From Ryzen APUs to Vega: Thoughts on AMD’s Financial Analyst Day

Yesterday, AMD had its first financial analyst day in several years. These events are important for several reasons, not least of which is because they give investors and enthusiasts a cohesive picture of where AMD is and where it hopes to go. Unlike other press events, which tend to be focused on a single product or product family, analyst days are broader and cover a wider range of topics.

AMD is looking to reclaim lost market share

Vega and Ryzen feature heavily in AMD’s plans to compete across the desktop and mobile space. To-date, we’ve only seen Polaris and the Ryzen 5 and 7 families, but AMD has bigger plans. The slideshow below steps through AMD’s overall evaluation of its Total Addressable Market (TAM) in the PC space, and how Ryzen is expected to change it.

Vega’s Sort-Of Debut

As for Vega, AMD did indeed demo and promise that a version of its high-end GPU would be in market by the end of June, but the GPU it showcased — the Radeon Vega Frontier Edition — is also explicitly aimed at content creators, engineers, and HPC workloads. It’s supposedly faster than Nvidia P100 in one benchmark (DeepBench, a test I’m not familiar with and haven’t evaluated).

From Ryzen APUs to Vega: Thoughts on AMD's Financial Analyst Day - ExtremeTech