Wednesday, July 18, 2012

“Intel and Qualcomm are Two Different Rivals”

Eight years back, Advanced Micro Devices (AMD) promised to become ‘the’ Intel-killer. It still does. With a modest market share of 12.1% in the microprocessor space, AMD believes that its Fusion and Vision technologies will work magic in the notebooks & mobility devices platforms and enhance consumer experience radically. B&E’s steven philip warner discusses AMD’s status and strategies with Marty Seyer, Global Chief Strategy Officer, AMD.

B&E: AMD has had a rather modest time during the past few years. But it’s still willing to bet on the “next era” of computing. Could you share something about AMD’s future launches?
Seyer:
As the only company in the world that develops and designs both x86 CPUs and discrete Graphics Processing Units (GPUs), AMD will play a critical role in pioneering the next era of computing with the first Accelerated Processing Unit (APU) that combines graphics & computing technologies onto one chip. This new processing approach, which AMD calls Fusion, uniquely capitalises on the company’s strengths, while forging into new technology that is designed for a better, faster, more seamless computing experience. Directly tied into our Fusion approach, looking ahead, AMD has a strong focus on enabling a complete computing experience with stunning graphics, accelerated application performance and video capabilities to fulfil consumer demand

B&E: Late last year, AMD settled a $1.25 billion anti-trust complaint with Intel. What are the benefits from this settlement to AMD and what’s your growth strategy for 2010?
Seyer:
The November 2009 legal settlement with Intel paved the way for both companies to look ahead and finally compete on a level-playing field. We enter 2010 with one of the strongest platform & technology road maps in our history. AMD’s strategy is to continue delivering exceptional platforms, serving as a one-stop-shop with the essentials for customers across server technology, client platforms & graphics.

B&E: AMD is investing heavily on server & graphic technology. What’s all the talk about your new ‘Vision’ approach that follows the ‘Fusion’?
Seyer:
We are seeing strong demand in a variety of markets, including a rebounding server industry that is being driven by cloud computing and virtualisation, among other technologies. On the graphics side, there’s unprecedented demand for immersive graphic experiences, be it gaming, video or otherwise. In fact, in just the three months after the launch of the ATI Radeon HD 5800 series, the first DirectX 11-capable graphics products from AMD, we have shipped more than 2 million DX11 cards. In 2009, we introduced Vision Technology from AMD, a new way of communicating with consumers, retailers and PC manufacturers that breaks the traditional model of how PC benefits are communicated by emphasising real-world usage models that communicate the value of the whole system, not technical specifications. The positive response to the Vision approach prompted the launch of Vision Pro at The Consumer Electronics Show 2010, which expanded the program to AMD’s enterprise customers. At CES, Lenovo debuted its first AMD-powered ThinkPad notebooks, using Vision Pro.

B&E: Intel & Qualcomm are two of AMD’s biggest competitors. What challenges do they pose to AMD?
Seyer:
Intel and Qualcomm are two different competitors. The former is well established in the computing market, and the latter in the communications market and is just beginning to enter the computing market through smartbooks. The key to success won’t be based on past achievements, but on forward-looking innovations and through our Fusion approach, we have plenty of capability and assets to lead in our target markets. The semiconductor market has always been, and always will be fiercely competitive, but AMD is keenly focused on what we need to do to succeed.

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Source : IIPM Editorial, 2012.

An Initiative of IIPMMalay Chaudhuri 
and Arindam Chaudhuri (Renowned Management Guru and Economist).

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