AMD strictly moderated (AMD)

[jhalada]

wbmw,

Here is what I came up with as far as distribution of parts. In short, there is a lot of downbinning going on with SC A64s and Semprons, less so on X2.

The first column is the price of 1 unit box unit from NewEgg.com. Second column is 75% of that, which is what AMD may actually get, assuming distribution costs, shipping costs, NewEgg Profit, cost of returns etc.

My guess is that OEM are buying tray parts for about 75% of the list outright. On single boxed parts sold through distribution and resellers, there is about that much overhead.

Third column is precentage within sub-group

 
 Sempron				 
 2500	 68	 51 	 20%	 10  
 2600	 69	 52 	 20%	 10  
 2800	 73	 55 	 30%	 16  
 3000	 84	 63 	 15%	  9  
 3100	 96	 72 	 10%	  7  
 3300	109	 82 	  3%	  2  
 3400	118	 89 	  2%	  2  
 			100%	 58  
 				 
 Athlon 64				 
 3000	116	  87 	 25%	  22  
 3200	130	  98 	 30%	  29  
 3500	201	 151 	 35%	  53  
 3700	219	 164 	  2%	   3  
 3800	284	 213 	  6%	  13  
 4000	336	 252 	  2%	   5  
 			100%	 125  
 				 
 				 
 Athlon 64 X2				 
 3800	295	 221 	63%	 139  
 4200	355	 266 	25%	  67  
 4400	452	 339 	2%	   7  
 4600	547	 410 	5%	  21  
 4800	630	 473 	5%	  24  
 			100%	 257  
 				 
 Athlon 64 FX				 
 FX55	 810	 608 	20%	 122  
 FX57	 811	 608 	70%	 426  
 FX60	1011	 758 	10%	  76  
 			100%	 623  
 				 
 				 
 Sempron     60.0%     58    34.71 	 
 Athlon 64   32.0%    125    39.96 	 
 X2           5.0%    257    12.84 	 
 FX           0.5%    623     3.12 	 
 Opteron      2.5%    300     7.50 	 
            100.0%           98.12 	 
 

It is just a WAG. I didn't really do Opteron, since there are just way too many parts. I think I may be too low on Opteron (as far as revenue contribution).

Joe