Nvidia Kepler Yields Lower Than Expected –CEO. Fermi 2.0?

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MrK6

Diamond Member
Aug 9, 2004
4,458
4
81
I paid $182 AR for my gtx 480 a few months ago. How's that for value? And my value perception is slanted by that deal because I don't HAVE to upgrade for a while, anyway. I paid around $50 ($147-$100) for my gtx 460-768 usage of 15-16 months, and I'll be happy to do that again with the gtx 480, I'm just concerned that we still won't have something that's 50% faster than my card available for less than $200 in 2012 or, heaven forbid, even in 2013.
But you can't get that now, especially in any volume, so what's your point beyond your bragging you got a good deal? The GTX 480 was released at $500 and was a laughable value until it was replaced by the GTX 580. If you have anything relevant to add to that, please do.
Your TSMC comments are spot-on. I do think that we'll start to see things heat up this fall, but with Read's stated goal of increasing profits and jhh's constant focus on them already, I think that we might be in for a tough row to hoe for gpu bargain-shoppers.
I agree.
Sorry dude, but I agree with the other posters. NV is generally considered superior to AMD in descreet desktop gpus, though AMD has significantly closed the gap at least in the past few years.
Dunno why I'm replying to you again, but this comment struck me as off. NVIDIA hasn't had a superior part since the 8800GT/GTS. NVIDIA builds GPU's that are too hot, too loud, too late, and too expensive. Opinions are opinions, and saying "everyone agrees with me" doesn't make one better than the other.
It's worth repeating- when you are sitting on <insert any (inferior) Nvidia product here>, when your buddies are using Radeon 7970s, do profit reports or 10-year market desktop shares make you feel better about your purchase? Just curious, because the guys here with 7970s are sh*t-stomping whatever Nvidia hardware you might be using.
That's really the key. It seems there's a lot of fanboys with bruised egos on here. Find solace in stock numbers or market presence, but in anyone with a 79xx is getting a superior gaming experience.
I agree and quite consistent. He was very positive about GTX 480 surround gaming; as he was positive about the added ram with the 6970 EyeFinity.
I agree as well. Say why you will about Kyle, but he's very fair and I respect his journalistic integrity.
 

sontin

Diamond Member
Sep 12, 2011
3,273
149
106
I'm still trying to find out why Kepler would be late. In the first 6-12 months of a new process they are supply constraint.

nVidia made in their 2012 financial year a profit of more than $500 millions. AMD archived $51 millions in their 2011 year with the graphics business.
 

ocre

Golden Member
Dec 26, 2008
1,594
7
81
NV has a good general design, which doesn't mean it's the best gaming design, from an efficiency standpoint.
It's different ways of making thigns (well, has been in the past).
NV has a product they can market to higher margin areas, while AMD has focused on consumer products up until now.
They haven't been competing in the same arena, so it's easy to say that AMD has the best design.
It's also easy to say NV has the best design. And both statements are true.

What works for NV is not aiming for the consumer market, but still being able to sell products in that market. This was done by focusing on GPGPU and workstation cards. That's where the vast majority of their profits come from.
What worked for AMD was making consumer GPUs, what will work in the future for AMD is making GPGPU oriented GPUs.

And you can say AMD "doctored" the books to hide GPU profits, because we don't know the breakdown of expenses allocated against GPU revenue. It could be that GPU profits are worse than the surface, if they allocated R&D to CPU in respect to Trinity/etc, or they could be better if they allocated all APU GPU expenses to the GPU market. It's not doctoring the books, it's just us not having a true picture because they could be allocating things legitimately in any way they want.
Equally NV rolled their chipset business into their GPUs in their accounts, muddying the numbers for their consumer GPU products.

......
Dunno why I'm replying to you again, but this comment struck me as off. NVIDIA hasn't had a superior part since the 8800GT/GTS. NVIDIA builds GPU's that are too hot, too loud, too late, and too expensive. Opinions are opinions, and saying "everyone agrees with me" doesn't make one better than the other.
That's really the key. It seems there's a lot of fanboys with bruised egos on here. Find solace in stock numbers or market presence, but in anyone with a 79xx is getting a superior gaming experience.
......

okay, i will try to explain this once more. This thread was about nvidia, kepler, and a Q4 conference call. My post about the stock market is specifically related to post claiming nvidia's big die strategy isn't the way to go, nvidia messing up whatever bla bla bla. So it is apparent that nvidia and AMD do things different. It is also apparent that the big die/slow out the gate strategy has benefited them tremendously. Their earnings proves this and it is indisputable. Its completely childish to say otherwise. This proves completely to all end that nvidia's large hard to make chips has been an impressive success.

