[Anandtech] Discrete Q2 GPU Marketshare - AMD rises to 30%

[zinfamous]

Although good for the short term is bad in the long run. This is because if mining ends, used cards flood the market and AMD is stuck RMA a bunch of overworked cards.

Curious, is AMD actually on the hook for RMA on cards that people buy on the used market? I guess if the cards are bought within the warranty period, but still--a used card?

 

[Madpacket]

Just a theory but I think besides Ether mining being responsible for selling a shedload of Radeons (and which RTG was not ready for despite the warnings), I think Freesync is also major factor driving the sales of new cards. Over 100 monitors now and climbing is pretty significant given the lead time Nvidia had with Gsync. The benefits of Gsync over Freesync simply isn't worth the massive cost difference to most people. Now that many Freesync monitors have been sold, and where you have those same people who want to upgrade to newer faster graphic cards to drive these high resolution displays, what graphic card company do you think they'll be looking at for their next purchase?

Well played RTG.

 

[swilli89]

Good for AMD. Still amazing to me that, given AMD's lower ASP, Nvidia is still outselling them by more than 2 to 1 in the discrete market. It will be interesting to see what effect the new low end GPU's (Polaris 11 and the upcoming GP107) have on total discrete shipments.

Curious, is AMD actually on the hook for RMA on cards that people buy on the used market? I guess if the cards are bought within the warranty period, but still--a used card?

Unless its directly from AMD this would be 3rd party AIBs that RMA, not AMD.

 

[Madpacket]

Curious, is AMD actually on the hook for RMA on cards that people buy on the used market? I guess if the cards are bought within the warranty period, but still--a used card?

Good question. I guess it depends on the relationship between AMD and the AIB companies.

With the 14nm cards I don't see the same problem arising as with the original 290's given how much better 470/480's deal with heat. There's actual benefit to Mh hash rates when keeping cards running cooler and undervolting while mining Ether. Also the DAG algorithm - although it requires massive amounts of RAM, is actually less stressful on the GPU core than the BTC/LTC algorithms were. Some of these card manufacturers have even added user replaceable fans which I believe is the most likely component to fail on a non reference card. Yes you can dual mine which adds more stress and heat but I'm not sure how many people do this as the cost benefit is questionable.

 

[ShintaiDK]

They told everyone about going bottom - top... Vega is indeed late but Polaris is doing it's job for now.

It's a positive to get market share, you can spin till you drop and that will still be a positive.

Doing its job with what? Leaving all the revenue to Nvidia and being beaten in its segment?

Vega isnt late, its on schedule to when it was planned.

 

[ShintaiDK]

I've always bought 2nd from top tier part actually. 8800 gts 640, 4?? GTX, 6950, 290, Fury.

And what do you buy today? RX 480?

Funny the 970 was the most successful video card ever, but now that segment is freefall once AMD focuses on it... and consumers are too, hence the lowered GPU sales for Nvidia.

What AMD part would that be? I dont see a 1070 competitor from them, unless you refer to the memory starved Fury thats going out. Are you talking about the Q2 2017 Vega part?

 

[Bacon1]

And what do you buy today? RX 480?



What AMD part would that be? I dont see a 1070 competitor from them, unless you refer to the memory starved Fury thats going out. Are you talking about the Q2 2017 Vega part?

You are going off topic, let me help refocus you:

AMDs Q2 financials.

Try specifics, or a quote?

In what way. Did you actually read your quote?

Yes I even bolded all the important parts for you. Did you read it?

Here is the quote again, which completely contradicts your "low end only".

“Our strong second quarter graphics performance was capped by the launch of our new Polaris-based RX 480 GPUs at the end of June, which helped contribute to our highest desktop channel GPU shipments since the fourth quarter of 2014,” said Lisa Su, chief executive officer of AMD, during the conference call with investors and financial analysts. “We also delivered our third straight quarter of sequential professional graphics revenue growth and believe we gained share driven by increased adoption of FirePro graphics by OEMs as well as several cloud data center GPU compute wins.”

 

[ShintaiDK]

You are going off topic, let me help refocus you:

No, I am ignoring you on purpose. Let me give you a couple of examples on why. AMDs financials are public available. You can read CFO statements about GPU ASPs. But I dont think you have any intention in this knowledge. Its also posted before. And you even replied to it. Yet we are here again?

