Hell has frozen over, Fudzilla Both Microsoft and Intel trying to acquire AMD

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StrangerGuy

Diamond Member
May 9, 2004
8,443
124
106
But the iGPU is a long ways off from matching up against ~$100 dGPUs. A GTX 740 or 750 will blow them out of the water. That'll change but we're not there yet. The only time I see favorable comparisons for iGPUs is with odd graphics settings vs some crap dGPU like an r7 240 DDR3.

That argument doesn't really hold water IMO. No doubt a GTX 750 is much faster than HD4600 in raw performance, however convincing the average casual PC gamer that already plays games that only require low end hardware that the 750 is a tangible enough upgrade in real-world is one different matter.

Discrete high-end GPUs is soon to be a dead dodo, that much I agree though. It's trapped in a vicious cycle of escalating costs, lower PC demand, and death of AAA PC games pushing GPUs to the limit while providing very visible graphical gains like Crysis did.
 

tential

Diamond Member
May 13, 2008
7,355
642
121
That argument doesn't really hold water IMO. No doubt a GTX 750 is much faster than HD4600 in raw performance, however convincing the average casual PC gamer that already plays games that only require low end hardware that the 750 is a tangible enough upgrade in real-world is one different matter.

Discrete high-end GPUs is soon to be a dead dodo, that much I agree though. It's trapped in a vicious cycle of escalating costs, lower PC demand, and death of AAA PC games pushing GPUs to the limit while providing very visible graphical gains like Crysis did.

There is very little tangible benefit of a S550 over a Hyundai Genesis.....

Doesn't stop a LOT of people from getting an S550.

I don't think High End GPU is dead. Luxury is just that, luxury. I knew I was getting very little tangible benefit moving from 1080p, to 1800p VSR.

I still did it... and I definitely will be looking into the $1000 Dual Chip WC cards in the future. There will always be people who want to be at the high end.
 

Blitzvogel

Platinum Member
Oct 17, 2010
2,012
23
81
I'm enjoying the ability to run 1920 x 1080 VSR on a 1600 x 900 screen. Makes video editing a better experience since I can record game footage in true 1080p instead of a 1600 x 900 image upscaled to 1080p.
 
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Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
Discrete high-end GPUs is soon to be a dead dodo, that much I agree though. It's trapped in a vicious cycle of escalating costs, lower PC demand, and death of AAA PC games pushing GPUs to the limit while providing very visible graphical gains like Crysis did.

I don't think anyone knows what 'soon' is. As shown in this post: JPR sales figures, revenue for gaming systems is going up. Of course, as best I can tell, so have the ASPs of GFX cards. So, the number of cards sold is going down, but the business is still a healthy one sales wise.

I have expected, at some point, that integrated graphics will replace idGPUs due to cost first and performance second. It seems that gamers are still willing to pay for higher performance dGPUs with sufficient sales to support at least one GPU company. That, and iGPUs are up against a moving target, performance wise, as screen resolutions keep creeping up (and VR could be an even bigger game changer). So the question becomes, at what lagging process node do GFX cards get stuck for too long and allow iGPUs to catch up (and even here, we see Intel slowing down as moving to new nodes becomes technically more difficult)? 5 years? 10 years? 20 years? I used to think it would be around 2020, but I think with the changing dynamics of CPU/iGPU development and the changing gaming performance demanded, it could take much longer. Much of this is going to be dependent on macro-economic conditions (how much cash will consumers of the future have to spend on PC gaming systems).
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
No, not at all. It wasn't even their vision. TI released a fusion chip in 1986, the TMS34010.

The future has been created thanks to smartphones, tablets, and Intel if marketshare numbers are anything to show for it.

Wow, very cool - thanks for sharing!
 

Xpage

Senior member
Jun 22, 2005
459
15
81
www.riseofkingdoms.com
I don't think anyone knows what 'soon' is. As shown in this post: JPR sales figures, revenue for gaming systems is going up. Of course, as best I can tell, so have the ASPs of GFX cards. So, the number of cards sold is going down, but the business is still a healthy one sales wise.

