AMD: Changing Focus on Flexible Strategies Doesn't Eliminate ARM Technology

AMD CEO Lorry Lourdes emphasized in the analyst-oriented meeting yesterday that it will develop in the embedded and mobile areas in the future and be optimistic about the development of flat/ultra-low power thin and light laptops. The following figure represents AMD's future market for itself. The perspective of the outlook: The tablet accounted for 18.6%, the server accounted for 5.3%, the embedded accounted for 15.1%, the notebook accounted for 8.4%, the desktop only had the poor 2.8%, and the graphics card accounted for 11.6%. The market/ R&D focus is a new look compared to previous years.

In the speech, Lloyd also mentioned the greater flexibility of the AMD platform: AMD expects to provide customers with a total solution for services/software/platforms/silicon chips in the vertical direction. As for the horizontal aspect, AMD has clearly stated that this is a presentation and slide. Mentioned or will use third-party modules. Lloyd also mentioned ARM once or twice, Anandtech analysts said this means that the future does not rule out that AMD will use the ARM-based CPU/GPU in the SoC, and then combine AMD's own technology. After all, TI, Qualcomm, NVIDIA and others are all adopting third-party IP. Even Intel is using PowerVR SGX graphics core in Atom.