Future of Advanced Micro Devices
CATEGORIES
- Asset Performance
- Innovation assets and pipeline
- Disruption vulnerability
- Company headlines
- Company’s future prospects
DATA ACCESS
Advanced Micro Devices, Inc. (AMD) is a US global semiconductor company based in Sunnyvale, California, United States, that produces computer processors and associated technologies for consumer and business markets. While it first produced its own processors, the company later outsourced its production, a practice known as fabless, after GlobalFoundries was spun off in 2009. AMD's main products include motherboard chipsets, embedded processors, microprocessors, and graphics processors for servers, workstations and personal computers, and embedded systems applications. AMD is the 2nd-biggest supplier and only major rival to Intel in the market for x86-based microprocessors. Since acquiring ATI in 2006, AMD and its rival Nvidia have ruled the discrete Graphics Processing Unit (GPU) market.
Innovation assets and Pipeline
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.
DISRUPTION VULNERABILITY
Belonging to the semiconductor sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:
*First off, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for tech companies, and the semiconductor companies that supply them, over the next two decades.
*Similar to the point above, the introduction of 5G internet speeds in the developed world by the late-2020s will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. These technologies will also demand ever more powerful computational hardware.
*As a result, semiconductor companies will continue to push Moore’s law forward to accommodate the ever growing computational capacity and data storage needs of the consumer and business markets.
*The mid-2020s will also see significant breakthroughs in quantum computing that will enable game-changing computational abilities applicable across many sectors.
*The shrinking cost and increasing functionality of advanced manufacturing robotics will lead to further automation of semiconductor factory assembly lines, thereby improving manufacturing quality and costs.