[AMD] Vega coming in 1H 2017

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linkgoron

Platinum Member
Mar 9, 2005
2,334
857
136
The 23rd slide states:

2016:
Gain profitable graphics and client computing share
Ramp semi-custom business
Monetize IP and close ATMP JV transaction
Return to Non-GAAP operating profitability

and (underline is mine)

2017:
Introduce Next-Generation Graphics and processor products
Server/infrastructure market share gains
Accelerate graphics/PC share gains
Margin expansion
Consistent profitability and cash generation

This also implies that there will be no new GPUs in 2016.
 
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Newbian

Lifer
Aug 24, 2008
24,782
845
126
Volta isn't coming out next year, at least for consumers. 2017 is a refresh of Pascal at Samsung's 14FF.

It will still overshadow vega if it does come out like it sounds in 2017 and is a decent upgrade over pascal and vega and this will be the issue here.
 

Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
if polaris taught e anything, its that you never have to take the crown. Even if it doesn't beat big pascal, there is a massive space for it to fill with the right pricing. Its all about launching it with the right message and properly so people know they are better off buying vega vs whatever the competition in that price range is.

The problem is that too many high end enthusiasts think they are the most important segment, they are not, they are just the most vocal.

Once the mainstream loses interest then its over and all that is left are the few enthusiasts on forums.
The enthusiasts could not sustain Commodore or Sinclair once the mainstream lost interest but there enthusiasts still exists.
Even when AMD had the Better CPU, while the enthusiasts bought the CPU most of the mainstream didn't.

If AMD could have a choice of all of the mainstream buying there product in exchange for no enthusiasts buying there product and buying only Intel and the mainstream not buying any Intel products then i know which choice AMD would pick,

Of Course ideally a company wants both to buy there product as the more the merrier, but the enthusiasts are the cherry on the top of the pie and the cherry itself can not sustain anyone.
 

moonbogg

Lifer
Jan 8, 2011
10,637
3,095
136
If Vega is coming next year with HBM2, you can bet Nvidia will drop a P100 with HBM2 in titan/GeForce flavor. Also, expect a 1080ti to combat these new Vega chips. Vega will haul ass and be great and it can't go unanswered. Exciting times inbound!
 

HiroThreading

Member
Apr 25, 2016
173
29
91
The problem is that too many high end enthusiasts think they are the most important segment, they are not, they are just the most vocal.

Once the mainstream loses interest then its over and all that is left are the few enthusiasts on forums.
The enthusiasts could not sustain Commodore or Sinclair once the mainstream lost interest but there enthusiasts still exists.
Even when AMD had the Better CPU, while the enthusiasts bought the CPU most of the mainstream didn't.

If AMD could have a choice of all of the mainstream buying there product in exchange for no enthusiasts buying there product and buying only Intel and the mainstream not buying any Intel products then i know which choice AMD would pick,

Of Course ideally a company wants both to buy there product as the more the merrier, but the enthusiasts are the cherry on the top of the pie and the cherry itself can not sustain anyone.

Mainstream is not the issue for AMD.

Their lack of offerings in servers and enterprise is what's killing them. To this extent, Nehalem with its QPI (DP and MP scaling, and relegating the need for FB-DIMMs) is what did the most damage to AMD's CPU business. Sandy Bridge then added salt to the wound with its leap in perf/watt.

Now, AMD's GPU business is letting Nvidia make an absolute killing with its Tesla and Quadro lines. The situation is pretty much a joke, and if I were an AMD investor I would find it unacceptable.
 

Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
Mainstream is not the issue for AMD.

Their lack of offerings in servers and enterprise is what's killing them. To this extent, Nehalem with its QPI (DP and MP scaling, and relegating the need for FB-DIMMs) is what did the most damage to AMD's CPU business. Sandy Bridge then added salt to the wound with its leap in perf/watt.

Now, AMD's GPU business is letting Nvidia make an absolute killing with its Tesla and Quadro lines. The situation is pretty much a joke, and if I were an AMD investor I would find it unacceptable.

