Ba za a iya cewa sanannen "cryptocurrency factor" gaba ɗaya ya faɗi a gaban waɗanda suka ɗauki nauyin nazarin rahoton AMD na ƙarshe na kwata a yau, amma tasirinsa a yawancin lokuta ya zama mai ƙarfi fiye da yadda ake tsammani. A gefe guda kuma, a cikin rubu'in farko na wannan shekarar a kididdigar dole ne a kwatanta shi da daidai lokacin da aka yi a bara, sannan kuma buƙatun katunan bidiyo ya ratsa cikin rufin daidai daga waɗanda suka yi amfani da su zuwa ma'adinan cryptocurrencies. A cikin sharhin hukuma, gudanarwar AMD dole ne ya koma ga waɗannan yanayi koda lokacin da aka ƙirƙira hasashen kwata na biyu na wannan shekara.
Don haka, AMD ta sami nasarar samun dala biliyan 1,27 a farkon kwata, wanda ya zarce tsammanin masu sharhi. Farashin hannun jarin kamfanin ya karu da kashi biyar cikin dari a sa'o'i na farko bayan sanar da kididdigar. Idan aka kwatanta da kwata na farko na shekarar da ta gabata, kudaden shiga ya ragu da kashi 23%, wanda kamfanin ke zargi da raguwar kayayyakin masarufi da kuma kudaden shiga na hotuna da kashi 34% zuwa dala miliyan 823. A jere, kudaden shiga na CPU ya ragu da kashi 10%. Amma kudaden shiga daga tallace-tallace na Ryzen, masu sarrafa EPYC da masu sarrafa hoto don uwar garken suna amfani da fiye da ninki biyu a shekara.
Bari mu kalli manyan abubuwan da aka bayyana a cikin ayyukan sashin AMD da ke da alhakin sakin samfuran abokin ciniki da zane:
- Kudaden shiga ya ƙi 26% YoY da farko saboda GPUs
- Kudaden shiga ya ragu da kashi 16% bisa tsari bisa ga tasirin CPUs
- Matsakaicin farashin siyar da masu sarrafa abokin ciniki ya karu musamman saboda karuwar tallace-tallace na na'urori na Ryzen iyali
- A cikin kwatancen jeri, matsakaicin farashin siyar da masu sarrafawa ya yi mummunan tasiri ta hanyar raguwa a matsakaicin farashin siyar da samfuran wayar hannu.
- Matsakaicin farashin siyar da GPUs ya karu kowace shekara saboda yawan tallace-tallace na GPUs don cibiyoyin bayanai
- A cikin kwatancen gefe-gefe, matsakaicin farashin GPU ya karu saboda karuwar rabon samfuran mafi tsada a tsarin tallace-tallace.
AMD ta sami nasarar cimma ribar da ba ta GAAP ba na 41%, daidai da kwata na baya. A kowace shekara, ribar riba ta karu da kashi biyar cikin dari. Wannan yunƙurin ya haifar da haɓakar shaharar Ryzen da EPYC masu sarrafawa, da GPUs don aikace-aikacen uwar garken.
Kudin aiki na AMD shine dala miliyan 38 kuma yawan kuɗin shiga ya kai dala miliyan 16 bisa GAAP. Ba za ku iya gudu da gaske ba, amma dole ne mu yarda cewa kamfanin ba shi da asara bisa ƙa'ida. Kudaden shigar da sashen sarrafa kwamfuta da zane-zane ya ragu da dala miliyan 122 a duk shekara da dala miliyan 99 a jere.
Sashen EESC, wanda ke ba da samfuran masana'antu, hanyoyin da aka haɗa da samfuran al'ada, sun samar da dala miliyan 441 a cikin kudaden shiga a cikin kwata na farko. Wannan shine 17% kasa da shekara guda da ta gabata, amma 2% fiye da kwata na baya. Ragewar kudaden shiga yana shafar yanayin cyclical na siyar da na'urorin wasan bidiyo da ke amfani da abubuwan AMD. Koyaya, kamfanin ya yi wani layi na daban yana ambaton cewa ƙarni na gaba na Sony console zai yi amfani da mafita wanda ya haɗu da ƙirar ƙira ta Zen 2 tare da gine-ginen zane na Navi. Kudaden shiga daga tallace-tallace na masu sarrafa uwar garken ya karu sosai idan aka kwatanta da bara; a zahiri, adadin tallace-tallace na masu sarrafa EPYC shima ya karu a kwatancin kwata.
AMD ta ƙare kwata tare da dala biliyan 1,2 a tsabar kuɗi, bincike da kashe kuɗi na ci gaba sun kasance a matakin ɗaya, amma farashin tallace-tallace da talla ya karu sosai. A cikin kwata na biyu na wannan shekara, AMD tana tsammanin kudaden shiga na dala biliyan 1,52, wanda shine 19% fiye da sakamakon kwata na farko, amma 13% kasa da kudaden shiga a daidai wannan lokacin a bara. Idan, a cikin kwatankwacin kwata-kwata, kudaden shiga ya kamata ya girma a duk kwatance, to AMD ya bayyana mummunan tasirin idan aka kwatanta da bara tare da ƙananan kudaden shiga daga siyar da masu sarrafa hoto, "kayayyakin kwata-kwata," da kuma wani kaso maras muhimmanci na "cryptocurrency". kudaden shiga."
source: 3dnews.ru