AMD doesnt need to be number one, but they DO NEED to get more mobile market share. And that means they need to innovate more and be first with technology.
But from my experience, the thing they need to fix the most is their ability to sell their products and increase sales. You can have the best product in the world, but if you cant sell it you gain nothing.
What does the latency look like for HBM? From what I read it's supposed to be better than GDDR5, but I haven't seen any numbers.
There's a few things to note there. Caches have much higher bandwidth than external memory. They also use much less power, generally speaking.Speaking of latency, what kind of impact will this have on the performance? Maxwell benefited from the cache. Not sure how comparable it is in this case but it must have some kind of impact
Fantastic post, you really hit a lot of great points. They win at ever price up to $300, and destroy the halo market with the 295x2. Does it matter? Your right. It doesn't. Too many blind loyalists who want to pay more. But it's OK. It could easily change. No brand or company ever kills it forever.I still don't think you guys are paying attention or acknowledging history.
1. Crazy low prices and ludicrous price/performance with superior performance/watt and Compute/DP features "for free" (without Titan branding) have failed AMD with desktop HD4000/5000/6000.
2. High prices and good performance still failed AMD with HD7000 series vs. 600. In fact we know that 7970Ghz led 680 from June 2012 at cheaper price with better game bundles. Didn't matter.
3. More VRAM and ultra high Rez/multi-monitor gaming failed AMD with 290/290X.
4. Incredible price/performance of dual unlocked 6950s, overclocked dual 7950s, 290s also failed AMD.
AMD cannot and will not win against NV using any of the old strategies on the desktop. Even if 390X beats GM200 by 20%, it will not win. NV will sell more. People bought 770 for $100 more over 280X, 680 4GB for $100 more over 7970Ghz, 780 for $100-200 more over 290.
Look at AMD's desktop market share and look at reality, AMD has the entire sub-$300 GPU market on the desktop ALL locked and this market is 90% of ALL desktop GPU sales in the industry:
AMD has a better gaming desktop GPU at EVERY price point under $330:
http://www.techspot.com/guides/912-best-graphics-cards-2014/
Do we see AMD command 70-90% of desktop market? Nope. Hasn't happened in 10 years!
All of this points to deep perception and brand value damage, similar to Cadillac and Hyundai 10 years ago.
AMD needs to focus on GE game performance/features and push Mantle across as many GCN products as possible, focus on getting mobile design wins, focus on strategic wins with high end manufacurers like Apple, Alienware, Maingear, Origin, etc. to improve their brand image, focus on making OpenCL a better alternative to CUDA for professionals, etc.
Wasting resources to try and beat GM200 is a total waste of $ for a company strapped on cash and anchored by debt. 7970Ghz, 6990, 295X2 beat 680/590/Titan Z. This did little for AMD's desktop market share overall.
AMD needs to outsmart NV by providing seamless CF support in the most popular games, and providing smoothest frame times for min. frames on single GPUs with Mantle. Additionally, AMD needs to execute better on unique features such as TrueAudio and FreeSync monitors, as well as DP1.3 in 300 series.
But I am afraid this is not enough. When the average PC gamer sees NV blowing AMD away in popular games like Unity, they are too nervous to buy AMD in fear of another popular game running 2-3X faster on NV due to GW. What I don't want at all because I support open, not closed/proprietary features, but what I think AMD must do, is use these same dirty proprietary and performance destroying tactics NV has been using for years -- provide locked optimized code to game developers, and optimize as many AAA games to Mantle/DirectCompute. We are no longer in a fair battle of 7900GTX vs. X1950XTX where raw performance rules modern games, now it's about who throws more resources at game developers. AMD needs to do that on the desktop above all other strategies.
If 390X uses 20nm and water cooling to beat the 980, you can bet your marbles NV supporters will focus on performance/watt and the fact that AMD is so behind that they needed 20nm and water to keep up.
AMD also needs to figure out some way for their GPUs to perform faster when paired with Zen than with an Intel CPU. They need to figure out a way to provide Asynchornous CF with Zen and any GCN part as long as the generations align. For exemple, being able to Hybrid CF a 768 SP GCN 3.0 Zen with any GCN 3.0 GPU. Then, it will not matter if Intel CPUs are faster in games since with Zen you will get a free "GCN GPU" which could overcome any advantage of an Intel CPU in games. These strategies would challenge the Intel+NV dominance in the eyes of the average gamer.