I agree, but as i said most enthusiasts think that they are the most important and if they are not catered for then a company is doomed my example was just a small part of more important sectors.
 
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Magee_MC

Senior member
Jan 18, 2010
217
13
81
If Vega is coming next year with HBM2, you can bet Nvidia will drop a P100 with HBM2 in titan/GeForce flavor. Also, expect a 1080ti to combat these new Vega chips. Vega will haul ass and be great and it can't go unanswered. Exciting times inbound!

I'm not so sure that would work. As I understand it, a significant part of the P100 chip isn't suitable for gaming and for gamers is essentially wasted die space. That's why NV had to go with the P102 for the gaming market. As I understand it, it wouldn't be easy for them to add HBM2 to the P102 because that would require a respin of the chip to change it from GDDR5X to HBM.

I agree that a 1080Ti is pretty much a given once Vega arrives, but I expect that it'll be the same as last time, a slightly cut down TitanX(P) at a much lower price.

How this all plays out really depends on what AMD has in Vega, availability of HBM2 and whether or not GF can supply enough chips. As hopeful as I am for Vega, the continuing availability problems with the 480 has me concerned with whether or not AMD will be able to supply enough Vega chips to meet demand.
 

Unreal123

Senior member
Jul 27, 2016
223
71
101
People need to stop hyping and need to learn their lesson that hyping has always hurt AMD. AMD has admitted that they are not a competition to Nvidia anymore on high end products and cannot match them. It is time to admit that Nvidia has better engineers, better team, better management and overall a much better company and this is the reason why they are paid 2X more then AMD doing the same job.

VEGA will not be a competition to Pascal Titan X let alone Volta. AMD has give up on high end market they will only focus on mid range and VR market. Do not be surprise that VEGA will only be 20% to 30% faster then fury X.
 
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Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
People need to stop hyping and just need to be shut up. AMD has admitted that they are not a competition to Nvidia anymore on high end products and cannot match them. It is time to admit that Nvidia has better engineers, better team, better management and overall a much better company and this is the reason why they are paid 2X more then AMD doing the same job.

VEGA will not be a competition to Pascal Titan X let alone Volta. AMD has give up on high end market they will only focus on mid range and VR market. Do not be surprise VEGA will only be 20% to 30% faster then fury X.
I have not seen AMD admitting not wanting to compete at the high end, its just not there priority as they got more important sectors to cater for first and there are far more to high end than Titan, they dont have to beat Titan to be competitive in the High end.
And as far as im concerned they have been competing at the high end but they are are always late to the party, take the just new released products out the the picture and AMDs top end GPUs are very close to the competitors and besides better management i disagree with your opinions.
 
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Aug 11, 2008
10,451
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The problem for AMD is that they are only on par with the competition in the midrange market (480 vs 1060) and have zero presence in the high end. I cant believe people are still saying this is some kind of great strategy. And even then, the midrange products fell far short of the promised and much needed 2.8x increase in performance per watt, which despite the many on these forums who say it does not matter, ultimately does with high end desktop chips and especially in laptops. I have heard of zero presence of Polaris in laptops, while my local microcenter already has at least 5 models of gaming laptops with 1060 video cards, and at really rather decent prices.
 
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Unreal123

Senior member
Jul 27, 2016
223
71
101
The problem for AMD is that they are only on par with the competition in the midrange market (480 vs 1060) and have zero presence in the high end. I cant believe people are still saying this is some kind of great strategy. And even then, the midrange products fell far short of the promised and much needed 2.8x increase in performance per watt, which despite the many on these forums who say it does not matter, ultimately does with high end desktop chips and especially in laptops. I have heard of zero presence of Polaris in laptops, while my local microcenter already has at least 5 models of gaming laptops with 1060 video cards, and at really rather decent prices.

It is called denial and not believing in reality. This is the reason today AMD has 0% high end market in CPUs and GPU because everything is ok to them.

