8 Things That Could Make AMD SkyRocket In 2018

AMD VR (Virtual Reality)

AMD VR (Virtual Reality)

It seems that the new Ryzen 5 and 7 are doing very well so far with up to 40-50% of market share as of the Q3 of 2017, But the 2018 is going to be challenging when all the new releases are coming out around March to June 2018. Zen was a revolution in almost all CPU platforms AMD is working on. The Ryzen raised AMD from the ashes in gaming market and EPYC is getting a lot of attention in SC17 among datacenter and AI servers. Zen is not alone though, Vega is also doing great in both gaming Graphics and AI graphics and just recently entered the mobile ultra-thin market which is killing it competing against Intel and made Intel to actually come to AMD and ask for a deal on vega+Intel Chips. Both of the Ryzen and Vega are coming to a point to release their next generation and jump into the 12 nm technologies. 2018 is the year of 12nm chips and early 2018 a lot of new products and platforms will be introduced especially in CES 2018. Amd made a lot of great things in 2017 that will blossom in 2018 like the intel deal or the Datacenter deals. Lets go through the most important thing that can grow AMD into the most competitive rival Nvidia and Intel have ever had.

2018 Could Be The Most Successful Year For AMD

In AMD’s world, it is key that 2018 is the time to deliver. Not only to show AMD has a chance against NVIDIA (NVDA) and and Intel, to continue the positive EPS and sales trend that started in the first quarter of 2016. 8 main areas that will determine whether AMD is going to be successful in 2018 are as follows:

1. New Ryzen 2nd Gen CPUs

AMD scored a on its new Ryzen CPUs, that offered comparable performance as Intel’s (NASDAQ:INTC) current-generation Kaby Lake CPUs at lower prices. AMD also launched the high-end Threadripper that has up to 16 cores and challenged Intel’s I9 in the highest end of the cpu market.

2. New Vega 2nd Gen GPUs

Nvidia Volta-based GPUs are now only for AI and supercomputing customers, NVIDIA has plans to launch the consumer versions in 2018. AMD plans to counter Volta with its next-generation 12nm Vega 2nd gen GPUs.

3. The Intel-AMD deal On Ultrathin Notbooks

In a strange deal, AMD recently partnered with Intel to integrate its Radeon graphics into Intel’s upcoming chipset for ultra-thin laptops. This partnership is risky, since it could curb demand for AMD’s own Raven Ridge APUs. but it is depended on how much of a big thing it is and how much GPUs intel needs from AMD. The potential costumers are Microsoft surface or apple or even Intel mini PCs along with thin laptops.

4. EESC Deals and performance

AMD’s EESC (Enterprise, Embedded, and Semi-Custom) business became a pillar of growth over the past few years as it supplied semi-custom SoCs to leading gaming consoles like the Xbox One and PS4 and Ataribox.

5. AI – Artificial Intelligence GPU market (Instinct GPUs)

AMD has a strong platform in AI and already working with companies like Tesla to develop the AI tools in auto industry. More and more deals like Tesla can help AMD grow in the huge 30 Billion AI market.

6. Datacenter CPUs (EPYC CPUs)

sc17 was a good time for AMD to show off new Datacenter products like EPYC CPUs they have made with Zen platforms. AMD actually could get so many new costumers like Microsoft, Asus and Biado. Pushing the Datacenter Market can help AMD succeed in 2018 as well.

7. VR – Virtual Reality Market

2017 was they year that many evolutions happened in VR industries and last month AMD Just hosted its VR Awards where Virtual Reality Meets Recognition from apps to news technologies in VR. Attendees of the awards in all the different categories include almost all of the biggest names in VR. And just a while ago AMD over-performed NVIDIA flagship 1080 ti in many benchmarks in VR environment. AMD has definitely a growth area in VR to go through and explore. This is while many of the main VR headset makers are going to have big announcements in 2018 and the VR market is going to grow even more.

8. AMD-Qualcomm Deal and partnership

AMD just announced Dec 5 that AMD is working with Qualcomm (QCOM) to bring PC connectivity solutions to AMD’s Ryzen mobile processors. Most importantly from the partnership is Qualcomm’s LTE modem and AMD’s graphics and CPU processors coming together.

AMD NVDA INTC

Graph 2 – AMD NVDA INTC

Tags: Technolog, AMD, finance, NVDA, INLC, amd stocks, amd value, amd revenue, amd growth, amd vs nvda, NASDAQ:INTC, NASDAQ:AMD

Mohsen Daemi
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