AMD CEO Confirms Graphics Refresh Coming in Q2 2022
AMD'southward CEO Lisa Su confirmed in the Q4 earnings call that the visitor has "very good" graphics products that will begin aircraft in Q2 2022. Su revealed that AMD has several product launches planned for "the side by side couple of quarters" referring to Q2 and Q3 of this twelvemonth. The bulk of which will country between the April to June time-frame.
The portfolio of new product launches includes new graphics cards, AMD'south next generation Carrizo APU and new server and embedded parts. In this particular article nosotros'll focus on AMD's upcoming R9 300 serial of discrete graphics products.
AMD Rx 300 Series Graphics Cards Coming in Q2 2022
Lisa Su took the time to explain the ups and downs of the graphics channel / AIB business in 2022. Co-ordinate to Su the year started with a very strong first half of the year prompted by the cryptocurrency mining phenomenon. This resulted in rapid depletion of AMD'southward loftier performance graphics inventory, mainly products based on AMD's Hawaii (R9 290 serial) and Tahiti ( R9 280 serial). In plough AMD increased inventory in apprehension of a connected strong demand which unfortunately fell off very rapidly after the cryptocurrency market collapsed. This resulted in AMD inbound a weak second one-half of the year with an excess amount of high-end graphics inventory.
In the kickoff half of the year nosotros had -- outset half of 2022, we had actually an unusually strong AIB channel because of the bitcoin effect, and and then we needed to right some of that. There are some competitive dynamics in the graphics, AIB channel likewise.
And and so relative, you know, from Q1 to Q2, I think the largest improvement volition be around the channel wellness. We accept had this channel problem for a couple of quarters, and information technology's important for usa to right that. Every bit we await at the downstream channel, we definitely reduced some inventory in Q4, and we will take significant action to reduce that inventory in Q1, and that will requite u.s.a. an opportunity to return to a more normal desktop channel business, which has been relatively successful for us in the past.
According to Su, the company has already taken deportment in Q4 to reduce inventory levels back to a normal level. In addition Su also stated that the company has taken more desperate actions to normalize the channel within the first quarter of 2022. After that AMD anticipates to enter the second and third quarters with a healthier level of channel inventory and with new more than competitive graphics product launches.
Think on the calculating and graphics business organisation, we can amend our execution and there is a lot of focus, at least from my standpoint, to ensure that our 2022 product launches are quite strong. So that's important for the states to actually stabilize that concern, and that volition certainly be cardinal to our second half performance.
I think from where I see it going forrard, we are very focused on correcting the channel and normalizing that concern. I think we have some good products that are coming out for it. And then I do come across opportunities for a return to a more healthy channel concern going forrard.
AMD's CEO had already revealed that the crimson team has new graphics products in the pipeline for 2022. Su stated that it views 2022 as a share gain opportunity for graphics equally nosotros'd reported before.
In 2022 we have some very practiced products in the pipeline, we'll talk more nigh them as we go through the year. I absolutely view it as a share gain opportunity over that period of time.
Even so this is the start time AMD had outlined a concise time frame for when these new products will get in. The company's targeting Q2 for the new graphics launches which volition occur throughout the quarter and all the way into Q3. We should run into the majority of the new cards land before July with a few subsequent introductions occurring within the summer.
AMD'southward competitive position inside the latter ii thirds of the year should prove to be significantly ameliorate. The company'due south planning to introduce a plethora of new graphics cards that span the entire range. We know of some of AMD's plans thanks to various leaks throughout this year and final year.
These include AMD's upcoming Fiji XT GPU which will characteristic a cutting border stacked retention technology co adult by AMD and SK Hynix called HBM. The new retention standard promises to be significantly more than power efficient than traditional GDDR5 and up to 9 times faster. In addition, leaked specifications for the GPU signal that information technology will feature 4096 GCN stream processors and a 4096bit wide-IO memory interface. Fiji XT is also rumored to exist the first always single GPU to come with liquid cooling as standard.
In addition to Republic of the fiji islands XT there's also whispers of AMD working on a faster version of the Hawaii GPU inside AMD's R9 295X2, 290X and 290 cards. There's also talk of AMD releasing a fully unlocked version of Tonga with a 384bit retentiveness interface and 2048 GCN cores. At that place's as well a fresh leak from People's republic of china which tells of a new GPU code named Trinidad to supercede AMD'south R9 270 serial in the $200 price point which is rumored to be coming within the side by side couple of months.
Source: https://wccftech.com/amd-graphics-refresh-coming-q2/
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