[Anandtech] Discrete Q2 GPU Marketshare - AMD rises to 30%

[Ranulf]

Ahh, yes, power consumption. Tell me good sir, have you replaced your traditional light bulbs with LEDs?

 

[Abwx]

One of the most illogical post i ever read. Your price and performance ratio is only about Raw performance. You have to explain the factors like power consumption, cooling features, Overclocking, other software feature. This is the reason why today AMD is considered in minority simply because of these reason

And for all these reasons they are a good deal, it s not 20-30W delta in favour of Nvidia that will change the global picture, and you also forgot manufacturing quality since the 480 reference card is of better quality than anything from the competitor including the higher priced cards.

Also just a hint, the 780 was once meant to compete with the 290 wich was considered later obsoleted by the 970, look where are those two Nbvidia cards currently in respect of the 290, even the stock and throttling one...

 

[railven]

Also just a hint, the 780 was once meant to compete with the 290 wich was considered later obsoleted by the 970, look where are those two Nbvidia cards currently in respect of the 290, even the stock and throttling one...

Those cards are dead and buried. WIth buyers moving on to GTX 1070/1080, while AMD users are still holding on to their 290/290X/390/390X.

In a thread about market share (pseudo sales), I don't get how AMD not providing their users a solid upgrade path is a positive.

Heck, I've seen a few buyers go from those cards to NV. Seems like something AMD doesn't want to happen.

 

[fleshconsumed]

Eh, offtopic, but 290 was and still is a great card. Fury doesn't provide enough performance improvement over 290 and is still limited by 4GB. 1070 costs $400+. Those are some poor choices for 290 owners. In a sense, it is a positive, since 290 proved to be one of the longest lasting cards of the past decade. Of course it's bad for AMD since AMD has nothing worth upgrading from 290, but it's good for 290 owners.

 

[railven]

Eh, offtopic, but 290 was and still is a great card. Fury doesn't provide enough performance improvement over 290 and is still limited by 4GB. 1070 costs $400+. Those are some poor choices for 290 owners. In a sense, it is a positive, since 290 proved to be one of the longest lasting cards of the past decade. Of course it's bad for AMD since AMD has nothing worth upgrading from 290, but it's good for 290 owners.

I definitely would say the 290X/Hawaii XT was a good card. Too good. It's killing AMD haha. Whoever got their 290/290X during the clearances, they must still be smiling.

 

[linkgoron]

I definitely would say the 290X/Hawaii XT was a good card. Too good. It's killing AMD haha. Whoever got their 290/290X during the clearances, they must still be smiling.

While the 290(x) were terrific, it's not what's killing AMD. What's killing AMD is the fact that since the 290 release (October 2013!) AMD have basically only released Fury X at the high end. The 390 are basically refreshed 290s, and the 480 are not high-end. Since the 290 release, Nvidia has released the 980, the Titan X/980ti, the Titan XP/1080, and before Vega is out they will probably release a 1080ti.

I would argue that the fact that the 290 are so good is what's giving AMD some hope. If people were dumping their 290, there is currently only one way up, and it's Nvidia. While the Fury cards are decent, they're not a significant enough update IMO.

 

[railven]

While the 290(x) were terrific, it's not what's killing AMD. What's killing AMD is the fact that since the 290 release (October 2013!) AMD have basically only released Fury X at the high end. The 390 are basically refreshed 290s, and the 480 are not high-end. Since the 290 release, Nvidia has released the 980, the Titan X/980ti, the Titan XP/1080, and before Vega is out they will probably release a 1080ti.

I would argue that the fact that the 290 are so good is what's giving AMD some hope. If people were dumping their 290, there is currently only have one way up, and it's Nvidia. While the Fury cards are decent, they're not a significant enough update IMO.

Mental note: "haha" is not enough to denote a joke.

I wouldn't even put AMD's hardships on the GPU sector, it's clearly the CPU sector. AMD's GPUs have been competitive for a while, and probably the only thing keeping AMD as a whole alive.

 

[Arachnotronic]

Mental note: "haha" is not enough to denote a joke.

I wouldn't even put AMD's hardships on the GPU sector, it's clearly the CPU sector. AMD's GPUs have been competitive for a while, and probably the only thing keeping AMD as a whole alive.

No, the bulk of AMD's revenue comes from semi-custom.

 

[linkgoron]

Mental note: "haha" is not enough to denote a joke.

Sorry. I've seen that statement used multiple times in the forum/other places and it just always annoys me.

I wouldn't even put AMD's hardships on the GPU sector, it's clearly the CPU sector. AMD's GPUs have been competitive for a while

AMD have not really been competitive with Nvidia (at the high end) since the 980ti, at least vs the after-market ones. Indeed, AMD today do not actually have anything that beats the 980ti extreme gaming, AMP extreme or other similar AIB variants. I agree that the 480 is much more competitive though.

Hopefully Vega is good, as I'm planning on replacing my 390 with one. The fact that Vega might get released almost a full year after the 1080 (if 1H means Q2) places it in a really bad position where it has to deliver, as otherwise Pascal refresh or Volta or whatever will basically destroy it.

 

[railven]

No, the bulk of AMD's revenue comes from semi-custom.

