Once again, NV designs a GPU for 3 tasks: (1) games (2) Quadro line (3) GPGPU computing.
ATI designs GPU for 1 task: games.
Unless this changes, NV will always have a larger GPU relative to AMD for the same performance. This was true during G80, G200/b and GF100 times. Nothing has changed.
Why is it always news when a chip designed specifically for graphics is more lean and more efficient than a chip designed for multiple tasks? NV amortizes its R&D/costs across 3 product lines while AMD amortizes it against 1 product line.
Furthermore, last quarter AMD only had 1 million operating profit despite the smaller die sizes for HD5000 lines. Therefore, it's pretty obvious that other factors are involved such as marketing costs, distribution costs, etc.
From an efficiency perspective, AMD has led for as long as I can remember.
From everything I've read, the OEM and low end AIB markets are the most vital $$$ links in the chain. Without them Nvidia cannot operate in the black with the rest of their graphics board markets.
Keep in mind AMD is moving hard to get OpenCL and OpenGL up to speed and to the point they can compete on a level field with Nvidia in the professional market (which uniformly prefer a platofrm future with OpenCL and OpenGL). Nvidia is far from price competitive in the professional markets. As soon as AMD becomes development platform competitive, Nvidia will lose major market share to AMD.
Game developers are also very interested in developing OpenCL and OpenGL.
