AMD on Tuesday announced the fourth quarter earnings for 2013 exceeding its own goal. The increased sales of new game consoles by Sony and Microsoft allowed AMD’s semi-custom SoCs and graphics products to make up for the decline in their chipsets sold for notebooks. The chipmaker brought in $1.59 billion in revenue, an increase of 9% sequentially and 28% year-over-year. The company posted quarterly net income of $89 million.
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In the first part of this report, we look at the buildup to the Arm IPO. We look at where the company is on the starting blocks, pose questions about valuation, and the edge IoT and data center opportunities. The second section covers the competitive landscape, Arm product pricing models, why Arm GPU isn’t in the desktop and data center yet, and the relationship with Arm China. The third section covers the failed sale to Nvidia—and the reported new strategy for Arm growth revealed through the dispute with Qualcomm, including new licensing and royalty models and the chipset business. The report is full of insights, predictions, and some never-before-revealed aspects of Arm China and the IP industry.
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Jon Peddie Research’s TV and Cloud Gaming market study is a supply-side series, it establishes the TV Gaming Hardware market size by value, platform, and unit shipments.
TV and Cloud Gaming market study subscription consists of two issuances per year and gives one year of history, a current year estimate, and a three-year forecast.
For a subscription that includes models of the market released bi-annually please click here.
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