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Interestingly,it seems overall,Nvidia has suffered more overall from Intel than AMD with regards to GPU shipments:
http://www.techspot.com/news/51688-jpr-gpu-shipments-down-in-q4-2012-for-amd-intel-and-nvidia.html
http://www.marketwatch.com/story/jo...overall-quarter-to-quarter-decline-2013-02-19
It might be that demand for Nvidia graphics cards in laptops,is starting to soften. It will be interesting to see the split between desktop and laptop discrete card sales for both AMD and Nvidia too.
It will be also interesting to see what Haswell,Richland and Kaveri do to the sales of lower end GPUs,which are very important to both AMD and Nvidia. The APUs,are already cannibalising AMD lower end GPUs.
Edit!!
It seems 67% of all AMD non-server CPUs have an IGP,ie,they are an APU. This would mean,many of the systems ship with no discrete card for both laptops and desktops.
Considering the percentage of APUs making up total AMD consumer CPU shipments has been rising at a decent rate over the last year,it does look like a lot of their low end card ranges are being affected.
Interesting, i don't know if AMD's low end discrete GPU market share shrinking is necessarily a bad thing
When iGPU's are becoming as good as low end discrete GPU's its inevitable.
I don't know what AMD's profit margins are on low end GPU's, but i would imagine its almost nothing, they make the GPU chip and sell it on to third parties who assemble it on their own PCB, which then gets sold on to suppliers by Asus, MSI, Gigabyte...... and so on
So for a 6670 chip AMD might get $5, for a 7750 chip (which costs the same to make) they might get $20, for a 7870 chip they might get $40 and a 7970 they might get $60, with production costs of perhaps $2 to $15.
So from those guesstimates its pretty clear AMD are not making a lot of money from low end GPU's.
CPU's and in this case APU's its an entirely different matter.
The silicon chips are made in Germany, then sent to Malaysia to be assembled into to CPU's / APU's, and then sold to suppliers as an assembled ready for use product by AMD.
So if an average APU costs AMD £10 to make, they then sell it to the supplier for £25, who sell it to OcUK for £40 who then sell it to you for £70.
AMD are loosing a sale with a profit of £2 (low end discrete GPU) but gaining a sale with a profit of £15.
The only ones loosing out in Intel and AMD's iGPU battle is nvidia.
I don't know AMD's profit margins either but I can tell you now production costs on a single 7970 is a lot more then '2-15' dollars. One 28nm silicon disc that these chips are made on cost in the region of $8000 a time and I doubt the whole 300mm disc ends up as usable 7970's.
Yes, i wasn't being exact
I think actually TSMC's 28nm 300mm wafer is $5000, that's a surface area of about 70'000mm; 7970 = 400mm DIE's @ 100% yield = about 175 Chips = $29 a piece production costs. or at 50% yield its $58 a chip, all rough none exacting calculations![]()