In embedded systems, AMD is better positioned than Intel and NVIDIA. The company has both the CPU and GPU capabilities, which can bring cost synergies and result in competitive pricing for custom SoCs and embedded systems. That is why we see AMD is now the go-to supplier for console manufactures. Going forward, the shift to 14nm SoCs will put AMD in an even better position. One other thing is the domino effect due to the launch of Zen. All AMD processors will be coupled with either an integrated graphics or discrete cards. If Zen steals market share from Intel in the Ultra-book market, this will also boost the GPU revenues of the company.
Note that Zen is expected to be head-to-head with Intel’s offering, as it will be on the same process node for some time. Zen is expected to result in a 40% IPC increase. Zen can result in server market gains if AMD prices it aggressively. According to AnandTech, the prospect of Zen playing an active spot in enterprise seems very real. Lisa Su mentioned that the company has secured several key design wins with global OEMs for Zen-based server CPUs.
Power efficiency will be the key competitive advantage for AMD. The company was lagging behind in node technology and had to innovate in order to cope in terms of power efficiency. They had to find new ways to increase efficiency, as moving to the newer node was not at AMD’s disposal. On the other hand, Intel did not have to worry about efficiency, as they were always on an advanced node, which took care of efficiency gains. The point is that AMD is able to carry forward the innovative methods they developed, for efficiency gains. This leads me to believe that AMD will be able to outpace Intel in terms of efficiency on a similar node. Therefore, they have a distinct competitive advantage as far as Zen is concerned.
AMD future is great!
$$$$$ Go AMD $$$$$$$$
