That's a large share of the market if Intel drop a decent chip in there.
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AMD on the road to recovery.
- Thread starter humbug
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What Intel need is a miracle.
There is a supply issue due to... stuff. But AMD really are also selling Ryzen 5000 faster than they can make them, when they are in stock they sell in very high numbers, they sell more 5600X / 5800X than Intel sell CPU's. Period.
Now you have plenty, but I don't think it was a case for past month. Because last month people were still trying to catch them in stock radar discords.
I bet the 3600 still outsells the 5600X this month
*sigh*I bet the 3600 still outsells the 5600X this month
You're right, its why they still make the 3600 and will keep making it right through 2021. Its the new 2600.
Yet you bought what was deemed to be the worst value product of them all, the 5800X.
i got my 5800 for £351 new - the £440 price was definitely too much to swallow for the uplift over the 5600x, but when its only £70 more...
See now that is a good deal, but I wasn't quoting you.
The £440 is what was paid, and yet was criticised by many people on this forum even by those who have since bought them at that price. These were the same people saying that until the there was something at the 3700X price they would not buy, but spending 65%+ more for the 5800X was apparently fine after sometime had passed and they likely realised that stock shortages would mean the prices wouldn't be moving downward any time soon.
£440 is what i paid for my 5880X, 6 days later it was £400, at the time the 5900X was unavailable and listed pre order at over £500.
I was seriously considering a 9900K at the time, almost pulled the trigger on one at £330.
I was seriously considering a 9900K at the time, almost pulled the trigger on one at £330.
https://www.hardwaretimes.com/1-mil...f-amds-7nm-capacity-at-tsmc-3-4-for-big-navi/
Also, in the same quarter AMD sold 7 Million Console SoC's, 300K RDNA2 GPU's.
A total of 10 Million Chips, their entire Q4 2020 capacity.
Not in this article but Sony has announced that they expect to sell 18 Million PS5's in 2021.
https://www.hardwaretimes.com/amd-c...shortages-rather-than-tsmcs-foundry-capacity/
They need to... They have grown to the point where TSMC are the bottleneck.
Also, in the same quarter AMD sold 7 Million Console SoC's, 300K RDNA2 GPU's.
A total of 10 Million Chips, their entire Q4 2020 capacity.
Not in this article but Sony has announced that they expect to sell 18 Million PS5's in 2021.
https://www.hardwaretimes.com/amd-c...shortages-rather-than-tsmcs-foundry-capacity/
They need to... They have grown to the point where TSMC are the bottleneck.
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Seems that the wait to get a 5900x/5950x at a reasonable price now will be so long that it may be worth considering giving up on the whole idea and wait for the next generation and go with DDR5 at the same time ?
Well only somewhat since the hardwaretimes article also says:
Not sure I fully trust those figures just because I put together this spreadsheet after reading about the PS5 4.5 million figure and got nowhere near that.
Of course my figures might be very wrong, I got those PS5's dies as taking up at least 34,000 wafers (more if Sony's decision to change clocks at the last minute caused their yields to plummet), which I made out the equivalent of 24 million Zen3 CCDs.
Whereas 1 million Zen3 CCDs I would would be around 1,500 wafers. A lot less than the 11-12% in the article.
Put the spreadsheet on Ethercalc if anyone wants to play with it.
https://ethercalc.net/z5qh0dcxbf
I guess first generation DDR5 platform will land in 2022 and probably more towards the end of it rather than the first half of it.
It will be two-three years later when DDR5 will be polished and affordable, without premium pricings.
end of 2022 plus two years is end of 2024.
Buy AMD as It Can Crush Intel Again in 2021
Buy AMD as It Can Crush Intel Again in 2021 | The Motley Fool
"Don't miss the potential gains on offer
By now, it is evident that AMD's sequential market share loss was just a blip on the radar that has more to do with the launch timing of its latest laptop processors and a supply shortage.
At the same time, investors shouldn't miss the fact that AMD continued to take away share from Intel in the server processor market. It exited the fourth quarter of 2020 with a 7.1% share of server processors, up from 6.6% in the third quarter and 4.5% in the year-ago period. This market presents a huge opportunity for AMD, and it can take advantage of the same with an updated product line this year.
In all, AMD can get back to its market share winning ways sooner rather than later, which is why investors shouldn't let go of a great opportunity to buy the stock."
Buy AMD as It Can Crush Intel Again in 2021 | The Motley Fool
"Don't miss the potential gains on offer
By now, it is evident that AMD's sequential market share loss was just a blip on the radar that has more to do with the launch timing of its latest laptop processors and a supply shortage.
At the same time, investors shouldn't miss the fact that AMD continued to take away share from Intel in the server processor market. It exited the fourth quarter of 2020 with a 7.1% share of server processors, up from 6.6% in the third quarter and 4.5% in the year-ago period. This market presents a huge opportunity for AMD, and it can take advantage of the same with an updated product line this year.
In all, AMD can get back to its market share winning ways sooner rather than later, which is why investors shouldn't let go of a great opportunity to buy the stock."
Well only somewhat since the hardwaretimes article also says:
Not sure I fully trust those figures just because I put together this spreadsheet after reading about the PS5 4.5 million figure and got nowhere near that.
Of course my figures might be very wrong, I got those PS5's dies as taking up at least 34,000 wafers (more if Sony's decision to change clocks at the last minute caused their yields to plummet), which I made out the equivalent of 24 million Zen3 CCDs.
Whereas 1 million Zen3 CCDs I would would be around 1,500 wafers. A lot less than the 11-12% in the article.
Put the spreadsheet on Ethercalc if anyone wants to play with it.
https://ethercalc.net/z5qh0dcxbf
Interesting. thanks
Well @Grim5 reckons that 7nm TSMC wafers might be closer to $15k:Interesting. thanks
https://www.overclockers.co.uk/forums/posts/34608712/
Which changes things a bit. Also, it seems that my linked Ethercalc is down, so is an updated version:
https://ethercalc.net/php0rgyrm7ka
Guess an online spreadsheet you don't have sign up to is too good to be true
Lots of guesswork about margins, selling prices, defects.