I read it as Kepler is ramping hard.
Would like to see yields improve -- offered guidance for a drop in margins to around 49.2 and through the year back to around 52.
Would like to see more wafers.
The problem with that is that all we know is that there is at least one Kepler part in production and that NV needs more wafers to build up supply for launch. We have NO idea what that part is. Everything else is a rumor.
How many people here believe that Kepler was supposed to launch with Tahiti on January 9th 2012? Raise your hands. Because all this talk of Kepler being late is kind of BS. Kepler is on it's OWN schedule and has NOTHING to do with AMD's schedule. I hope this is realized sooner than never. There are no official launch dates and never were in the past to give anyone the notion that Kepler is late. So stop acting like it is. Kepler gets here when it is good and ready. That is all. hehe.
The problem with that is that all we know is that there is at least one Kepler part in production and that NV needs more wafers to build up supply for launch. We have NO idea what that part is. Everything else is a rumor.
It's inexcusable regardless. How is a smaller team with less $$ to work (AMD) beating the mighty Nvidia to the punch? Not just this round but 5XXX series to. It's inexcusable IMO. I'm being as patient as I can but now it's April and not March. I don't appreciate the dead silence either. If AMD didn't price tahiti so high I might have one.
IMO if the nvidia engineers or developers or whoever can't get the job done then it's time to get someone that can. I know this crap wouldn't cut it at any other job so why should it be tolerated in this case?
IMO if the nvidia engineers or developers or whoever can't get the job done then it's time to get someone that can. I know this crap wouldn't cut it at any other job so why should it be tolerated in this case?
Considering there was official PR discussion of a 2011 release and slide, with the logic because Fermi was delayed, really may not effect the next generation, one can make the points that nVidia was aiming for a late 2011 release at some point.
Basically that. It is vague language to avoid givng specifics.
I read it as yields are so poor per wafer that only 20% of the chips per wafer are viable, so they need more wafers to even get close to having enough good chips to field a release. Also, these are only the low end laptop/mobile chips, desktop discreet chips are not even being mass produced yet. (all comments just to illustrate how really nothing tangible was said as you could spin it any way you like)
All we know for certain is nothing is ready or imminent to a release and yet again nvidia is late to the party on a new node.
I sure hope it is not true about just a mid range card being released and the high end being late this year. I cannot get excited over a mid range card, where's the beef ?!?!!
How many people here believe that Kepler was supposed to launch with Tahiti on January 9th 2012? Raise your hands. Because all this talk of Kepler being late is kind of BS. Kepler is on it's OWN schedule and has NOTHING to do with AMD's schedule. I hope this is realized sooner than never. There are no official launch dates and never were in the past to give anyone the notion that Kepler is late. So stop acting like it is. Kepler gets here when it is good and ready. That is all. hehe.
Fermi/GF100/GTX400 has been a long time coming. For an industry where the major players are usually in lockstep with each other in some fashion, this latest cycle has been distinctly out of sync. In September of 2009 we saw AMD launch their Radeon 5000 series, and spend the next 6 months as the performance leader for the discrete graphics market for virtually every price point. NVIDIA on the other hand missed the latest cycle by a mile, and when AMD was delivering 5000 series cards NVIDIA could only talk about the High Performance Computing applications of their next GPU, Fermi.
http://www.anandtech.com/show/1810While AMD will tell us that R600 is not late and hasn't been delayed, this is simply because they never actually set a public date from which to be delayed. We all know that AMD would rather have seen their hardware hit the streets at or around the time Vista launched, or better yet, alongside G80. But the fact is that AMD had quite a few problems in getting R600 out the door.
One could try to make any case they want. Doesn't mean they'll form one.
There were no launch dates then and even now all we have are unconfirmed rumors of March/April all the way to Q4 2012. So, what is it going to be? A whole lot of FUD until we have an actual word from Nvidia for their launch date or ETA at least.
