In a verbal comment on AMD’s quarterly earnings over the past few months, CEO Lisa Su said that “cryptocurrencies” are a “minor” component of revenue for this category. Graphics.
Soo says This is in response to an analyst’s question about what part of the revenue is coming from cryptocurrency. “We don’t think there is a significant component of cryptocurrency in GraphicsAccording to Su, the RDNA 2 architecture is the main driver of growth, including for mobile GPUs and data centers.
It anticipates continued strong demand for gaming graphics cards. In addition, Su points out that there are still many gamers looking for the video cards they want and that AMD wants to “support” this question. She did not provide any further details, saying only that the company will continue its efforts to put GPUs in the hands of gamers.
Lisa Sue also said in her response that graphics will not be the biggest growth engine in terms of revenue for the second half of this year. The most important factor will be the data centers, in the form of server processors and to a lesser extent the GPUs dedicated to them.
The Computing and Graphics segment, which includes Ryzen processors and Radeon graphics cards, generated quarterly revenue of $2.25 billion, up 65 percent from last year’s quarter and up 7 percent year-over-year compared to the first three months of this year.
According to AMD, the significant increase is mainly due to the increase in processor sales. Lisa Su reports that revenue from desktop and laptop computers increased by double digits. The company is talking about a richer mix of sales of Ryzen CPUs for desktop and laptop computers, and points directly to Ryzen 9 processors. The number of deliveries has doubled compared to last year. Su also mentions the sharp increase in the latest Ryzen 5000 mobile processors.
The Enterprise Embedded and Semi-Custom segment generated $1.6 billion in revenue. This clip includes console chips for PlayStation 5, Xbox Series X, and S, and AMD’s EPYC server processors. Business volume increased by 183% compared to the same period in 2020.
As usual, AMD doesn’t provide exact numbers, but Sue identified a number of factors that contributed to the 183 percent increase. For example, it says that demand for game consoles is expected to remain high, and notes that revenue will follow too if steam deck van valve Goes on sale in December. This laptop includes an AMD apu. It also mentions the RDNA 2 GPUs for the infotainment systems in the latest Tesla Model S and X models and the strong demand for second-generation EPYC server processors.
AMD generated total revenue of $3.85 billion in the first quarter. According to the quarterly figures. This represents an increase of 99 percent compared to the second quarter of the previous year. Net profit grew faster. It reached $710 million, while a year ago it remained at $157 million. This is an increase of 352 percent.
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