Advanced Micro Devices Inc (NASDAQ: AMD) |
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Advanced Micro Devices Inc's Comment on Competition and Industry Peers
Generally, the IC industry is intensely competitive. Products typically compete
on product quality, power consumption (including battery life), reliability,
speed, performance, size (or form factor), cost, selling price, adherence to
industry standards (and the creation of open industry standards), software and
hardware compatibility and stability, brand recognition, timely product introductions
and availability. Technological advances in the industry result in frequent
product introductions, regular price reductions, short product life cycles and
increased product capabilities that may result in significant performance improvements.
Our ability to compete depends on our ability to develop, introduce and sell
new products or enhanced versions of existing products on a timely basis and
at competitive prices, while reducing our costs.
Competition in the Microprocessor Market
Intel Corporation has dominated the market for microprocessors for many years.
Intel’s market share, margins and significant financial resources enable
it to market its products aggressively, to target our customers and our channel
partners with special incentives and to discipline customers who do business
with us. These aggressive activities have in the past and are likely in the
future to result in lower unit sales and a lower average selling price for our
products and adversely affect our margins and profitability.
Intel exerts substantial influence over computer manufacturers and their channels
of distribution through various brand and other marketing programs. As a result
of Intel’s dominant position in the microprocessor market, Intel has been
able to control x86 microprocessor and computer system standards and benchmarks
and to dictate the type of products the microprocessor market requires of us.
Intel also dominates the computer system platform, which includes core logic
chipsets, graphics chips, motherboards and other components necessary to assemble
a computer system. OEMs that purchase microprocessors for computer systems are
highly dependent on Intel, less innovative on their own and, to a large extent,
are distributors of Intel technology. Additionally, Intel is able to drive de
facto standards for x86 microprocessors that could cause us and other companies
to have delayed access to such standards.
Intel has substantially greater financial resources than we do and accordingly
spends substantially greater amounts on marketing and research and development
than we do. We expect Intel to maintain its dominant position and to continue
to invest heavily in marketing, research and development, new manufacturing
facilities and other technology companies. To the extent Intel manufactures
a significantly larger portion of its microprocessor products using more advanced
process technologies, or introduces competitive new products into the market
before we do, we may be more vulnerable to Intel’s aggressive marketing
and pricing strategies for microprocessor products. For example, Intel recently
introduced microprocessors for low-cost notebooks, similar to products that
we offer for low-cost notebooks.
As long as Intel remains in this dominant position, we may be materially adversely
affected by Intel’s:
business practices, including rebating and allocation strategies and pricing
actions, designed to limit our market share and margins;
product mix and introduction schedules;
product bundling, marketing and merchandising strategies;
exclusivity payments to its current and potential customers and channel partners;
control over industry standards, PC manufacturers and other PC industry participants,
including motherboard, memory, chipset and basic input/output system, or BIOS,
suppliers and software companies as well as the graphics interface for Intel
platforms; and
marketing and advertising expenditures in support of positioning the Intel brand
over the brand of its OEM customers.
Intel’s dominant position in the microprocessor market, its introduction
of competitive new products, its existing relationships with top-tier OEMs and
its aggressive marketing and pricing strategies could result in lower unit sales
and a lower average selling price for our products, which could have a material
adverse effect on us.
Other competitors include a variety of companies providing or developing ARM-based
designs at relatively low cost and low power processors for the computing market
including netbooks, tablets and thin-client form factors, as well as dense servers,
set-top boxes and gaming consoles. ARM Holdings designs and licenses its ARM
architecture to third parties, including AMD, and offers supporting software
and services. Our ability to compete with companies who use ARM-based solutions
depends on our ability to design energy-efficient, high-performing products
at an attractive price point.
Competition in the Chipset Market
In the chipset market, our competitors include suppliers of integrated graphics
chipsets. PC manufacturers use integrated chipsets because they cost less than
traditional discrete GPUs while offering acceptable graphics performance for
most mainstream PC users. Intel also leverages its dominance in the microprocessor
market to sell its integrated graphics chipsets. Intel manufactures and sells
integrated graphics chipsets bundled with their microprocessors and is a dominant
competitor in this market.
