AMD Lose More Market Share To Nvidia - Now Only Got 18%

hyperseven · 14 Mar 2021 at 22:28

fs123 said:
AMD has console commitments so I suspect most of their production quota is dedicated to PS5/XSX. The demand for Ryzen chips is also very high which they are focusing on. Their gpu's will have to take a backseat for a while since there is no contract forcing them to produce more.

As for Steam survey, While I have owned mainly AMD gpu's, I have only been asked to take it once in about 15 years so not sure how it can be that reliable. Is there a way to take it without having to be offered it?

NVidia has console commitments :confused:

Switch, lite and the upcoming new one.

SKILL · 14 Mar 2021 at 22:36

hyperseven said:
NVidia has console commitments Switch, lite and the upcoming new one.

Um, the Switch and Switch Lite are very much at the end of it's lifecycle, hence low volumes, and using an ancient chip, on an ancient process (TSMC 16nm), so not relevant.

The new Switch is heavily rumoured to be using a Samsung processor featuring ARM CPU Cores and AMD RDNA2 GPU Cores. So no nvidia involvement. Shockingly...

Grim5 · 14 Mar 2021 at 22:44

hyperseven said:
NVidia has console commitments Switch, lite and the upcoming new one.

Built on 16nm and new model on 12nm Tegra, has absolutely zero impact on 8nm Ampere

hyperseven · 14 Mar 2021 at 22:44

SKILL said:
Um, the Switch and Switch Lite are very much at the end of it's lifecycle, hence low volumes, and using an ancient chip, on an ancient process (TSMC 16nm), so not relevant.

The new Switch is heavily rumoured to be using a Samsung processor featuring ARM CPU Cores and AMD RDNA2 GPU Cores. So no nvidia involvement. Shockingly...

So it doesn't have console commitments?

:confused:

If it's reported as using DLSS to get its 4K docked mode, how?

Grim5 · 14 Mar 2021 at 22:45

SKILL said:
Um, the Switch and Switch Lite are very much at the end of it's lifecycle, hence low volumes, and using an ancient chip, on an ancient process (TSMC 16nm), so not relevant.

The new Switch is heavily rumoured to be using a Samsung processor featuring ARM CPU Cores and AMD RDNA2 GPU Cores. So no nvidia involvement. Shockingly...

That would almost certainly kill off any backwards compatibility, the next switch would be an entirely new device unrelated to the current one, they can call it the Switch 2.

I don't see Nintendo doing it though, maybe they will have some games that only run on the new one but I doubt they want to prevent people from playing old games on the new one which is exactly what will happen with new architecture.

And I don't buy that rumour anyway, any product involving AMD would be an SoC. AMD is already building SoC for phones containing full CPU and GPU unit that destroys any Android device today, why on earth would they ask Samsung for help when AMD's mobile SoC destroys Samsung's

SKILL · 14 Mar 2021 at 23:07

hyperseven said:
So it doesn't have console commitments?

If it's reported as using DLSS to get its 4K docked mode, how?

So after multiple rumours of Nintendo using the announced Samsung RDNA2 chip now there's a rumour that nvidia are developing an as-yet unannounced new mobile chip, what, just for Nintendo? Not seeing it.

Grim5 said:
That would almost certainly kill off any backwards compatibility, the next switch would be an entirely new device unrelated to the current one, they can call it the Switch 2.

I don't see Nintendo doing it though, maybe they will have some games that only run on the new one but I doubt they want to prevent people from playing old games on the new one which is exactly what will happen with new architecture.

And I don't buy that rumour anyway, any product involving AMD would be an SoC. AMD is already building SoC for phones containing full CPU and GPU unit that destroys any Android device today, why on earth would they ask Samsung for help when AMD's mobile SoC destroys Samsung's

Not read much about AMD going for the mobile market? But Samsung and AMD already announced the use of RDNA2 in Samsung mobile chips...

Dontrocktheboat · 15 Mar 2021 at 05:00

Nexus18 said:
Also, it's already been stated that up to 80% of amds hardware is going to consoles:

https://www.hardwaretimes.com/amd-p...nm-capacity-allocated-to-console-socs-report/

Only 20% !!!! oh dear , oh dear....

Sony and Microsoft have AMD and Lisa over a barrel. Not good, they are forgetting their core business, GPU + CPU not crappy consoles.

mikehhhhhhh · 15 Mar 2021 at 09:07

Dontrocktheboat said:
Only 20% !!!! oh dear , oh dear....

Sony and Microsoft have AMD and Lisa over a barrel. Not good, they are forgetting their core business, GPU + CPU not crappy consoles.

I wonder which is more profitable for AMD - high volume, low margin console sales or low volume, high margin GPU and CPU consumer sales.

I'd put my money on the former.

Hedge · 15 Mar 2021 at 09:11

Dontrocktheboat said:
Only 20% !!!! oh dear , oh dear....

Sony and Microsoft have AMD and Lisa over a barrel. Not good, they are forgetting their core business, GPU + CPU not crappy consoles.

When you say "crappy consoles" you lose all credibility. They aren't crappy. What's crappy is the pc gpu market fleecing enthusiasts time after time.

Kaapstad · 15 Mar 2021 at 09:29

Hedge said:
When you say "crappy consoles" you lose all credibility. They aren't crappy. What's crappy is the pc gpu market fleecing enthusiasts time after time.

Strangely enough it is probably early consoles that made it possible for PC gaming to become as popular as it is now.

When I first got an Atari 2600 it was far better than anything else available.

Consoles and PCs cover different parts of the gaming world and there is nothing crappy about either.

