Hypothetical: NVIDIA folds and leave the GPU market.

[bru]

Ok so its a what if thread.

If NVidia were to close up shop and leave the GPU scene, I'm sure some would rejoice and other would cry. But what would it mean for us the enthusiast who love to game on the PC.
Now my view is that AMD would have to step up their game somewhat to pick up the slack that NVidia leaving would create. Would we be talking about how AMD have drip fed us the same performance +5% for years just like Intel have on the CPU scene, 290/390/Fiji/480/580/Vega/590 or would they step up and bring it.

Now we all know that NVidia have priced the 2000 series at obscene levels, but AMD have priced their cards competitively before, what would they do if they were the only player in the game.

Your thoughts for a new year hypothetical thread.

 

[PiKe]

Why would AMD need to pick up the slack, if they were the only player, why should they spends millions in r&d?

Nvidia closing shop would be bad for the industry in general.

 

[BubbySoup]

Nvidia closing shop would be bad for the industry in general.

Worse than the massive increased price normalising they are trying to force on us now, that looks like it's dripping down to even the 2060 range?

Amusingly, it would probably see 2080ti's going for £2k+ on ebay as they would be the only ones out there, and for every failure it would be one less.

 

[Participant]

I know this is a hypothetical scenario portrayed by the OP, but Nvidia's balance sheet and net earnings remains extremely healthy. People get too hung up on share price as an indicator of the state of a business.

To answer the question, someone else steps in (Intel) because otherwise AMD are crippled by antitrust proceedings.

 

[bru]

Why would AMD need to pick up the slack, if they were the only player, why should they spends millions in r&d?

Nvidia closing shop would be bad for the industry in general.

Well their would be a lot less GPU's out their to buy. At the moment NVidia have 80% market share or something like that, so for every GPU AMD sell NVidia sell a 4 times as many, if there are suddenly no NVidia GPU's AMD need to make the extra or a lot of us will have to go without, hence AMD having to pick up the slack.

 

[Nasher]

Well their would be a lot less GPU's out their to buy. At the moment NVidia have 80% market share or something like that, so for every GPU AMD sell NVidia sell a 4 times as many, if there are suddenly no NVidia GPU's AMD need to make the extra or a lot of us will have to go without, hence AMD having to pick up the slack.

But they don't really because AMD provides GPUs+CPUs for every single Xbox and PS4 and those numbers make it look like Nvidia didn't even show up. Also they supply GPUs to Apple (Apple ditched nvidia a while back, even they thought they were overpriced lol) which is probably not included in those stats either.

 

[4K8KW10]

I would say Thanks God, if we no longer see nvidia.
We will have at least AMD and intel. But my wish is Matrox to start making products for us again.

 

[LambChop]

Hypothetically, nvidia would fold and I'd win 100m on the euros so all ends well anyway

 

[TNA]

Would not want to see them fold. Competition is good. But would love to see them lose a lot of market share and be forced to be competitive rather than get complacent and charging silly prices.

 

[dragonslayer]

If Nvidia fold then we would see AMD charging £400-500 for each new card until every single user has an AMD card then they'd crank the prices up high to 800-1k and blame it on low stock issues due to high demand

 

[lee32uk]

It would be bad if either went under. We need AMD to step up their game in the gpu market just like they have done with Ryzen so that we have some healthy competition. As mentioned by Pike, if Nvidia went bust them AMD would have no reason to 'Step up'.

 

[Tute]

It would be terrible, you always want competition. I'm really excited for Intel's entry, they actually have the financial clout to take nVidia on face to face.

Of course, I wouldn't be sad to see the back of some of nVidia's awful practices. I wish more people actually just voted with their money, it's the only way corporations actually listen.

 

[Disco_P]

It'd be terrible, supply of cards would plummet increasing prices and competition would cease increasing them further. Anyone happy with the hypothetical scenario going under has a potato between the ears.

 

[Ayahuasca]

I hope they see this thread and release a lineup named Foldwell.

 

[DELETED_195422]

It would be bad for the customer and the PC market in general.

 

[LambChop]

I hope they see this thread and release a lineup named Foldwell.

Good one. I hope amd see this thread and release anything.

 

[Deleted member 66701]

Now my view is that AMD would have to step up their game somewhat to pick up the slack NVidia leaving would create.

Why would they? Only the 2080s are faster than what amd has to offer (vega64 is 2070ish level) and 2080s only form a tiny percentage of gfx cards sold. The vast majority of gamers could game quite happily at vega64 levels of performance.

 

[drunkenmaster]

Why would AMD need to pick up the slack, if they were the only player, why should they spends millions in r&d?

Nvidia closing shop would be bad for the industry in general.

How do people not get this. If there is no other competition, they still must compete with themselves. When bulldozer wasn't as good and Intel killed the performance increase from one gen to another what happened, did everyone keep upgrading every generation for the massive gains or did people stop upgrading?

Intel killed the pc market and helped slow sales considerably by reducing benefits.

If AMD tank investment in R&D because there is no competition then I sit with my Vega 64, not buying a new gpu, because there is no new gpu or the new GPU is £600 for a 10% performance boost and I don't bother.

If there is a 70-80% performance gain for a reasonable cost I and many other people upgrade. That might mean going from a £120 low end card to a new £130 low end card 3 years later with 2 or 4 times the performance. If that new card is either £400 for twice the performance, or £130 for 10% more performance that person likely just sticks with what they've got.


People just don't seem to get, every company is their own competitor, because they have to compete with their own products to get you to buy a new one. When Intel stopped competing with themselves, desktop sales dropped as people stopped upgrading. When people stopped upgrading and when the performance gains were small the software industry also stopped making large gains because there wasn't anything new to exploit.

Competition with self is as important as competition with an another company because you won't get sales unless you make something better than what the customer already has.

 

[edscdk]

someone would buy their business and nothing would change

 

[bru]

Why would they? Only the 2080s are faster than what amd has to offer (vega64 is 2070ish level) and 2080s only form a tiny percentage of gfx cards sold. The vast majority of gamers could game quite happily at vega64 levels of performance.

Its not a case of what is faster than what, it is the amount of cards AMD can make and the amount they could sell. If there was no Nvidia outselling AMD by several to one then AMD would have to make and sell that many more cards, else there would be no stock anywhere and prices would sky rocket. That is what I mean by picking up the slack.