GPU ASP remained flat sequentially and decreased year‐over year. The year‐over‐year decrease was primarily driven by lower desktop GPU ASP.

Computing and Graphics operating loss was $81 million, compared to an operating loss of $70 million in Q1 2016, primarily due to lower revenue.

http://quarterlyearnings.amd.com/phoenix.zhtml?c=74093&p=quarterlyearnings

So lower revenue, flat to lower ASP. Yet market share increase. Now do the math.

And when was RX 480 was released again? Was it in the last 3 days of the quarter? Ye, yet you keep linking it. You could just as well post that Polaris is 2.8x perf/watt. And FirePro cards, do I need to mention the flat/lower ASP and lower revenue again?

So if I ignore you comments, its due to this. You ignoring everything while asking for something already given to you.

 

[ElFenix]

Curious, is AMD actually on the hook for RMA on cards that people buy on the used market? I guess if the cards are bought within the warranty period, but still--a used card?

a lot of warranties don't transfer, iirc.

And when was RX 480 was released again? Was it in the last 3 days of the quarter? Ye, yet you keep linking it. You could just as well post that Polaris is 2.8x perf/watt. And FirePro cards, do I need to mention the flat/lower ASP and lower revenue again?

actually, it launched after the quarter ended. but, you know that AMD shipped those chips well before the launch date, don't you?

 

[Bacon1]

No, I am ignoring you on purpose. Let me give you a couple of examples on why. AMDs financials are public available. You can read CFO statements about GPU ASPs. But I dont think you have any intention in this knowledge. Its also posted before. And you even replied to it. Yet we are here again?

http://quarterlyearnings.amd.com/phoenix.zhtml?c=74093&p=quarterlyearnings

So lower revenue, flat to lower ASP. Yet market share increase. Now do the math.

And when was RX 480 was released again? Was it in the last 3 days of the quarter? Ye, yet you keep linking it. You could just as well post that Polaris is 2.8x perf/watt. And FirePro cards, do I need to mention the flat/lower ASP and lower revenue again?

So if I ignore you comments, its due to this. You ignoring everything while asking for something already given to you.

Your post had a quote with no source, hence me asking for the source.

How are you saying I'm wrong, when I'm directly quoting the CEO from the article that this whole discussion is based on. Did you bother reading the original article or just come here to threadcrap?

 

[zinfamous]

And what do you buy today? RX 480?



What AMD part would that be? I dont see a 1070 competitor from them, unless you refer to the memory starved Fury thats going out. Are you talking about the Q2 2017 Vega part?

Now that the 4gb HBM Fury is memory starved, I guess there really is no reasonable defense for the 3gb "1060" right?


....right?

 

[master_shake_]

Now that the 4gb HBM Fury is memory starved, I guess there really is no reasonable defense for the 3gb "1060" right?


....right?

nah it's got all the memory it needs.

 

[SolMiester]

Now that the 4gb HBM Fury is memory starved, I guess there really is no reasonable defense for the 3gb "1060" right?


....right?

Dont think so as Fury isnt the 1080 card, its supposed to be 4k isnt it?

 

[ElFenix]

Dont think so as Fury isnt the 1080 card, its supposed to be 4k isnt it?

Nothing is 4k right now except Titan p

 

[nurturedhate]

Dont think so as Fury isnt the 1080 card, its supposed to be 4k isnt it?

A card is a card, otherwise we would need to completely revisit Fury x versus 980ti and only pay attention to 4k where Fury x often performed rather well. You want that?

 

[SolMiester]

Trying to deflect the statement?
1060 is a 1080 card, Fury is supposedly a 4k card quoted as so from AMD.

The statement was that 4gb was Fury is memory starved and so the 3gb has no defense...Oh, and unless I am mistaken, 3gb 1060 "often performs rather well"

 

[AtenRa]

You can read CFO statements about GPU ASPs.

The lower ASPs doesn't mean they only moved low-end cards,

Polaris 10 replaced Hawaii and Tonga in $150-300 segment at lower prices making ASPs go down.

