¡APUs y sistema Naples!Lisa Su, CEO de AMD confirma que la familia RyZEN R3 es donde saldra el APU, primero para PC portatil a mediados de este 2017 y para fines de año para PC de escritorio.
Igual confirma la salida del sistema NAPLES, enfocado a servidores de area critica y data center.
https://seekingalpha.com/article/406764 ... transcriptLisa T. Su - Advanced Micro Devices, Inc.Looking at our Computing and Graphics segment. We delivered our fourth straight quarter of double-digit percentage year-on-year revenue growth. Strong demand for Ryzen CPUs and improved GPU sales resulted in CG revenue increasing 29% from the year ago period.
CG revenue declined 1% sequentially, which was better than normal seasonality, as significant growth in desktop processor sales driven by the first month of Ryzen CPU sales largely offset seasonal declines in GPU and notebook APU sales.
Solid demand for our family of premium Ryzen 7 processors, including our flagship Ryzen 7 1800X offering, which is the industry's highest performance 8-core CPU drove our highest desktop processor revenue in more than two years. Ryzen CPUs have been consistently ranked among the top-selling processors at global etailers and retailers, and press reviews and end-user sentiments have highlighted the strong performance and value proposition.
In early April, we launched our enthusiast-class Ryzen 5 processors and received overwhelmingly positive reviews that demonstrate our multi-threaded leadership and unmatched value proposition. The Ryzen CPU partner ecosystem also continues to strengthen.
We have seated more than 300 software developers to support their work optimizing for Ryzen CPUs and have already seen double-digit performance gains across a number of top-tier gaming titles. Last week, the first Ryzen-based OEM gaming desktops were announced, and we continue the rapid rollout of Ryzen-powered systems with additional launches planned for major OEMs later this quarter.
Our focus in 2017 remains on launching our Naples server CPU with broad customer, partner and ecosystem support. Naples is the first step in our long-term plan to deliver a leadership data center product roadmap; complementing the success of our mainstream Polaris-based GPUs with our high-end Vega GPUs; extending our Zen core into the mainstream desktop and premium notebook markets with the launches of our Ryzen 3 CPUs and Ryzen mobile APUs in the second half of the year; and expanding our participation in the fast-growing market for GPU compute with the launch of Radeon Instinct Accelerators mid-year.
2017 is an important year for AMD, and we are well-positioned for solid revenue growth and margin expansion based on bringing performance, choice and innovation to an expanding set of markets. I look forward to discussing more about our long-term strategy at our Financial Analyst Day later this month.
Devinder Kumar - Advanced Micro Devices, Inc.I think margins, as Lisa said earlier, year on year we are pretty pleased with the progress, 2 percentage points up. Q2 is a mix of the business, and then as we get through the end of – to the second of the year, we'd see with the full impact of, not just the Ryzen product, but also launching the Naples product that's coming up at the tail end of Q2 and then again the second half of 2017.
Hans C. Mosesmann - Rosenblatt Securities, Inc.Thank you. Hey, Lisa, can you give us a sense of the introduction of Naples into the second half and next year? Is that going to reflect or be similar to what you're doing with Ryzen 7 and then 5 and then 3? And I have a follow-up.
Lisa T. Su - Advanced Micro Devices, Inc.Sure. So, look, we're really pleased with where we are with the Naples program right now. Overall, from a performance standpoint, the product and the customer engagements is going as we would expect. We will launch here in the second quarter. So we'll start some low volume of revenue shipments during the second quarter that will ramp gradually into the second half of the year.
And so, overall, I think, that is how the server outlook will be. I think I have said before and I would still say that the server market has a longer design win to revenue conversion cycle. And so we would expect it to take a couple of quarters for us to ramp the Naples product over time. But you should see a number of customers announcing what AMD platforms over the next couple of quarters.
Hans C. Mosesmann - Rosenblatt Securities, Inc.Great. And then, as a follow-up on the server side, what's the strategy in terms of positioning of the product? I think traditionally, in most cases, it's been more like a me-too product at the low end of the market. What's the strategy here if you can share that with us? Thanks.
Lisa T. Su - Advanced Micro Devices, Inc.So we believe we're highly differentiated with Naples in the sense that we have more cores. We have more memory bandwidth. We have more I/O than our competition. So for certain workloads, I think, Naples is going to do very, very well, certainly, in the cloud as well as in certain HPC workloads and big data workloads that can use all of that memory and I/O bandwidth.
We will be talking more about the positioning of Naples and the key workloads, as we go through the next couple of months prior to launch. But, certainly, we feel that it's, again, like Ryzen, on the strength of the Zen core, we have a very, very strong foundational product. And now it's about making sure that we help our customers get to market.
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