphics revenue.
Client processor average selling price (ASP) was lower year-over-year due to a higher mix of mobile processor sales. Client processor ASP was higher quarter-over-quarter driven by higher desktop and mobile processor ASPs.
GPU ASP was lower year-over-year due to product cycle timing and higher quarter-over-quarter due to product mix.
Operating income was $384 million compared to $179 million a year ago and $200 million in the prior quarter. The year-over-year and quarter-over-quarter increases were driven by higher Ryzen revenue.
Enterprise, Embedded and Semi-Custom segment revenue was $1.13 billion, up 116 percent year-over-year and 101 percent quarter-over-quarter. Revenue was higher year-over-year and quarter-over-quarter due to higher semi-custom product sales and increased EPYC processor sales.
Operating income was $141 million compared to $61 million a year ago and $33 million in the prior quarter. The year-over-year and quarter-over-quarter increases were primarily driven by higher revenue.
All Other operating loss was $76 million compared to operating losses of $54 million a year ago and $60 million in the prior quarter.
Bons resultados efectivos, o que mostra que a estratégia montada pela Lisa Su está a dar dividendos (pequenos mas existem).
A prestação dos Ryzen, ThreadRipper e dos EPYC, tem vindo a ganhar balanço em cada geração e o mercado está finalmente a olha para a AMD como uma real alternativa á INTEL.
A parte gráfica continua a ser a parte com menos capacidade face a uma maior capacidade da concorrência, no entanto acredito que tal possa começar a exibir melhores prespectivas com o lançamento do RDNA2 e as novas consolas (que vão permitir durante pelo menos 5 anos um stream de royalties pelos SOC´s usados).
Here are the bullet points from AMD, and we have segment-by-segment breakdowns below, including historical data:
AMD overall x86 CPU share was 22.4%, an increase of 4.1 share points quarter over quarter (QoQ) and 6.3 share points year over year (YoY): Highest share since Q4 2007
AMD desktop x86 share, excluding IoT, was 20.1%, an increase of 0.9 share points QoQ, and 2.1 share points YoY: AMD desktop share has grown over 12 consecutive quarters: Highest since Q4 2013
AMD notebook x86 share, excluding IoT, was 20.2%, an increase of 0.3 share points QoQ, and 5.5 share points YoY: AMD notebook share has grown over 12 consecutive quarters: This is a new record for AMD x86 notebook share, eclipsing the previous high of 19.9% set in Q2 2020
AMD client x86 share, excluding IoT, was 20.2%, an increase of 0.5 share points QoQ, and 4.3 share points YoY: Highest since Q2 2011
Boas!
Lentamente, vão comendo mercado á Intel, se continuarem neste rendimento, ou seja 6% ao ano, dentro de 5 Anos (um prazo razoável), terão á volta de 52% do mercado de CPU´s.
O que é um valor nunca antes atingido pela AMD.
E o que é mais interessante é que este resultado é plausível.
Já no campo dos GPU´s, não espero um crescimento tão interessante. No entanto se eles começarem a ter pelo menos 2 gerações seguidas de sucesso, não sei se não irão quebrar o ciclo da Nvidia...
Depois teremos também a Intel a querer uma fatia do bolo do mercado dos GPU´s...
The test starts with overclocking, where it is said that a stable clock of 4.8 GHz was not an issue with a voltage of 1.275V. Further overclocking wasn’t possible and it failed to cross the 4.9 GHz frequency even with a 1.4V applied.
The reviewer tested the processor in Cinebench R20 where the processor scored 600 points in single-core test and 4521 points in multi-core. That’s 17% and 21% better performance compared to last-gen Matisse Ryzen 3 3600X processor.
Next up, are the web browser benchmarks where AMD Ryzen 5600X has a clear lead in Mozilla Firefox Octane and Kraken benchmark, but the Intel’s Core i9-10850K was still performing better in Dolphin Lua Benchmark:
Gaming tests
ITHardware tested a lot of games, which were later used to create a combined chart with the following result:
According to this data, AMD Ryzen 5 5600X is on average slower than Intel Core i9-10850K processors (a 10-core CPU). We have only included some charts from this review, make sure to check the full article for more data. Temperature and power consumption
The Ryzen 5 5600X was performing cooler than Intel Core and other AMD Ryzen CPUs in this comparison. The reviewer used Noctuda NH-D14 cooler and Noctua NT-H1 thermal paste. The 5600X appears to be significantly cooler than Ryzen 5 3600X (14C cooler), which is quite remarkable if true.
With overclocking applied the CPU temperature (85C) increases above 3600X levels (83C), and the same applies to power consumption (157W stock and 203W OC). It is still less power and heat than Core i9-10850K at stock, before overclocking is even applied.
The reviewer claims that the performance boost over Ryzen 5 3600X is estimated at around 7.9 to 26.3% depending on a test. It is also quite obvious that a 6-core Zen3 will perform worse than 10-core Intel Comet Lake processors where multi-threaded performance is more important. Meaning that the PassMark score where Ryzen 5000 CPU took the top positions are not painting the whole picture.
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