The reason I don't use a console is I am no good at using the controllers but that is my fault.

Nexus18 · 15 Mar 2021 at 09:48

Hedge said:
When you say "crappy consoles" you lose all credibility. They aren't crappy. What's crappy is the pc gpu market fleecing enthusiasts time after time.

Exactly.

If things keep up the way they are.... goodbye PC scene, it will become even more of a niche platform as more and more people move to consoles.

This gen consoles are fantastic, whilst not everything might be "true" 4k, they are all targeting 60 fps, previous consoles were a let down for 30 fps lock and the main con for PC gamers.

mikehhhhhhh said:
I wonder which is more profitable for AMD - high volume, low margin console sales or low volume, high margin GPU and CPU consumer sales.

I'd put my money on the former.

Apparently microsoft and sony make very little, if any profit from the console sales as their main profit is from their services/eco system (much like everything nowadays) and games so I imagine AMD is reaping most of the profits from console sales, not to mention, sony and microsoft are probably paying them a handsome exclusive contract fee too.

melmac · 15 Mar 2021 at 13:05

mikehhhhhhh said:
I wonder which is more profitable for AMD - high volume, low margin console sales or low volume, high margin GPU and CPU consumer sales.

I'd put my money on the former.

and you would be wrong. The Computer and Graphic division bring in way more revenue than the Enterprise, Embedded and Semi-Custom sales. And the Semi custom sales includes server CPUs(like Epyc) and all the integrated APUs as well as the consoles.

Chuk_Chuk · 15 Mar 2021 at 13:36

melmac said:
and you would be wrong. The Computer and Graphic division bring in way more revenue than the Enterprise, Embedded and Semi-Custom sales. And the Semi custom sales includes server CPUs(like Epyc) and all the integrated APUs as well as the consoles.

1.96 billion (computer and graphics) vs 1.28 billion (semi custom) last quarter. Those consoles seem to have really helped boost those figures as it is up 176% year on year.
Is ryzen mobile classed as an APU? Because they are included in the computer and graphics numbers not semi custom

Edit: added extra information for clarity

SKILL · 15 Mar 2021 at 15:05

I wouldn't be surprised if the profit (and hence how much AMD really cares) goes something like:
CPU > Consoles > GPU

Just because they don't sell many GPU's, and with the 'mindshare' that nvidia has that isn't going to change. When you've got the crazies saying things like the 6800XT would need to be half the price for them to consider it, well, that says it all. Those people probably wouldn't consider it even if it was half the price. So 'we' the consumer gets the scraps because that's all we deserve frankly

As for CPU vs Consoles, the main reason right now is to keep Sony/MS sweet I guess, which is well worth it. They're still able to produce pretty good volume of CPUs (not enough to cover demand, but hey) so they're raking in the profits there and as the markets shift/console demand eases then for a couple of years it'll be back to 'normal' on that front.

Chuk_Chuk · 15 Mar 2021 at 15:16

SKILL said:
CPU vs Consoles, the main reason right now is to keep Sony/MS sweet I guess, which is well worth it. They're still able to produce pretty good volume of CPUs (not enough to cover demand, but hey) so they're raking in the profits there and as the markets shift/console demand eases then for a couple of years it'll be back to 'normal' on that front.

Also with the console market AMD gets a say in how the gaming market progresses, which could payoff.

henson0115 · 15 Mar 2021 at 15:21

mikehhhhhhh said:
I wonder which is more profitable for AMD - high volume, low margin console sales or low volume, high margin GPU and CPU consumer sales.

I'd put my money on the former.

arnt they up like 53% year on year based on console sales and enterprise alone, wouldn't call that small by any margin that's 3.24 billion for q4 2020 alone and 9.76 billion for the year. which would suggest console outsell gpu/cpu other than as mentioned enterprise.

Gerard · 15 Mar 2021 at 15:35

Dontrocktheboat said:
Only 20% !!!! oh dear , oh dear....

Sony and Microsoft have AMD and Lisa over a barrel. Not good, they are forgetting their core business, GPU + CPU not crappy consoles.

Take a day off would ya, or preferably 6 months or so.

melmac · 15 Mar 2021 at 16:44

Chuk_Chuk said:
1.96 billion vs 1.28 billion last quarter. Those consoles seem to have really helped boost those figures as it is up 176% year on year.
Is ryzen mobile classed as an APU? Because they are included in the computer and graphics numbers not semi custom

Sorry but you aren't reading it right. Semi Custom revenue (which includes consoles) went from 1.134 billion in Q3 to 1.284 billion in Q4. The Computer and Graphics Division went from 1.667 billion to 1.96 Billion.

Chuk_Chuk · 15 Mar 2021 at 16:50

melmac said:
Sorry but you aren't reading it right. Semi Custom revenue (which includes consoles) went from 1.134 billion in Q3 to 1.284 billion in Q4. The Computer and Graphics Division went from 1.667 billion to 1.96 Billion.

I didn't read it wrong. I was just lazy in my delivery of information.

melmac · 15 Mar 2021 at 17:04

Chuk_Chuk said:
I didn't read it wrong. I was just lazy in my delivery of information.

You can see exactly how much difference consoles made. In Q3, no consoles, AMD made 1.13 Billion from that section of their business. In Q4, 7.3 million console sales, AMD made 1.284 Billion.

You can't go year by year like you are tying to do and conclude that it's all down to consoles. The big bulk of that increase for the yearly total actually came from the release of Epyc processors, which boosted the Semi Custom revenue from 565 million in Q2 to 1.134 Billion in Q3.