I still don't think you guys are paying attention or acknowledging history.
1. Crazy low prices and ludicrous price/performance with superior performance/watt and Compute/DP features "for free" (without Titan branding) have failed AMD with desktop HD4000/5000/6000.
2. High prices and good performance still failed AMD with HD7000 series vs. 600. In fact we know that 7970Ghz led 680 from June 2012 at cheaper price with better game bundles. Didn't matter.
3. More VRAM and ultra high Rez/multi-monitor gaming failed AMD with 290/290X.
4. Incredible price/performance of dual unlocked 6950s, overclocked dual 7950s, 290s also failed AMD.
AMD cannot and will not win against NV using any of the old strategies on the desktop. Even if 390X beats GM200 by 20%, it will not win. NV will sell more. People bought 770 for $100 more over 280X, 680 4GB for $100 more over 7970Ghz, 780 for $100-200 more over 290.
Look at AMD's desktop market share and look at reality, AMD has the entire sub-$300 GPU market on the desktop ALL locked and this market is 90% of ALL desktop GPU sales in the industry:
AMD has a better gaming desktop GPU at EVERY price point under $330:
http://www.techspot.com/guides/912-best-graphics-cards-2014/
Do we see AMD command 70-90% of desktop market? Nope. Hasn't happened in 10 years!
All of this points to deep perception and brand value damage, similar to Cadillac and Hyundai 10 years ago.
AMD needs to focus on GE game performance/features and push Mantle across as many GCN products as possible, focus on getting mobile design wins, focus on strategic wins with high end manufacurers like Apple, Alienware, Maingear, Origin, etc. to improve their brand image, focus on making OpenCL a better alternative to CUDA for professionals, etc.
Wasting resources to try and beat GM200 is a total waste of $ for a company strapped on cash and anchored by debt. 7970Ghz, 6990, 295X2 beat 680/590/Titan Z. This did little for AMD's desktop market share overall.
AMD needs to outsmart NV by providing seamless CF support in the most popular games, and providing smoothest frame times for min. frames on single GPUs with Mantle. Additionally, AMD needs to execute better on unique features such as TrueAudio and FreeSync monitors, as well as DP1.3 in 300 series.
But I am afraid this is not enough. When the average PC gamer sees NV blowing AMD away in popular games like Unity, they are too nervous to buy AMD in fear of another popular game running 2-3X faster on NV due to GW. What I don't want at all because I support open, not closed/proprietary features, but what I think AMD must do, is use these same dirty proprietary and performance destroying tactics NV has been using for years -- provide locked optimized code to game developers, and optimize as many AAA games to Mantle/DirectCompute. We are no longer in a fair battle of 7900GTX vs. X1950XTX where raw performance rules modern games, now it's about who throws more resources at game developers. AMD needs to do that on the desktop above all other strategies.
If 390X uses 20nm and water cooling to beat the 980, you can bet your marbles NV supporters will focus on performance/watt and the fact that AMD is so behind that they needed 20nm and water to keep up.
AMD also needs to figure out some way for their GPUs to perform faster when paired with Zen than with an Intel CPU. They need to figure out a way to provide Asynchornous CF with Zen and any GCN part as long as the generations align. For exemple, being able to Hybrid CF a 768 SP GCN 3.0 Zen with any GCN 3.0 GPU. Then, it will not matter if Intel CPUs are faster in games since with Zen you will get a free "GCN GPU" which could overcome any advantage of an Intel CPU in games. These strategies would challenge the Intel+NV dominance in the eyes of the average gamer.
I couldn't disagree more. Frankly, without a performance/dollar advantage, AMD's discrete GPUs would be worthless. For everything AMD does today, Nvidia does it better, even if only slightly. There are a few niche features that AMD offers that are nice, but Nvidia is just the better brand. This is coming from someone that isn't particularly fond of Nvidia, particularly their CEO.I still don't think you guys are paying attention or acknowledging history.
1. Crazy low prices and ludicrous price/performance with superior performance/watt and Compute/DP features "for free" (without Titan branding) have failed AMD with desktop HD4000/5000/6000.
