What if the delay is to get 20 nm parts out? That'd be a huge feat!
I doubt it anyway, but AMD said they'll have 20nm parts out in H1 but that could be anything and not necessarily the high end GPUs.
Anyways, interesting speculation.
I agree here that R9 390/390X won't be priced at 290/290X current levels but what about R9 370/370X/380/380X? If AMD wants to launch the entire series in 1-2 weeks, it's not time enough to clear R9 200 series and then you will definitely have pricing overlap with 200 series cards.
They don't need an entire new lineup, they need to plug the hole that the 970/980 is tearing into them. It's a gaping wound.
With R290/X vs 780/ti they had close performance and close power use.
With R290/X vs 970/980 its worse performance and much worse power use. They then have the balls to price R290X at ~= to 970? No wonder so few are buying it. Its turned into their CPU nightmare, Faildozer against Intel.
Thats why they need 390/X asap (or months ago) and not in June. The rest of the lineup can be staggered out when ready, while current stuff (Tahiti & Hawaii) gets a wholesale major price cut to clear it out.
The bigger issue I see if rumor lineup is right . If 390/x needs water cooling and rest below are re badges thats going to be bad for sales even if it performs better than M200 .
I just can't see them selling alot if its water cooled , only niche % will buy .
OEM will stay away IMO .
@ Silverforce11,
Right now AMD's market share looks very bad but this is not only because of R9 200 desktop cards. Literally 3 years of missing out ona competitve line-up of laptop GPUs has finally caught up to them. Someone who got a Kepler-based laptop in 2012 is hitting his upgrade cycle in 2015. This gamer's only reasonable choice? NV mobile cards, most likely 95%+ of the time today. Essentially AMD's laptop market share for discrete cards is approaching 0% the longer this continues. Since laptop cards are > 50% of the entire GPU market, getting nearly 0% market share in laptops means even if AMD's desktop market share were a hypothetical 50%, their overall market share would be below 25%. Since we know that AMD doesn't have 50% desktop market share, it was simply a matter of time and mathematics until their overall market share fell below 25%. In another 3 months, nearly 0% AMD-powered gaming laptops will have been sold and 960/970/980 will continue to take away desktop market share, which means AMD's overall market share should dip below 20%.
Why did I spend an entire paragraph on this? Because I keep disagreeing with you where the focus should be for AMD. It should not be performance crown but laptops. Even if R9 390X beats GM200, it will mean little if AMD doesn't have good mobile 300M parts. Alternatively, if 300M is excellent, AMD will gain WAY more market share than it ever could with performance crown 390X.
The thing is almost all major laptop design wins are locked in for 1H of 2015. The next time AMD has a shot at going into a large wave of laptops is around Skylake/Windows 10 launch. By that point, NV can easily drop prices on all GM204 parts, get 10-20% faster clocked GM204/206 parts too. AMD made a critical mistake on the desktop of releasing nothing at all for 1.5 years since 290/290X, nothing worthwhile to replace 7850/7870/7950/7970 either for nearly 3 years (!) and almost nothing new in laptops for 3 years since HD7970M and below. Even today a $600 295X2 beats 980 by miles at high end gaming but gamers don't care. Sure it's dual card vs. single card but 295X2 smokes a 980 at 1440p and 4K overall. Who is buying it?
Not many people.
Performance crown is not the primary reason ATI was so much more successful. It's because ATI had good products in many price segments that launched on time or close to NV's new cards. Think about it, what would happen to ATI's graphics card business if they used 1.5-3 year old technology against NV's latest cards? What would happen if GeForce 5, 6, 7 had 7-9 months all to itself while ATI dragged its feet?
If you are AMD and you are constantly late to market and MIA in laptops, the performance crown should be the last thing on your mind. Every day you don't have new products against NV is more market share and profit losses not only at the $500+ price level of 390X, but in all mobile and desktop price segments. That's why your idea that performance crown could somehow save AMD is wishful thinking. Even if 390X beats GM200 in all metrics, you can't bring back 9 months of being late to market where NV took market share.
I guarantee that Lisa Su will change the GPU strategy after 300 series. ATI would have never allowed 1.5 years of stagnant time between a 290X and a 390X. They would much rather launch a 25% faster card in 9 months and then again a 25% faster card in 8-9 months rather than going for 50% at once but have nothing for 1.5 years IF they were in AMD's situation. ATI's management would never coast for 1.5 years with 1.5-3 year old lineup of chips made up of 2012 Pitcairn, Tahiti and 2013 Hawaii. ATI's management knew that launch timing was critical.
