Quote from: Robin Light on August 16, 2023, 01:10:49Aber ich denke, AMD hat in dem Geschäft einfach kein Standing, die sind froh wenn die Chips überhaupt wer verbaut.
AMD doesn't care about the laptop and desktop processor market - they care more about the server and console market. They have always been, are and will be Intel's antimonopoly pad with direct cross-licensing of technologies and Intel's help if AMD is completely bent (as it was before more than once).
The market share of AMD, which had been growing for some time since the advent of Zen, began to decline again. Because they are not really interested in these market niches and are not particularly tense about the optimal processor / SoC options and their timely delivery to iron manufacturers. Intel still rules there, while still tenaciously holding its overwhelming share of the x86 market in the consumer segment.
AMD does not have its own facilities, they are entirely dependent on the factories of TSMC and Samsung. This alone excludes real competition in terms of supply (and hence the cost of production) with Intel. Intel just temporarily releases this invisible leash longer, and then pulls AMD again.
Same in the GPU market, ATI was bought because it went bankrupt in competition with NVidia. And what do we see now? The vast majority of laptops are equipped with Intel+NVidia or AMD processor+NVidia chips. What does it say? That even in the gpu contract manufacturing market (where it would seem that AMD's chances are clearly higher as a customer and processors and discrete GPU chips), NVidia is again in the lead, which is also entering the server market more and more tightly. This means that the market for consumer video cards is becoming less and less interesting for her in terms of margin.
And all of them deliberately overprice, on the fall in demand, testing the demand of the remaining buyers for elasticity, i.e. Willingness to continue to pay ever-increasing margins to ensure the usual profitability for the beneficiaries (shareholders) of the company. The fewer buyers, the higher the price. And if there are no people willing to pay to ensure the development of new series, they will simply be abandoned.