n0x1ous
Platinum Member
- Sep 9, 2010
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they are gone, chump change for anyone that wants x86 and GPU IPs.
GPU IP yes - but the x86 license doesn't transfer if AMD is sold.
they are gone, chump change for anyone that wants x86 and GPU IPs.
On the bright side, I hear that AMD finally clawed back some pro graphics market share.
There is always a tipping point after which regaining market share becomes impossible. AMD are damn close to that point if not yet already. If Q2 and Q3 2015 does not reverse the market share trend its all over. Rest in peace AMD.
Don't get carried away. Comebacks are possible. Mac OS was almost dead in the late 90s and managed to survive just fine. http://www.theregister.co.uk/2014/0...d_laptop_market_share_dips_below_90_per_cent/
In fact Apple found greener pastures than desktop anyway:
As Silverforce noted in the past, being late hurts AMD the most. By the time R9 300 series launches, 750Ti will be almost 1 year old and GM204/206 between 6-9 months old.
Since it took NV 6-9 months to roll out Fermi and Kepler top-to-bottom but AMD was still unable to gain market share overall, we have real world proof that when AMD wins on perf/watt and price/performance and absolute performance, it still does not get consumer switching to gain market share.
AMD needs to work way harder with OEMs to push their product and change consumer perception.
Let's all remember how probably the most infamous enthusiast hardware delay disaster ever, Fermi, was only late by 6 months compared to its competitor, cypress, and managed a refresh earlier than the competing brand.
When fermi was late the 5850 and 5870 were in high demand though, couldn't get a 5850 for msrp until months after launch.
When fermi was late the 5850 and 5870 were in high demand though, couldn't get a 5850 for msrp until months after launch.
R390X and its cut-down SKUs is gonna make or break AMD. I have zero doubts about this, because their CPU/APU division is dead. Currently they are sustained by console royalties and for many years before that, by their GPUs. Without a strong GPU presence, they are gone, chump change for anyone that wants x86 and GPU IPs.
Then they released the 480/70 and instantly started claiming back market share. The 460 came and they were right back on top. AMD had their entire stack out for months and months, but still people waited for nVidia.
R9 390/390X and some cut-down derivatives are not going to break AMD. $350+ cards are less than 30% of the GPU market. GT720, 730, 740, 750, 750Ti, 960 and various 840, 850, 860M, 965M, etc. derivatives is what's wiping out AMD's market share the most. Per TPU, NV announced that about 1 million GM204s were sold in 2.5 months since launch. That's not a lot considering 12-14 million AIB sales a quarter.
Remember AMD's market share was being eroded already when 750/750Ti launched. With 960 the damage will be even more in the next 3 months. 80-85% market share for NV by July 2015 is easily possible.
Low volume but high margin parts are responsible for most of the revenue & profits. Thought you knew that by now.
We can only hope, that 380/380x will be complete new SKU and not renamed 290/290x, bucause renamed 290/290x will people never ever buy vs renamed GTX980 for 400dolars.
NV can easily rename GTX980 to 1070 or whatever just like they did it with GTX680/770 and still make tons of money(we all knows GM204 is only mainstream GPU sold by HiGH-End prices)
if 380/380x is renamed 290/290x i think AMD is done and it will be same like in CPU scene vs intel...
Why would anyone buy an outdated, 3 year old Pitcairn/Tahiti that doesn't support variable refresh rate for gaming, doesn't support 4K H.264 decoding, doesn't support 4K HEVC decoding and pretty much far less power efficient than GM206 GTX 960?
I don't think it's that simple. The Xbox One APU is a 363mm^2 die, compared to 348mm^2 for the PS4s APU, and AMD sells those for $100-110 to MS/Sony. NV sited that there profit margins they desire are not there in consoles (> 50% profit margin). However, AMD sells WAY more Xbox One and PS4 APUs than R9 290 cards. What do you think is the revenue on each R9 290/290X? I doubt it's much more than $130 but the chip is 438mm2.
So far 30 million XB1 and PS4s sold. How many R9 390 sales would AMD need to have to match the revenue and profits of the consoles? I think you overestimate the impact of high-margin low volume cards like GTX780Ti and $550 290X. AMD would be way better off having solid products from $75-450 than to have very poor line-up from $75-450 but the world's best SKUs at $550 and $650.
Don't get carried away. Comebacks are possible. Mac OS was almost dead in the late 90s and managed to survive just fine. http://www.theregister.co.uk/2014/0...d_laptop_market_share_dips_below_90_per_cent/
In fact Apple found greener pastures than desktop anyway:
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Why would anyone buy an outdated, 3 year old Pitcairn/Tahiti that doesn't support variable refresh rate for gaming, doesn't support 4K H.264 decoding, doesn't support 4K HEVC decoding and pretty much far less power efficient than GM206 GTX 960?
Nvidia released 3 full top to bottom lineups, Fermi, Kepler & Maxwell while AMD can only rebrand Pitcairn and Tahiti not once, but twice, HD8000 and R9 200.
Beleaguered chip underdog AMD is not shipping any new gear to channels this quarter as it bites the bullet to clear existing stock swilling around the industry, estimated to have been in excess of $100m.
Not singling you out in the least because it's been mentioned by several others, but AMD's problem is not just not having a 390X. Although flagship graphics cards can be used to advertise a new line of cards (which you may be arguing here), they're a sliver of actual shipments. AMD's problems are a lack of a new line-up of cards in over a year, neglecting the mobile space, and poor marketing in general. To the point that mobile is key, notice how Intel is wiping the floor with both AMD and nvidia.I don't think Su is anywhere near Jobs in the salesman/magician category. To bring Apple back from the brink took major luck, a super friendly press, and some ingenuity. Unfortunately AMD doesn't seem to have much of the first 2. To really turn things around, the 390x needs to be as good as the Athlon 64 vs. Pentium 4.
You're wrong, plain and simple, 4K H.264/HEVC decoding is done fully on the GM206's full fixed function decoder, it's not worthless for 4K video decoding and it will outlive Pitcairn and Tahiti when G-Sync monitors start using ASIC hardware instead of the FPGA currently used.
GTX 960 4GB cards will be out in March and neither Pitcairn nor Tahiti can handle 4K gaming either. And stop comparing to the 290/290X, that card is worthless with all the miners selling off their Hawaii cards once the mining bubble burst back in 2014.
http://www.channelregister.co.uk/2015/02/12/amd_stops_chip_shipments/
This is the only reason you can buy Hawaii dirt cheap, because it's not selling at all.
You're wrong, plain and simple, 4K H.264/HEVC decoding is done fully on the GM206's full fixed function decoder, it's not worthless for 4K video decoding and it will outlive Pitcairn and Tahiti when G-Sync monitors start using ASIC hardware instead of the FPGA currently used.
GTX 960 4GB cards will be out in March and neither Pitcairn nor Tahiti can handle 4K gaming either. And stop comparing to the 290/290X, that card is worthless with all the miners selling off their Hawaii cards once the mining bubble burst back in 2014.
http://www.channelregister.co.uk/2015/02/12/amd_stops_chip_shipments/
This is the only reason you can buy Hawaii dirt cheap, because it's not selling at all.
