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Nvidia Does Not Have Any 16nm FinFET Yield Issues – Demand Overwhelming Supply On The High End $699

http://semiaccurate.com/2016/07/06/nvidias-gp104-based-gt1060-real/

A couple of days before the unveiling of AMD’s RX 480 GPU, Nvidia delivered a doorstop to reviewers as a spoiler. By doorstop we mean a card without drivers, docs, MSRP, release dates, or performance numbers, they couldn’t even turn it on. If this sounds like a last-minute PR game to spoil a competitor’s real launch, you might be on to something. The lack of drivers is especially disconcerting considering that the card is simply a fused off GP104, not an actual GP106 die.

This is where the problems begin for Nvidia though, with a GP104 based ‘GP106’ card, it won’t be hard for them to beat the RX 480 in whatever benchmark they choose. They just have to fuse off enough shaders and memory while dialing the clocks back to meet whatever performance and power consumption numbers they choose. It is a great PR stunt but only a PR stunt. Don’t expect this part to ever hit the shelves in anything more than a PR approved quantity if that.

Why? First of all the current GP104 die based cards are in short supply because of this. Officially Nvidia is blaming demand rather then production issues but either way there are nowhere near enough GP104 dies for the GTX1070/1080 parts the moment. If Nvidia really launches the GP104 based ‘GP106’ in July as some are claiming, how is a higher volume part competing for the same silicon going to help the situation?

Don’t expect this GT1060 to ever be a real part, just a press spoiler. SemiAccurate told you about the real GP106 last week, when that comes out expect it to ‘replace’ the GP104 based version while offering much lower performance and actual availability. Nvidia has been doing this for generations, expect a GT1065 or GT1055 to launch with much new fanfare and the old one to disappear in short order if it was ever actually real.
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As i heard the problem is not with the yields, but in the fact that TSMC serves the bigger customers first so NV cannot get enough wafers.
 
Mtom said:
As i heard the problem is not with the yields, but in the fact that TSMC serves the bigger customers first so NV cannot get enough wafers.
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im pretty sure most of this wouldn't happen, if they didnt split the wafers between 600-300-200mm² chips this early on the node, also wouldnt happen if they didnt release this early and waited a month or 2 to build stock.
but thats how it is, everything can be spun into something else, stretching wafers thin between too many product or yields issue into wafer availability, or too early release with no stock into too high of a demand.
well thats what i think, i might be wrong...but ppl are never happy with what i think anyway :D
 
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Orangey said:
I just checked and for some reason they're listing a USB xmas tree in the 1080 section. :D
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that has been pointed out many times and there is even a thread about it. That tree was for quite some time the only glimmer of light we had of ever seeing a 1080 card delivered. It was the only one in stock .... we were considering buying several to use them in SLI ...
 
Griffildur said:
that has been pointed out many times and there is even a thread about it. That tree was for quite some time the only glimmer of light we had of ever seeing a 1080 card delivered. It was the only one in stock .... we were considering buying several to use them in SLI ...
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SLi em, you'ld have to be bark-ing.
 
TheRealDeal said:
The thing is gibbo said he sold around 2-3k in a month on the 1080/70. I think it combined both cards. To put that into perspective about supply he's expecting around 2k Sapphire nitro's by the end of the month which is just one model. He seemed to have around 2k at launch with more coming. With some common sense it would seem AMD can churn out Polaris a good bit faster even with the problems they looked to have faced.
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Thats not surprising The GP104 is 314 mm² while Ellesmere is a heck of a lot smaller at 232mm². = more chips on the silicon wafer and more chance of more working chips. GP106 would be more comparable.

Anyways even the likes of Gibbo have said the 1070/1080 smashed 970/980 sales which was the previous best selling high end card.
 
What's stopping NV from buying 2000 of their own GPUs to pump up their numbers and grab a few popcorn headlines?

Apart from the law, morality, ethics etc.
 
TSMC has probably no yield issues so the article is correct,but people like Apple are buying up all the capacity they can for the chips in their iProducts. That is the main issue here I suspect.
 
Orangey said:
What's stopping NV from buying 2000 of their own GPUs to pump up their numbers and grab a few popcorn headlines?

Apart from the law, morality, ethics etc.
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Why do you exclude law?

Sarbanes-Oxley Act of 2002 can out CEO in jail now.

NVIDIA got very good product and excellent marketing with very weak competitor - even if they bought 2k units that would be drop in ocean compared with overall sales.
 
DmitryD said:
Why do you exclude law?

Sarbanes-Oxley Act of 2002 can out CEO in jail now.

NVIDIA got very good product and excellent marketing with very weak competitor - even if they bought 2k units that would be drop in ocean compared with overall sales.
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20,000 then. That's only ~10mil even at retail prices.
 
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