True enough. With this realization I have a strategy on how to play the launch and eval the product for my own needs w/o much risk.
Just look at any past launch to get an idea of how long it takes AMD to build up stock before a product is readily available. One month won't mean ANYTHING.Would people rather see AMD push the Vega56 card selling date from the 28th (4 days from now) to Sept. 28th, in order to build up more day 1 stock?
Unless they got a ton of chips that failed to be Vega64's, I still don't see them being able to produce enough stock to meet demand, even if they pushed it all the way to Black Friday.
Did AMD wonder if they had the clout to launch like nv?And whose fault is that? Maybe its time to clean house.
Vega is an underperforming, power hungry, ill-marketed fiasco.
This is not what I expect from a division of a company in such a predicament. The lazy business and marketing staff should be on over-drive connecting with their costumer base not being aloft, allowing this idiotic pricing disaster and not being clear w/ their loyal consumer base that they'll need to survive. Miners aren't such people.. They're unstable demand with zero loyalty, likely produce high RMAs, and are a step away from a bubble based collapse. I can't imagine paying people top dollar in a business unit and getting these kinds of results. I'd fire every single last one of them and get a group w/ tenacity to drive my business into the green.
Now think of what kind of morons you have to have in your business unit such that this occurs. The people who add no value who take no risk are making the lion's share of the profits of your product. Just **** my **** up business OPs. Thank God AMD CPU division isn't ran like this.
Every-time I think about this fiasco I come back to this tweet :
https://twitter.com/nvidiageforce/status/895746289589039104?lang=en
It's like somebody's g/f being texted by her b/f's most hated associate :
Hey, you know your man is a p.o.s and I got the good stuff?
Her replying : Yeah, I know.
Dear AMD,
Team Red/Team Green. Open up infinity fabric to the 3rd party market. Work w/ Nvidia and get a direct hook to the Ryzen CPU complex and make your GPU division decide whether it wants to sink or swim. Nvidia knows how to put non-value added leechers in their supply chain in check and ensure they don't get d***ed around. Your CPU division is actually delivering an impressive product that is pushing the company into the green. Seems like you two would make a nice couple...
Scan said it to OC3D, it's in their video that I posted earlier on in the thread that nobody apparently watched.
As did Steve and GN:
http://www.gamersnexus.net/news-pc/3023-aib-partners-to-gn-yes-vega-price-will-change
"
In speaking with different sources from different companies that work with AMD, GamersNexus learned that “Gibbo is right” regarding the AMD rebate expiry and subsequent price jump. AMD purportedly provided the top retailers and etailers with a $499 price on Vega 64, coupling sale of the card with a rebate to reduce spend by retailers, and therefore use leverage to force the lower price. The $100 rebate from AMD is already expiring, hence the price jump by retailers who need return. Rebates were included as a means to encourage retailers to try to sell at the lower $499 price. With those expiring, leverage is gone and retailers/etailers return to their own price structure, as margins are exceptionally low on this product.
"
It has been confirmed from multiple sources beyond Gibbo. I have ZERO doubt this happened.
Not an awful lot of one. Especially if the UK has stuff like exchange rate fluctuations going on - that sort of stuff could easily wipe out really low margins.
Some sources pointed out that Vega's design of integrating high bandwidth memory (HBM) into the GPU has significantly raised the difficulty of the related packaging process and hence resulted in low yield rates. However, some other sources claimed that the issue may be down to problems with Advanced Semiconductor Engineering's (ASE) packaging technology.
AMD's Radeon RX Vega GPUs are currently manufactured via GlobalFoundries' 14nm FinFET manufacturing process and are integrated with HBM2 memory from SK Hynix and Samsung Electronics. The packaging is handled by ASE using the SiP technology.
With the challenge from the Vega GPUs not as big as expected, Nvidia is also not in a rush to begin mass shipments for its Volta-based GPUs at the end of 2017 and has rescheduled them for the first quarter of 2018 based on Vega's status, according to industry sources.
Not if they're eating the loss on a temporary basis or something I guess - low volumes of Vega stuff being sold of course.
My main point is that going from minimal margins to a net loss on a highish price product isn't actually that hard. Could be a few things causing it.
