AMD: Record mobile CPU revenue was generated by the Rembrandt / Ryzen 6000 release

APU Rembrandt, on which stands the mobile Ryzeny 6000, AMD introduced at CES 2022 in January. Despite the fact that almost five months have passed since then, the offer of laptops with these processors is weak. It’s not too surprising. At the turn of February and March, Schenker announced that laptops that had not yet hit the market would be delayed because production capacity, component availability and logistics capacity were so limited that the availability date or final price could not be estimated for several product lines.

Recently, speculation has begun as to whether the unavailability of Ryzena 6000 laptops is due to the unavailability of the APUs themselves. Raphael. However, this was indirectly refuted by AMD itself in a conference call on the occasion of the financial results for the first quarter, which is quite enthusiastic about the sales of this APU:

In the notebook segment, record mobile processor revenue was driven by the launch of the Rembrandt Ryzen 6000 mobile processors, which expand the top computing and gaming capabilities of our mobile processors and their battery life.

Rembrandt was mentioned repeatedly during the conference call, in the context of the impact on revenue, for example here:

We saw significant growth in the personal computer segment when we began distributing Ryzen 6000 notebook processors.

It should be noted that these figures refer to the first quarter, ie the period from January to March. AMD then sold so many APUs Rembrandtthat this set a record in revenue from mobile processors. On the other hand, there are practically no laptops on the market in the middle of the second quarter. It can be quite reliably ruled out that AMD would be affected Rembrandtu exaggerated (the report did not have a problem acknowledging stagnation in some segments, such as computing accelerators) and also cannot be considered likely that the five-quarter-old Cezanne.

So AMD seems to have shipped the chips, posted revenue, but APU pallets have since been in the warehouses of laptop manufacturers, who for some reason are unable to ship complete systems. Finding one specific cause would end in speculation – remember that Schenker and other sources spoke of a combination of a wide range of problems:

  • Suzhou’s first factories closed due to anti-omicron measures (Bosch, UMC, Samsung)
  • temporary closure of other factories (before staff re-testing and reorganization)
  • insufficient capacity to transport components (remaining forces of transport companies overloaded)
  • rising shipping costs
  • poorly accessible and very expensive power supply integrated circuits (may take up to the end of the year)
  • rise in SSD prices due to the accident at Western Digital + Kioxia
  • the outage due to the Chinese New Year is usually compensated before and after the celebrations, which is not possible in the current situation
  • DDR5 memories are insufficiently available and overpriced due to the lack of power chips

As the situation develops, one can read among the lines from other statements made at the financial conference:

We have [připravenou] a number of commercial, very good systems that are in the process of being marketed.

There was also a mention of laptop distribution in the context of mobile Radeon refresho:

In the mobile products segment, they were in this [prvním] We launched the first laptops with our latest Radeon 6000 mobile GPUs this quarter, and we expect sales to pick up over the coming quarters.

Therefore, one would expect the availability of a wider range of products with APUs Rembrandtwill occur by the end of the current (second) quarter, while the availability of laptops equipped with separate graphics will be a bit slower – it will be a question quarterat. So not only the current, the second (spring), but also the third (summer).

During this year, the number of models equipped with Ryzen 6000 should reach at least two hundred.

Source: by

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