AMD on 58XX supply issues

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Idontcare

Elite Member
Oct 10, 1999
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Is the demand that great, or the production that limited? I have no source for either, so I cannot comment on either.

Production is just that limited. Yields could double (basically go to 100%) and that only doubles supply.

These guys need 40nm capacity to double, then double again, and again, and yet again for them to be able to replace all the existing 55nm GPU SKU's on the market right now with 40nm ones.

 

BenSkywalker

Diamond Member
Oct 9, 1999
9,140
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Actually I would have thought even the most rabid nvidia fan would agree that these are a rather elegant solution.

From what I have seen all but the most devoted ATi apologists admit they are profoundly bad parts at their current price points. They are thoroughly outclassed by the parts they replace in pretty much every performance metric.

Low power, quiet, dx11 and decent fps.

The GT240 is lower power, less noise and a higher DX level then the parts it replaces too, doesn't change the fact that at its' price point it is a steaming pile of shit
 

waffleironhead

Diamond Member
Aug 10, 2005
6,938
455
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From what I have seen all but the most devoted ATi apologists admit they are profoundly bad parts at their current price points. They are thoroughly outclassed by the parts they replace in pretty much every performance metric.



I think the price premium has less to do with their performance and more to do with the DX11 capability. Are they worth the premium to me? heck no, but they must be to some or else they wouldnt be selling. :shrug; Heres to hoping that nV dx11 products hit the selves soon and send prices down.
 

MrK6

Diamond Member
Aug 9, 2004
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From what I have seen all but the most devoted ATi apologists admit they are profoundly bad parts at their current price points. They are thoroughly outclassed by the parts they replace in pretty much every performance metric.
What? How? I agree their price/performance ratio isn't anything to write home about, but they aren't "bad parts" so to speak. What are these other "performance metrics" that they're being outclassed in? People have to remember that the 5770 and 5750 are mid-range parts offering nearly the performance of last generations high-end parts. While their price/performance isn't competitive (partially due to the "new tax"), they bring a lot more to the table over their predecessors, including dramatically reduced power consumption, smaller size, DX11 and other features, better/quieter cooling, etc.

The GT240 is lower power, less noise and a higher DX level then the parts it replaces too, doesn't change the fact that at its' price point it is a steaming pile of shit
I think at the lower-end market where they GT240 is oriented, the competition is even stiffer so it sticks out more. It seems like NVIDIA tried to do the same as AMD here, but they overshot the price-point by a little too much.
 
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Idontcare

Elite Member
Oct 10, 1999
21,110
59
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Do you have the .55nm revenues?

Are you asking me? RE: TSMC revenue by node?

I'll respond assuming the answer is yes. TSMC doesn't break-out their revenue by half-nodes. The 65nm node revenue includes 55nm, at this stage its most likely 100% 55nm revenue that is reported for 65nm.

For example the 45nm revenue is going to be 100% 40nm since 45nm was cancelled. And when 28nm is released it will most likely be reported as 32nm revenue (assuming TSMC still reports their revenue by node come that time) even though TSMC looks to be cancelling 32nm as well (45nm déjà vu).

I should update the labels in that graph so they read "65nm/55nm" instead of just 65nm, likewise with the other node that contain heavily used half-nodes like 45nm.

edit: graph labels are now amended to reflect accounting of half-node revenue
 
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SlowSpyder

Lifer
Jan 12, 2005
17,305
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From what I have seen all but the most devoted ATi apologists admit they are profoundly bad parts at their current price points. They are thoroughly outclassed by the parts they replace in pretty much every performance metric.

You're kidding, right? The 5850 gives you generaly better performance than the GTX285 and came out about $50 cheaper than the cheapest GTX285 you could find at the time. Even now the cheapest GTX285 listed on Newegg is $325 and out of stock. The cheapest they have in stocl is $360 and they go over $400 for an EVGA part. I guess that makes the GTX285 a profoundly terrible part.

