Today’s Financial Analyst Day 2020 from AMD is full of small nuggets of information. With the company  building its foundation on its new x86 Zen high-performance architecture, keeping track of the finances is a good marker to find out how well its products are doing. Another marker is how many chips are in the wild. To that end, AMD's CTO Mark Papermaster presented this graph:

Since the launch of the first Zen products in 2017, the company states that it has shipped 260,000,000 Zen cores to date. It is worth noting that this is cores, not chips, and so there’s a mix of everything from 2-core to 64-core products in there. But this counts consumer, enterprise, commercial, and mobile products. With the launch of the Zen 2 based consoles later this year, this number is expected to shoot up by a significant margin.

Side reading this graph, we get the following numbers:

2017-2018: ~30m cores
2018-2019: 80m cores (~110m total)
2019-2020: 150m cores (~260m total)

Interested in more of our AMD Financial Analyst Day 2020 Coverage? Click here.

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  • qlum - Saturday, March 7, 2020 - link

    One must not forget that amd has not yet beaten intel everywhere in terms of delivering the best product.

    Firstly there is the office pc crowd. These generally have a pretty fixed budget and do not want to add a graphics card. The best AMD can offer in that regard is the 3400g which can't really compete in the common i5 price bracket. This lack propagates further through the stack even when amd is the best option.

    In the laptop market, intel still beats amd a lot on especially idle power consumption. This is not something OEM's may want to comprimise on too much.

    So yea you can say intel will sell anyway, however that is certainly not the entire story.
    Reply
  • Korguz - Saturday, March 7, 2020 - link

    and this could all change when amd releases ryzen mobile 4k series, and their desktop version of the APU based on zen 2, as from what was released back in Jan and CES, seems amds nez 2 based mobile chip, looks like it will continue what zen 2 has done on desktop and server, the only unknown is power usage Reply
  • Deicidium369 - Sunday, April 12, 2020 - link

    Yeah yeah yeah always the NEXT AMD thing - not the current AMD thing - been saying the same since Ryzen 1 -- just wait until Ryzen 2 --- just wait until Ryzen 3 .... Ryzen 10.

    The Ryzen 4x00 APUs are interesting - but just that - interesting.

    At some point AMD needs to have it's products match the marketing - they have not yet. Intel posting record quarters, quarter after quarter. Maybe Ryzen is comparable to 8th Gen, and it's GPUs are not Turing level, but Pascal level. Shooting where the competition will BE and not where they were 2 years ago would be a radical shift in the right direction.

    Ms Su maybe not be the dumpster fire her predecessors were - but no contingency clause in the wafer purchase agreements with GF.... "WPA contingent upon Next Node sampling within x months" would have save AMD a ton of money - that's why the IO dies are 12nm GF - they were paying for the wafers whether they contained useful dies or were "blank".
    Reply
  • HStewart - Tuesday, March 10, 2020 - link

    Gamers voting with their wallets and are buying AMD. on mass. Reply
  • Deicidium369 - Sunday, April 12, 2020 - link

    Maybe some, and it's en masse. AMD had the #1 position on several sites - which amounted to little to nothing. Most serious gamers have a preference - whether it's Intel or AMD it doesn't matter - it's a small market. I prefer i9900K at 5Ghz and dual 2080RTI on a 4K 120Hz monitor - some prefer to play super high frame rates on lower resolutions... some people buy beast systems to play Hearthstone. So thinking that "gamers" is a monolithic group is foolish.

    also en masse at some point would be reflected in revenue...
    Reply
  • kevin.mcc - Monday, March 9, 2020 - link

    Wrong.... Consumers are buying Intel because they do not know anything about CPU architecture and performance. Intel spends a lot of money to get vendors to push their CPUs. We just went through this with server quotes. For same price we could either get a server with two AMD EPYC 7262 or two Xeon Silver 4112. We have to ask every time for AMD server quotes otherwise you will get an Intel quote. Reply
  • Deicidium369 - Sunday, April 12, 2020 - link

    Yeah yeah yeah - IF people only UNDERSTOOD the absolute SUPERIORITY of MY most favorite FACELESS CORPORATE ENTITY they would be buying them in heretofore UNHEARD of LEVELS.

    Ford vs Chevy. Coke vs Pepsi. Craft Beer vs Bud Light. Sedan vs SUV. See how that works?
    Reply
  • HStewart - Tuesday, March 10, 2020 - link

    I actually didn't even notice this was stating cores and not cpus. Keep in mind major of AMD Zen chips are desktops and more 8 cores. 6 core sounds like minimum and not average

    Average AMD user purchase AMD for core count - plus keep in mind older Zen's had less cores - so the number of chips is off.

    30m / 6c = 5m
    80m / 8c = 10m
    120m / 12c 10m

    or total of 25m

    The number of cpus is hard to estimated by cores
    but I would guess
    Reply
  • psychobriggsy - Friday, March 6, 2020 - link

    To compare: over 1.2B Jaguar cores shipped in the consoles alone.
    And that will be replicated this generation with the Zen 2 cores.
    Reply
  • ksec - Friday, March 6, 2020 - link

    Those number are fascinating. It means we now have information to suggest AMD shipped twice as much Zen as they did in 2018.

    However this doubling of Core Shipment did not results in significant uptake of Revenue. That means AMD has shipped same number of Chips with ASP being roughly the same at double the core.

    In that sense it is not good news.
    Reply

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