That lost them a lot of face and caused much embarassment among the enthusiast community; see JHH with wood screws, announcements of announcements of announcements and GTX480 being 15% faster than 5870 and six months late with heat pipes out the top of the shroud.
"if" and "I think" are speculative descriptors. You can't play any games at all because your game ended with this, "Because it IS a fact."
And it wasn't. It's not that you don't understand, it's that you refuse to let others know you understand. I get it.
Did it? The Fermi experience, while challenging, did bring in impressive revenue, profits, margins and share, specifically when the arch matured.
Imho,
When nVidia has serious challenges like the GeForce 5800 or with the obstacles that effected the Fermi release -- nVidia is usually vocal about how great this architecture is and worth the wait.
nVidia is still eerily quiet and virtually nothing from them on the specifics of Kepler -- really tough to gauge them.
That is a severely misguided outlook. "It's inexcusable" ?? What is the "It's" ?. A lot of people will have us believe that Kepler is late because Tahiti launched already. That isn't the case at all. Nvidia is beating to it's own drum as I have said before. It was also rumored (no idea if it's true or not) that Tahiti was brutally rushed to market by AMD. I don't know if people can attest or are willing to attest to that and quality of launch drivers or lack thereof? I have no idea so I'll leave it to others to confirm or debunk on their own accord. As far as Kepler's tardiness? That is a fabrication.
No, you don't get it. I understand that you love everything NVIDIA, but unfortunately GK110 will not be released in April. Get over it already and stop with the nonsense denial.
Excuse me. The rest of us have kinda moved on. Would you care to join us?
Overall with the only available data specific to gaming enthusiats and DX11 discreet cards, AMD has the majority of that segment and the best selling DX11 card.
Your suspicions based on how vocal they are amount to voodoo magic and just fall in line with you always wanting everything to be put as positive for nvidia, so no surprise there.
No one knows how their cards are going to perform, there is no data, all that is available is that there are no cards. But at least there are no CEOs with wood screws in the hand and BS in the mouth.
I don't even know what this is supposed to mean.
Give me a break, unless you blatantly lie through your teeth and it's proven that you lie, nothing happens. I have heard so many suspect statements on the record over the years it's not even funny. Every company does it.
The point was the world you see as nVidia embarrassment is more in your mind than actual reality, imho! I know my views are irrelevant.
50% of your posts don't even make sense. And another 25% amount to reiterating word smithing used by some CEO.
Which one the above is, I can't even tell...
That would be your problem -- if you actually read more instead of ignoring so much -- would help
I know using exact quotes and data from the companies surly doesn't make much sense compared to rumor mongering, unnamed sources, conjecture, speculation and Internet Lore.
Funny how you tend to see it. The majority of your posts leave the impression that you are to nvidia as Fox News was to the most recently departed US administration; an echo chamber without any sort of personal assessment, just straight assimilation and echo.
You charged right into this thread and started playing damage control when no one was taking a strip off nvidia, just talking about this article. You'd do well to assess why you feel so compelled to downplay or put positive anything in these forums that comes across as even mildly negative towards nvidia.
It's quite amusing.
Really!
http://forums.anandtech.com/showpost.php?p=33019194&postcount=67
Sounds to be right on target to me.
Or perhaps AMD, too, is suffering with poor yields but decided not to talk about it in public. They don't need any more bad news. The 'uncompetitive' pricing of latest generation AMD GPUs tells its own story. People get so carried away with the usual AMD versus nvidia BS that they don't stop to think for one moment that the real issue is with TSMC.
Makes you appreciate what Intel has achieved in the past few years. A flawless shrink to a full node every two years. All this, while leading the charge to smaller processes well ahead of others. Incredible. Either TSMC are incompetent and suck more than we ever realized, or Intel's foundry engineers and scientists are aliens.
Maybe AMD and nVidia define yields and good quantities differently for their 28nm products.
Maybe nVidia desires to bring more performance/value to the consumer.