AMD Slashes Pricing AGAIN

[AnandThenMan]

This is odd -- why would you have a problem with over-all?

So you will be very happy to see overall graphics shipments brought up in the context of this thread?

 

[Silverforce11]

No matter how awesome AMD GPUs are, until they have a truly awesome CPU and at least for several generations in a row, their shares will continue to take a dump.

Their GPU division is a minor part of the business and thus, the stock price. Its made to look worse since they lump R&D costs of APU into the GPU division, but count APU income as CPU. Lopsided as heck.

NV is destroying, utterly destroying, AMD in the mobile GPU area and its a disgrace that AMD, which had earlier 28nm release of a very efficient 78xx architecture cannot get equivalent or more design wins than NV. Every ultrabook that has discrete gpu has NV. Lost opportunity. For every other notebook with AMD, there seems to be 10+ which has NV gpus. It makes diddly squat if NV loses on discrete PC when it gains massively in the mobile space, its a major loss for AMD, period.

Worse than this is vs Intel. Why is it Llano isn't in an ultrabook design but an Intel with terrible HD3000/4000 graphics is ubiquitous? There's no excuse for the failure of execution from AMD's CPU division on this one.

Seriously, i would pay good money to have Trinity in a sleek ultrabook form.

 

[AnandThenMan]

Worse than this is vs Intel. Why is it Llano isn't in an ultrabook design but an Intel with terrible HD3000/4000 graphics is ubiquitous? There's no excuse for the failure of execution from AMD's CPU division on this one.

I think this is more about the cozy relationship Intel has with OEMs.

 

[SirPauly]

So you will be very happy to see overall graphics shipments brought up in the context of this thread?

Only when someone offers this clearly about discrete:

AMD graphics did better last quarter than NV's

 

[AnandThenMan]

SirPauly you just can't stand when AMD has any success. You cried for months when AMD used their first to market advantage to premium price their products, and now you're coming unglued because AMD gained share QoQ. For all your BS about "letting the market decide" you get really angry when, the market decides!

 

[SirPauly]

SirPauly you just can't stand when AMD has any success. You cried for months when AMD used their first to market advantage to premium price their products, and now you're coming unglued because AMD gained share QoQ. For all your BS about "letting the market decide" you get really angry when, the market decides!

Clearly offered it was wonderful, fantastic to see AMD garner share! Desire it to be 50/50 actually!

 

[AnandThenMan]

Clearly offered it was wonderful, fantastic to see AMD garner share! Desire it to be 50/50 actually!

Suppose the market decides, and Nvidia ends up with 80%+ graphics share. That would fantastic in your eyes right?

 

[blastingcap]

Increased competition is good for the consumer. Decreased competition, such as the de facto duopoly of WD + Seagate in desktop hard drives, is not so good for consumers. (Not saying WD and Seagate are actively colluding but they are probably both taking cues from each others' marketing moves.)

Be thankful that AMD and NV don't like each other much and are actually competing for market share. Then again they probably don't want to go back to the mess several years ago where NV approached ATI to collude, and went far enough down that line that when the govt lawyers found out, NV and ATI both had to settle the case out of court.

Even fans of NV cards benefit when "AMD Slashes Pricing AGAIN." It drives up competition and drives down prices for NV cards, eventually.

 

[SirPauly]

Suppose the market decides, and Nvidia ends up with 80%+ graphics share. That would fantastic in your eyes right?

I clearly offered I desire share to be 50/50 so both companies may work hard innovating and providing compelling choices for consumer subjective tastes, tolerances and wallet considerations. It actually happened in mid 2010 and was awesome to me.

However, what I desire is irrelevant but the market truly decides to me. It would be a sad day to see AMD or nVidia control the market with 80 percent share.

 

[AnandThenMan]

It would be a sad day to see AMD or nVidia control the market with 80 percent share.

That will happen if AMD is not able to take advantage of the first to market position. Charging a premium when they can allows AMD to sink R&D into future products. Offering new tech on a new process at a discounted price prevents AMD from realizing the ROI critical to future success. If you did truly desire there to be a 50/50 market split, that does not align with your persistent berating of AMD for setting the price points they did at the beginning of this year. AMD will never ultimately get to 50% share by giving their products away, they tried that and it didn't work, all it did was take away vital profits.

 

[SirPauly]

For, what seems like a thousand posts: I had nothing against AMD charging a premium based on their execution advantage which placed them in an ideal position of performing 28nm against 40nm. It was still a win-win for consumer getting the fastest GPU's on the planet and more revenue and margins for AMD. Granted, it was AMD softening their sweet spot strategy but perfectly understandable what they did.

That wasn't the constructive nit-pick -- this was: Price/performance was more evolutionary and incremental considering the node and arch were substantial and significant and said the same thing with nVidia as well. Very fair point BTW and was attacked for being jealous, didn't desire AMD to do well -- odd.

Amd did take discrete leadership in 2010 - there goes your theory.

 

[blastingcap]

Price/performance was more evolutionary and incremental considering the node and arch were substantial and significant...

Did you consider wafer costs? Price factors heavily into the equation, particularly early on when yields are low and they are still working out the kinks:

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

You can't go by historic rates of price/perf improvement as the entire semiconductor industry is running headlong into atomic limits, and we can expect a slowdown of price/perf in virtually all semiconductor technology. In fact, it's already happening.

 

[SirPauly]

I did but one could make the case that the percentage MSRP increase was larger than the percentage performance increase but in any case, it was still very welcomed as a choice over-all -especially for early adopters that don't mind paying a premium for the latest-and-greatest.

 

[AnandThenMan]

........deleted

 

[wand3r3r]

Is it time to get back on topic.?

 

[AnandThenMan]

Agreed, deleted my post not needed.