Gibbo and OCUK still remains the only retailer who has confirmed this directly. Beyond this we have two tech writers confirm it (Steve from GN and Tom from OC3D), but their word carries as much weight as any other tech writer, such as say Kyle Bennett from [H], who has basically just called them liars.
"OK. Got information back on this. Everything I have mentioned here is definitively correct.
Intel is licensing AMD GPU technology. No money has changed hands yet, so there is not financial impact till late in the year, hence nothing in the current earnings report.
The first product AMD is working on for Intel is a Kaby Lake processor variant that will positioned in the entry-to-mid level performance segment. It is in fact an MCM (multi-chip-module), and will not be on-die with the KB CPU. It is scheduled to come to market before the end of the year. I would expect more collaboration between AMD and Intel in the future on the graphics side.
And you can take all that to the bank."
Kyle at [H] has weaker credibility than Gibbo, after starting the whole AMD GPU inside Intel CPU rumor, that was pretty much shot down publicly and definitively by Intel and AMD both.
https://hardforum.com/threads/from-...in-futility-h.1900681/page-60#post-1042389202
"I was told from a single source week before last that the RTG licensing deal with Intel is still very much on track....and top secret."
Then later a bigger post one from Feb:
https://hardforum.com/threads/from-...in-futility-h.1900681/page-72#post-1042797289
Both Intel and AMD shot down any licensing agreement. Kyle has been silent on this for months.
Gibbo - Vega mining at 70-100 MH/s.... yeah no.
Gibbo - Vega mining at 70-100 MH/s.... yeah no.
Gibbo says he heard it from a source that "may be smoking the BS pipe".
If you took it as definitive that's on you, not Gibbo.
OTOH, Kyle claimed "Everything I have mentioned here is definitively correct".
That means when it is BS, it's on Kyle.
wat? So Gibbo claims that some other source said it, and that lets them off the hook? What if Gibbo's source that might be smoking the BS pipe was actually Gibbo?
wat? So Gibbo claims that some other source said it, and that lets them off the hook?
So, blower it is. I have enough heat being spewed in my case as it is.
Notice the 17.8.2 driver released today give up tp 18% perf uplift of pubg..player unknown...
Well, this is the kind of correction and feedback I want to hear when I make wrong statements. Stick it to me so I can learn . In this case, I wont get too overzealous on Monday. Just trying to avoid the price gouging idiocy if I can. Seems i'm going to have to bite the bullet and get a reference blower in order to get it at $399. No way in hell does it seem AIBs are going to produce a non blower for that price. Also, as its for compute, I don't think I will be maxing the card out causing the upper reaches of thermals to hit.Total nonsense.
Take a quality AIB card, measure: 1) how much better the performance is, 2) how much quieter the card is, 3) how much cooler the GPU is (therefore how much less it throttles)
Then take a blower, measure how all of those factors are worse, and measure how much cooler all your other components are. In the reviews i've seen its a couple degrees C less on your HDDs and CPU. It's not noticeable, has no perceivable effects on performance, longevity, noise, anything.
So if you go blower instead of AIB to "stop heat from spewing in your case" you will have a slower, louder, hotter card in exchange for losing 1-3 degrees celcius on your other components.
Like I said. Total Nonsense.
Kyle at [H] has weaker credibility than Gibbo, after starting the whole AMD GPU inside Intel CPU rumor, that was pretty much shot down publicly and definitively by Intel and AMD both.
https://hardforum.com/threads/from-...in-futility-h.1900681/page-60#post-1042389202
"I was told from a single source week before last that the RTG licensing deal with Intel is still very much on track....and top secret."
Then later a bigger post one from Feb:
https://hardforum.com/threads/from-...in-futility-h.1900681/page-72#post-1042797289
Both Intel and AMD shot down any licensing agreement. Kyle has been silent on this for months.
Total nonsense.
Take a quality AIB card, measure: 1) how much better the performance is, 2) how much quieter the card is, 3) how much cooler the GPU is (therefore how much less it throttles)
Then take a blower, measure how all of those factors are worse, and measure how much cooler all your other components are. In the reviews i've seen its a couple degrees C less on your HDDs and CPU. It's not noticeable, has no perceivable effects on performance, longevity, noise, anything.
So if you go blower instead of AIB to "stop heat from spewing in your case" you will have a slower, louder, hotter card in exchange for losing 1-3 degrees celcius on your other components.
Like I said. Total Nonsense.