I have expected, at some point, that integrated graphics will replace idGPUs due to cost first and performance second. It seems that gamers are still willing to pay for higher performance dGPUs with sufficient sales to support at least one GPU company. That, and iGPUs are up against a moving target, performance wise, as screen resolutions keep creeping up (and VR could be an even bigger game changer). So the question becomes, at what lagging process node do GFX cards get stuck for too long and allow iGPUs to catch up (and even here, we see Intel slowing down as moving to new nodes becomes technically more difficult)? 5 years? 10 years? 20 years? I used to think it would be around 2020, but I think with the changing dynamics of CPU/iGPU development and the changing gaming performance demanded, it could take much longer. Much of this is going to be dependent on macro-economic conditions (how much cash will consumers of the future have to spend on PC gaming systems).



I doubt iGPUs will ever catch up due to sharing thermal headroom with the CPU. You won't be able to push high FPS with anything that has much CPU overhead before thermal limits are reached. That is unless they start making 125W rated CP/GPUs again.

I am waiting for the hot water cooled stuff IBM does for it's supercomputers and GA based solar cells*, to trickle into computers, preferably AMD goes and takes the chance. Go make an ultrahigh end CP/GPU with that kind of cooling for the chip.


*see http://www.gizmag.com/ibm-sunflower-hcpvt-pv-thermal-solar-concentrator/33989/
 

StrangerGuy

Diamond Member
May 9, 2004
8,443
124
106
I don't think anyone knows what 'soon' is. As shown in this post: JPR sales figures, revenue for gaming systems is going up. Of course, as best I can tell, so have the ASPs of GFX cards. So, the number of cards sold is going down, but the business is still a healthy one sales wise.

I have expected, at some point, that integrated graphics will replace idGPUs due to cost first and performance second. It seems that gamers are still willing to pay for higher performance dGPUs with sufficient sales to support at least one GPU company. That, and iGPUs are up against a moving target, performance wise, as screen resolutions keep creeping up (and VR could be an even bigger game changer). So the question becomes, at what lagging process node do GFX cards get stuck for too long and allow iGPUs to catch up (and even here, we see Intel slowing down as moving to new nodes becomes technically more difficult)? 5 years? 10 years? 20 years? I used to think it would be around 2020, but I think with the changing dynamics of CPU/iGPU development and the changing gaming performance demanded, it could take much longer. Much of this is going to be dependent on macro-economic conditions (how much cash will consumers of the future have to spend on PC gaming systems).

Who knows what their definition of a "gaming systems" is. For all we know it could be a basic office box with Intel iGPU playing Minecraft.

And you are confusing mass market PC gaming with graphic-pushing PC gaming. All signs are pointing the latter is dying.

These are the top selling games on Steam in Aug 2015: http://www.neogaf.com/forum/showthread.php?t=1105286 How many of those requires current high-end graphics to run well? I thinking zero.

There is very little tangible benefit of a S550 over a Hyundai Genesis.....

Doesn't stop a LOT of people from getting an S550.

I don't think High End GPU is dead. Luxury is just that, luxury. I knew I was getting very little tangible benefit moving from 1080p, to 1800p VSR.

I still did it... and I definitely will be looking into the $1000 Dual Chip WC cards in the future. There will always be people who want to be at the high end.

*Niche isn't shrinking because shrinking niche will still be buying into shrinking niche argument.*
 
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Dresdenboy

Golden Member
Jul 28, 2003
1,730
554
136
citavia.blog.de
No, not at all. It wasn't even their vision. TI released a fusion chip in 1986, the TMS34010.

The future has been created thanks to smartphones, tablets, and Intel if marketshare numbers are anything to show for it.
If your point goes in that direction, then we're discussing a back to the future like thing as graphics processing was done by CPUs first. Is the TI good at both parallel and serial tasks? The description sounds like this is the case with that FP extension.
 
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ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
There is very little tangible benefit of a S550 over a Hyundai Genesis.....

Doesn't stop a LOT of people from getting an S550.

I don't think High End GPU is dead. Luxury is just that, luxury. I knew I was getting very little tangible benefit moving from 1080p, to 1800p VSR.

I still did it... and I definitely will be looking into the $1000 Dual Chip WC cards in the future. There will always be people who want to be at the high end.

High end GPUs will also vanish when the ROI disappears.
 

Dresdenboy

Golden Member
Jul 28, 2003
1,730
554
136
citavia.blog.de
High end GPUs will also vanish when the ROI disappears.
As long as gamers demand that power (e.g. with StarVR), and HPC needs high FLOP density (as the periphery costs space and power too), there will be synergies. And most GPU components can be multiplied to get higher performance.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
As long as gamers demand that power (e.g. with StarVR), and HPC needs high FLOP density (as the periphery costs space and power too), there will be synergies. And most GPU components can be multiplied to get higher performance.