R9 390X = MSRP $429
RX 390 = MSRP $329

RX 480 8GB = MSRP $249
RX 480 4GB = MSRP $200

and

R9 380X 4GB = MSRP $229

RX 470 4GB = MSRP $179

Also, Polaris 10 was shipping to partners (AIBs) at least one month before the official release at the end of June. So some of the volume in Q2 was from Polaris 10, but not the majority. Q3 will have both Polaris 10 and 11 with all three cards (RX 480/470/460) and higher volume of 14nm chips. But since those two Polaris chips will sell at lower prices than Hawaii/Tonga and Pitcairn, the ASP will go even lower even if they will sell more 14nm chips than they sold 28nm in Q2. And again it will not mean that they sold more lower-end cards.

 

[ShintaiDK]

MSRP is not ASP. There is a big difference on what AMD/Nvidia charges in the chain and what the AIB charges in the retail stores.

And Polaris sales numbers, we have been over those. They are anything but fantastic.

 

[AtenRa]

MSRP is not ASP. There is a big difference on what AMD/Nvidia charges in the chain and what the AIB charges in the retail stores.

Are you suggesting a $429 MSRP card has lower ASP than a $249 MSRP card ???

A higher MSRP card will have higher ASP, AMD was selling Hawaii chips at higher prices than they sell Polaris 10.

 

[ShintaiDK]

Are you suggesting a $429 MSRP card has lower ASP than a $249 MSRP card ???

A higher MSRP card will have higher ASP, AMD was selling Hawaii chips at higher prices than they sell Polaris 10.

Please provide documentation for that.

 

[Bacon1]

And Polaris sales numbers, we have been over those. They are anything but fantastic.

Source? Because I quoted the CEO saying that sales were great.

 

[Bacon1]

Trying to deflect the statement?
1060 is a 1080 card, Fury is supposedly a 4k card quoted as so from AMD.

The statement was that 4gb was Fury is memory starved and so the 3gb has no defense...Oh, and unless I am mistaken, 3gb 1060 "often performs rather well"

Except the Fury does handle 4k very well, it even performs nearly the same as the 1070.

https://www.techpowerup.com/reviews/ASUS/GTX_1060_STRIX_OC/26.html

Its performing closer to the 8GB 1070 than the 6GB 980 TI. Guess HBM does work better than GDDR5 after all.

 

[ShintaiDK]

Source? Because I quoted the CEO saying that sales were great.

Steam, Mindfactory.
http://store.steampowered.com/hwsurvey/directx/
August 2016:
GTX 1080 0.94% (+0.38%)
GTX 1070 1.48% (+0.72%)
GTX 1060 0.48% (+0.42%)
RX 480 0.26% (+0.14%)
RX 470 0.01% (+0.01%)
RX 460 0.02% (+0.02%)

https://www.reddit.com/r/Amd/comments/4xo5ip/amd_vs_nvidia_sales_numbers_one_outlet/
RX 480 - 3,560
RX 470 - 225
RX 460 - 50
GTX 1080 - 5,830
GTX 1070 - 11,230
GTX 1060 - 4,265

Great compared to what? What numbers? Show me!

 

[Bacon1]

Steam, Mindfactory.

Great compared to what?

I didn't realize that steam had sales numbers. Been debunked quite a few times and shown that steam numbers aren't very good. Doesn't include any of the miners either and it doesn't check everyone's system.

https://forums.overclockers.co.uk/showpost.php?p=29803290&postcount=1333

https://forums.overclockers.co.uk/showpost.php?p=29840469&postcount=1436

400x 1080
600x 1070
600x 1060

100x Fury
700x RX 480

Not bad for a weeks work!

https://forums.overclockers.co.uk/showpost.php?p=29844607&postcount=16


https://forums.overclockers.co.uk/showthread.php?p=29795238#post29795238

And many of his other posts.

 

[Bacon1]

Great compared to what? What numbers? Show me!

I already did in this thread, twice!

Here is the quote again

“Our strong second quarter graphics performance was capped by the launch of our new Polaris-based RX 480 GPUs at the end of June, which helped contribute to our highest desktop channel GPU shipments since the fourth quarter of 2014,” said Lisa Su, chief executive officer of AMD, during the conference call with investors and financial analysts. “We also delivered our third straight quarter of sequential professional graphics revenue growth and believe we gained share driven by increased adoption of FirePro graphics by OEMs as well as several cloud data center GPU compute wins.”