Nvidia takes back almost 9% market share in Q2 from AMD in notebook discrete GPUs

[notty22]

I can't believe you keep spreading these lies. Every time you spout this BS I go and look at newegg and BAM! look there is one for sale.

Maybe they are selling so well that they cant keep them in stock?

http://www.newegg.com/Product/Produc...82E16814161382

If you think having one model in stock of your companies flagship video card is normal. Let me educate you, its not, and others are asking the same questions. You can't generate revenue, never mind turn a profit if you don't have anything for sale. This article was written two weeks ago, and you can see there are still almost no 6970's and NO 6990's available.
The larger die size from Cypress to Cayman was supposed to deliver more performance, to potentially charge more. They are probably losing money on them.
AMD High End GPUs MIA at Retail; Relief Coming Soon

 

[Genx87]

But to say that they are not available is wrong

They arent easy to find nor are they in readily available stock across many manufacturers. To say there isnt a supply issue or something else is up is equally as wrong.

6970 across both etailers - 14 listings, 3 in stock.

570 across both etailers - 35 listings, 31 in stock
580 across both etailers - 41 listings, 37 in stock

Doesnt that seem weird to you?

 

[Genx87]

If you think having one model in stock of your companies flagship video card is normal. Let me educate you, its not, and others are asking the same questions. You can't generate revenue, never mind turn a profit if you don't have anything for sale. This article was written two weeks ago, and you can see there are still almost no 6970's and NO 6990's available.
The larger die size from Cypress to Cayman was supposed to deliver more performance, to potentially charge more. They are probably losing money on them.
AMD High End GPUs MIA at Retail; Relief Coming Soon

That makes more sense. Now which component werent they able to get that lead to this glut of inventory? And how long? Talk about poor supply chain management.

 

[AtenRa]

I believe it has to do with TSMC's manufacturing availability, im guessing NV took most of TSMC's wafers for their mobile chips in Q2 and AMD made most of the Caymans chips in to 6950 to feed the demand.

We have experienced an HD6970 and HD6950 2GB availability problems for almost 2 months now here in Greece and that's the reason i got the 1GB version.

Edit: I have heard the situation will change from September

 

[thilanliyan]

They arent easy to find nor are they in readily available stock across many manufacturers. To say there isnt a supply issue or something else is up is equally as wrong.

6970 across both etailers - 14 listings, 3 in stock.

570 across both etailers - 35 listings, 31 in stock
580 across both etailers - 41 listings, 37 in stock

Doesnt that seem weird to you?

No of course not. It's because they are selling them as fast as they can make em.

 

[hdfxst]

They arent easy to find nor are they in readily available stock across many manufacturers. To say there isnt a supply issue or something else is up is equally as wrong.

6970 across both etailers - 14 listings, 3 in stock.

570 across both etailers - 35 listings, 31 in stock
580 across both etailers - 41 listings, 37 in stock

Doesnt that seem weird to you?

MY point was if you want a 6990 or 6970 today you can buy one,to say you can't is a lie.This same bullshit went on with the 590 availability and i also posted links where you could buy one

 

[waffleironhead]

If you think having one model in stock of your companies flagship video card is normal. Let me educate you, its not, and others are asking the same questions. You can't generate revenue, never mind turn a profit if you don't have anything for sale. This article was written two weeks ago, and you can see there are still almost no 6970's and NO 6990's available.
The larger die size from Cypress to Cayman was supposed to deliver more performance, to potentially charge more. They are probably losing money on them.
AMD High End GPUs MIA at Retail; Relief Coming Soon

Id didnt say it was normal, quit covering up you lies by putting words in my mouth. I called you out on your lie that you couldnt buy one for the last month. If you want to rephrase your recurring lie, then that is up to you.

 

[Red Storm]

Newegg seems to be out of stock, but I just checked 6 other online stores and they all had 6970s in stock ready to buy, and I only checked the XFX one...

 

[bryanW1995]

If you think having one model in stock of your companies flagship video card is normal. Let me educate you, its not, and others are asking the same questions. You can't generate revenue, never mind turn a profit if you don't have anything for sale. This article was written two weeks ago, and you can see there are still almost no 6970's and NO 6990's available.
The larger die size from Cypress to Cayman was supposed to deliver more performance, to potentially charge more. They are probably losing money on them.
AMD High End GPUs MIA at Retail; Relief Coming Soon

Wow, I just checked newegg and there are no 6970's at all available right now. WTF??? Is bitcoin mining really wiping these things out that much, is there a supply shortage, etc?

