[extremetech] AMD talks with private equity firm Silver Lake fell through: Report

[railven]

I have been starting to get the impression that Intel could now claim that, even if AMD disappeared, ARM is making up so much ground and that market is shifting so that it would not in fact be a monopoly anymore as it would be Intel + ARM + NVidia.

Honestly I used to hate Intel for how they ran AMD into the ground with their anti-competitive practices. But today, years later, I actually kind of like the idea of Intel buying AMD to take the best of both to compete with Nvidia, ARM and whatever other players, like Samsung maybe.

Give me fully functioning x86-64 Windows 10 on a cellphone already!

If it takes Intel having to gobble up AMD to get their hands on them sweet sweet ATI Patents/IPs. I'd go for it.

 

[dark zero]

Apple would buy AMD GPU división first. They are not stupid. Depending on Power Vr is not a good move in a long.term.

 

[Zodiark1593]

Intel will take nVIDIA down and expell them from x86 once AMD dies.
It's IBM all over again.

Apparently, you're looking for the death of PC gaming as well.

 

[dark zero]

Apparently, you're looking for the death of PC gaming as well.

PC Gaming is already dieing... and not because of graphics... but in fact a real lack of original ideas. Also Mobile games are getting now more earning than PC and consoles ones...

And I even think that the whole gaming world is running out of ideas... eventually Mobile games won't be appealing too. Maybe it's time for another Video Game Crash like the one of 1983.
The big Game Companies are producing less and less games and the Indie games are losing their originality compared to the beginning of it's boom.

 

[Arachnotronic]

Apple would buy AMD GPU división first. They are not stupid. Depending on Power Vr is not a good move in a long.term.

Why? The PowerVR family of GPUs have offered best-in-class performance and power efficiency for mobile applications for years.

AMD is of little value to Apple, IMO.

 

[desprado]

Why? The PowerVR family of GPUs have offered best-in-class performance and power efficiency for mobile applications for years.

AMD is of little value to Apple, IMO.

Some people do not understand buying AMD is very easy for Apple, Samsung and Microsoft but paying their debts is a big challenge.

Any company who buys AMD GPU Ip will have to invest much much more than AMD just to compete with nvidia because Nvidia has 4X of the market than AMD in mobile and DGPU.Therefore, they cannot just buy AMD and compete with Nvidia that is why it require a much lager sum of investment after purchasing AMD to compete with Nvidia.

 

[dark zero]

Some people do not understand buying AMD is very easy for Apple, Samsung and Microsoft but paying their debts is a big challenge.

Any company who buys AMD GPU Ip will have to invest much much more than AMD just to compete with nvidia because Nvidia has 4X of the market than AMD in mobile and DGPU.Therefore, they cannot just buy AMD and compete with Nvidia that is why it require a much lager sum of investment after purchasing AMD to compete with Nvidia.

Who said compete with nVIDIA in dGPU?
Apple already has a BEAST CPU and with a somewhat great GPU (AMD), they will destroy any attempt of nVIDIA to enter to the ARM market since the x86 market will be monopolized by Intel.

Also they will be the absolute kings of ARM and even they can finally fight Intel in similar conditions. Even more... with AMD's GPU power, they will have access to more technologies and can improve them by themselves! Also, they are the only company who can use AMD's GPU not only on their phones, but also iPads and MACs

The big problem is that AMD is still expensive for them... they can pay the debt, but they wants the GPU division in a really cheap price.

 

[.vodka]

Intel CPU with iGPU only. No nVIDIA, no AMD.
A Celeron costing 150 dollars like old times.
The Core i7 still being Quad Core and costing 1299 dollars.

If they want something cheaper, Intel could simply release a Single Core and that's it. Or simply make the Atoms as the lowest tier.

What the hell is wrong with you? That's insanity!


/thread

 

[Arachnotronic]

Who said compete with nVIDIA in dGPU?
Apple already has a BEAST CPU and with a somewhat great GPU (AMD), they will destroy any attempt of nVIDIA to enter to the ARM market since the x86 market will be monopolized by Intel.

Also they will be the absolute kings of ARM and even they can finally fight Intel in similar conditions. Even more... with AMD's GPU power, they will have access to more technologies and can improve them by themselves! Also, they are the only company who can use AMD's GPU not only on their phones, but also iPads and MACs

The big problem is that AMD is still expensive for them... they can pay the debt, but they wants the GPU division in a really cheap price.

https://www.youtube.com/watch?v=btwOQSpd0ac

 

[NTMBK]

What the hell is wrong with you? That's insanity!


/thread

Just put him on your Ignore List, that's what I've resorted to.

 

[dark zero]

What the hell is wrong with you? That's insanity!


/thread

Insanity? That's monopoly.
And that's what happens when there are no competition on a place.
Here in Perú We lived a monopoly and that was not good. We didn't had competition. And that was really awful.

 

[.vodka]

That's what a monopoly looks like, when there is one.

Right now we have AMD. In whatever mismanaged, near bankruptcy form it is, they still keep prices in check by their mere presence, competitive products or not. Once they're gone, as much as you and many others here would like to, your insane post will become reality. A reality you'll later regret. No one with their mental health in check would wish for a monopoly in markets like these, unless they want to pay outrageous prices for a celeron, or whatever.

So please, stop it with the doomsday posts all over the forum. It's getting annoying. AMD isn't dead until they declare so. Until then, they'll try to stay afloat, that is for the best of all, including you. You, of all people should know better, living in Peru. We South Americans (Argentinian here) don't have it that easy when buying technology, and trust me, we don't need it to become worse. You might, but the rest of the world doesn't.

