[Ars] AMD confirms high-end Polaris GPU will be released in 2016

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Feb 19, 2009
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@JDG1980
You're assuming yields will be very good like 28nm has been.

What if 14/16nm FF yields will be terrible for chips bigger than mobile SOCs?
 

R0H1T

Platinum Member
Jan 12, 2013
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The runaway success of Maxwell demonstrates that efficiency is actually quite important to GPU buyers. If people only cared about performance per dollar, the deeply discounted R9 290 and 290X cards would have flown off the shelves. Instead, it was the GTX 970 that was 2015's big hit. If people only cared about performance per dollar, no one would have bought any GM206 card except for people who needed its HEVC decoding and/or HDMI 2.0 output capabilities.

Moreover, there is really no good reason to believe that a FinFET chip around 200mm^2 is going to be more expensive than an equivalent 28nm planar chip at 438mm^2. The "doomsday charts" that ShintaiDK loves to post don't hold water. Not only will a refined, die-shrunk performance equivalent to Hawaii probably be cheaper to make, it will also be able to use a narrower memory bus due to the introduction of memory compression and possibly GDDR5X. That drives down the total bill of materials.
All the more reason to price 380x level of performance, at GTX 960 TDP, at a slight premium to it's current rate.

There is & a very good reason that you stated above, efficiency, & surely you do know that a new node is fairly expensive at first, coupled with a shrinking dGPU market it is a perfect storm for higher overall unit costs, even though perf/$ will be better eventually.
 

looncraz

Senior member
Sep 12, 2011
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1,651
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But if at $350 AMD gains 10% additional marketshare for releasing a GPU first, or if they release at $270 AMD gains 20% additional marketshare, than clearly the $270 is better. It's more money, and more marketshare.

Actually, unit margin * sales is what matters.

If AMD spends $250 on that GPU and has 10,000 sales with $20 unit profit, they've only earned $200,000. However, 5,000 sales with $100 profit is $500,000 - more than twice as much profit at half the sales volume.

You can bet your gluts that AMD will only *barely* aim for being the price/performance leader until nVidia has something on the market.

Let's assume four total new GPUs to cover all of AMD's new GPU offerings, and they have the following performance equivalents:

P10 - GTX 960 - 5% (~380X)
P10x - GTX 960 + 10% (~380X+)
P11 - 980Ti + 50%
P11x - 980Ti + 65%

Expected pricing (for ideal market position, acceptable sales, and profit):

P10 : $220~$250
P10x: $300~$340
P11 : $650
P11x: $800

AMD will then drop the prices on existing GPUs to help flush inventories (mind you, these are target market prices, not MSRP):

380: $145 (from ~$185)
380X $185 (from ~$225)
390: $220~250 (from ~$300)
390X: $300~$330 (from ~$389)
Nano: $409~$449 (from $$499)
Fury: $459~$479 (from $$529)
Fury X: $529~$550 (from ~$600)

All of the above would eventually be EOL'd, but not right away - AMD would want to fill the market with options and allow AIBs to turn a profit (you have to keep them happy!).

I'd expect AMD to keep production like this for as long as they can, only dropping prices after they needed to do so. Their halo products would draw more people to AMD, and they would be providing what would be considered great performance at a great price.

nVidia will then need to drop the price on their existing GPUs to remain objectively competitive until they have Pascal out.

If AMD's lead on the market is more than a quarter (*doubtful*), then AMD can even program in a price-drop just before nVidia releases Pascal, playing havoc with nVidia's market positioning and targeting plans, while looking like the good guy to most consumers (so long as they do so before news of Pascal's release is widespread... timing is critical).

AMD will probably not do the same with Zen, though. There, they'd be best served completely supplanting the FX line, relegating it to the trash bin. They will not price any lower than the equal performing Intel CPUs, and they will be best served following Intel's market segmentation scheme exactly - people are very accustomed to it. Here, AMD can simply charge lower premiums for SMT and unlocked CPUs, which will win them some much needed public opinion.

EDIT:

I'd also like to add that my pricing structure takes into account possible production and supply issues, which AMD will certainly be considering as well. Here, AMD will likely have a significant advantage over nVidia for some time - as AMD can easily dual-source all of their GPUs, with only a couple WEEKS lead time (by moving certain backup/spare equipment between GloFo/Samsung while producing replacements).
 