Look at RX 480 custom model requires same amount power ,however, it is 65-70% slower then it. This much AMD has fallen behind in terms of R&D and their are non selling in laptop models.
http://www.overclock3d.net/reviews/gpu_displays/msi_rx_480_and_gtx_1060_gaming_x_review/1

Biggest example is that Polaris 11 requires same amount of watt ,which is required for GTX 1070 on laptop and GTX 1070 is 3X faster then that card.


AMD has given up on high end because they know that they have to beat Nvidia not only with the performance but more importantly with efficiency as well ,which is the key point of success for OEM and laptops market.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
The problem is that too many high end enthusiasts think they are the most important segment, they are not, they are just the most vocal.

Once the mainstream loses interest then its over and all that is left are the few enthusiasts on forums.
The enthusiasts could not sustain Commodore or Sinclair once the mainstream lost interest but there enthusiasts still exists.
Even when AMD had the Better CPU, while the enthusiasts bought the CPU most of the mainstream didn't.

If AMD could have a choice of all of the mainstream buying there product in exchange for no enthusiasts buying there product and buying only Intel and the mainstream not buying any Intel products then i know which choice AMD would pick,

Of Course ideally a company wants both to buy there product as the more the merrier, but the enthusiasts are the cherry on the top of the pie and the cherry itself can not sustain anyone.

You do know the GM204/GP104/Hawaii is the absolute best selling segment ever, and AMD got nothing there now. And we can thank Zen for that. You know, the enthusiast and server oriented chip.

Then you can try excuse it with combining all the lower segments that its better not to go there. But those single chips beat everything else. Not to mention revenue and profit wise. RTG simply got sacrificed.
 

Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
You do know the GM204/GP104/Hawaii is the absolute best selling segment ever, and AMD got nothing there now. And we can thank Zen for that. You know, the enthusiast and server oriented chip.
AMDs last enthusiast CPU is 4 years old people said that AMD has given up on the enthusiast CPU but here we are with a new enthusiast CPU, so users so not be so ready to write off AMD giving up on the highend GPU just because its not been released at the same time as the competitions.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
AMDs last enthusiast CPU is 4 years old people said that AMD has given up on the enthusiast CPU but here we are with a new enthusiast CPU, so users so not be so ready to write off AMD giving up on the highend GPU just because its not been released at the same time as the competitions.

What AMD calls enthusiast may not be enthusiast.

Who is going to buy Vega in Q2 2017, if its basically a GP104 competitor. Just as delivering CPU performance several years ago isn't going to be a great seller. And that's being generous about the perf/watt. Vega would have to beat Polaris with 50% there.
 
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Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
What AMD calls enthusiast may not be enthusiast.

Who is going to buy Vega in Q2 2017, if its basically a GP104 competitor. Just as delivering CPU performance several years ago isn't going to be a great seller.
Its all about the price.
The RX480 is offering performance that was available years ago and its OCUKs best seller which helped contribute to OCUKs best ever month in OCUKs history.

Its all about the price to performance and not that is was available years ago.
AMDs market share grow when there top end was Fury and 390s, performance that was available for years before, why did anyone buy any of them, it was the price to performance.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
Its all about the price.
The RX480 is offering performance that was available years ago and its OCUKs best seller which helped contribute to OCUKs best ever month in OCUKs history.

Its all about the price to performance and not that is was available years ago.
AMDs market share grow when there top end was Fury and 390s, performance that was available for years before, why did anyone buy any of them, it was the price to performance.

The 480 is priced exactly as it performs. There is nothing new in it and its nothing special.

Is it really their best seller? No other vendor have shown that, neither have statistics.

Mindfactory for example:
RX 480 - 3,560
RX 470 - 225
RX 460 - 50

GTX 1080 - 5,830
GTX 1070 - 11,230
GTX 1060 - 4,265 (Released mid month).