Competition in the Graphics and Visual Solutions Market
In the graphics and visual solutions market, our competitors include suppliers
of discrete graphics, embedded graphics processors and IGPs. Intel manufactures
and sells embedded graphics processors and IGP chipsets, and is a dominant competitor
with respect to this portion of our business. The continued improvement of the
quality of Intel’s integrated graphics, along with higher unit shipments
of our APUs, may drive computer manufacturers to reduce the number of systems
they build paired with discrete graphics components, particularly for notebooks,
because they may offer satisfactory graphics performance for most mainstream
PC users, at a lower cost. Intel could take actions that place our discrete
GPUs and integrated chipsets at a competitive disadvantage such as giving one
or more of our competitors in the graphics and visual solutions market, such
as Nvidia Corporation, preferential access to its proprietary graphics interface
or other useful information.
Other than Intel, our principal competitor in the graphics and visual solutions
market is Nvidia. AMD and Nvidia are the two principal players offering discrete
graphics solutions. Other competitors include a number of smaller companies,
which may have greater flexibility to address specific market needs, but less
financial resources to do so, especially as we believe that the growing complexity
of visual processors and the associated research and development costs represent
an increasingly higher barrier to entry in this market.
With respect to our game console products, we compete primarily against Nvidia.
Other competitors include Intel, ARM Holdings and Imagination Technology Group.
Overall company Market Share Q1 2025 |
*Market share is calculated based on total revenue.
News about Advanced Micro Devices Inc Contracts |
October 10, 2024
In an era where artificial intelligence (AI) is becoming increasingly integral to business operations, AMD has taken a significant leap forward by launching its new Ryzen AI PRO 300 series processors. This innovative lineup is designed to revolutionize commercial PCs, delivering unprecedented AI compute capabilities alongside multi-day battery life attributes that promise to enhance productivity for business users. The Power of AI-Driven ComputingThe Ryzen AI PRO 300 series processors, part of AMD s broader push into the commercial space, are engineered to meet the growing demands of modern workplaces. These new processors offer an array of features optimized for AI applications, making them ideal for busine...
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September 26, 2024
The Rise of AMD Instinct MI300X Accelerators: A New Epoch in Oracle Cloud Infrastructure for AI EndeavoursIn the ever-evolving sphere of technology and computation, we find ourselves at the precipice of remarkable advancements that necessitate not only the dexterity of innovative thinking but also robust infrastructural support. It is with great interest that we recount the recent unveiling of the AMD Instinct MI300X accelerators, now available through Oracle Cloud Infrastructure (OCI), thus paving pathways for burgeoning artificial intelligence (AI) applications across diverse realms.The acceleration of AI workloads both inferential and training has reached unprecedented heights, as evidenced by illustriou...
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May 13, 2024
AMD Empowers Advanced High Performance Computing, AI-Driven Systems, and Professional PCs with Industry-Leading ProcessorsIn the constantly evolving world of technology, AMD remains at the forefront as the partner of choice for high-performance computing deployments. AMD s dominance in the industry is evident as an astounding 156 out of the Top500 supercomputers are powered by their processors, showcasing a remarkable 29 percent year-over-year increase. This staggering growth is a testament to AMD s unwavering commitment to revolutionize the computing landscape.Not limiting itself to high-performance computing, AMD has expanded its portfolio to cater to the burgeoning field of artificial intelligence (AI). W...
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March 19, 2024
AMD Adaptive Computing Technology Powers Sony Semiconductor Solutions LiDAR Automotive Reference Design for Enhanced Autonomous Vehicle SafetyAdvanced Micro Devices Inc, a leading provider of high-performance computing solutions, has unveiled its latest breakthrough in adaptive computing technology. The company s powerful AMD Zynq UltraScale+ MPSoC and Artix-7 FPGA-powered LiDAR system will revolutionize next-generation autonomous vehicles by significantly enhancing object detection capabilities and providing real-time analysis for unparalleled safety.LiDAR, or Light Detection and Ranging, technology has emerged as a critical component in autonomous vehicle navigation systems. By emitting laser pulses and me...
