AMD held a conference today at 5:00 PM ET to announce its quarterly earnings for Q2 2010, which proved to be a very strong period. The record revenue is up 5% compared to last quarter, for a total of $1.65B. The net loss stands at a mere $43M or ¢6 per share, whereas last quarter was at $257M or ¢35 per share. However if the effects of the GlobalFoundries spin-off are not considered, the profit stands at $83M.
The CPU segment revenue has increased 4% sequentially. The most notable achievement in this area is the fact that AMD has demonstrated the world's first Fusion Accelerated Processing unit (APU), at Computex a few weeks ago. It was mentioned at the conference that the "Ontario" processor is now ahead of schedule, with a launch date of Q4 2010. Based on the "Bobcat" architecture, this processor will supposedly perform similar to a low-end mainstream processor, but in a much smaller package and with a much smaller power consumption. It also features an on-die DX11 GPU, compared to PineTrail which is still stuck at DX9.
The targeted market are primarily the netbooks and small form factors, and it was said that it positions pretty well against the Intel Atom. AMD also launched the industry's lowest power-per-core x86 server processor, part of the Opteron 4000 series. Sony now offers AMD-based computing solutions in its Vaio lineup as well. With Acer, Dell, Hewlett-Packard, Lenovo and Toshiba, it has announced new VISION notebooks for the back-to-school and holiday buying periods. There are now three times more VISION notebooks on the market than there was a year ago. It is also worth mentioning that the highest-performing supercomputer as well as three of the top four features AMD processors.
The GPU segment revenue has seen a twice as large increase, at 8% compared to last quarter. It was still limited though by capacity constraints, which should be declining in the second half of this year, even with the "Ontario" CPU taking up some of the waffles at TSMC. With now more than 16 million DX11 units shipped, the Radeon HD5000 remains the only family with offerings ranging from the entry to the enthusiast segments. As for the second generation of DX11 GPUs, it is scheduled to arrive before the end of this year.