The 5870 starts at where the most expensive GTX285 listed is, and it stays around that price point for the reference models. When Nvidia had the fastest single GPU, I kept hearing from all the Nvidia fanboys said that there is a premium for the fastest single GPU part, what has changed since than? It seems AMD is hardly charging a premium, it's a bit slower than the GTX295 and is priced well below it.

Than we have the 5970. It thouroughly beats the GTX295, and is priced above it. It is the fastest single card money can buy, and AMD charges for that. I don't think it's a bang for the buck part. I is the fastest, so it is priced the highest. AMD and Nvidia don't go for bang for the buck with their highest end dual GPU cards, so measuring them by 'bang for the buck' is a bit like measuring a Corvette in bang for the buck when all you want to do is get from point A to point B. If you want bang for the buck cards, than the highest end daul GPU parts aren't for you.


The GT240 is lower power, less noise and a higher DX level then the parts it replaces too, doesn't change the fact that at its' price point it is a steaming pile of shit

The GT240 is a steaming pile in bang for the buck, which is where lower to mid range GPU's are supposed to compete, in regards to gaming.
 
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T2k

Golden Member
Feb 24, 2004
1,665
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[/B]
From what I have seen all but the most devoted ATi apologists admit they are profoundly bad parts at their current price points. They are thoroughly outclassed by the parts they replace in pretty much every performance metric.

If this is not trolling and flame baiting then I don't know what would be... Last time I got three days after I proved he's lying and I dared to use the same words he used against me first - and he walked free. If you are some NV PR shill, you can write and do anything. This place is a joke, seriously.
 

GaiaHunter

Diamond Member
Jul 13, 2008
3,650
218
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The 5770 and 5750 at the current prices and considering you can find 4870/4890 at their price points are charging an high premium for DX11 that isn't widely available, even considering lower power/noise.

If I had to buy a card at the sub $200, I would be really scratching my head as the 4870/4890 are faster currently.

But I guess that is the point - if it was easy the 4800 would stay rotting in shelves.
 

BenSkywalker

Diamond Member
Oct 9, 1999
9,140
67
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The 5850 gives you generaly better performance than the GTX285 and came out about $50 cheaper than the cheapest GTX285 you could find at the time.

The 58xx parts are in an utterly different league then the 57xx parts. You can check my posting history, right now any enthusiast looking for a new board is best served by the 5850 without a doubt on an overall best card basis(factoring in price, performance, features etc). The only criticism that I can offer for the 58xx parts is their scarce availability. No, I don't think the 5870 is a good buy, nor the 5970, but again- you can check my post history, the only time I ever reccomended the 285 or 295 was when someone wanted the absolute fastest single GPU or single card solution with cost being no object.

The 57xx parts are not remotely comparable. They are easily bested by the 48xx parts they replace and are the same price to more expensive. They are just like the GT240, simply terrible at their current price point.
 

Idontcare

Elite Member
Oct 10, 1999
21,110
59
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The 57xx parts are not remotely comparable. They are easily bested by the 48xx parts they replace and are the same price to more expensive. They are just like the GT240, simply terrible at their current price point.

Hmmm, both are entry-level 40nm-based parts...the price/performance disadvantage they both have in common could be a reflection of the underlying elevated cost structure that 40nm represents at this time in its process maturity timeline.
 

jvroig

Platinum Member
Nov 4, 2009
2,394
1
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Could very well be the case, IDC. New tech, higher cost to manufacture compared to older tech, especially in this case when 40nm yields are troubled at TSMC.

Could it also be a more straight-to-the-point approach in business terms (at least for AMD) such as: "Let's price it this much first, at least at launch when people expect it to have a high initial price, and so we can get rid of the remaining 48xx cards we have left." ?
 

BenSkywalker

Diamond Member
Oct 9, 1999
9,140
67
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Hmmm, both are entry-level 40nm-based parts...the price/performance disadvantage they both have in common could be a reflection of the underlying elevated cost structure that 40nm represents at this time in its process maturity timeline.

