In terms of the global market, there are now about 1.4 billion computers, of which no more than 13 million computers can actually play VR, less than 1%. From this point of view, VR detonated smart devices have huge market space in the future. As a big player who provides graphics cards and CPUs to VR devices, amd's share price has benefited from the VR concept trend and has performed well.
From February 2016 to August, amd's stock price rose for half a year, from the $2 range to the $7 range. In the PC era, the smart phone era is relatively frustrated old chip, graphics card manufacturer amd, seems to find the feeling of revival. On August 31, at the headquarters of Amd Greater China, an interview with Su Zifeng, president of amd Global.
"There will be 100 million VR users worldwide in the next five years," Su Zifeng expects. After praising Beijing's beautiful autumn, the well-dressed female president quickly entered the state, and nodded or smiled from time to time during the interview, showing good affinity. She emphasizes that the advantage of amd aggregation in high-performance computing comes from technical accumulation and strong execution.
Since the rise in 2014, Su Zifeng will hold his 2nd anniversary. She is excited about the company's current performance, but she also reminded herself that she can't look at the stock price performance for three to six months in a short period of time, but she should take a long-term view and see it after three or five years.
Indeed, the missed wave of popularization of personal smart devices in China, amd almost disappeared in the eyes of Chinese consumers. More than a decade ago, amd competed with Intel, also from the United States, for the Chinese PC market. On the outdoor billboard of Zhongguancun Street in Beijing, the amd processor clung to Intel's heart for a while.
A few years later, Intel inside became a strong brand, and amd was gradually forgotten by end consumers. Nowadays, after Intel's leading personal computers and laptops are covered by the era of smartphones, amd is even more silent.
At this time, the big winner in the market is Qualcomm. By selling high-performance chips, Qualcomm has become a favorite of domestic smartphone manufacturers. When the upstream supply chain is tight, it is an advantage to get Qualcomm's chips. Of course, all this has nothing to do with amd.
The amd business has shrunk into the inner box of some consoles. Through cooperation with Microsoft Xbox and Sony PS4 game makers, the amd business has gradually concentrated on graphics and data processing.
Already 47 years old, with continuous failures, amd is in desperate need of a new victory to boost morale, and is particularly eager to find new business segments. Domestic VR enthusiasm provides a good opportunity. In the eyes of Chinese industry promoters, VR+ education, VR+ e-commerce, VR+ games, etc., are all over 100 billion market opportunities. Amd wants to make a difference.
Amd's goal is to take the lead in lowering the price of the graphics card so that VR can be popularized as soon as possible.
Earlier this year, amd released the Polaris graphics card and will release Zen Core next year. Zen Core was described by Su Zifeng as the most important product of amd in ten years. It is versatile, can be used in the PC market, server market, and in the embedded market, providing customers with more choices in X86, especially Zen Core is expected to enter the data center market. It is estimated that China currently accounts for about 20%-25% of the global data center market, and the global scale is about 18 billion US dollars, which is estimated to be about 4 billion US dollars.
In addition, "one is a CPU, one is a GPU, which are very high-end technologies, and only a few companies can participate in it." Amd Su Zifeng said. In terms of global business, revenue in the PC sector in China accounts for about 30%. Amd's GPU market share increased by 8% year-on-year.
She is more satisfied with domestic consumers' recognition of amd products. Accordingly, the investment level is also following up. Last year, amd established two joint ventures in China. One is Tianjin Haiguang Joint Venture, which focuses on high-performance server technology, mainly through X86 technology. The other is a packaging testing company established by amd and Nantong Fujitsu.
And to really win the VR rich market, amd has to pass the technical barrier. VR devices are technically demanding and require special high resolutions to provide a good experience. However, many current helmet products, due to the slow time of signal transmission, can cause discomfort such as dizziness and vomiting.
To solve these problems, amd must run fast enough, Su Zifeng must also grasp the timing and not make mistakes, and can maintain an open mind. Otherwise, competitor NVIDIA may become another Intel in the PC era.
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