adroc_thurston
Diamond Member
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It's passmark.
Forget about it
Milan hasn't even ramped in the channel before Q3'21.
Forget about it
Milan hasn't even ramped in the channel before Q3'21.
.. and what do you consider high margin desktop laptop in the current lineup?
I think this is the big question. Why did the graph change so quickly?
So they stayed at approximately 90/10 split for ~3 years, and then all of a sudden in went to a 50/50 split in only 3 quarters. What the hell happened in such short time? And how come all/most customers made the same move in the same short timespan?
Market share figures are also showing sharp changes so it isn't like these figures are all that suspect. Since they are test submissions, they are more real time than market analysis studies though.
Possibly so. I think most people will think it is due to Turin, but I also wonder if it wasn't more Milan for the sales volume.
What's even funny some guy was referring it as Mercury Research data on Twitter 🤣
I was told it was retarded to think the upcoming consoles would be chiplet based:
adroc_thurston
Diamond Member
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Just like no one in their right mind would dare make a strix Halo handheld and that a lower binned package wasn't a good idea either...
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We will see about PS6.
But something tells me that if X-Box has > 400 mm2 of silicon, PS6 will have more, and with that size, AMD will lean to a chiplet solution.
Especially now, when AMD has an economical solution in InFO to connect the chiplets.
Hard to command good pricing on a gaming console that Retails for $500. To make a profit the entire BOM (including mechanical and packaging) needs to be around $200. That doesn't leave much room for an expensive processor.
Of course, there is the thought that you give away the console at cost in order to make the money on the games sales from your exclusive e-store.
Even then, its hard to imagine the CPU can be afforded much more than $150 even on a loss leader product.
Of course, there is the thought that you give away the console at cost in order to make the money on the games sales from your exclusive e-store.
Even then, its hard to imagine the CPU can be afforded much more than $150 even on a loss leader product.
yottabit
Golden Member
- Jun 5, 2008
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I feel like we have this discussion every other day but the total BOM cost on consoles, especially at launch, can actually be pretty close to the retail price. Resellers don’t get much margin on the console itself and the manufacturers are basically willing to move units by selling at a minor loss or wash. The profit is in the games and accessories.
So from the perspective of this thread, yes - AMD could easily be getting $200+ per APU for a launch console
adroc_thurston
Diamond Member
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Next consoles will be like $800.
They have less now.
Why would they have more, later?
It's not AMD leaning, InFO is not volume-probable for consoles in 2027.
-LSI is anything but, but I digress.
Things have changed. This is the first console generation where prices have gone up, lol.
Even notoriously cheapskate Nintendo went from $299 for the Switch 1 to $449 for the Switch 2. Yeah, the PS6 and XBox consoles are going up in price.
adroc_thurston
Diamond Member
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Did you forget the PS3 and the marvellous, majestic $599 launch.
There was a large increase in the money supply between Switch 1 and 2. But Nintendo may also be the exception trying to make money from day 1 on hardware. Or maybe they're the example for the others to follow.
That was $499. $599 got you a bigger drive. And even then it was sold at a massive loss.
The same thing I've said in every post where I've responded to you on this topic.
Desktop.. everything (except any of the monolithic APUs they could release to desktop later)
Laptop.. desktop replacement laptops. Fire range replacements.
Simply, things that use a CPU chiplet...
All the volume laptop APUs are N3 class and monolithic.
Seems like you are correct. While in general, retailers get %20-%40 margins, they use new console launches to drive foot traffic and to get margins on additional controllers and games.
So neither the manufacturer or the retailer are making much margin (5-10%) on the console itself.
Rumor is the PS6 will retail for around $600-$700. Very few people are thinking $800. I think it is a tough sell at $700. After all, at the end of the day its JUST a toy for your older kids.
Still, I suspect Sony will have a pretty successful launch.
adroc_thurston
Diamond Member
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No, PlayStation is the millenial soybox for washed up CoD/FIFA players.
Kids play phone games.
Darkmont
Member
- Jul 7, 2023
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Shiiiieeeeeet lemme buy the newest 2K game right now
You can edit your original post and the data is leaked somewhere in this thread
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Josh128
Golden Member
- Oct 14, 2022
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If so, they will fail. Current price trajectory is unsustainable. Switch 2 did it right, but its price is right at the limit. Others will have to follow suit. > $500 is untenable for volume.
marees
Golden Member
- Apr 28, 2024
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The popular theory is that Sony will stick to accepted norms (subject to the ransom they have to pay to TSMC(
But Microsoft has dropped out of the console race & with Satya extracting his pound of flesh, all they care about is game server / game cloud hardware. End user console prices might become untethered from sony's prices
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