I'm certain that is a contributing factor, but that would then beg the question of why move to 40nm in a value dominated market at this point in time? From the OEM angle I can understand it, but it doesn't make a lot of sense in the market it is in(nVidia made the same mistake with the GT240 too, not pinning all the blame on ATi here).

Could it also be a more straight-to-the-point approach in business terms (at least for AMD) such as: "Let's price it this much first, at least at launch when people expect it to have a high initial price, and so we can get rid of the remaining 48xx cards we have left." ?

This is also a possible reason or perhaps better stated an additional contributing factor. All of those elements likely play a part in the premium being charged for the 57xx parts and the GT240, whatever the greatest factor is, however, it doesn't change the fact that they are simply very poor values in a value dominated segment.
 

ronnn

Diamond Member
May 22, 2003
3,918
0
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The 58xx parts are in an utterly different league then the 57xx parts. You can check my posting history, right now any enthusiast looking for a new board is best served by the 5850 without a doubt on an overall best card basis(factoring in price, performance, features etc). The only criticism that I can offer for the 58xx parts is their scarce availability. No, I don't think the 5870 is a good buy, nor the 5970, but again- you can check my post history, the only time I ever reccomended the 285 or 295 was when someone wanted the absolute fastest single GPU or single card solution with cost being no object.

The 57xx parts are not remotely comparable. They are easily bested by the 48xx parts they replace and are the same price to more expensive. They are just like the GT240, simply terrible at their current price point.


Who cares about your posting history? The 57xx is very good for footprint, features (dx11), power, heat, noise and speed. Price will come down when competition forces them to. Obviously they are selling around here anyways - likely to those who don't want noisy, power consuming old tech in their box. If only fps in current games mattered they would buy the 58xx.
 

akugami

Diamond Member
Feb 14, 2005
5,986
2,310
136
From what I have seen all but the most devoted ATi apologists admit they are profoundly bad parts at their current price points. They are thoroughly outclassed by the parts they replace in pretty much every performance metric.

I don't know if I'd go that far. The 5750 and 5770 seems to be questionable as to whether they are really worthy as upgrades though they do offer DX11. Even then, I don't think you can call them "profoundly bad parts" even at their current price points because they do offer something new to the table and if you were buying a new card in those price points you'd have to seriously consider the new 5xxx series over a 4xxx series or a similarly priced Geforce card. The 5870 and 5850 are solid upgrades.

Let's face it, ATI is not a charity. I think some people were spoiled by their low pricing of the 4xxx series. Heck, some card makers were complaining that the 4xxx series had razor thin margins. We knew a price boost was coming. Anyone could see it even if they were hoping for low prices.

The GT240 is lower power, less noise and a higher DX level then the parts it replaces too, doesn't change the fact that at its' price point it is a steaming pile of shit

Again, I wouldn't call the GT240 a "pile of shit" but that is definitely not the best value on the market and really a questionable release by nVidia.
 

BenSkywalker

Diamond Member
Oct 9, 1999
9,140
67
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The 57xx is very good for footprint, features (dx11), power, heat, noise and speed.

Footprint wise it is bad, it has a higher transistor count then the 4870 or 4890. Speed wise it is bad, the 5750 is closer to the 4770 then it is to the 4870 most of the time. Power and noise it loses to the 4770 under load also. As far as DX11 goes, the board can barely handle DX10 games at 16x10- it is too slow to be a viable long term solution.

Price will come down when competition forces them to.

The 5850 is a great part, it would be a terrible one at $500. Price is always a factor, if not- why not go phase change cooled 5970s in Quadfire? The fact that the 5750 demands a 50% price premium over the 4770, is louder and hotter without remotely close to that edge in performance makes it a bad part no matter how you look at it outside of fanatical loyalist.

If only fps in current games mattered they would buy the 58xx.

Offer the 58xx parts for $10 and I think you would find even Wreckage would use one(well, maybe not, but everyone else on these forums would, even those waiting for GF100).

Let's face it, ATI is not a charity. I think some people were spoiled by their low pricing of the 4xxx series. Heck, some card makers were complaining that the 4xxx series had razor thin margins. We knew a price boost was coming. Anyone could see it even if they were hoping for low prices.

