What's going on with AMD?

[Janooo]

They still have supply issues after 8 months. That's a bad planning.

NV's Fermi is not selling well.

http://www.behardware.com/news/11010/computex-radeons-geforces-and-availability.html

 

[Genx87]

That is interesting considering 5000 series cards appear to be plentiful on sites like newegg or if you walk into a microcenter.

 

[Idontcare]

With respect to the Radeons, more than 8 months after launch, availability is still problematic. Even at entry level, some smaller partners are complaining that they still can’t supply demand. While for the Radeon HD 5700s the situation remains difficult, though there has been a good deal of improvement especially for larger partners who are given priority, all partners agree that AMD is unable to supply enough Radeon HD 5800s, which is creating a lot of difficulties.

The only thing I can think here is that what the suppliers are getting at is that because supplies are limited the prices have had to remain relatively high so that supplies in the channel do not become a problem.

So yes inventory exists, but sales volume and absolute profits is a problem. The suppliers would much rather the products were half the price (requiring much more supply if the less-expensive SKU's are to remain in stock and shipping) but selling four times the volume. They all have fixed overhead that requires a certain revenue just to break even.

So in a sense I can rationalize why a supplier would say supply is "tight", but its not the way we consumers would envision a seemingly acceptable supply being a problem.

 

[MentalIlness]

That is interesting considering 5000 series cards appear to be plentiful on sites like newegg or if you walk into a microcenter.

Exactly. Where I live, probably a population of 5000......and at Bestbuy, they even have the 5xxx Series in stock.

 

[sandorski]

T-s-m-c

 

[Skurge]

So AMD doesnt have enough cards to sell and nVidia doesn't have enough demand for their cards?

Am I reading that right?

 

[sandorski]

So AMD doesnt have enough cards to sell and nVidia doesn't have enough demand for their cards?

Am I reading that right?

Sorta. The Major Partners for AMD are getting Chips, Minors are getting few. The Cards are widely available, just not to all who want to Supply the Market. Which possibly means AMD is losing some End Sales since different Suppliers Sell to different Markets.

 

[Skurge]

Sorta. The Major Partners for AMD are getting Chips, Minors are getting few. The Cards are widely available, just not to all who want to Supply the Market. Which possibly means AMD is losing some End Sales since different Suppliers Sell to different Markets.

Makes sense. Since most cards we get here are Asus, XFX and sapphire.

 

[hawtdawg]

They are at the mercy of their fab. ATI can only do what they can in their design to curb the chance of having bad silicon. If TSMC has their own problems, ATI can only sit and watch.

 

[toyota]

Exactly. Where I live, probably a population of 5000......and at Bestbuy, they even have the 5xxx Series in stock.

a city with a population of 5000 has a Best Buy? really?

 

[Dribble]

They are at the mercy of their fab. ATI can only do what they can in their design to curb the chance of having bad silicon. If TSMC has their own problems, ATI can only sit and watch.

Kind of, I think more likely nvidia bought all the TSMC fab space. Kind of makes sense if ati want to produce more chips and drop prices then they need lots of cheap fab space - if nvidia is willing to pay then ati won't get that.

 

[hawtdawg]

Kind of, I think more likely nvidia bought all the TSMC fab space. Kind of makes sense if ati want to produce more chips and drop prices then they need lots of cheap fab space - if nvidia is willing to pay then ati won't get that.

Nvidia is having the same issue i'm pretty sure.

 

[Sylvanas]

Good find OP. Interesting situation with ATI, we all knew Fermi wasn't selling that well and now we have a little more idea, especially the 470 --> 465 situation. I'm actually holding out for a GTX485 which I said months ago would arrive soon enough with 512 SP's and probably a clockspeed bump- if it performs, I'll help Nvidia with their excess inventory problem .

I would have thought ATI would have sorted allocations to minor partners by now, most of which probably operate in the Asian market which I would have thought would be a big priority these days. In Australia we get the main North American brands but also many lesser known (on this forum at least) brands which usually operate in the Asia/pacific region- they're just as good really (warranty's all similar, no lifetime in this neck of the woods).

 

[KIAman]

a city with a population of 5000 has a Best Buy? really?

Not that hard to conceive considering if the next city over has large population. You'll notice business will build relative to population demographics as well as local laws and tax policies.

I had a Walmart literally move 1 mile down the road, just to move the the adjacent city because of better tax laws while not changing a thing about who their customers are.

As to the OP, this could simply be justification to keep prices high...

 

[toyota]

Not that hard to conceive considering if the next city over has large population. You'll notice business will build relative to population demographics as well as local laws and tax policies.

I had a Walmart literally move 1 mile down the road, just to move the the adjacent city because of better tax laws while not changing a thing about who their customers are.

As to the OP, this could simply be justification to keep prices high...

right but he made it sound as if the area where he lived literally only had around 5000 people. there is zero chance of having a Best Buy in an area that small. heck a city/town with 5000 people might not even have more than a couple of red lights.

 

[IntelUser2000]

The only thing I can think here is that what the suppliers are getting at is that because supplies are limited the prices have had to remain relatively high so that supplies in the channel do not become a problem.

What are the chances of TSMC still having 40nm problems?

http://translate.google.ca/translat...p://news.mydrivers.com/1/167/167219.htm&hl=en

With the 40nm Ontario expected in second half of 2011, one has to wonder how much is Nvidia's fault for Fermi's debacles.

 

[Janooo]

What are the chances of TSMC still having 40nm problems?

http://translate.google.ca/translat...p://news.mydrivers.com/1/167/167219.htm&hl=en

With the 40nm Ontario expected in second half of 2011, one has to wonder how much is Nvidia's fault for Fermi's debacles.

That's a false rumor or a typo. Ontario is supposed to come sooner.

 

[SHAQ]

right but he made it sound as if the area where he lived literally only had around 5000 people. there is zero chance of having a Best Buy in an area that small. heck a city/town with 5000 people might not even have more than a couple of red lights.

My town just got one and it has 35000. There are hardly ever more than 10 cars at a time when I go by there. Only at Xmas was it super busy.

 

[ronnn]

So is that site any good, or do they just make sh*t up?

 

[nitromullet]

So is that site any good, or do they just make sh*t up?

That is a good point. It seems that at every trade show companies that are normally tight lipped just can't stop blabbing to the press.