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3DVagabond

Lifer
Aug 10, 2009
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I wouldn't take AtenRa's post as fact; it's opinion the same as anyone else here. For one, his scaling assumption is removing two 128-bit memory controllers from Tonga to save 66mm². Even outside the fact that it's questionable you would save that much die area, Tonga is already slightly gimped vs the 280X with its 256-bit bus. A 128-bit part with 2048 shaders would be ridiculous. Even then, looking at the Tonga die removing 256-bits worth of MC likely wouldn't even get you to 66mm² saved.

Actually 2x256 from Pitcairn, which is what is used in Hawaii, is smaller than the 384bit MC in Tahiti. They could actually save a lot of space compared to a cut down Tahiti MC, if that's what Tonga is using.
 

GodisanAtheist

Diamond Member
Nov 16, 2006
7,070
7,492
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If AMD's lead on the market is more than a quarter (*doubtful*), then AMD can even program in a price-drop just before nVidia releases Pascal, playing havoc with nVidia's market positioning and targeting plans, while looking like the good guy to most consumers (so long as they do so before news of Pascal's release is widespread... timing is critical).

-Great post top to bottom, but this part really seals the deal. Its not enough for AMD to look good, they need to make NV look bad on top of it to even begin to dig themselves out of the hole they're in. Otherwise they will never capture the "I want AMD to be competitive so I can have my cheap NV card" crowd.

That means they need to leverage EVERY advantage an early launch would afford them, and they won't be able to rain on NV's launch parade if they start with razor thin margins to begin with.
 

3DVagabond

Lifer
Aug 10, 2009
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Can't both of you see that overall profit is more than just unit profit. Sale volume is the other part of the equation. Simply put, total profit = unit profit X # units sold. Both of you keep getting stuck on maximizing unit profit, when the company is more interested in overall profits. The problem with the sale volume / unit pricing formula is that they are co-dependent variables and so an optimal solution is not as obvious as some may assume.

Some people are lacking in knowledge of the business and think AMD should just throw money at these foundries for not making wafer allocations. Keep paying for the air they breath. They think AMD should continue to try and leverage their 20 some odd percent market share. These are likely the same people who thought the consoles were a waste because of the slim margins.

They need to move a lot more units than they are for many reasons. Pricing/cost, market share, mind share, etc...

But they're all the geniuses and anyone who disagrees with them are labeled with whatever negative term they can squeeze by the forum rules this week.
 

MrTeal

Diamond Member
Dec 7, 2003
3,587
1,748
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Actually 2x256 from Pitcairn, which is what is used in Hawaii, is smaller than the 384bit MC in Tahiti. They could actually save a lot of space compared to a cut down Tahiti MC, if that's what Tonga is using.

No one really knows what's up with Tonga, outside of AMD. Even then, the area on Tonga taken up by the memory controllers appears to be <66mm², so it wouldn't matter you replace it with.

Can you provide a link that the MC in Hawaii is larger than the one in Tahiti? I've never seen anything official on that.
 

maddie

Diamond Member
Jul 18, 2010
4,787
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No one really knows what's up with Tonga, outside of AMD. Even then, the area on Tonga taken up by the memory controllers appears to be <66mm², so it wouldn't matter you replace it with.

Can you provide a link that the MC in Hawaii is larger than the one in Tahiti? I've never seen anything official on that.
Here you go. I'm assuming you have switched Hawaii and Tahiti

http://www.anandtech.com/print/7457/the-radeon-r9-290x-review

The result of AMD&#8217;s memory interface changes is that between the die space savings from the lower speed controllers coupled with a number of smaller tweaks to improve density, AMD has been able to implement the larger 512-bit memory interface while still reducing the size of the memory interface by 20% as compared to Tahiti. Furthermore these space savings still allow for a meaningful increase in memory bandwidth despite the lower memory clockspeeds, with AMD being able to increase their memory bandwidth by over 10% (as compared to 280X), from 288GB/sec to 320GB/sec. The end result is a very neat and clean (and impressive) improvement in AMD&#8217;s memory controllers, with AMD reducing their interface size and increasing their memory bandwidth at the same time. The 512-bit memory bus does have some externalities to it &#8211; specifically increased PCB costs and requiring more GDDR5 memory modules than Tahiti (16 vs. 12) &#8211; but these are ultimately countered by the die space savings that AMD is realizing from the smaller memory interface.
 