Yeah, but it isn't their CPU IPs that are getting them sales. At least not in meaningful quantities. Well...perhaps that China deal, but I'm not to familiar with it.

Sorry. I've seen that statement used multiple times in the forum/other places and it just always annoys me.

It's cool. I've used it a lot of times as a joke more as a jab to AMD needing to get back into the higher tiers to generate more buzz.

AMD have not really been competitive with Nvidia (at the high end) since the 980ti, at least vs the after-market ones. Indeed, AMD today do not actually have anything that beats the 980ti extreme gaming, AMP extreme or other similar AIB variants. I agree that the 480 is much more competitive though.

Hopefully Vega is good, as I'm planning on replacing my 390 with one. The fact that Vega might get released almost a full year after the 1080 (if 1H means Q2) places it in a really bad position where it has to deliver, as otherwise Pascal refresh or Volta or whatever will basically destroy it.

Fury was ultimately a good card in my opinion. However, it's legs seem to be weak with each new DX12 title until patching which sort of sucks - so glad I didn't go that route.

AMD's Vega is going to face one hell of an uphill battle, and I personally don't have confidence in AMD executing any more (not after Fury, just too many fumbles on what could have been a gem). But if AMD surprises me, there is a wad of cash I spend yearly they use to get, it's still there. Push comes to shove, I can easily give the GF my G-Sync monitor and snag a 34" ~$700 1440p Ultrawide Freesync and not shed a tear.

 

[Concerned Citizen]

Berry interestink

 

[DeathReborn]

I definitely would say the 290X/Hawaii XT was a good card. Too good. It's killing AMD haha. Whoever got their 290/290X during the clearances, they must still be smiling.

Yup, smiling indeed. Powercolor PCS+ 290's (bought for £230 a pair) will hold me over until mid 2017 I think. £230 would only get a single 480, 980 or 1060 in the current market, making the 290's stonking good value.

 

[StrangerGuy]

Yup, smiling indeed. Powercolor PCS+ 290's (bought for £230 a pair) will hold me over until mid 2017 I think. £230 would only get a single 480, 980 or 1060 in the current market, making the 290's stonking good value.

The sword cuts both ways. For you to smile as a cheapo 290X buyer means AMD gets to eat the rest of the bill in the form of crappy margins. Money for R&D doesn't just fall from the skies.

And for all these reasons they are a good deal, it s not 20-30W delta in favour of Nvidia that will change the global picture, and you also forgot manufacturing quality since the 480 reference card is of better quality than anything from the competitor including the higher priced cards.

Also just a hint, the 780 was once meant to compete with the 290 wich was considered later obsoleted by the 970, look where are those two Nbvidia cards currently in respect of the 290, even the stock and throttling one...

"Win the VRM quality wars that nobody cares about? YES PLEASE. Failing the PCIE spec compliance? A-OK!" This is exactly the sort of stupid antics that AMD need to grow out of.

 

[DeathReborn]

The sword cuts both ways. For you to smile as a cheapo 290X buyer means AMD gets to eat the rest of the bill in the form of crappy margins. Money for R&D doesn't just fall from the skies.

Well to be frank, not nipping mining in the bud early on is what caused AMD to lose out on the profits from $800 290X's and then lose out when the price crashed to the floor. AMD as a business was a joke pretty much, as a tech innovator pretty good (at least on some fronts). AMD should have spent a little more on cooling Hawaii and got the clocks right on Tahiti etc in the first place, things they are still stigmatised for.

 

[swilli89]

No, the bulk of AMD's revenue comes from semi-custom.

Semi Custom accounted for about 50% of revenue in Q2 2016. Not bulk.

 

[Arachnotronic]

Semi Custom accounted for about 50% of revenue in Q2 2016. Not bulk.

A full 50% of the company's revenue comes from game console chips, meaning that it is by far the largest single contributor to this company's revenue. This is a game console chip company first with PC CPU/dGPU side-businesses

Nothing shameful about this...game consoles have literally saved this company and allowed it to live to fight another day. Without these wins, it would likely have been unable to afford to build Zen, Polaris, Vega, or any of the other current/future products that people get so excited about

 

[swilli89]

A full 50% of the company's revenue comes from game console chips, meaning that it is by far the largest single contributor to this company's revenue. This is a game console chip company first with PC CPU/dGPU side-businesses

Nothing shameful about this...game consoles have literally saved this company and allowed it to live to fight another day. Without these wins, it would likely have been unable to afford to build Zen, Polaris, Vega, or any of the other current/future products that people get so excited about

I don't see it as a bad thing either. Lion's share of their R&D is spent towards developing their new CPU line and dGPU. Lisa Su has repeatedly stated they intend to compete in high performance CPUs and GPUs. That's their focus. 18 months from now semi-custom will be less than quarter of their revenue if they are able to execute their plan.

 

[AtenRa]

18 months from now semi-custom will be less than quarter of their revenue if they are able to execute their plan.

I believe their focus is to maintain 50-50. They will have more revenue from Semi Custom products later in 2016 and 2017.

 

[ElFenix]

Semi Custom accounted for about 50% of revenue in Q2 2016. Not bulk.

definitely not alternator sized