Chip design still cost.

Gamers dont dictate when the dGPU will vanish due to ROI. Its just another hopeless hope people hold onto.

You will however end up seeing the same GPU uarch on the same node for many years when it happens.
 

Dresdenboy

Golden Member
Jul 28, 2003
1,730
554
136
citavia.blog.de
Chip design still cost.

Gamers dont dictate when the dGPU will vanish due to ROI. Its just another hopeless hope people hold onto.

You will however end up seeing the same GPU uarch on the same node for many years when it happens.
There is no use for hope in estimating the way of the markets. What drives markets are demands. And this here sounds like calling the death of desktop PCs due to tablets.

Chip design costs depend on many factors. In the end you can have scalable ones as it already happens. What are the costs then?

BTW.. "hopeless hope"... Well, nvm.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
There is no use for hope in estimating the way of the markets. What drives markets are demands. And this here sounds like calling the death of desktop PCs due to tablets.

Chip design costs depend on many factors. In the end you can have scalable ones as it already happens. What are the costs then?

BTW.. "hopeless hope"... Well, nvm.

If we use steam, the entire AMD 200 series+all Maxwell cards sold about 12.5-15 million units. And that includes cards the IGPs will kill off at the bottom. If we look at GTX970+ and R9 series we are down to 5-7 million cards.

Now do the financial math and tell me if you still believe in it. Because not even nVidia believes in it when you look at their actions.
 

Dresdenboy

Golden Member
Jul 28, 2003
1,730
554
136
citavia.blog.de
If we use steam, the entire AMD 200 series+all Maxwell cards sold about 12.5-15 million units. And that includes cards the IGPs will kill off at the bottom. If we look at GTX970+ and R9 series we are down to 5-7 million cards.

Now do the financial math and tell me if you still believe in it. Because not even nVidia believes in it when you look at their actions.
What's your used scaling factor from Steam to the whole market? And newer models need a while to see their full revenue over lifetime. Remember the simplest product lifecycle models for what I mean.

5-7M cards still mean at least $500M in revenue. Mask sets were 1-2% then. Slightly different designs (remember: reusing parts means having building blocks incl. whole testing etc.) mean a distribution of costs over all GPU models of that family. So the revenue of all smaller models have to be added too.

Intel also doesn't design their Pentiums from scratch. And Nvidia seems not to care about your statement with their ~600sqmm Pascal GPU.

There are more options than discussed here: make smaller dies and combine if necessary with some $25 interposer. Aren't ARMs GPUs performance scaled by using multiple fragment processor instances?
 

shady28

Platinum Member
Apr 11, 2004
2,520
397
126
If we use steam, the entire AMD 200 series+all Maxwell cards sold about 12.5-15 million units.

That doesn't make sense, your numbers are wrong.

Nvidia had revenue of 4.78B last year. If you divide that out to your 15M unit shipments you get $318.70 per chip which is nonsensical. Yes they sell other stuff but the lions share of their income is still GPUs, that number is just too far off to make any kind of sense.


dGPU shipments currently dwarf the console market. In desktop segment alone, dGPUs outsell consoles by a factor of 4. Add in mobile and its more like 10:1.


If we use this information from John Peddie :

http://jonpeddie.com/publications/market_watch/

The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 137% which was down -10.82% from last quarter, and 26.43% of PCs had discrete GPUs, which is down -4.15%.

And compare to this :




You've got about 26-27% of 380M units which comes out to 98.8M / year.

So in a single year PC dGPU shipments (98.8M) are 2.6-2.7x more than all of the PS4+Xbox One console shipments made in the past 2 years (approx 22M + 15M).

As I've said before I think the iGPU will eventually kill off the dGPU, but not anytime real soon. I give the dGPU a minimum of 3 years to live, after that I think it's just a guess.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
You mix gaming GPUs and everything else. Even using GTX750/GTX750TI and R7 in the gaming aspect is adding too much. The point is gamers cant pay for the ROI.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
What's your used scaling factor from Steam to the whole market? And newer models need a while to see their full revenue over lifetime. Remember the simplest product lifecycle models for what I mean.

5-7M cards still mean at least $500M in revenue. Mask sets were 1-2% then. Slightly different designs (remember: reusing parts means having building blocks incl. whole testing etc.) mean a distribution of costs over all GPU models of that family. So the revenue of all smaller models have to be added too.