 

[frozentundra123456]

Speaking of doomsday post, isnt yours really such a post? The sky is falling if AMD goes bankrupt!! Intel and nVidia will raise prices to astronomical levels!! Oh woe is me!!

Let me make myself clear, I do not wish for AMD to fail, and I think the odds are about 50/50 or less that they will. But I also am just as tired of the doomsday scenario if AMD fails. The cpu market is mature, sales are declining, and Intel has to compete with ARM, Apple, and its own previous generation products. It is absurd to think prices would skyrocket if AMD failed. It is basic economics that you do not raise prices in a stagnant market, and if Intel did that, it would simply encourage the competition from Apple and ARM.

Now the gpu market could be a bit more problematic, since without AMD nVidia would have a lot less competition than Intel, but I still dont see the doomsday scenario.

 

[.vodka]

I wouldn't say it is. I was making an example that our friend here might for once understand.

But I agree, nothing like that would happen if they go under. Over time, there could be a price hike, but not skyrocketing to hell.

Intel has kept more or less the same price for generations so far, I don't think they're going to stray too far away from that given the chance, especially under the market conditions and the competition they face from the ARM camp. nV on the other hand has already pulled the $1000 Titan branding successfully, they've failed with the $3000 TZ, but nothing stops them from trying to create a $1500 part. AMD is much needed in the GPU market.

I'm also hoping the coin flip ends up with them making it to Arctic Islands and Zen and getting to see some cash from that.

 

[ShintaiDK]

CPU wise for x86. Prices will be same or lower if AMD was gone.

GPU side its more troublesome. And that's not because NVidia is an evil greedy company. But because the ROI is vanishing so incredible fast while the volume stumbles. So the only thing left is higher prices(As AMD also tries). But that is just putting them both into a negative feedback cyclus. Classic pee in the pants.

 

[Fjodor2001]

CPU wise for x86. Prices will be same or lower if AMD was gone.

How did you arrive at that conclusion? What's your logic?

 

[ShintaiDK]

How did you arrive at that conclusion? What's your logic?

Optimal price/profit ratio on the volume.

Its no secret Intel priced CPUs that way for a long time.

Simplified:

 

[dark zero]

Optimal price/profit ratio on the volume.

Its no secret Intel priced CPUs that way for a long time.

Simplified:

That applies while there is competition and is cheap...but if the surviving competitor is selling in an expensive prices... The consumers will have a very hard time.

Also Intel chips started to increase their prices even more faster than before. Eventually that cycle gets broken.

And also there will come the EU government and the Chinese ones... They might put the chips into a higher prices to make the combat with the survivor (VÍA) fair...

 

[ShintaiDK]

That applies while there is competition and is cheap...but if the surviving competitor is selling in an expensive prices... The consumers will have a very hard time.

Also Intel chips started to increase their prices even more faster than before. Eventually that cycle gets broken.

And also there will come the EU government and the Chinese ones... They might put the chips into a higher prices to make the combat with the survivor (VÍA) fair...

No.

 

[tential]

Speaking of doomsday post, isnt yours really such a post? The sky is falling if AMD goes bankrupt!! Intel and nVidia will raise prices to astronomical levels!! Oh woe is me!!

Let me make myself clear, I do not wish for AMD to fail, and I think the odds are about 50/50 or less that they will. But I also am just as tired of the doomsday scenario if AMD fails. The cpu market is mature, sales are declining, and Intel has to compete with ARM, Apple, and its own previous generation products. It is absurd to think prices would skyrocket if AMD failed. It is basic economics that you do not raise prices in a stagnant market, and if Intel did that, it would simply encourage the competition from Apple and ARM.

Now the gpu market could be a bit more problematic, since without AMD nVidia would have a lot less competition than Intel, but I still dont see the doomsday scenario.

If pc hardware prices increased dramatically then just like every economic model shows, I would substitute my time on pc gaming/hardware to some other activity.

I'd probably console game and read a lot more.

 

[dark zero]

No.

Are you really sure? You must be working for Intel to stay very sure about your affirmation.

 

[Fjodor2001]

Optimal price/profit ratio on the volume.

Its no secret Intel priced CPUs that way for a long time.

Simplified:

Care to clarify that? How would a monopoly on CPUs lower the price for the consumer?

 

[Fjodor2001]

Optimal price/profit ratio on the volume.

Its no secret Intel priced CPUs that way for a long time.

Simplified:

Care to clarify that?

From what I can tell the graph only shows how Intel will price its products to maximize revenue.

But how would a monopoly on CPUs lower the price for the consumer?

 

[Qwertilot]

Oh come now

Intel/their market haven't found any reason to go past current i3/5/7 levels of performance for ages now. Probably there simply isn't any for a huge swathe of the market - hence all the lower power stuff etc. Well, have a fixed performance target and the inevitable march of progress will see people catching up to it.

Apple seem to be more or less there right now, but not a huge threat of course. When mediatek et al get there and start giving stuff away for buttons?

Intel will be fine somehow of course, but prices on main steam consumer CPUs are only going one way from here. (Unless/until someone finds some way to actually use more grunt.).

Now, if you 'must' have a 90+W desktop chip, then yes prices might well go up. AMD don't hugely factor in most of this.

 

[MiddleOfTheRoad]

Nintendo Wii and DS wants to talk a Word with you...

They can have all the words they want -- but the PS4 is selling at a faster pace than the original Wii did. Whether the PS4 ever tops the Wii's lifetime sales remains unclear.