When i read hollow comments like "AMD is killing Nvidia in GPU design"-"AMD's approach is superior", it makes me think people really dont understand. I would rather think that then they are just talking bull crap for what ever reason. when i think people dont understand i try to offer them a broader view, one that is more complete and based on reality. This has nothing to do with AMD having their 28nm flagship out already. I am not trying to sell anyone a geforce, seriously. The hd7970 is great. But that doesnt mean nvidia is wrong in their design path. It is working very well for them.

They are in the business of running a corporation, so is AMD. If you think AMD is designing GPUs just for their fans your nuts. AMD is making GPUs to sell for money. To be successful they have to make money. The more money they make, the more successful they are. Nvidias big die/harder to make/delayed chips have made nvidia more successful than ever. They are making more money than AMD with their designs and routes. This is a fact. By this you have to see the big die strategy is working very well for nvidia.

There is trade offs. For starters AMD comes to market first with their next gen hardware. Does this make nvidias big dies not successful? No. Its a trade off and one Nvidia can afford to make. There is always trade offs.

So you can buy AMDs fast next gen GPU months ahead of nvidia. If you love AMD then love that. It does not make nvidias big die the wrong route. If they didnt go that way they would surely fade away fast. While nvidia is taking longer making complex big dies, AMD can selll their flagship and be top dawg for awhile. Its a trade off that benefits them too.


You must see the big picture, not these extremely narrow views.
 

MrK6

Diamond Member
Aug 9, 2004
4,458
4
81
I'm still trying to find out why Kepler would be late. In the first 6-12 months of a new process they are supply constraint.

nVidia made in their 2012 financial year a profit of more than $500 millions. AMD archived $51 millions in their 2011 year with the graphics business.
Both AMD and NVIDIA are much bigger than consumer graphics cards. That's why arguing profits/stocks is ludicrous.
okay, i will try to explain this once more. This thread was about nvidia, kepler, and a Q4 conference call. My post about the stock market is specifically related to post claiming nvidia's big die strategy isn't the way to go, nvidia messing up whatever bla bla bla. So it is apparent that nvidia and AMD do things different. It is also apparent that the big die/slow out the gate strategy has benefited them tremendously. Their earnings proves this and it is indisputable. Its completely childish to say otherwise. This proves completely to all end that nvidia's large hard to make chips has been an impressive success.

When i read hollow comments like "AMD is killing Nvidia in GPU design"-"AMD's approach is superior", it makes me think people really dont understand. I would rather think that then they are just talking bull crap for what ever reason. when i think people dont understand i try to offer them a broader view, one that is more complete and based on reality. This has nothing to do with AMD having their 28nm flagship out already. I am not trying to sell anyone a geforce, seriously. The hd7970 is great. But that doesnt mean nvidia is wrong in their design path. It is working very well for them.

They are in the business of running a corporation, so is AMD. If you think AMD is designing GPUs just for their fans your nuts. AMD is making GPUs to sell for money. To be successful they have to make money. The more money they make, the more successful they are. Nvidias big die/harder to make/delayed chips have made nvidia more successful than ever. They are making more money than AMD with their designs and routes. This is a fact. By this you have to see the big die strategy is working very well for nvidia.

There is trade offs. For starters AMD comes to market first with their next gen hardware. Does this make nvidias big dies not successful? No. Its a trade off and one Nvidia can afford to make. There is always trade offs.

So you can buy AMDs fast next gen GPU months ahead of nvidia. If you love AMD then love that. It does not make nvidias big die the wrong route. If they didnt go that way they would surely fade away fast. While nvidia is taking longer making complex big dies, AMD can selll their flagship and be top dawg for awhile. Its a trade off that benefits them too.


You must see the big picture, not these extremely narrow views.
You make some good points, but remember that correlation doesn't imply causality. Secondly, as I mentioned above, both AMD and NVIDIA are much bigger than consumer graphics, and even desktop graphics. There are many factors that benefit NVIDIA's bottomline that have absolutely nothing to do with GPU design, so it's impossible to make that assumption. However, it's not difficult to understand that this is the second time NVIDIA has come late to market on a new process due to problems in manufacturing. Late to market = lost profits. The only reason they aren't getting hurt as badly this time around is because 28nm production is a meager drip at a time. AMD is very far behind NVIDIA in several markets, and the GCN architecture will allow them to start tapping into those markets. People seem to forget that ATI was rescued by AMD only ~5 years ago. It takes a lot of time to rebuild a company.
 

taltamir

Lifer
Mar 21, 2004
13,576
6
76
Both AMD and NVIDIA are much bigger than consumer graphics cards..