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March 5, 2024
AMD, one of the leading semiconductor companies, has recently made significant announcements regarding its expanding product portfolio. The company has introduced the all-new AMD Spartan UltraScale+ Family of Field-Programmable Gate Arrays (FPGAs), specifically designed for cost-sensitive edge applications. In addition, AMD has unveiled its Embedded+ Architecture, combining embedded processors with Adaptive Systems-on-Chips (SoCs) to expedite the time-to-market for edge Artificial Intelligence (AI) applications. Furthermore, AMD has revealed its highly anticipated Ryzen 8000G Series desktop processors, promising exceptional performance and empowering gamers and creators with new personal AI experiences. Thes...
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February 6, 2024
Advanced Micro Device...
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January 8, 2024
Advanced Micro Devices (AMD), a trailblazing force in the world of processors and high-performance computing, has once again proven its commitment to driving innovation and performance. Recently, the company revealed the details about its next generation of desktop processors developed for extreme PC gaming, content creation, and auxiliary AI experiences the AMD Ryzen 8000G Series. Concurrently, strengthening its footprint in the artificial intelligence (AI) sector, the semiconductor manufacturer launched an impressive portfolio of Data Center AI solutions, the AMD Instinct MI300 series. The AMD Ryzen 8000G Series processor has been designed with a keen eye on the future, aimed at intensifying user experie...
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Publicly Traded Peers of Advanced Micro Devices Inc
International Business Machines Corporation Share Performance
0.00%
Over The Past 5 Days
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International Business Machines Corporation
Profile
International Business Machines Corporation (IBM) operates on a business model centered around delivering comprehensive technology products and services to enterprises globally, focusing on software, hardware, cloud computing, artificial intelligence, and consulting. Through these offerings, IBM seeks to enhance organizational efficiency, foster innovation, and support clients in achieving their digital transformation objectives.
More about International Business Machines Corporation's Market Share
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Intel Corporation Share Performance
+1.56%
This Year
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Intel Corporation
Profile
Intel Corporations business model focuses on designing and manufacturing microprocessors for various computing devices. It generates revenue by selling processors to original equipment manufacturers (OEMs) and directly to consumers, along with offering related hardware, software, and service solutions.
More about Intel Corporation's Market Share
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Nvidia Corp Share Performance
+18.57%
This Quarter
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Nvidia Corp
Profile
Nvidia Corps business model centers on designing and selling high-performance GPUs for gaming, AI, and professional markets, along with offering software and hardware solutions for data centers, automotive, and visualization industries.
More about Nvidia Corp's Market Share
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Analog Devices Inc Share Performance
-0.52%
One Year
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Analog Devices Inc
Profile
Analog Devices Inc operates a business model centered around the design, manufacturing, and sale of advanced analog, mixed-signal, and digital signal processing integrated circuits tailored for diverse applications across industries such as industrial, automotive, and consumer electronics. The company focuses on delivering high-performance, innovative solutions that address specific customer needs through a comprehensive product portfolio.
More about Analog Devices Inc 's Market Share
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Broadcom Inc Share Performance
+8.96%
30 Days
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Broadcom Inc
Profile
Broadcom Incs business model centers on designing and manufacturing a diverse array of semiconductor devices and solutions. They serve multiple industries including wired infrastructure, wireless communications, enterprise storage, industrial, and automotive sectors. Their strategy emphasizes delivering high-performance, cost-effective products, with a strong focus on innovation and building customer relationships to sustain competitive advantage.
More about Broadcom Inc 's Market Share
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Lattice Semiconductor Corp Share Performance
0.00%
Over The Past 5 Days
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Lattice Semiconductor Corp
Profile
Lattice Semiconductor Corp operates under a business model focused on the design, development, and manufacturing of programmable logic devices and related software. Their products cater to a wide range of industries, including communications, automotive, industrial, and consumer electronics. By providing flexible and customizable solutions, Lattice Semiconductor aims to meet the specific needs of its customers and help them achieve improved performance and efficiency in their electronic systems.
