The current situation of shortage of components, graphics cards in the first place, has been attributed to several factors that are primarily related to the global chip crisis . The many variables in the field – pandemic, lockdown, stop of the production chain and more – have created a sort of vicious circle which, according to the latest studies on the subject, could lead the market into a condition of stagflation, a bit like it happened over the years. 70. In this context, the various multinationals and manufacturing companies are adopting ad-hoc measures and strategies, one of these – which is common to all or almost all – is to focus the production chain around the most important products with the highest yield. possible in terms of revenues.
It seems to be the case of AMD , a company that is going through a particularly rosy period – see the turnover of the last quarter – and that on the occasion of the last Deutsche Bank Technology Summit , took stock of the current situation and the strategies that the company is putting in place to ensure constant growth (also from a perspective shareholders).
Across the CFO of the company, Devinder Kumar, AMD clearly has stated that the current company policy regarding processors sees a focus on products aimed at the server world and notebooks, essentially the two markets that currently allow the highest revenues, not only for AMD but also for Intel.
Our top priority is to ensure a revenue share, so there will be a sequential strategy in terms of products, with server products and mobile processors first, followed by high-end desktop products. – Devinder Kumar, CFO of AMD
Words that leave no room for doubt and that, looking at the recent past and the lack of Ryzen processors 5000 being launched, suggest that this policy has actually been in place for some time. AMD is strong on the success of EPYC and Ryzen server processors 5000 Mobile with Zen 3 architecture, it is no coincidence that the latest rumors want the company focused on the next generation of CPU / APU for notebook “Rembrandt” (we talked about it HERE) which should represent the first proposal regarding the range Ryzen 6000 .
While Intel may soon take advantage of the desktop market with Core models 12 in gen Alder Lake-S, the latest rumors want AMD to prepare a Ryzen launch 6000 Mobile for start 2022. These APUs will use the TSMC 6nm production node and will be equipped with a component integrated graphics of the Navi family (RDNA2) , all seasoned with PCI-E 4.0 support and possibly DDR5 memory . The CPU architecture will remain Zen 3, but the ingredients for success seem to be all there.