Both BELIEVE that GPGPU is the future but in actuality it is under 10% of their income while the vast majority still is video games.

Too many companies are too elitist to admit that what drive technology is entertainment.
Porn, video games, music, movies... Those are the true drivers of computer technology which then trickles down to scientific and business applications.
 

Zanovar

Diamond Member
Jan 21, 2011
3,446
232
106
hokly fook,does anybody read these sermons?ffs,keep it short and sweet guys.bores me to death otherwise:(.
 

notty22

Diamond Member
Jan 1, 2010
3,375
0
0
Both BELIEVE that GPGPU is the future but in actuality it is under 10% of their income while the vast majority still is video games.

Too many companies are too elitist to admit that what drive technology is entertainment.
Porn, video games, music, movies... Those are the true drivers of computer technology which then trickles down to scientific and business applications.
This is Trefis stock price break down of Nvidia .
30% is Workstation Discrete cards which go also in supercomputers/servers.
30% Discrete desktop and mobile parts

TREFISjANUARY.png
 
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WMD

Senior member
Apr 13, 2011
476
0
0
I'm still trying to find out why Kepler would be late. In the first 6-12 months of a new process they are supply constraint.

nVidia made in their 2012 financial year a profit of more than $500 millions. AMD archived $51 millions in their 2011 year with the graphics business.

I don't believe Nvidia is late. In fact everything could be going to plan and on time. Having two competitors saturating the market with similar competing products is bad for profit. The best way to go about milking market is this:

Company A releases products with no competition for a few months
Company B releases products that performs better at a higher price or fill the gaps in A's products

This is exactly what AMD and Nvidia is doing now. They don't undercut each other anymore but take turns to milk the market. Only the naive would believe in price wars nowadays.
 

Grooveriding

Diamond Member
Dec 25, 2008
9,147
1,329
126
Lol. Apple zealots are bad, for most of them though, their whole technology experience exists in the Apple ecosystem. They're not even aware of other options or possible competition, it's Apple or bust.

GPUs are different with only two players, both of who offer almost identical performance at given price points. It becomes more emotional and about brand attachment. Also most are obviously gamers, so competitive by nature. :)

The bizarros are the ones who don't even game, but still spam and tow the lie line for their brand of choice. There are a few serious fans in that category o_O
 

bryanW1995

Lifer
May 22, 2007
11,144
32
91
Kyle is not an Nvidia hater, he ran his GTX580's in SLI for quite awhile I believe. He goes with whatever is fastest, my guess is he is running two 7970's currently.

Check out the link to the [h] discussion earlier in this thread. He is completely trashing NV right now.
 

bryanW1995

Lifer
May 22, 2007
11,144
32
91
This is Trefis stock price break down of Nvidia .
30% is Workstation Discrete cards which go also in supercomputers/servers.
30% Discrete desktop and mobile parts

TREFISjANUARY.png

Ah, thank you. Last time I saw that, chipsets were fairly significant (maybe 20%), cash was more like 30%, and discrete gpu sales was about half as important. Interesting.
 

bryanW1995

Lifer
May 22, 2007
11,144
32
91
But you can't get that now, especially in any volume, so what's your point beyond your bragging you got a good deal? The GTX 480 was released at $500 and was a laughable value until it was replaced by the GTX 580. If you have anything relevant to add to that, please do.
I agree.

Dunno why I'm replying to you again, but this comment struck me as off. NVIDIA hasn't had a superior part since the 8800GT/GTS. NVIDIA builds GPU's that are too hot, too loud, too late, and too expensive. Opinions are opinions, and saying "everyone agrees with me" doesn't make one better than the other.
That's really the key. It seems there's a lot of fanboys with bruised egos on here. Find solace in stock numbers or market presence, but in anyone with a 79xx is getting a superior gaming experience.

I agree as well. Say why you will about Kyle, but he's very fair and I respect his journalistic integrity.

I wasn't bragging, I was simply miffed that you assumed that I would pay $500 for that card. And it is currently $250 at newegg on a non-sale price with no rebates, so my deal wasn't really that good, anyway.