54.4% Margins - Nvidia

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Erenhardt

Diamond Member
Dec 1, 2012
3,251
105
101
Yeah, and that includes me when I buy Nvidia cards. I buy far more of them than I receive from NV dude. So, can I post here now? LMAO.

Your logic here is flawed. If you recived even single card from nv for free, someone had to pay for it. It was not you, but your fellow nv enthusiasts.
 

SirPauly

Diamond Member
Apr 28, 2009
5,187
1
0
Which is of zero benefit to the GPU customer. But Nvidia customers have paid for it.

That remains to be seen over time. The SOC sku's may be pivotal for the future growth and survival of nVidia as a company moving forward.
 

blackened23

Diamond Member
Jul 26, 2011
8,548
2
0
I have no problem with people who like Nvidias products or AMD's. Heck i go back and forth myself all the time. But there definitely is something fishy when people start cheering about higher prices and more profits. The only people who like those things are people with a vested interest. Even basic shareholders aren't invested enough to want higher prices and more profits. Since shares are rarely influenced by profits made last quarter. Share prices are normally forward looking.

So basically HANDS UP... Who's on the Nvidia Payroll?

When you can't use the strength of your counter argument on it's own merit, shill accusations rank right up there with racism and insults. It's a complete acknowledgement that your counter-argument is weak or non-existent - It's what you resort to when you want to sound like a prick and don't have anything intelligent to say. IMO, let your argument be strong based on the argument alone and don't devolve this into an "america sucks" discussion or shill accusations. So far i've seen border-line racism, broad insulting statements about both capitalism and Americans, and shill accusations from you - now, what kind of impression do you think this gives everyone here? Just give a rest man, argue with an intelligent counter-argument instead of this nonsense.
 
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Keysplayr

Elite Member
Jan 16, 2003
21,209
50
91
Your logic here is flawed. If you recived even single card from nv for free, someone had to pay for it. It was not you, but your fellow nv enthusiasts.

Ah, your mind is set then. Regardless. I'll post here within guidelines as I like my friend. Whether you like it or not. Sorry.
 

Fx1

Golden Member
Aug 22, 2012
1,215
5
81
When you can't use the strength of your counter argument on it's own merit, shill accusations rank right up there with racism and insults. It's a complete acknowledgement that your counter-argument is weak or non-existent - It's what you resort to when you want to sound like a prick and don't have anything intelligent to say. IMO, let your argument be strong based on the argument alone and don't devolve this into an "america sucks" discussion or shill accusations. So far i've seen border-line racism, broad insulting statements about both capitalism and Americans, and shill accusations from you - now, what kind of impression do you think this gives everyone here? Just give a rest man, argue with an intelligent counter-argument instead of this nonsense.

Your a real drama queen! where is racism? Insults?

Where is it?

I have my points and i dont call people fanboys. But there are people on this forum associated with Nvidia.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,109
136
Simple logic and the Nvidia slides that have been floating around for a few years.



Fab gets more costly the lower you go, R&D gets more costly the higher you go.

And yet Nvidia will be there @ 20nm, 16/14 nm, etc....

These BS slides are for our consumption - see why we need to raise the price of our cards so much
 
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RampantAndroid

Diamond Member
Jun 27, 2004
6,591
3
81
Just to put this into perspective. That margin is higher than Apple which not so long ago was working on a 14% net margin. Apple now has over 20% net margin. Margins seem to just go up lately at our expense

Apple's margins have risen because they take a lot of their hardware costs in house. Their margins have been high for YEARS.

http://www.wikinvest.com/stock/Apple_(AAPL)/Data/Operating_Margin

What's your point? They charge what people are willing to pay.
 

blastingcap

Diamond Member
Sep 16, 2010
6,654
5
76
Typical marketing slide, the bottom is 100% and the top 101% of the cost.

I agree the costs of R&D, and fabs themselves go up, but considering that you can get smaller chip etc. I take a marketing slide with an ocean of salt.

That wasn't a "marketing" slide, it was supposed to be a presentation to TSMC, basically. NV also wasn't thrilled that someone leaked it.

Look at the cost curve crossover slide (it's a different slide):

http://www.extremetech.com/computin...y-with-tsmc-claims-22nm-essentially-worthless

It's out of date and maybe 20nm is going better than expected, but Apple is also rumored to be taking a HUGE chunk of TSMC 20nm and Qualcomm and other non-GPU makers want their share, too, so I doubt 20nm wafers come cheap.