More about Lattice Semiconductor Corp's Market Share
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Marvell Technology Inc Share Performance
0.00%
Over The Past 5 Days
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Marvell Technology Inc
Profile
Marvell Technology Inc operates under a business model focused on designing and selling semiconductors and related technologies. They primarily cater to the storage, networking, and connectivity markets, developing innovative solutions for data centers, enterprise networks, and consumer electronics. Marvell's revenue primarily comes from the sale of its products, including integrated circuits, embedded processors, and networking solutions, to various customers worldwide.
More about Marvell Technology Inc's Market Share
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Nxp Semiconductors N v Share Performance
+5.43%
This Year
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Nxp Semiconductors N v
Profile
is a global semiconductor company and a long-standing supplier in the industry, with over 50 years of innovation and operating history
More about Nxp Semiconductors N v 's Market Share
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Qualcomm Inc Share Performance
+1.14%
This Quarter
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Qualcomm Inc
Profile
Qualcomm Inc operates as a global leader in semiconductor and telecommunications equipment, focusing on designing and selling chipsets and licensing intellectual property related to wireless communications technology. The company generates revenue through chipset sales, royalties from licensing agreements, and developing advanced technologies for mobile and connected devices.
More about Qualcomm Inc's Market Share
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Quicklogic Corp Share Performance
-47.33%
One Year
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Quicklogic Corp
Profile
Quicklogic Corp's business model can be described as a semiconductor solutions provider specializing in the development and sale of customizable, low-power, and ultra-low-power FPGAs (Field-Programmable Gate Arrays) and associated software tools for the mobile, wearable, and Internet of Things (IoT) markets, enabling their customers to create and deploy differentiated products quickly and cost-effectively.
More about Quicklogic Corp's Market Share
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Texas Instruments Incorporated Share Performance
0.00%
Over The Past 5 Days
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Texas Instruments Incorporated
Profile
Texas Instruments Incorporated operates as a leading semiconductor company that specializes in designing and manufacturing a wide range of analog and embedded processing chips for diverse markets, including automotive, industrial, and consumer electronics. The company generates revenue primarily through the sale of semiconductor products, complemented by income from licensing its intellectual property and offering services such as technical support and design assistance. Texas Instruments emphasizes innovation and reliability, aiming to provide solutions that enhance performance and efficiency for its customers globally.
More about Texas Instruments Incorporated's Market Share
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Vado Corp Share Performance
0.00%
This Year
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Vado Corp
Profile
Vado Corp is a technology company that operates on a business model focusing on developing and selling innovative software solutions for various industries. Their offerings include software products designed to streamline business processes and enhance efficiency for their clients.
More about Vado Corp's Market Share
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Avid Technology Inc Share Performance
-1.13%
This Quarter
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Avid Technology Inc
Profile
Avid Technology Inc is a multimedia software company that adopts a business model of providing industry-leading solutions for creating, managing, and distributing digital media content. They offer a range of products and services tailored to the needs of professionals in the media and entertainment industry.
More about Avid Technology Inc 's Market Share
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Falconstor Software Inc Share Performance
0.00%
One Year
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Falconstor Software Inc
Profile
Falconstor Software Inc's business model revolves around providing enterprise-class software-defined storage solutions. These solutions help businesses manage and protect their data across physical, virtual, and cloud environments.
More about Falconstor Software Inc 's Market Share
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F5 Inc Share Performance
+11.89%
This Quarter
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F5 Inc
Profile
F5 Incs business model focuses on application delivery, with an emphasis on security, performance, and availability of applications across various environments, including cloud and on-premises. They provide solutions such as load balancing, security services, and traffic management to optimize application performance and protect against cyber threats.
More about F5 Inc 's Market Share
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Netapp Inc Share Performance
-10.87%
This Year
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Netapp Inc
Profile
NetApp Incs business model focuses on delivering comprehensive data management solutions, which include cloud data services, software-defined storage, and data infrastructure management, to assist organizations in managing their data efficiently. The company provides a diverse array of hardware and software products designed to meet the specific data requirements of enterprises across various sectors, enabling them to optimize storage and enhance data management processes. Through a combination of innovative technologies and strategic partnerships, NetApp empowers businesses to protect, store, and utilize their data effectively in an increasingly digital landscape.
More about Netapp Inc 's Market Share
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Sources: Advanced Micro Devices Inc and all companies mentioned above in this report
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