They moved the tiers around, and they made the memory bus smaller on equivalent GPUs. They made the memory bus smaller because they increased the cache size and said they could get similar performance by doing this, which they did.
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AMD GPU sales tanking
- Thread starter tamzzy
- Start date
They moved the tiers around, and they made the memory bus smaller on equivalent GPUs. They made the memory bus smaller because they increased the cache size and said they could get similar performance by doing this, which they did.
Soldato
Yet AMD's 'failed architecture' also managed to shift tier on an older node and match Nv out with the 90?
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Associate
i think that was nvidia trying to build out an alternate fab vendor in the form of samsung, didnt work out well for them (theoretically).. would be interesting to see if amd can maintain its competitive edge in the cpu business once intel establishes process parity, intel's scheduling technology is supposed to be way ahead of amd
AMD gaming sales continue to tank
www.pcgamesn.com
AMD’s gaming GPU sales are officially plummeting
The AMD Q2 2024 financial results paint a bleak picture for its Gaming segment, which makes Radeon GPUs, with sales dropping 59% year on year.
www.pcgamesn.com
Soldato
- Joined
- 18 Oct 2002
- Posts
- 9,284
Would be nice if they split out those sales numbers by discrete GPU's and those SOC GPU's that feature in consoles.
Well, they did say that it's primarily a decrease in semi-custom revenue to blame. Not really a surprise if console sales are pretty sluggish right now with the PS5 Pro months away. "Gaming" does seem to be becoming an ever-smaller part of AMD's business though. Despite the large drop in revenue in that sector, profits were still slightly up year on year due to massive increases elsewhere.
Soldato
"...suggesting that most of the decline in revenue in this quarter is coming from custom SoC devices, rather than Radeon graphics cards."
Which we all already know.
Which we all already know.
That would be awesome
Soldato
2nd quarter results are out
+ Decent improvement over Q1 results
+ Revenue growth and GP margin expansion
~ Could be better but then again look at what's happening to Intel
- For a company that sells the equivalent of computer chip shovel their not capitalising on AI goldrush
Looking at the numbers that Nvidia are posting must make AMD shareholders frustrated. While the data centre is the biggest part of their business by revenue and profit generation it still feels AMD sees itself as a consumer focused company hell bent on taking as much market share from Intel as possible.
+ Decent improvement over Q1 results
+ Revenue growth and GP margin expansion
~ Could be better but then again look at what's happening to Intel
- For a company that sells the equivalent of computer chip shovel their not capitalising on AI goldrush
Looking at the numbers that Nvidia are posting must make AMD shareholders frustrated. While the data centre is the biggest part of their business by revenue and profit generation it still feels AMD sees itself as a consumer focused company hell bent on taking as much market share from Intel as possible.
AMD gaming sales continue to tank
AMD’s gaming GPU sales are officially plummeting
The AMD Q2 2024 financial results paint a bleak picture for its Gaming segment, which makes Radeon GPUs, with sales dropping 59% year on year.
Premium
Cut that crap out AMD and get back to lower margin higher volume sales. We don't need another ngreadia in this space!
If anything, AMD are on the path to becoming the same as Nvidia and not really giving a crap about gamers any more. Over a billion of that data centre revenue in Q2 was Instinct GPU sales.Premium
Cut that crap out AMD and get back to lower margin higher volume sales. We don't need another ngreadia in this space!
https://www.nextplatform.com/2024/07/31/amd-breaks-1-billion-in-datacenter-gpu-sales-in-q2/
Unless the AI bubble truly collapses (and isn't just replaced with some other gold rush like another convenient crypto boom), I don't think you're going to see a return to the days of either company heavily competing on price to appease gamers. They're making too much money elsewhere. Maybe Intel will swoop in and save the day... they're a famously consumer-friendly company after all...
Associate
theres no AI bubble, its the new way of doing things, a paradigm shift, replacement demand will hold well post market saturation.. so the pie chart is never going to be the same as before, what might eventually happen is that the graphics division will be spun off
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Caporegime
Premium
Cut that crap out AMD and get back to lower margin higher volume sales. We don't need another ngreadia in this space!
AMD are already quite a bit cheaper than Nvidia, there comes a point where you have to accept people just don't want your cards and its best to just move on and use those wafers for something else, like yes AI and taking Intel's Laptop market share.
If i was AMD i wouldn't be wasting my rescores making stuff people don't want.
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Nah. You don't go from being super expensive (nvidia) to being priced properly with a 50-100 quid off.
They need to learn from their mistakes and price cards properly from the get go.
Soldato
Easier than making stuff people do want I guess.
I mean it's AMD's fault nobody's buying their cards. Maybe this was their plan all along (well, for a while), to phase out the GPU division. Easier to sell the idea to shareholders if you make sure you don't have much of a marketshare.
Caporegime
For how long? Was this a 10 year plan?
Soldato
I don't know, how long have their sales been declining?
You lot worry about AMD's finances too much and then toss in "what they should do in order to..." and then say something that makes no financial sense.
They aren't struggling for money. They're making loads of money with gpus, just not gaming gpus.
As long as it's worth their while to have up to date gpu technology I expect them to keep the gaming gpu division ticking over and only put in *enough* orders to match demand since any mega orders for a price war requires losing the opportunity to print something more valuable while simultaneously driving down the value of the gpus they're printing... make it make sense!
If they stumble across a miracle tech advancement or Nvidia falls on their face I'm sure they'll perk up and rush to TSMC to get a boatload of cards printed because now it'll make financial sense.
They aren't struggling for money. They're making loads of money with gpus, just not gaming gpus.
As long as it's worth their while to have up to date gpu technology I expect them to keep the gaming gpu division ticking over and only put in *enough* orders to match demand since any mega orders for a price war requires losing the opportunity to print something more valuable while simultaneously driving down the value of the gpus they're printing... make it make sense!
If they stumble across a miracle tech advancement or Nvidia falls on their face I'm sure they'll perk up and rush to TSMC to get a boatload of cards printed because now it'll make financial sense.
Caporegime
Pretty much this, like all of them AMD go where the money is.
This idea of sell more for low margins to make number go up makes no sense, effectively selling more GPU's for the same revenue just to say 'we gained some market share', and if Nvidia refuse to allow that and follow AMD in lowering prices then AMD are selling the same number of GPU's, so gaining no market share while at the same time now selling them for less, so a hit on revenues for being daft.
AMD do have growing markets, what they don't have is an unlimited wafer supply, so instead of using up that wafer supply to make more GPU's for cheaper and gain no revenue, they instead use the supply where they can sell more products without cutting their margins thin.
There comes a point where the prices are what they are if you don't want it then don't buy it, frankly we don't care because you're not making us enough money, over here there is plenty of it, so guess what? Yes i'm going over here, bye.....
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Can they lend me a tenner?