NVIDIA promises to ship Kepler this year

[SirPauly]

How on earth did AMD find a way to lose $7m selling their in-high-demand video cards That's just bizarre.

Higher costs as they prepare for .28nm and loss of discrete mobile revenue down about 10 percent.

Edit:

I just desire to add to Busydude's quote underneath -- and a link:

down 11% compared to the prior quarter, mainly due to lower discrete mobile unit shipments and seasonality in the desktop discrete graphics at inboard market.

http://seekingalpha.com/article/281...sses-q2-2011-results-earnings-call-transcript

 

[busydude]

How on earth did AMD find a way to lose $7m selling their in-high-demand video cards That's just bizarre.

AMD's answer to that question:

Graphics segment operating loss was $7 million, down $26 million from the prior quarter, primarily due to a lower revenue and increased important investments in our next-generation 28-nanometer leadership graphic offerings.

They also said q2 is weakest of all quarters for video cards.

Has Nvidia released their q2 numbers yet? It would be interesting as Nvidia has become more competitive this year.

 

[SirPauly]

AMD's answer to that question:

They also said q2 is weakest of all quarters for video cards.

Has Nvidia released their q2 numbers yet? It would be interesting as Nvidia has become more competitive this year.

No! Thursday, August, 11th.

 

[WhoBeDaPlaya]

...Kudos Nvidia, job well done, pats on the back all around :thumbsup: This is different somehow from how Fermi went down?

Of course it is, there aren't any woodscrews involved this time

 

[RussianSensation]

They also said q2 is weakest of all quarters for video cards.

Has Nvidia released their q2 numbers yet? It would be interesting as Nvidia has become more competitive this year.

NV and AMD both lost a ton of market share in Q2 to Intel. "...chipzilla's shipments grew 19.6% sequentially with a share of 60.7% as its Sandy Bridge processors (which have an IGP) stole shares from AMD and Nvidia." :'(

A quick look at Newegg reveals a lot of underpowered cr!p <$90 not worth buying for gaming. The desktop discrete GPU market <$99 is being systematically wiped out, slowly. I fear that the landscape of gaming GPUs is going to shift towards >$150 GPUs only, unless NV and AMD bring out some serious updates for lower market segments with HD7000 and GTX6xx series.

While we have gotten faster cards in the mid-range and high-end, NV and AMD continue to release similarly performing cards for too high of a price (HD6750/6770/6790, GT430/440, GTS450/550Ti <--- all overpriced junk! Sorry we had HD4870 level of performance for $130 more than 2 years ago). The newer generation better have at least an HD6870 level performance for $149 MSRP out of the gate.

 

[Riek]

NV and AMD both lost a ton of market share in Q2 to Intel. "...chipzilla's shipments grew 19.6&#37; sequentially with a share of 60.7% as its Sandy Bridge processors (which have an IGP) stole shares from AMD and Nvidia." :'(

The igp barely steals anything... they are always sold with the cpu... wether it is used or not... and most of the time it is not used. But you can't find that with sell numbers.

I except Nvidia todo pretty ok in market share since they practically give away the 540s in the mobile segment.

 

[jvroig]

nVidia denies plans to release it in 2011: http://www.xbitlabs.com/news/graphic...U_in_2011.html

Well, that ends the thread OP, no matter how you want to interpret "shipping". No release in 2011.

AMD has not made such an announcement, so I hope they still insist (and deliver) on a 2011 release. I want new videocards sooner than later.

 

[Lonbjerg]

Well, that ends the thread OP, no matter how you want to interpret "shipping". No release in 2011.

AMD has not made such an announcement, so I hope they still insist (and deliver) on a 2011 release. I want new videocards sooner than later.

I want more PC games and less console ports to go along with the added performance...die DX9!

 

[Firestorm007]

Well, that ends the thread OP, no matter how you want to interpret "shipping". No release in 2011.

AMD has not made such an announcement, so I hope they still insist (and deliver) on a 2011 release. I want new videocards sooner than later.

Yep. It's too bad really. Regardless of all the fanfare and red and green bickering, I always enjoy GPU wars...and I agree, I want a new videocard much sooner than later.