2. High prices and good performance still failed AMD with HD7000 series vs. 600. In fact we know that 7970Ghz led 680 from June 2012 at cheaper price with better game bundles. Didn't matter.
3. More VRAM and ultra high Rez/multi-monitor gaming failed AMD with 290/290X.
4. Incredible price/performance of dual unlocked 6950s, overclocked dual 7950s, 290s also failed AMD.
Perf/$ has worked-out REALLY well for for AMD on the CPU front. Oh wait...
It's marketing that sways nVidia fans and nVidia is way better than AMD at marketing their products.Love or leave it, AMD has marketed AMD GPUs as a 'budget' option pretty much since they purchased ATI in 2006. In my opinion, that has cheapened their brand and is a main reason they are forced to sell the same (or sometimes better) products vs. NV for less $. I can't fault AMD for pretty much trying everything from a marketing standpoint recently, but it doesn't seem to sway a lot of diehard-NV fans.
My personal fear is that when a company goes the 'budget' route that they decrease investing in R&D (which we see from AMD now). That means you sometimes get into a death-spiral situation. You don't need to look further than AMD's CPUs...
AMD is automatically an inferior good, not only because of quality but also because of the pricing and image relative to Nvidia. Considering many of the PC gamers buying high-end parts are also enthusiasts with a lot of disposable income, you can see why this value-oriented image might not matter
I've also noticed (on here, OCN, gfaqs, even /g/) that people seldom consider the value of AMD's game bundle when making recommendations.
They simply will never become the dominate force in the graphics industry, short of Nvidia suffering from some massive PR blunder.
AMD is automatically an inferior good, not only because of quality
http://en.wikipedia.org/wiki/Inferior_goodThat's bull and if you really know about GPU's you know it too
an inferior good is a good that decreases in demand when consumer income rises (or rises in demand when consumer income decreases),http://en.wikipedia.org/wiki/Inferior_good#cite_note-1
I couldn't disagree more. Frankly, without a performance/dollar advantage, AMD's discrete GPUs would be worthless. For everything AMD does today, Nvidia does it better, even if only slightly. There are a few niche features that AMD offers that are nice, but Nvidia is just the better brand. This is coming from someone that isn't particularly fond of Nvidia, particularly their CEO.
You know what would have failed more? AMD not doing what you listed above. Had they made no effort to differentiate themselves, and offer a competitive edge, users would have had no reason to purchase their products over Nvidia's. Public perception of Nvidia is just better, regardless of whether or not that perception has any factual basis.
AMD's best option is to continue doing what they've been doing, and perhaps hire some competent marketing and PR people. They also need to continue making OEM wins, particularly with Apple. They simply will never become the dominate force in the graphics industry, short of Nvidia suffering from some massive PR blunder. In light of this, they should continue to do the best they can, as a world without AMD keeping Nvidia in check would really suck.
AMD's declines in the GPU space have started in 2007 with 8800 GTX and once the perception that AMD is 2nd best took hold, none of the strategies AMD has implemented until now have worked to meaningfully go back to pre-2007 levels. Right now, the proof is on the table that Price/Performance doesn't work for AMD.
How do I know this? Because this story has played out for 5 consecutive generations since HD4870.
Even if AMD delivers the fastest and cheaper card, the majority of NV gamers will not buy it. They will simply wait 6-12-18 months until NV has something better.
This is what I've summed up, because ever since 8800 series from NV, they have commanded "The Best" segment. Anytime AMD manages to release a next-gen product that is faster, it does not surprise anyone because its a next gen vs an old NV GPU. They know NV's new gen is coming soon.
Re: 5870 vs 200 series, massive win but people expected NV's next-gen to hit soon, sadly they waited awhile for Fermi, it came out faster but massively bad on efficiency. This was the only time in recent history AMD won major marketshare (but low profits due to low pricing on 5800 series on launch). The 6900 vs 580 "generation" was dominating by NV, pushing an even bigger performance lead and solidifying "The Best" status. They won back marketshare with the 560/ti and 570/580!
Then 7970 vs 580, again, the same, but this time NV's nextgen gk104 came soon and won on perf, price and efficiency, a clean sweep! NV plows onwards.