 

[hdfxst]

bitcoin mining is addictive,it's hard to shut that miner down and you're always wanting to add hardware.That's why stores are saying 1 per customer.If you find 6990's and post the link in the bitcoin forums it will be sold out in an hour.I think bitcoin hurt 6850 and 6870 sales

 

[notty22]

IMO, yields are poor, and not that many completely working dies come from the wafer.
That means plenty of 6950's. Add in the fact Cayman was a substantially larger die than Cypress and its ultimate performance did not meet expectations, forcing them to lower prices to compete. AMD sells only about 10% of Workstation gpu's, not allowing them to recoup costs on expensive to produce gpu's.
AMD is waiting on 28nm to compete.
Bitcoin is not buying out AMD's inventories, just look at the recent revenue report.
GPU business loses $7 million

 

[hdfxst]

The 5000 series and the 6970 and 6990 are the only cards worth mining with.

 

[notty22]

https://en.bitcoin.it/wiki/Mining_hardware_comparison

 

[busydude]

IMO, yields are poor, and not that many completely working dies come from the wafer.

These cards are still based on 40nm.. I thought TSMC fixed the yield problems long time back. IMO, this low availability just does not make sense.

Also, 570 and 580 are not exactly small dies either. 398 mm^2 Vs 529 mm^2.. so die size argument seems a bit silly.

 

[happy medium]

9%? thats all? Nvidea is going under.

 

[3DVagabond]

IMO, yields are poor, and not that many completely working dies come from the wafer.
That means plenty of 6950's. Add in the fact Cayman was a substantially larger die than Cypress and its ultimate performance did not meet expectations, forcing them to lower prices to compete. AMD sells only about 10% of Workstation gpu's, not allowing them to recoup costs on expensive to produce gpu's.
AMD is waiting on 28nm to compete.
Bitcoin is not buying out AMD's inventories, just look at the recent revenue report.
GPU business loses $7 million

The fact that even early on 6950's were just BIOS crippled 6970's means yields never have been an issue.

Edit: Just looked and Newegg has 6 models of 6970 in stock. Get them while they're hot.

http://www.newegg.com/Product/Produc...rder=BESTMATCH

 

[iCyborg]

IMO, yields are poor, and not that many completely working dies come from the wafer.
That means plenty of 6950's. Add in the fact Cayman was a substantially larger die than Cypress and its ultimate performance did not meet expectations, forcing them to lower prices to compete. AMD sells only about 10% of Workstation gpu's, not allowing them to recoup costs on expensive to produce gpu's.
AMD is waiting on 28nm to compete.
Bitcoin is not buying out AMD's inventories, just look at the recent revenue report.
GPU business loses $7 million

This is a rather misleading metric when taken on its own like this: all APU revenue is reported under Computing Solutions, although it includes a substantial R&D effort from the graphics segment which is included in graphics expenses. Not to mention that graphics is the strong point of APUs compared to Intel's offerings.

 

[hdfxst]

Wow, I just checked newegg and there are no 6970's at all available right now. WTF??? Is bitcoin mining really wiping these things out that much, is there a supply shortage, etc?

What a difference a day can make http://www.newegg.com/Product/Produc...on%20HD%206970

 

[Red Storm]

Look notty, you can go buy a 6970 off of Newegg now. You seemed quite worried they were gone for good.

 

[notty22]

I would guess the lack of people talking about this, shows the general level of interest in the card.
TigerDirect is showing 1 model in stock. I"d like to hear from someone who's trying to buy a 6990, is it even possible ?

 

[SirPauly]

Is it possible that AMD may be building inventory for a replacement for the 6970 and their performance/price-point? And also surprise people with a dual GPU solution utilizing this .28nm chip?

 

[Jionix]

IMO, yields are poor, and not that many completely working dies come from the wafer.

What? How did you come to that opinion? Do you have a source at the fabs? Or is this just random FUD?

 

[SirPauly]

This is a rather misleading metric when taken on its own like this: all APU revenue is reported under Computing Solutions, although it includes a substantial R&D effort from the graphics segment which is included in graphics expenses. Not to mention that graphics is the strong point of APUs compared to Intel's offerings.

How do you figure it is misleading though? The reason for the decline was the drop in share in mobile discrete and added costs based on what looks like 28nm expenses. The quarter before, they heralded mobile discrete and their leadership; and was profitable.

 

[iCyborg]

Operating income is revenue minus expenses (part of which is R&D).
CPU operating income is CPU revenue minus CPU expenses
GPU operating income is GPU revenue minus GPU expenses

Now APU revenue is reported completely as CPU revenue, and APU expenses are reported partly as CPU, partly as GPU (you can report all graphics-related COGS of APUs under CPU, but lots of R&D you can't separate from discrete). Do you not see how this would make CPU figures look a little better, and GPU a little worse in terms of operating income/loss?

 

[SirPauly]

The major reason why AMD lost money is the loss of revenue when compared to the last quarter -- has nothing to do with how AMD offers their APU's. 73 million in lost revenue from their graphic division and did go from making 33 million a quarter to losing 7 if you factor in some quarters.