In other words, AMD's entire GPU strategy is wrong because the competitor launches new GPU architectures every 2 years. You either have to adopt a similar approach, or launch newer cards way faster to keep up. Otherwise you end up with a January 31, 2012 (!) HD7950 rebadged as an R9 280 competing with a January 2015 (3 years newer!!!) 960. Do you realize how ridiculous that would sound to an ATI engineer?
As I said, it's not about the performance crown. 7970Ghz had the official performance crown from June 2012 until the Titan launched. Look at almost any major reviews and 7970Ghz beat 680 and 7970Ghz OC beat 680 OC for at least 6 months. How did that work out?
The entire strategy and execution is all wrong. Even if 390X is 15% faster than GM200, but everything else in 300 lineup is unimpressive, it won't gain AMD meaningful market share or profits. What needs to happen is a competitive line-up top-to-bottom and launched on time. The next time AMD will have a shot of actually doing that is R9 400 series.
With R9 300 series, AMD lost the momentum completely. NV could easily price 970 at $249 and 980 at $329-349 and then what? That's why being late to market is devastating for AMD as its customers don't sit 6-12 months waiting like NV's do more often.
- AMDs quarter-to-quarter total desktop AIB unit shipments decreased -16.0% .
- Nvidias quarter-to-quarter unit shipments increased 5.5% · Nvidia continues to hold a dominant market share position at 76.0% .
They don't need an entire new lineup, they need to plug the hole that the 970/980 is tearing into them. It's a gaping wound.
With R290/X vs 780/ti they had close performance and close power use.
With R290/X vs 970/980 its worse performance and much worse power use. They then have the balls to price R290X at ~= to 970? No wonder so few are buying it. Its turned into their CPU nightmare, Faildozer against Intel.
Thats why they need 390/X asap (or months ago) and not in June. The rest of the lineup can be staggered out when ready, while current stuff (Tahiti & Hawaii) gets a wholesale major price cut to clear it out.
R290X is only worth it over a 970 at the same price if we're talking about CF vs SLI. That's where the performance gap grows in favor of the R290X as well as the extra vram. In single card setups, they are quite close. We also have to factor in 970s OC to 1.5ghz easily without being a major power hog.
These are obvious reasons (besides NV features/ecosystem for more loyal users) why the R290X needs to be cheaper than 970 else its not a good buy for most gamers.
R290X is only worth it over a 970 at the same price if we're talking about CF vs SLI. That's where the performance gap grows in favor of the R290X as well as the extra vram. In single card setups, they are quite close. We also have to factor in 970s OC to 1.5ghz easily without being a major power hog.
These are obvious reasons (besides NV features/ecosystem for more loyal users) why the R290X needs to be cheaper than 970 else its not a good buy for most gamers.
I appreciate perf/$ and with my electricity rates at 31 cents per kWh and rising (damn solar panel schemes), excessive power use directly relate to final price over time.
75-100W extra total system power is not a little amount. This is why R290X has to be ~$50 cheaper than 970 for someone like me to consider it over a 970.
Power use didn't matter much when I bought R290s compared to 780/ti since it was close enough (the 780/ti was also much more expensive here). But compared to 970s, AMD's old-tech lineup needs major price cuts.
They also need new-tech to fight Maxwell. This is why any delays is going to be very costly for AMD.
I appreciate perf/$ and with my electricity rates at 31 cents per kWh and rising (damn solar panel schemes), excessive power use directly relate to final price over time.
75-100W extra total system power is not a little amount. This is why R290X has to be ~$50 cheaper than 970 for someone like me to consider it over a 970.
Power use didn't matter much when I bought R290s compared to 780/ti since it was close enough (the 780/ti was also much more expensive here). But compared to 970s, AMD's old-tech lineup needs major price cuts.
They also need new-tech to fight Maxwell. This is why any delays is going to be very costly for AMD.
Yeap. Heard all the same arguments when the 680 was released too. I understand that. The 970 is even worse though because it's a broken design.
It was never that bad with the 7970 vs 680, power use wasn't a blow out (until the 7970Ghz). They are actually quite close.
Lets face it, with Maxwell 970/980 NV really did major damage to AMD. It wasn't anywhere as bad prior. The 7950/70 held its own just fine and in fact now its clear its a better design than GK104. Same for R290/X vs 780/ti.
Except NV has moved on.
By mid next year an AMD 14nm FINFET flagship GPU with 2nd gen HBM will be available with 8 / 16 GB capacities. Nvidia's road till Pascal launches is going to be difficult.
People need to realize that if the 780 Ti and 780 are doing a lot better than the 970 its not vram. A 3 GB card is going to perform far worse than a 3.5 GB card when Vram limited.
People need to realize that if the 780 Ti and 780 are doing a lot better than the 970 its not vram. A 3 GB card is going to perform far worse than a 3.5 GB card when Vram limited.