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The listing of Ryzen Ruilong processor in March 2017 can be said to be a watershed in AMD in recent years. The days before AMD in Ruilong were one kind, and the other days after the introduction of Ruilong CPU was another kind of day, then Ruilong handled How much has the AMD changed?
At a recent shareholder meeting, AMD specially sent a PPT to shareholders to introduce some of AMD's current situation, covering the time from 2016 to 2018, which is exactly one year before 2017 and one year after 2017. Some changes in the past two years.
First, look at revenue. AMD's revenue in 2016 was $4.3 billion, and in 2017 it was $5.3 billion. In 2018, it grew to $6.5 billion. In two years, it has increased by more than 50%, considering the AMD's in the past two years. The GPU business has not made much progress, showing the contribution of the Athlon processor to AMD.
In fact, AMD did not mention profit here. If the comparison is profitable, they will have a net loss of US$117 million in 2016 and a net profit of 337 million in 2018. The difference is too great.
After the surge in revenue, AMD's financial situation has also improved significantly. The gross profit margin has increased from 23% in 2016 to 34% in 2017, and reached a 38% gross margin last year.
However, in this indicator, AMD is far from excellent. The 40% gross margin of fabless semiconductor is a watershed for survival. NVIDIA's GPU business gross margin can even reach 60%, and Intel's gross margin is also about 60%. Far better than AMD.
After the money, AMD's R&D investment has also increased. In 2016, RD R&D investment was only US$1 billion. In 2017, it increased to US$1.2 billion. In 2018, it increased to US$1.43 billion. The total amount does not seem to increase, but it increased by 40% in two years. The speed is still very impressive. After all, for semiconductor companies, technology research and development is their core competitiveness, and it is impossible to not invest.
Also because of the large revenues and large plates, AMD’s operating expenses also fell, from 34% in 2016 to 31% last year.