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AMD Reports Q4 2020 Earnings: Analyst Q&A Transcript
Q: The total addressable market for PCs is surprisingly up. Can you talk about AMD's 3 major markets - what is the industry going to do?
Lisa Su: In PCs, if you look at what the sources are saying, we are expecting mid single-digit (3-7%) growth. In the server market, both enterprise and cloud are expected to see modest growth. Gaming is hard to call because it's on a different product cycle. We said we expect +37% growth through 2021, and that is mostly due to portfolio and growth opportunities, and we think we're growing ahead of the market. The 2020 market was stronger than most projected at beginning 2020, so we'll see what 2021 brings.AMD Reports Q4/FY 2020 Earnings: Record Revenues Repeat
https://www.anandtech.com/show/16455/amd-reports-q4fy-2020-earnings-record-revenues-repeat
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