If Fermi comes out slower and more expensive then the 285 who here would be foolish enough to defend nVidia? That is precisely what is happening here.
 

MrK6

Diamond Member
Aug 9, 2004
4,458
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If Fermi comes out slower and more expensive then the 285 who here would be foolish enough to defend nVidia? That is precisely what is happening here.
No, it's not at all what's happening here. For some reason, you and others are expecting a mid-range part to beat last generation's high-end part in every comparative metric, which current technology simply won't allow (and generally hasn't happened in the past). There also have been very few instances where next generation's high-end part was slower and more expensive than the previous generation's high-end part (I can't even think of any off the top of my head), so to make such a comparison is useless.
 

jsadie

Junior Member
Nov 5, 2009
4
0
0
No, it's not at all what's happening here. For some reason, you and others are expecting a mid-range part to beat last generation's high-end part in every comparative metric, which current technology simply won't allow (and generally hasn't happened in the past). There also have been very few instances where next generation's high-end part was slower and more expensive than the previous generation's high-end part (I can't even think of any off the top of my head), so to make such a comparison is useless.

Bull

We expecting cheaper when not faster - that's why its a bad part now - could change in the future when the old chip supplies dry up though.
 

jvroig

Platinum Member
Nov 4, 2009
2,394
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If Fermi comes out slower and more expensive then the 285 who here would be foolish enough to defend nVidia? That is precisely what is happening here.
Unless the 5870 was slower than the 4870, or the 5770 was slower than the 4770, then that's not exactly what's happening here. Of course, if you specifically said "mid-range Fermi derivative", then you would have remained consistent.
 

BenSkywalker

Diamond Member
Oct 9, 1999
9,140
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No, it's not at all what's happening here. For some reason, you and others are expecting a mid-range part to beat last generation's high-end part in every comparative metric, which current technology simply won't allow (and generally hasn't happened in the past).

No, more expensive newer tech should be faster then less expensive older tech- every time.

Unless the 5870 was slower than the 4870, or the 5770 was slower than the 4770, then that's not exactly what's happening here. Of course, if you specifically said "mid-range Fermi derivative", then you would have remained consistent.

The 4870x2 was the only high end part ATi had for some time. If you are playing in the ~$150 segment you are in the mid range, easily so. Most people consider anything sub $200 mid range(which also puts the 4890 in that bracket). What classification you want people to think of your card is all well and good, you can keep thinking that, in the real world the price point is what determine what bracket you are in.
 
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jvroig

Platinum Member
Nov 4, 2009
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No, more expensive newer tech should be faster then less expensive older tech- every time.
Stated like that, hard to argue with it, I pretty much agree. Perhaps the only problem with it would be that it should actually be "have more value" instead of " be faster", and for different people, "value" may not necessarily be measured in FPS alone.
 

GaiaHunter

Diamond Member
Jul 13, 2008
3,650
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In this case is a question of price - the 5750 is too expensive and the 5770 was too expensive for some time.

If the 5770 is same price as the 4870, since they perform pretty much the same, the 5770 gets the nod. Currently, the 4870/GTX 260 seems to be rising up a bit making the 5770 a better value. But, if you find 4870/GTX 260 a lot cheaper or 4890 at the same price point, unless your PSU can juice them up, the 5770 is a worse buy.

The 5750 needs to be at around $100 or less to be a good buy. If it drops to that point, it pretty much slaughters everything around that price.

Still impressive though, how the 5770 with half the bandwidth (even if its memory and core are clocked faster) is pretty much equal to the 4870.
 
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Idontcare

Elite Member
Oct 10, 1999
21,110
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No, more expensive newer tech should be faster then less expensive older tech- every time.

Stated like that, hard to argue with it, I pretty much agree. Perhaps the only problem with it would be that it should actually be "have more value" instead of " be faster", and for different people, "value" may not necessarily be measured in FPS alone.

