Unless they want to make a drastic change and suddenly really try to challenge nVidia in the GPGPU arena I seriously doubt that would be the case. They've been golden ever since learning from their HD2900 debacle which they rectified with the 3000 series and continued on with ever since. They've never held the single GPU title (except for the period where the 5800s had no competition at all due to Fermi's delay) but they've since been besting nVidia in price/performance, performance/watt, performance/die-size...and I see no reason for them to change. In fact their strategy is slowly working in their favor with multi GPU solutions starting to tilt in favor of AMD when it was nVidia that dominated that arena for so long.
I never said R420 was 110, but ATI had the RV370 on 110nm in the first half 2004, and the RV410 and R430 (X800XL) in the latter half of '04, again, before nVidia had any 110nm parts.
That doesn't change the fact that AMD beat them to 40nm. You keep mentioning 2010, but AMD was on 40nm in 2009, in fact they were @ 40nm by April of '09 with the 4770, and of course the 5800 launch in September.
Number of units sold doesn't change the fact that AMD had nVidia beat by a mile in the move to 40nm. The GT21x was on 40nm in October of '09, that's after AMD already had their flagship 5800s out and half a year after the 4770.
Maybe nVidia has changed their strategy, but it doesn't change the fact that they have an extensive history of being second place when it comes to pushing a new fabrication process. If nVidia beats AMD to 28nm it will be the first time since I care to remember that they have done so, and even if they do follow up with a similar strategy to how they adopted 40nm, it just reinforces the point that many of us have already speculated in that these first 28nm parts, regardless of red or green, will more than likely be garbage (at least for what most of here care about
) low power parts.
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