 

[cusideabelincoln]

A quick look at Newegg reveals a lot of underpowered cr!p <$90 not worth buying for gaming. The desktop discrete GPU market <$99 is being systematically wiped out, slowly. I fear that the landscape of gaming GPUs is going to shift towards >$150 GPUs only, unless NV and AMD bring out some serious updates for lower market segments with HD7000 and GTX6xx series.

While we have gotten faster cards in the mid-range and high-end, NV and AMD continue to release similarly performing cards for too high of a price (HD6750/6770/6790, GT430/440, GTS450/550Ti <--- all overpriced junk! Sorry we had HD4870 level of performance for $130 more than 2 years ago). The newer generation better have at least an HD6870 level performance for $149 MSRP out of the gate.

<$90 cards have never been good for gaming (I'm assuming you mean "hardcore" gaming). But the latest batch of cards do alright and they are, for the most part, faster or cooler-running than previous products at similar price points.

I'm also not sure if using the firesale pricetag for the 4870 is a fair representation. If you do that then you can use the current firesale pricetag of the GTX 460 1GB, which I've seen as low as $120 and perhaps it's been lower. For that price you can say the same thing about the GTX 560, 560 Ti, 6850, and 6850 as you are saying about the cards you listed in comparison to the 4870 - they're overpriced junk.

The 6750, 6770, and GTS 450 offer 4870-like performance at 1/2 to 2/3rds the power consumption for under $100. I do believe heat and power consumption are definitely a bigger factor this generation compared to the 4800 generation. There's certainly more of a conscious effort to reduce power consumption, and in doing so that limits AMD and Nvidia as to what kind of performance they can bring, especially in the lower end markets.

 

[96Firebird]

AMD has not made such an announcement, so I hope they still insist (and deliver) on a 2011 release. I want new videocards sooner than later.

I'm guessing the cards that come out in 2011 are going to be low-end 28nm starter cards, just to say they were the first to release 28nm. If, in fact, high-performance gaming cards come out in 2011, and Nvidia releases much later, there will be no competition for the AMD cards. Which means higher prices to recover from lost revenue last quarter, so performance/$ won't be great... I also want new videocards sooner rather than later, but it won't be good for consumers until both companies release competing products...

 

[Jionix]

But looks like AMD has got an ace up their sleeve.

HPL.

 

[SirPauly]

Personally never thought that the Co-founder defined shipping -- as some sort of official launch for Kepler at the end of the year and this would probably be in 2012.

But, what exactly did the co-founder mean by shipping? To developers? To AIB's? Would any revenue from Kepler be counted for 2011? He did offer it, and it's not like a co-founder of nVidia is an intern.

Curious to see if anything is offered in the conference call for their next generation.

 

[jvroig]

Which means higher prices to recover from lost revenue last quarter, so performance/$ won't be great... I also want new videocards sooner rather than later, but it won't be good for consumers until both companies release competing products...

Even if it ends up like the 5870 launch with no nV competition thanks to Fermi needing some fixing, that would still be better than delaying ALL cards just to make sure there is competition. At least that gives us options - to buy now or wait and buy later - instead of having no choice but to wait. So the sooner AMD or nV gets to release, the better, even if that means their competition will be six months late or more. I don't care. New video cards sooner rather than later = good.

 

[Firestorm007]

By anyone, I guess you mean yourself ? The gtx 590 competes for the fastest title, and by my observation from reading various forums, there are more gtx 590's being used in the community than 6990's. Neither have shown up on Steam's monthly survey. They are proving to be low production, hard to get halo cards. Why ?
Newegg is not even showing out of stock hd 6990's. Production might be stopped on them ? Its my conjecture that AMD is gambling on the FABS to deliver on 28nm. It will give them the advantage, especially for the Holiday season, where initial public reception is HUGE.
If AMD gets them to the stores, the momentum will definitely swing back to them.

It was mostly tongue and cheek. Regardless, the 590 may compete for fastest title aka: Crysis 2, but I'm not going to go into those details as to why it's faster. That's been beaten to death. Neverthless, I really want to see new cards from both camps. Like I said, competition is great. I just hate waiting....

 

[Grooveriding]

Even if it ends up like the 5870 launch with no nV competition thanks to Fermi needing some fixing, that would still be better than delaying ALL cards just to make sure there is competition. At least that gives us options - to buy now or wait and buy later - instead of having no choice but to wait. So the sooner AMD or nV gets to release, the better, even if that means their competition will be six months late or more. I don't care. New video cards sooner rather than later = good.

