AMD ships 25 Millionth DirectX 11 GPU

Freddie1980 · 17 Oct 2010 at 16:38

Patrick Wang said:
And then last question, just on graphics. I'm just curious how much of an impact did you see last quarter from a high volume desktop part from your competitor. And then when you look into the next few months leading into the holiday season how do you feel that you're positioned with your 40 nanometer refresh?

Dirk Meyer said:
Clearly NVIDIA came out with some more-competitive DX11 products, finally, and those had some impact in the marketplace, although as I said we've now shipped 25 million DX11 parts and are going to refresh the product line top to bottom this quarter. So we feel very bullish about where we'll leave the year competitively.

Link

AMD Earnings Breakdown

- AMD Q3 2010 Net lose $118 million
- Graphics Division Q3 2010 Net Profit $1 million (down $32 million from Q2 2010 and $2 million Q3 2009)

'Dirk', reminds of what Norris used to call Derek in Coronation street,
LOL.

Anyway some interesting and impressive numbers in there and it might surprise some to see the ATI side of the business is actually paying it's way now but it's hardly worth the $5.5 billion AMD paid (cash and share issue so it's not all lost) for it in 2006. I had a quick hunt around Google but it looks like Nvidia haven't posted any numbers on the amount of cards it's shipped. You can also the there has been some effect on the numbers due to Nvidia suddenly becoming more competitive with there pricing and latest models.

An Exception · 17 Oct 2010 at 17:06

^^^
Nvidia's probably shipped in the region of 4M cards...

arknor · 17 Oct 2010 at 17:14

25million shipped doesnt mean AMD partners have sold 25million?

Freddie1980 · 17 Oct 2010 at 17:14

Ejizz said:
^^^
Nvidia's probably shipped in the region of 4M cards...

Hmm, I not sure about that given that up until recently they have only had top end cards being produced.

arknor said:
25million shipped doesnt mean AMD partners have sold 25million?

Who said anything about selling? For that you would have to and retrieve and coagulate sales data from all of AMD's board partners which would be tough task. 25 million is still impressive given that a) the worldwide economy is depressed, b) there is only a single producer of 40nm DX11 chips (TSMC). IMO this has only been made possible because AMD managed to get supplied DX11 cards at every price point very quickly and that plays a key part in there strategy as they are able to cover all the market and cater for everyone's needs.

An Exception · 17 Oct 2010 at 17:17

arknor said:
25million shipped doesnt mean AMD partners have sold 25million?

Correct, but it means AMD have sold 25m...

An Exception · 17 Oct 2010 at 17:20

Freddie1980 said:
Hmm, I not sure about that given that up until recently they have only had top end cards being produced.

If you look at DX11 marketshare on steam, Nvidia accounts for roughly 15%, so I used that figure to come up with an approximate 4m estimate.

Rroff · 17 Oct 2010 at 17:26

You can't do that... 25 million shipped != 25 million in the hands of consumers.

Its no guide at all as to how many nVidia have shipped, they could have shipped 12 million but still have a lot less in the hands of consumers.

arknor · 17 Oct 2010 at 17:28

Ejizz said:
Correct, but it means AMD have sold 25m...

most people work on credit AMD probably have aot of IOU's

anyway as far as i can find out

AMD 1.62bil (will include mobo chipsets and cpus i guess)
NVIDIA 903mil

cant find out what actual net income/loss they made , even for amd sites say different to OP

Rroff · 17 Oct 2010 at 17:30

To give a rough guide they've probably shipped 1-2million units each to different system builders like dell, etc. and probably only 1/3rd of those have been sold.

An Exception · 17 Oct 2010 at 17:54

In 2011, AMD shouldn't be supply constrained any more with the current 40nm output of TSMC, as TSMC are due to increase output soon, so AMD should have scope to lower prices a little and actually be able to gain market share and thus increase sales volumes and actually earn a respectable profit in the graphics department.

When the more efficient and cheaper to produce 6XXX series launch Nvidia pretty much have three choices:
1) Buck the trend of their current architecture and release a miracle chip pronto.
2) Bleed cash reserves
3) Bleed market share + influence.

If the past is anything to go by then I would say Options 1 & 2 are unlikely and we will see a similar pattern of what happened at the time of the 5XXX release with GT200.
i.e. Nvidia halt or greatly reduce production and price Fermi out of the market so Nvidia still has stock on shelves.
te they could easily sell in excess of 35m next year with their 6000 series.

An Exception · 17 Oct 2010 at 18:01

Rroff said:
You can't do that... 25 million shipped != 25 million in the hands of consumers.

Its no guide at all as to how many nVidia have shipped, they could have shipped 12 million but still have a lot less in the hands of consumers.

