Core Viewpoint - AMD is significantly increasing its channel investment and expanding its partner program to enhance competitiveness in the CPU market, particularly against Intel in the mid-market and SMB segments [2][3][8]. Investment and Expansion - AMD has increased partner funding by over 40% this year and aims to double the number of channel employees while expanding global partner coverage by approximately 20% [2][13]. - The company plans to enhance its partner program by focusing on sales incentives, marketing funds, and training to empower partners in selling AMD products [8][11]. Competitive Landscape - The semiconductor industry is becoming increasingly competitive, with Qualcomm also doubling its channel funding and expanding its team to gain market share [3]. - Intel is also adapting its partner program despite facing significant changes, indicating the competitive pressure in the industry [3]. Partner Program Development - AMD's partner program has evolved from having no structure a decade ago to a comprehensive plan that is now considered competitive in multiple areas [4][11]. - Feedback from core partners indicates that the new business plan is not only competitive but also top-tier in various aspects [11][12]. Challenges and Focus Areas - AMD's Instinct GPU is not yet ready for large-scale channel promotion as the company focuses on high-touch collaborations with major clients like Meta and Microsoft [6][7]. - The company recognizes the need to enhance its partner program to match the level of Nvidia's partner network, which has been instrumental in driving revenue growth for system integrators [7][8]. Training and Support - AMD is improving the quality and consistency of its partner training programs, addressing previous inconsistencies in investment across different business units [12]. - The company is committed to ensuring clear communication with partners, which is crucial for building customer relationships [10]. Future Outlook - AMD expects to increase its global partner coverage by about 20% by the end of the year, with a focus on regions like APJ and EMEA where channel presence has been less developed [13][14]. - The company plans to nearly double its channel sales and marketing teams to support the expanded partner network and investment initiatives [15].
苏姿丰放大招!AMD 渠道投资暴增