… AMD, in contrast, is 69 percent of the market in terms of unit volume but holds generates just 54 percent of the revenue. It's important to remember that these figures reflect Mindfactory's revenue, not the actual profit per-chip that AMD or Intel earns. …
… These declines, if DigiTimes is right, are a further indication of who is actually capturing the value here -- and it wasn't Nvidia or AMD. DigiTimes that Gigabyte sold 4.5 million GPUs in 2017, up by a million cards from 2016, while MSI's revenues surged by 33.49 percent year-on-year. …
… Furthermore, it's not at all clear how Bixby generates profits for Samsung, unless those profits are being driven entirely by the sale of user data. …
… Strong profits and steady execution are the solution to that problem, and AMD has been firing pretty well on both of late. …