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MrTeal

Diamond Member
Dec 7, 2003
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Here you go. I'm assuming you have switched Hawaii and Tahiti

http://www.anandtech.com/print/7457/the-radeon-r9-290x-review


Perfect, thanks. I knew that had to be out there somewhere, but I couldn't seem to find it for some reason.

It would be interesting if AMD had similar information on the MC in Tonga. It's pretty obvious there is a 384-bit controller there with part of it disabled, but it would be strange if each of the 64-bit MC's in the GCN1.2 Tonga didn't have at least the same 50% increase in BW per mm² relative to Tahti that Hawaii did.
 

boozzer

Golden Member
Jan 12, 2012
1,549
18
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Guys, I don't know how you cannot understand this. Its a shrink. GTX980 will become GTX 1060 with new features, and lower TDP.

R9 390X performance/core count will be brought into lower tier of price, power consumption, etc. That is exactly what Roy Taylor implied in his interview page ago posted in this thread.
not saying it would not happen, I am just a skeptics these days. I always wait for the product release. remember some poster here claiming a 380 beating a 980? a 370x beating a 970? that is why I don't do rumors or speculations anymore.
 

iiiankiii

Senior member
Apr 4, 2008
759
47
91
Based on rumors floating around, it looks like AMD will be out of the gate with new GPUs first on the new node, again. If AMD can offer GTX 980TI +50% as soon as June, I'm in!
 

DooKey

Golden Member
Nov 9, 2005
1,811
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Based on rumors floating around, it looks like AMD will be out of the gate with new GPUs first on the new node, again. If AMD can offer GTX 980TI +50% as soon as June, I'm in!

No doubt about it. I'd definitely grab one if it had that kind of performance.
 

xthetenth

Golden Member
Oct 14, 2014
1,800
529
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If AMD releases something 980Ti+50% in June, they'll sell every unit they can get out of the fab.

Yeah, the halo card is one they could milk till it moos. For the others they'll have performance competition, and need to price accordingly to get as much from them as possible.
 

tential

Diamond Member
May 13, 2008
7,355
642
121
Some people are lacking in knowledge of the business and think AMD should just throw money at these foundries for not making wafer allocations. Keep paying for the air they breath. They think AMD should continue to try and leverage their 20 some odd percent market share. These are likely the same people who thought the consoles were a waste because of the slim margins.

They need to move a lot more units than they are for many reasons. Pricing/cost, market share, mind share, etc...

But they're all the geniuses and anyone who disagrees with them are labeled with whatever negative term they can squeeze by the forum rules this week.

Yup. AMD leveraging 20% marketshare to maximize profits is an INSTANT fail. You need to gain marketshare first, then maximize profits. It's exactly why tons of companies lose money while expanding marketshare first, then work to use that mindshare later to raise prices, and milk their customers for all they're worth later once they've developed a bound with the company.
 

crisium

Platinum Member
Aug 19, 2001
2,643
615
136
Can't they do both with a Halo Titan wannabe and masking the "7950" equivalent as the flagship that's affordable? $330 970 is important to market share. But $1000 Titan X is important to mindshare with the Halo effect. If AMD is first their top GPU should be priced well above the 980 Ti, even if doesn't have to be a silly $1000. They just need a 2nd or 3rd tier that's in the $330 range to get the market to shift and build the market share, imo.
 

MrTeal

Diamond Member
Dec 7, 2003
3,587
1,748
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Can't they do both with a Halo Titan wannabe and masking the "7950" equivalent as the flagship that's affordable? $330 970 is important to market share. But $1000 Titan X is important to mindshare with the Halo effect. If AMD is first their top GPU should be priced well above the 980 Ti, even if doesn't have to be a silly $1000. They just need a 2nd or 3rd tier that's in the $330 range to get the market to shift and build the market share, imo.

