CFO of AMD,Thomas Seiffert said in quarterly financial conference today:'We are in the first quarter to meet customer's demand of RadeonHD7000GPU. Product is great, the demand is very strong and we certainly hope to get more upstream shipments, but within the first quarter we have basically met all the needs of the customers. "AMD launched three GPU cores in three months,including Tahiti7900, CapeVerde7700, Pitcairn7800, in the second quarter they will introduce three mobile version of the top dual-core model, this will depend on the support from TSMC's 28nm .But the first quarter is often the traditional off-season, the market demand is not the highest, what will happen next remains to be seen.At the first quarter of this year, AMD's graphics division revenue is $ 382 million, essentially flat with last quarter, down 7%. Due to launches of and increased average price, AMDGPU had revenue growth, but is offset by license of the game console.CEO and Chairman of Qualcomm,Paul Jacobs reported at the same time: "The demands of industry-leading Snapdragon4/MSM8960 and other 28nm product market are very strong,although production yields are expected to be improved,production capacity of 28nm is still inadequate. We have close collaboration with partners,but tight 28nm supply severely limits our expected revenue for the fiscal year .... We have increased our operating expenses to expand the 28nm supply."Qualcomm confirmed being contacted other foundries, preparing to move S4 and even the production of next-generation S5, but because it involves the redesign of the chip and tape, the new photomask, the new test validation, and other tedious process, Qualcomm had come up with more bills.Qualcomm expects TSMC gradually increases the 28nm chip, the supply of the S4 series will be improved in the second quarter of this year, With the join of other foundries, Qualcomm expects at the third quarter they can be thoroughly improved. |
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AMD Is Happy While Qualcomm Is Worried