AMD went from component supplier to platform supplier. Components are CPUs and chipsets and since the acquisition of ATI - graphics cards.
Since the acquisition of ATI, AMD got a chance to offer platforms. AMD is selling platforms such as Puma for notebooks that embraces CPU, chipset and graphic for mobiles and spider for CPU, chipset and graphic for desktops.
Now AMD wants to get to the next level and upgrade from platform supplier to solution supplier. AMD wants to become a performance leader and the graphics leadership is the first step toward that goal. Pierre Brunswick, who is the Vice President Sales & Marketing Russia-CIS, believes that the solution supplier is the way to go. If you can solve someone’s problems this is the way to go.
This is the direction AMD wants to take alongside its asset light strategy.