On steam for July it was 8 Nvidia Pascal cards for 1 AMD Polaris card. Revenue and profit wise its even worse for AMD.

If you asked Raja if he wanted Vega 2 months ago. The answer is an absolute yes. But he would also tell you something along the line that he didn't have the R&D to do it.

There isn't long for the next steam numbers. That will tell the story on a big scale.
 
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Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
The 480 is priced exactly as it performs. There is nothing new in it and its nothing special.

Is it really their best seller? No other vendor have shown that, neither have statistics.
I don't think its anything special but clearly it was for OCUK.
28th Jul 2016
Gibbo;29838962 said:
Agreed I think I have to say this Nitro is the best looking card of all time, when I got my sample I was impressed by how clean and high-end it looks, then I held it and it also feels solid as well.

Sapphire have nailed it, the sales show this as RX 480 Nitro 8G OC is our best selling card of all time for the time window it has being online, if the sales remain it will outsell our best selling SKU of all time which was the MSI 970 Gaming which sold close to 10,000 units in the 2 years it was available.

The Sapphire has a cracking start as it is already beyond 1000 units and sales momentum in last 48hrs is actually increasing because several reviews have being published that are all raving about how amazing it is.

So we are pushing to get this card to sell 10,000+ units within year 1.

29th Jul 2016, 16:49
Gibbo;29844607 said:
600 sold on the past 7 days, very happy with that, in fact over the moon with that.

400x 1080
600x 1070
600x 1060

100x Fury
700x RX 480

Not bad for a weeks work!
 
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Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
But that quote isn't what you said and it refers to one specific card against 1 other specific card with a future prospect that haven't happen yet.
Read the last part, a weeks sales of all the cards total, not a specific card.
 
Aug 11, 2008
10,451
642
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I don't think its anything special but clearly it was for OCUK.
28th Jul 2016


29th Jul 2016, 16:49
Right now, 480 sales are being inflated by the mining craze. Too soon to say how the sales will settle out after that subsides and used mining cards hit the market. I am sure it will still sell well, but the point is that they are still ceding the most profitable and prestigious segments to nVidia for at least 6 months.
 

Final8ty

Golden Member
Jun 13, 2007
1,172
13
81
Right now, 480 sales are being inflated by the mining craze. Too soon to say how the sales will settle out after that subsides and used mining cards hit the market. I am sure it will still sell well, but the point is that they are still ceding the most profitable and prestigious segments to nVidia for at least 6 months.
The profitable is the mainstream in the context of consumer products and thats where AMD is getting back market share.

And the main point is not about why, the point is that it is when some try to make out that its not..
 
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96Firebird

Diamond Member
Nov 8, 2010
5,712
316
126
Missing the release date of some popular games that will be the catalyst for gamers to upgrade (including BF1) is a major mis-step in my opinion.
 

gamervivek

Senior member
Jan 17, 2011
490
53
91
People need to stop hyping and need to learn their lesson that hyping has always hurt AMD. AMD has admitted that they are not a competition to Nvidia anymore on high end products and cannot match them. It is time to admit that Nvidia has better engineers, better team, better management and overall a much better company and this is the reason why they are paid 2X more then AMD doing the same job.

VEGA will not be a competition to Pascal Titan X let alone Volta. AMD has give up on high end market they will only focus on mid range and VR market. Do not be surprise that VEGA will only be 20% to 30% faster then fury X.

Even during the small die strategy AMD would come up with dual-GPU solutions to keep themselves in high-end.
AMD are not doing that when they made Hawaii and then Fiji and look to repeat the same again with Vega chips because HBM2 wouldn't make much sense otherwise. And you'd likely see dual-GPU card as well.

Heck, the whole thread is based upon AMD stating that their enthusiast segment card will be out next year. And as I posted before, AMD have been sending around samples of a much pricier card than Polaris 10 since Feb. and have had it certified in April. If it's the smaller Vega and 20 to 30% faster than Fury X, it'd be good enough for competing in high-end.
 
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