- Dec 20, 2012
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Why invest to enter a shrinking market?
sinple answer:
Vertically integrated GPU manufacturer that has their own FABs = higher margins than nvidia or AMD can compete with.
Why invest to enter a shrinking market?
Intel can see the writing on the wall that dGPU's are a dying market. The PS4 is an indicator of things to come. A SOC capable of PREVIOUS gen gaming.
sinple answer:
Vertically integrated GPU manufacturer that has their own FABs = higher margins than nvidia or AMD can compete with.
Nope. The difference is intel actually owns many fabs, which more advanced tech than TSMC or glofo.
IF intel bothered to push into the discrete GPU market, they would devastate NV and AMD from the consumer space, and push NV into the HPC-only sector..
Ppl need to give intel credit, they are always ahead of the game when it comes to semiconductors, they only lack the direction to head this way.
On a related note, if Intel isn't using up all of their fab capacity, and they have access to better technology, why aren't AMD and Nvidia using Intel fabs, especially with troubles at GF and TSMC?
sinple answer:
Vertically integrated GPU manufacturer that has their own FABs = higher margins than nvidia or AMD can compete with.
Yeah right. Since when had Intel expertise in building graphic cards? Designs come first, fabs come second.
On a related note, if Intel isn't using up all of their fab capacity, and they have access to better technology, why aren't AMD and Nvidia using Intel fabs, especially with troubles at GF and TSMC?
I think you're being a little too optimistic. Just because they have fabs with better tech, doesn't mean they have designs to print using those fabs.
AMD and NV both have two decades of designs to work on, and the engineers who have that experience.
Unless Intel starts poaching engineers from AMD/NV, or have been secretly working on large GPUs in a black R&D lab, it won't be cost effective to jump into this game.
Not to mention, just because gamers want a discrete GPU, doesn't mean we'll get one. If it comes the day that this market is no longer profitable, then we'll just go the way of the dodo.
I dont see future gamers demanding less graphics, its just not the trend. Every new game almost always is expected to WOW more in the gfx category. With more gamers going higher res, and the trend is for more pixels per inch etc...
I still think discrete has maybe 5-10 years of life, but we'd have to be kidding ourselves to think it's a good long term bet.
I see where you're coming from, but this has been said constantly since the very first 3d cards 20 years ago (which, interestingly, often still required a 2D card to be in the system!)
Yes, it's declining, but that decline will likely taper off to some constant level of demand. I wouldn't expect yearly updates with huge performance benefits long term, but I expect discrete cards to be around for some time in one form or another.
Release a GDDR5 card with 1000EU's and call it a day!
No need for knights ferry crap.
No, it really wasn't said, I don't agree with you. Some derivatives of PC gaming dying have been stated due to consoles, but discrete was alive and kicking because desktops were alive and kicking. Discrete sales did very well because every new customer had to buy a desktop for their gateway computing desktop.
That just isn't the case now for most new consumers...
New customers were actually BUYING desktops 10 years ago. Now they aren't. They're buying tablets - and it's easy to see why. The typical computing experience consists of media consumption, something that you hardly need a 4000$ PC for. I don't agree with you at all. I do think discrete has life left because PC gamers tend to be loyalists and return customers, though - but it just isn't attracting as many new customers for a gateway device.