Intel also doesn't design their Pentiums from scratch. And Nvidia seems not to care about your statement with their ~600sqmm Pascal GPU.

There are more options than discussed here: make smaller dies and combine if necessary with some $25 interposer. Aren't ARMs GPUs performance scaled by using multiple fragment processor instances?

Steam is the vast majority of the PC gaming.

You saying mask cost is 5-10M$? How many masks needs to be done before you even got a final chip? And what about IC design cost that goes up with a factor of 2 every (half)node? R&D? See the point? I would bet you AMD for example will never make anything but loss on their Fiji dies due to volume. And thats even when they reuse GCN 1.2.

Please link your 600mm Pascal GPU.

The problem isnt whats possible. The problem is whats financially viable. And suddenly you sit with IGPs and no dGPU for the same reason.
 
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shady28

Platinum Member
Apr 11, 2004
2,520
397
126
You mix gaming GPUs and everything else. Even using GTX750/GTX750TI and R7 in the gaming aspect is adding too much. The point is gamers cant pay for the ROI.

No, it isn't. Yours is a hardcore enthusiast view. Go to Newegg and click graphics cards, performance cards. You'll see the 260 / 260X / 750 / 750 Ti there. In mainstream you'll see 740s and 250's.

Anyone spending more than $60 on their GPU either wants to play games, is a professional of some kind, or is just a poor consumer.
 

positivedoppler

Golden Member
Apr 30, 2012
1,112
174
106
As I've said before I think the iGPU will eventually kill off the dGPU, but not anytime real soon. I give the dGPU a minimum of 3 years to live, after that I think it's just a guess.

I predict the opposite. With Broadwell and then Skylake, Intel has allocated more and more die space to the iGPU. We're at a point in which the iGPU inside the latest Intel chip actually has equal die space vs the CPU. At this point, you can even start to think of the latest Intel "APU" as having an integrated cpu. Actually, if Intel does start allocating more die space for the iGPU than the cpu, then it really is an iCPU. It might be the GPU that will eventually kill off the cpu. The casual user only need to open a pdf file so fast but the demand for visual computing will never slow down.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
No, it isn't. Yours is a hardcore enthusiast view. Go to Newegg and click graphics cards, performance cards. You'll see the 260 / 260X / 750 / 750 Ti there. In mainstream you'll see 740s and 250's.

Anyone spending more than $60 on their GPU either wants to play games, is a professional of some kind, or is just a poor consumer.

And those are the cards being hit hard by IGPs.

GTX750+GTX750TI got less users combined than GTX970 on Steam. AMDs R7 series even less with 0.58%.

These are the bread and butter cards they sell to many non gamers.

Discrete GPUs isnt shrinking 40% a year due to gamers. They shrink 40% a year due to non gamers.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
I predict the opposite. With Broadwell and then Skylake, Intel has allocated more and more die space to the iGPU. We're at a point in which the iGPU inside the latest Intel chip actually has equal die space vs the CPU. At this point, you can even start to think of the latest Intel "APU" as having an integrated cpu. Actually, if Intel does start allocating more die space for the iGPU than the cpu, then it really is an iCPU. It might be the GPU that will eventually kill off the cpu. The casual user only need to open a pdf file so fast but the demand for visual computing will never slow down.

If that was the case the dGPU segment wouldnt be collapsing as it is
 

shady28

Platinum Member
Apr 11, 2004
2,520
397
126
And those are the cards being hit hard by IGPs.

GTX750+GTX750TI got less users combined than GTX970 on Steam. AMDs R7 series even less with 0.58%.

These are the bread and butter cards they sell to many non gamers.

Discrete GPUs isnt shrinking 40% a year due to gamers. They shrink 40% a year due to non gamers.

I think your perspective is thwarted by reading too many forums.

I spent ~$300 once on a GPU, I think it was the original Geforce DDR3 256MB. I've played games since the 1980s with my Atari 400. My last GPU was splurging, $197 for a 4GB 960. Before that I had a 560 Ti refurb that I picked up for $99, a 260 that I had picked up for $99, an 8800 GTS that was $99, and a 7900 GT that was $99. I've spent less money on GPUs in the past 10 years than a 980 costs right now.

By your standards, I'm not a gamer. My wife would laugh at that, heartily.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
With a GTX960 you are still in the upper end. And Steam compose of 1.60% there.(DX11+ cards only)
 
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