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AMD GPU market share in Q3

Believe this was posted back in September when the article first came out. To summarise that thread...

Yes it is.

No it isn't.
 
So it was. Shouldn't be long before we see some concrete numbers though. Il add a link to this thread when it's up to save hassle.
 
13% increase in revenue in Q3 (compared to Q2) according to reports and that's with a whole new line-up of GPU's. 26% down compared to this time last year.

http://www.anandtech.com/show/9722/...computing-and-graphics-sales-hurt-bottom-line

They're still losing money, $181m loss in Q3 compared to $147m in Q2 in the computing and graphics division.

** Baiting **

The bad news doesn’t stop here either. We’ve seen the departure of a couple of key people at AMD, and AMD is also spinning off some of the company. Revenues for Q4 are expected to decrease an additional 10%, plus or minus 3%, compared to today’s numbers. AMD is doing more corporate restructuring in an attempt to reduce expenses further. Perhaps the most troubling aspect of today’s results is their gross margin is only 23%. They really need closer to 35% for profitability and are a long way from that today.
 
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13% increase in revenue in Q3 (compared to Q2) according to reports and that's with a whole new line-up of GPU's. 26% down compared to this time last year.

http://www.anandtech.com/show/9722/...computing-and-graphics-sales-hurt-bottom-line

They're still losing money, $181m loss in Q3 compared to $147m in Q2.

Yeah bleeding money, I think the market has already been saturated with Nvidia's cards tbh. Most who were gonna buy high end already have and mostly Maxwell. So I doubt there's many sales to be had between now and the next lot of cards based on a die shrink.

Think AMD need price cuts on current stack and really focus in on bringing the next lot of cards on time with good performance and decent price.
 
They've now sold off their assembly and test department facilities as well to generate cash

http://techreport.com/news/29199/amd-spins-off-assembly-and-test-operations-into-joint-venture

Great in the short term and gives them more flexibility in terms of saving money when they don't need to make product (unless they've signed another minimum spend type contract like they did with GF)
They've probably just extended their lifespan by another year, but still not enough to pay off their 2020 debt.
 
13% increase in revenue in Q3 (compared to Q2) according to reports and that's with a whole new line-up of GPU's. 26% down compared to this time last year.

http://www.anandtech.com/show/9722/...computing-and-graphics-sales-hurt-bottom-line

They're still losing money, $181m loss in Q3 compared to $147m in Q2 in the computing and graphics division.

** Baiting **.

Regardless of which vendor you support - everyone should be concerned with this news. If AMD go under, things will get very boring, in fact GPU forums like this will likely slow to 5% of the current traffic, as it will be 5-10% performance improvements from NVIDIA per generation, with insane price tags.
 
Yeah bleeding money, I think the market has already been saturated with Nvidia's cards tbh. Most who were gonna buy high end already have and mostly Maxwell. So I doubt there's many sales to be had between now and the next lot of cards based on a die shrink.

Think AMD need price cuts on current stack and really focus in on bringing the next lot of cards on time with good performance and decent price.

I don't think the execution of the recent releases really helped them - IMO they shouldn't have released the Fury X yet - get the Fury (slightly tuned up compared to the current one) and Nano out, get the 390X out as a Fury LE (would have been a little odd with the VRAM differences but its worked before) and hype for the Fury X in time for Christmas market and that would have gone a long way to stopping people spending their money on nVidia cards (or atleast make them pause to think).

Especially if they'd managed to get some more VRAM on the X and sorted some of the other issues they'd have killed it in the interim before the next round of cards with people's perception of the 980ti/TX starting to get "old".
 
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Regardless of which vendor you support - everyone should be concerned with this news. If AMD go under, things will get very boring, in fact GPU forums like this will likely slow to 5% of the current traffic, as it will be 5-10% performance improvements from NVIDIA per generation, with insane price tags.

I keep reading this but the market will dictate what they want to spend and if AMD go under, Nvidia will still want to sell masses of GPUs, so would need to keep on top of it or the market will sit with what they have.

AMD dead won't really make much difference... Look at Intel, small increments of performance with high prices but people buy what they want and prepared to pay.
 
I keep reading this but the market will dictate what they want to spend and if AMD go under, Nvidia will still want to sell masses of GPUs, so would need to keep on top of it or the market will sit with what they have.



Yeah just like intel and their lack of competition, there's still barely any point to upgrading from a 2600k from 2011 to one of the newest cpu's. The gpu industry would definitely go the same route.
 
I keep reading this but the market will dictate what they want to spend and if AMD go under, Nvidia will still want to sell masses of GPUs, so would need to keep on top of it or the market will sit with what they have.

AMD dead won't really make much difference... Look at Intel, small increments of performance with high prices but people buy what they want and prepared to pay.

It goes beyond this - NVIDIA wouldn't release a new generation etc until it had cleared all inventory of the previous generation. If they are the sole vendor, then there is no competition to force NVIDIA's hand.

The upgrade cycle would literally take twice as long between generations, and there would be no alternative at all.
 
Yeah just like intel and their lack of competition, there's still barely any point to upgrading from a 2600k from 2011 to one of the newest cpu's. The gpu industry would definitely go the same route.

Think part of the problem was just how far ahead of its time the Core 2 tech was - in some cases jumping from a high end P4 to an OC'd E6600 you'd see 4-8x the performance in specific areas that normally you'd see like a 1.3x increase in a new generation. Which as an aside was also a hard act for AMD to follow. Hence why some people refer to the Core 2 as "alien" tech heh even Intel struggling to top it significantly.
 
Maybe they should just abandon cpus and focus on gpus, something they are still competing with.

Personally I don't think they are out of the race tech wise - more mentality - they keep trying to target an idealistic view of how things should be in the future while Intel (and nVidia) have worked off the messier reality of things.
 
I keep reading this but the market will dictate what they want to spend and if AMD go under, Nvidia will still want to sell masses of GPUs, so would need to keep on top of it or the market will sit with what they have.

AMD dead won't really make much difference... Look at Intel, small increments of performance with high prices but people buy what they want and prepared to pay.

And that's because AMD can't really compete with intel at the moment. They are much further behind in the cpu race than the gpu race. They actually compete with nvidia but only loose out slightly on the high end performance. This is why intel don't get on and spend a lot of money on R&D to get big performance gains on desktop grade cpus etc there is no need for them to. If nVidia had this same privilege then they would slightly increase thier prices and probably not bring big gains to the table every year only incremental. And people would still buy yes because they would only be considered the best.
 
Hence why some people refer to the Core 2 as "alien" tech heh even Intel struggling to top it significantly.

Possibly, or they know that amd aren't really a threat in the cpu market so they're just cranking out minor performance updates as there's no reason for them to push the envelope. If zen turns out to be a threat I'd pretty much guarantee you'd see Intel coming out with larger jumps much quicker.
 
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