Not going to disagree with the logic but I will add that its the consumers, not the business, that play the role in forcing such market conditions to become reality. If left up to the sales and marketing divisions of any given company they would certainly be happy selling ever steamier piles of crap for ever higher ASPs.

They don't, or rather can't, because customers and competition work in direct opposition to these "gross margin enhancement" efforts.

That said, which is nothing you guys don't already know, I draw your attention to the existence of "niche" high-margin boutique equipment sellers such as Apple and Alienware (before their M&A w/Dell).

These guys (Apple/Alienware) can sell refrigerators to Eskimos, and they can do it because the market accommodates them. That Nvidia and AMD aspire to follow in some well trod footsteps is of no surprise.

But the only reasoning they have to not do this is if the market doesn't support/reward their efforts...and the fact that prices have yet to decline on these specific SKU's under discussion would suggest the markets are not providing the sort of negative response we feel it should be providing in a perfect world of efficient market theory where consumers always make the most intelligent informed purchasing decisions.

This works so long as the volumes are limited, Apple will never gain 50% market share with their current product strategy and business model. If and when AMD or Nvidia wish to make their 57xx and 240 products be their "volume" products I suspect we'll see prices move down to promote that supply/demand equilibrium pricepoint.
 

MrK6

Diamond Member
Aug 9, 2004
4,458
4
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No, more expensive newer tech should be faster then less expensive older tech- every time.
That's a fundamental flaw in logical reasoning and economics - this can't happen and if you ran a business like this, it would fail very quickly. If you constantly trump yourself by releasing better and faster parts at lower price, you'll run yourself into the ground. Companies have never done this and never will.
Stated like that, hard to argue with it, I pretty much agree. Perhaps the only problem with it would be that it should actually be "have more value" instead of " be faster", and for different people, "value" may not necessarily be measured in FPS alone.
Exactly. And "value" isn't directly related to price-comparison. Therefore, a 5770 priced higher than a 4870 can actually have more "value" to some consumers.
In this case is a question of price - the 5750 is too expensive and the 5770 was too expensive for some time.

If the 5770 is same price as the 4870, since they perform pretty much the same, the 5770 gets the nod. Currently, the 4870/GTX 260 seems to be rising up a bit making the 5770 a better value. But, if you find 4870/GTX 260 a lot cheaper or 4890 at the same price point, unless your PSU can juice them up, the 5770 is a worse buy.

The 5750 needs to be at around $100 or less to be a good buy. If it drops to that point, it pretty much slaughters everything around that price.

Still impressive though, how the 5770 with half the bandwidth (even if its memory and core are clocked faster) is pretty much equal to the 4870.
Yup, but and I think Idc has a good summary of the situation:
Not going to disagree with the logic but I will add that its the consumers, not the business, that play the role in forcing such market conditions to become reality. If left up to the sales and marketing divisions of any given company they would certainly be happy selling ever steamier piles of crap for ever higher ASPs.

They don't, or rather can't, because customers and competition work in direct opposition to these "gross margin enhancement" efforts.

That said, which is nothing you guys don't already know, I draw your attention to the existence of "niche" high-margin boutique equipment sellers such as Apple and Alienware (before their M&A w/Dell).

These guys (Apple/Alienware) can sell refrigerators to Eskimos, and they can do it because the market accommodates them. That Nvidia and AMD aspire to follow in some well trod footsteps is of no surprise.

But the only reasoning they have to not do this is if the market doesn't support/reward their efforts...and the fact that prices have yet to decline on these specific SKU's under discussion would suggest the markets are not providing the sort of negative response we feel it should be providing in a perfect world of efficient market theory where consumers always make the most intelligent informed purchasing decisions.

This works so long as the volumes are limited, Apple will never gain 50% market share with their current product strategy and business model. If and when AMD or Nvidia wish to make their 57xx and 240 products be their "volume" products I suspect we'll see prices move down to promote that supply/demand equilibrium pricepoint.
Exactly. We have an interesting situation now due to the supply constraints stemming form the issues at TSMC. Once those are resolved, it'll move more towards a standard model.
 
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