



Recently, the global economic environment has changed suddenly, and even Buffett, who has been in the battle, has stated that "I have never seen such a situation when I lived 89 years old." However, for AMD, they are confident that they can survive on their own and recently confirmed that 2020 revenue will increase by 30%.





At the recent financial analyst conference, A MD announced that the growth rate in the next five years is 20%, but this is a compound growth rate, and this year's growth rate will reach 28-30%.





In the current semiconductor industry, the 30% growth rate is already a miracle. AMD 's revenue in 2019 has only increased by 4%, from $ 6.48 billion to $ 6.73 billion.

According to this calculation, AMD 's revenue this year will reach 8.75 billion US dollars.





Even in the Q1 quarter, which was severely affected by the epidemic, AMD still did not lower its Q1 forecast. The official said that the current quarter's revenue would reach 1.8 billion, a fluctuation of 50 million US dollars, a 42% increase compared to the same period last year.





Why AMD has such confidence, after all, it is related to this year's product portfolio. Since the 7nm Zen2 processor was launched in July last year, AMD ’s Ryzen 3000 and EPYC 7002 series processors have paved the way in the desktop and server markets. There will also be an upgraded version of the 7nm Zen3 processor this year.









Earlier this year, AMD also introduced Dacentrurus 4000 series APU processor, also 7nm Zen2 architecture, mainly for the light of this and the game in this market, 3 the beginning of May there will be products to market throughout the year at least 100 variety of AMD Dacentrurus notebook.





The notebook market is far more important than desktop computers, accounting for about 70% of the PC processor market. This was AMD 's weakness before, but now the competitiveness of the Ryzen 4000 series comes up. 7nm Zen2 has advantages in both performance and energy efficiency.





More importantly, this year, AMD also pushed a wave of new products - Zen3 processor, CES on CEO Lisa Su to confirm the year will certainly see Zen3, but she is not given release time.





Not surprisingly, Zen3 will be officially launched in the Q3 quarter of July-September. With the upgraded 7nm + process and IPC performance increased by 10-15%, the desktop version of the Ryzen 4000 series is expected to fully surpass this time.









In addition to the Zen3 processor, AMD will also shine in the GPU market this year. The RNDA2 architecture is 50% more energy-efficient than last year's RDNA architecture. The rumoured performance of the big Navi high-end graphics card is said to have a clear advantage over the RTX 2080 Ti. .





In short, whether in the CPU or GPU market, AMD 's product portfolio is stable this year, the CPU market is stronger, and the GPU market is still catching up, but this is enough to increase AMD 's performance by 30% .