Anandtech has also commented that node sizes going down typically doesn't do a whole lot in terms of profit at first, since wafer costs go up to offset whatever you would have saved:

http://www.anandtech.com/print/2937/

"The problem is with any new process, the cost per wafer goes up. It’s a new process, most likely more complex, and thus the wafer cost is higher. If the wafer costs are 50% higher, then you need to fit at least 50% more die on each wafer in order to break even with your costs on the old process. In reality you actually need to fit more than 50% die per wafer on the new process because yields usually suck at the start. But if you follow the foundry’s guidelines to guarantee yield, you won’t even be close to breaking even.

The end result is you get zero benefit from moving to the new process. That’s not an option for anyone looking to actually use Moore’s Law to their advantage. Definitely not for a GPU company.


The solution is to have some very smart people in your company that can take these design rules and hints the foundry provides, and figure out which ones can be ignored, and ways to work around the others."
 

SirPauly

Diamond Member
Apr 28, 2009
5,187
1
0
They cant afford me.


An IHV has me for free and simply a slave to gaming experiences, features, immersion, tools and flexibility. Light up like a Christmas tree and can't help it! I really like the innovation and a technology fanboy!

These products create so much enjoyment and wonder -- smiles -- that's really hard to engineer.
 

frowertr

Golden Member
Apr 17, 2010
1,371
41
91
How has this thread gone on so long? Who friggin cares that Nvidia makes a good profit? Good for them! That is what makes this country the best in the world.

There are plenty of countries around the world that practice socialism if that is what floats your boat.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,109
136
That wasn't a "marketing" slide, it was supposed to be a presentation to TSMC, basically. NV also wasn't thrilled that someone leaked it.

Look at the cost curve crossover slide (it's a different slide):

http://www.extremetech.com/computin...y-with-tsmc-claims-22nm-essentially-worthless

It's out of date and maybe 20nm is going better than expected, but Apple is also rumored to be taking a HUGE chunk of TSMC 20nm and Qualcomm and other non-GPU makers want their share, too, so I doubt 20nm wafers come cheap.

I'm hugely skeptical of the implication that NV didn't want this leaked. It's a useless slide to present to TSMC - they know these data points better than anyone. If these slides where meant for TSMC, then NV was treating them like children

And, to repeat what I've read elsewhere, Apple has bought out the entire first quarter of 20nm wafers starts :-o This won't hurt NV much because AMD is in the same boat (at least in GPUs). It's a real stab at QCOM though! Way to throw some money around and beat your competitor to the punch.
 

blastingcap

Diamond Member
Sep 16, 2010
6,654
5
76
I'm hugely skeptical of the implication that NV didn't want this leaked. It's a useless slide to present to TSMC - they know these data points better than anyone. If these slides where meant for TSMC, then NV was treating them like children

And, to repeat what I've read elsewhere, Apple has bought out the entire first quarter of 20nm wafers starts :-o This won't hurt NV much because AMD is in the same boat (at least in GPUs). It's a real stab at QCOM though! Way to throw some money around and beat your competitor to the punch.

The point of my post was that the other guy was way simplistic in his unsupported, unsubstantiated analysis.

The portion of my post that you didn't quote is from none other than Anandtech itself and talks about how process shrinks don't necessarily lead to lower prices for the same amount of performance (or conversely, the same price for more performance) right away. The cost curves in the NV slides might not be 100% accurate, but they aren't exactly false either. It's getting harder and harder to squeeze down into nano-scale. Whether NV wanted to or didn't want to leak the slides is besides the point.
 

Grooveriding

Diamond Member
Dec 25, 2008
9,110
1,260
126
Name a better one...

This is not p&n, so I should not of even responded to that oft used mantra with no basis in factual reality. Subjectively and on an emotional level I'm sure one could feel that way as well, it's natural and healthy to have a level of patriotism. But as far as leading in factual relevant metrics that measure quality of life across all population demographics... well, the country simply doesn't lead any of those. Staying solely in the domain of first world nations, it's far behind the rest in several areas as well.
 

blackened23

Diamond Member
Jul 26, 2011
8,548
2
0
Name a better one...

^Exactly what groove said. I can't figure out what's more annoying, your argument or the "capitalism sucks" nonsense. The blind patriotism/flag waving/America "F yeah!" argument is about as strong as FX1's. In other words, it has no substance. Argue his points directly instead of resorting to beating your own chest over nationalism. Or actually, better yet, just ignore him altogether.

Anyway, I digress. This is becoming something that is better suited to the crazies in P&N.
 
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