That why I said it was an approximation, analysing market share gives a good indication of of how many cards Nvidia is likely to have shipped, as retailers will only hold a certain number in stock at anyone time as they wouldn't want to fill up space with slow moving stock, which is basically all of Nvidia's GPU's apart from GF104.

cainer · 17 Oct 2010 at 18:39

care tbh. just give launch teh 6970 now plz

Final8y · 17 Oct 2010 at 18:39

cainer said:
care tbh. just give launch teh 6970 now plz

LOL!

nalla · 17 Oct 2010 at 19:59

well all this is speculation and a little bias towards amd/ati i think, no real numbers there, nvidia market share is still way above ati and if you ask overclockers staff the nvidia cards sold quicker and in bigger volumes than ati cards ( at launch ) but only one stores sales, and dont forget they were 6 months late with there product wich in turn gives 6 months less sales in a sense, nvidia still have a strangle hold on some companys and will still sell parts in the millions until ati really outperform them and i dont mean by 5 or 10 % and a couple of quid, just my thoughts.

An Exception · 17 Oct 2010 at 20:13

nalla said:
well all this is speculation and a little bias towards amd/ati i think, no real numbers there, nvidia market share is still way above ati and if you ask overclockers staff the nvidia cards sold quicker and in bigger volumes than ati cards ( at launch ) but only one stores sales, and dont forget they were 6 months late with there product wich in turn gives 6 months less sales in a sense, nvidia still have a strangle hold on some companys and will still sell parts in the millions until ati really outperform them and i dont mean by 5 or 10 % and a couple of quid, just my thoughts.

Yep, Lol , Nvidia have huge market share with their old G80 based legacy wondercards :rolleyes:

The truth is Nvidia have been losing market share since GT200, and Fermi's market share is nothing less than catastrophic even taking the 6 month delay (4 month effective) into account, especially considering Nvidia is having to sell it's cards at bargain basement prices at the moment compared to AMD.

RavenXXX2 · 17 Oct 2010 at 20:15

nalla said:
well all this is speculation and a little bias towards amd/ati i think, no real numbers there, nvidia market share is still way above ati and if you ask overclockers staff the nvidia cards sold quicker and in bigger volumes than ati cards ( at launch ) but only one stores sales, and dont forget they were 6 months late with there product wich in turn gives 6 months less sales in a sense, nvidia still have a strangle hold on some companys and will still sell parts in the millions until ati really outperform them and i dont mean by 5 or 10 % and a couple of quid, just my thoughts.

+1 The Nvidia brand its self is enough to shift cards.

An Exception · 17 Oct 2010 at 20:18

^^^
Apparently that's a fanboy myth...

http://store.steampowered.com/hwsurvey/videocard/

RavenXXX2 · 17 Oct 2010 at 20:25

Overall market share Nvidia has it by a long way. lol at using the steam survey, DX11 cards account for a tiny fraction of the overall market, considering AMD had a good six months head start over Nvidia with the first DX11 GPU's, it's hardly surprising they have the highest percentage of users. It will all change now Nvidia have got good lower priced performance parts to market..

An Exception · 17 Oct 2010 at 20:53

RavenXXX2 said:
Overall market share Nvidia has it by a long way. lol at using the steam survey, DX11 cards account for a tiny fraction of the overall market, considering AMD had a good six months head start over Nvidia with the first DX11 GPU's, it's hardly surprising they have the highest percentage of users. It will all change now Nvidia have got good lower priced performance parts to market..

Taking into account the 6 month delay Nvidia should have a 33% DX11 market share if AMD and Nvidia are selling DX11 cards at an even rate.
Instead Nvidia has only got about 15%.
Also note that saying AMD had a 6 month lead is being generous to Nvidia as for the first 3 months AMD suffered with poor supply and horrid yields due to TSMC supposedly using the 'wrong tool'.

Like I said previously, Nvidia sold huge numbers of 8800's and it's renamed variants, but that's old old sales from Nvidia's glory days, sooner or later folks will be swapping out these ageing GPU's for something better, and going by current trends Nvidia will only be getting a small percentage of this demand.

RavenXXX2 said:
It will all change now Nvidia have got good lower priced performance parts to market..

Kind of doubt that considering AMD's line-up is about to be even more competitive, and considering the strengh of AMD's architecture, it's almost as if AMD's gpu's have a process node advantage in terms of performance per mm^2.

Rroff · 17 Oct 2010 at 21:03

Well if you go by steam hardware survey:

G80/G92 nVidia cards still dominate the overall GPU landscape - alone more than the total ATI/AMD cards.

AMD DX11 GPUs while having taken a larger slice of the pie early on are in a steady and substantial decline against the new nVidia offerings - tho that will probably change with the 6 series coming out.