Intel Corp (INTC)

[chipguy]

Graphics division saves AMD's bacon in Q4.

http://finance.yahoo.com/news/amd-reports-2013-fourth-quarter-213000227.html

Computing Solutions segment

revenue decreased 9 percent sequentially and 13 percent year-over-year. The sequential and year-over-year declines were primarily due to decreased chipset and notebook unit shipments.

Operating loss was $7 million, compared with operating income of $22 million in Q3 2013, primarily due to lower revenue and higher bonus expense. Operating loss for Q4 2012 was $323 million.

Microprocessor Average Selling Price (ASP) increased sequentially and year-over-year.

Graphics and Visual Solutions segment

revenue increased 29 percent sequentially and 165 percent year-over-year primarily driven by our semi-custom SoCs.

Operating income was $121 million compared with $79 million in Q3 2013 and $22 million in Q4 2012, primarily due to increased revenue from our semi-custom SoCs.

GPU ASP increased sequentially and year-over-year.

AMD's MPU division dropped into the red in Q4 despite higher ASP
because unit sales dropped at least 10%. Bay Trail SoC may not
be killing ARM but it sure seems to be displacing AMD MPUs from
some el cheapo PCs.