If AMD wants to change the mentality of the masses, it needs to be the THE BEST outright within that generation and repeat that for a few years at the minimum. Then gamers will think twice buying an NV GPU (because all their buddies have had much faster AMD cards for years).
How likely is that to occur?
Not very.
Even if R390X came out 50% faster than R290X, its going to be power hungry (~300W) requiring hybrid cooling. GM200 lands and matches it in performance (worse case scenario for NV), but ~225W. Which is better? Clearly its GM200. So AMD is forced to price drop and play second best again. GG.
They need a complete refocus on efficiency because raw performance is now TDP limited. Having good perf/w (Maxwell) matters even on the high end, because a 250W Maxwell is going to blow away a 350W GCN1.2.
You are comparing low volume top end cards. As RS pointed out, even when AMD dominates at every price level that sells in volume, which they consistently do, they don't regain market share.
You missed my entire point about WHY THAT SITUATION OCCURS several posts ago.
Having the halo crown for many years automatically makes your entire brand BETTER in the eyes of average buyers. Because its perceived to be "BETTER", they are more than willing to pay more even on the low-end.
This is why cheap R260, 270, 280 etc do not sell more than NV's equivalent which is often $25-75 more expensive. That's the premium NV tax which customers are happy to pay for.
The only periods in history where ATI/AMD were dominant in marketshare was when they owned the halo crown, 9700, 800XT, 5870..
Likewise for AMD CPU, Athlon was dominating but they did not manage to carry it for long enough until Intel reclaimed the throne and its been downhill ever since.
Never underestimate brand image in terms of value added. (Think why many folks buy $20,000 hand-bags that is made side-by-side in a chinese factory with a $100 hand-bag using the same material, only different design/brands/logo).
AMD's brand perception it is biggest weakness of all. Even if 390X came out 6 months before 980, NV gamers would be waiting for NV's next card. They would not consider AMD, regardless. The number of these type of Apple-like NV users is multiples of times more than AMD. NV users will pay $100 more for same or 5-7% more performance automatically and $200-300 more for 15-20% more performance.
And even when AMD has the halo crown, it makes little difference. 5%-10%, maybe. The 7970GHz was faster than the 680 for months, had more VRAM, and sold for significantly less. Made inroads a bit and then nVidia went viral with their "Slower but Smoother" campaign and destroyed AMD. Seriously, it's marketing. Until AMD can compete there, they will continue to struggle.
^ Yes, but Silverforce contrary to your post and myths, NV gained desktop market share with 460/470/480 in Q1-Q4 2010, and lost it with 570/580 in Q1 2011-Q3 2011. Put it this way even when AMD cards were FREE due to Bitcoin/scrypt mining, NV's market share didn't suffer that much. That's like having $0 7970 compete with a $500 680...NV gamers in the US/Canada sill purchased only NV. In the last 6 years I spent $0 on graphics card upgrades. Nothing makes me particularly smart or gifted. AMD's brand perception it is biggest weakness of all. You speak of Halo cards winning brand value but HD5970 vs. 480, 6990 vs. 590, 295X2 vs. Titan Z disprove your theory. In all of those cases, AMD had the fastest card in that generation. Same with 7970Ghz vs. 680 for 10 months.
The 680 was faster than the 7970. This prompted AMD to response, very poorly with terrible reference designs which were as loud or louder than R290X, as well as a major jump in power use... all that and the 7970Ghz ed was slighty faster than 680, not enough to be declared the winner since they traded blows in many games. Also, back then extra vram wasn't as enticing.
It's not just marketing, in multi-card, many users felt NV was smoother. It was a legitimate concern which lead to XDMA.
AMD needs to outright claim the performance crown and hold it for several generations if they want to reverse their image.
Per your key performance indicators AMD cards offer less quality than Nvidia's, correct?
And AMD is classified as a Normal Good:
"A normal good is any good whose demand increases when income increases. Normal goods may be nice shoes or name brand clothing. They could also be organic foods or top brand electronics"
If one values features such as Mantle or certain games in a AMD bundle offer and needs to have GTX 970 like performance, a Radeon 290X is a good choice
I cannot wait until NV and AMD go full water on all their future flagship cards.