Absolutely. As a customer I want new cards asap. Yes I would like them to both release close together to keep pricing in check and compare the offerings. But if AMD is ready this year I want those juicy new generation cards this year not whenever Nvidia's 2012 launch is. Another possible 15% performance is not worth a 6 month wait.

 

[SirPauly]

Execution is King.

 

[RussianSensation]

<$90 cards have never been good for gaming (I'm assuming you mean "hardcore" gaming). But the latest batch of cards do alright and they are, for the most part, faster or cooler-running than previous products at similar price points.

You missed my point here. NV and AMD continue to release much faster and/or cheaper cards in the mid-range and high end. For instance, you get close to a $370 HD5870 performance in the HD6870 for $150, or you can get GTX570 for $280 with performance of a $500 GTX480. We also got GTX280 $500 level of performance in a GTX460 1GB for $150. What about the low end? No performance improvement whatsoever!

GTX260 and HD4870 sold for $120 on Newegg 2.5 years ago. We still have crappy HD4650, HD5670, GT430 cards for $50-60? Are they serious? GTX460 768mb is almost nowhere to be found now and the remaining samples are hovering in the $120 range. The 460 at stock speeds is not that much better than the GTX260. There has been no progress in performance or price in the <$99 space in the last 2 years.

You should be able to easily get a card faster than a GTX260 for $99 today, but you simply can't. Instead, you still get the same HD5750/5770 rebadged as an HD6750/6770. Even then it's only approaching $100 with rebates. Instead of releasing faster cards with lower power consumption at the same price on the low end (as is the case in the mid-range and high-end), NV and AMD continue to release similar performing cards with lower power consumption, and often overpriced on launch date.

For instance, HD6790, GTS450 and GTX550Ti debuted at much higher prices relative to their performance. That's not going to encourage anyone to buy budget gaming discrete GPUs for gaming.

If right now you want a $50 gaming card, you have to go searching for a used HD4850 1GB. There are simply no new cards that are faster at even $70 price range.

 

[cusideabelincoln]

There has been no progress in performance or price in the <$99 space in the last 2 years.

There has been progress. From strictly the performance aspect it has been slower. On the power consumption and performance per watt front it's been more progressive.

You missed my point here.

No, I got your point perfectly fine and gave you the explanation why when I said, "I do believe heat and power consumption are definitely a bigger factor this generation compared to the 4800 generation. There's certainly more of a conscious effort to reduce power consumption, and in doing so that limits AMD and Nvidia as to what kind of performance they can bring, especially in the lower end markets."

You should be able to easily get a card faster than a GTX260 for $99 today, but you simply can't.

I think your wish will come true in the next few months, when GTX 550s drop in price, 6770s drop under $100 consistently, and 6790s approach that mark. In the mean time, you can find GTX 460s approaching the $100 mark if you put a little effort into it, and those are a good deal faster than a 260 and run DX11.

Maybe we'll see the 6750 separate itself from the 6770. Maybe not if yields are really good on Juniper chips, or if the economy is affecting the low end. The 6750 and GTS 450 should cost less than they currently when using the 6770's price as a reference point.

 

[Dribble]

How can anyone say with any confidence when AMD will release anything - look at BD.

 

[Lonyo]

How can anyone say with any confidence when AMD will release anything - look at BD.

Because recently they have been reasonably good at getting GPU products out.

 

[badb0y]

GPU=/=CPU

They have two separate divisions to handle CPUs and GPUs.

 

[3DVagabond]

How can anyone say with any confidence when AMD will release anything - look at BD.

What does Bulldozer have to do with the next gen GPU's?

 

[BladeVenom]

How can anyone say with any confidence when AMD will release anything - look at BD.

BD will come out before Intel's netburst takes them to 10GHz like they said it would almost a decade ago.

 

[ieatdonuts]

BD will come out before Intel's netburst takes them to 10GHz like they said it would almost a decade ago.

I'm feeling deja vu. I think someone on this forum already responded to a poster's comment identical to yours with the correct answer that if Intel really wanted to they could do 10 ghz on Netburst no problem on today's process nodes.