If AMD actually launched a card 50% faster than a 980Ti this summer and there wasn't a counterpunch from nVidia, I think they would be able to sell every good yielding die they could get even at $1000. I know I'd buy one.
 

railven

Diamond Member
Mar 25, 2010
6,604
561
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And AMD should try to make every single advantage they get count. More so if their lead is going to be as long as some expect. You can grow the VR segment with your discounted older gen cards. Your new cards should focus on getting you as much back per unit sold as possible.

When NV responds, you can then start a price war. Until then, take advantage of your position.
 

Kenmitch

Diamond Member
Oct 10, 1999
8,505
2,249
136
And AMD should try to make every single advantage they get count. More so if their lead is going to be as long as some expect. You can grow the VR segment with your discounted older gen cards. Your new cards should focus on getting you as much back per unit sold as possible.

When NV responds, you can then start a price war. Until then, take advantage of your position.

If I was in charge I'd just shoot for 980Ti + 20% with similar or less power draw for similar price point initially.

Of course I'd be holding the 980Ti +40-50% card for when nvidia countered my product with their new offering.

Time will tell how it unfolds in the end.

Thinking it was more 28nm holding AMD back than knowledge.
 

iiiankiii

Senior member
Apr 4, 2008
759
47
91
If I was in charge I'd just shoot for 980Ti + 20% with similar or less power draw for similar price point initially.

Of course I'd be holding the 980Ti +40-50% card for when nvidia countered my product with their new offering.

Time will tell how it unfolds in the end.

Thinking it was more 28nm holding AMD back than knowledge.

$999 - R10 Fury X ~ 980TI+50% HALO CARD in June, Do it!
$699 - R10 Fury ~ 980TI+30% with 175w TDP in August
 

railven

Diamond Member
Mar 25, 2010
6,604
561
126
$999 - R10 Fury X ~ 980TI+50% HALO CARD in June, Do it!
$699 - R10 Fury ~ 980TI+30% with 175w TDP in August

This would have easily worked during the Bitmine craze. Granted, all of the stock would have been bought by miners, but at least they're selling a few $1,000 SKUs in the process.
 

Headfoot

Diamond Member
Feb 28, 2008
4,444
641
126
The runaway success of Maxwell demonstrates that efficiency is actually quite important to GPU buyers.

No, it doesn't.

There are far more factors in the buying decision rather than efficiency... Performance, price and marketing being likely vastly more important than efficiency.

Still, if you believe it to be driven by efficiency, id be interested to see the evidence that leads you to believe it is efficiency and your method for determining that it was not primarily driven by other purchasing factors (e.g. multivariable regression or any other commonly accepted method for isolating the influence of individual variables).
 
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Fallen Kell

Diamond Member
Oct 9, 1999
6,063
437
126
Guys, I don't know how you cannot understand this. Its a shrink. GTX980 will become GTX 1060 with new features, and lower TDP.

R9 390X performance/core count will be brought into lower tier of price, power consumption, etc. That is exactly what Roy Taylor implied in his interview page ago posted in this thread.

Glo, it isn't just a shrink. Both AMD and Nvidia have been sitting on designs that could only work on smaller nm manufacturing for 3 years waiting for 22nm which never happened. Once they knew 22nm wouldn't happen, they reworked those designs with 16nm in mind while another team of engineers looked at what they could still do with 28nm.
 

Ma_Deuce

Member
Jun 19, 2015
175
0
0
Yup. AMD leveraging 20% marketshare to maximize profits is an INSTANT fail. You need to gain marketshare first, then maximize profits. It's exactly why tons of companies lose money while expanding marketshare first, then work to use that mindshare later to raise prices, and milk their customers for all they're worth later once they've developed a bound with the company.

Ever hear of a little company with tiny marketshare named Apple? Lots of ways to skin a cat and giving away your products for nothing is far from a sure bet.

If AMD can release a bad ass card this summer, they can start building their marketshare with my house. There are a lot of people left that pay for performance and value instead of a logo.
 

3DVagabond

Lifer
Aug 10, 2009
11,951
204
106
Ever hear of a little company with tiny marketshare named Apple? Lots of ways to skin a cat and giving away your products for nothing is far from a sure bet.

If AMD can release a bad ass card this summer, they can start building their marketshare with my house. There are a lot of people left that pay for performance and value instead of a logo.

Nobody is saying anything like that.
 
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