*** The AMD RDNA 4 Rumour Mill ***

[StarShock]

10% market share is winning!

You joke, but maybe selling everything they make for a decent profit, even if it is only 10% of the total market is winning for them.

I genuinely don't think they pay attention to market share anywhere near as much as we seem to think. I guess since the steam survey is the closest thing to actual information we have, we focus on it. But they are probably looking at completely different charts that have things like manufacturing cost, and sales numbers and distribution percentage on them and will base thier actions on that.

 

[michty_me]

You joke, but maybe selling everything they make for a decent profit, even if it is only 10% of the total market is winning for them.

I genuinely don't think they pay attention to market share anywhere near as much as we seem to think. I guess since the steam survey is the closest thing to actual information we have, we focus on it. But they are probably looking at completely different charts that have things like manufacturing cost, and sales numbers and distribution percentage on them and will base thier actions on that.

How often do people get steam surveys? I've only had two in the years I've been gaming, one when I had a 2gb or 4Gb GPU about 10 years ago and one a few years back just after I got my 3080.

 

[ICDP]

You joke, but maybe selling everything they make for a decent profit, even if it is only 10% of the total market is winning for them.

I genuinely don't think they pay attention to market share anywhere near as much as we seem to think. I guess since the steam survey is the closest thing to actual information we have, we focus on it. But they are probably looking at completely different charts that have things like manufacturing cost, and sales numbers and distribution percentage on them and will base thier actions on that.

This is my point. AMD sell pretty much every CPU they can make and probably at a bigger margin than any of their GPUs. The new Strix Halo APU also looks to finally get them a big OEM laptop market share boost.

So where is the incentive to undercut their own margins and cannibalise their own CPU production to gain market share in the diminishing gaming GPU market?

PC gamers… hey AMD you need to release a GPU well below Nvidia’s prices for the same performance. It will help you gain market share.

AMD “nah, we’re good thanks”.

 

[Murphy]

So where is the incentive to undercut their own margins and cannibalise their own CPU production to gain market share of in the diminishing gaming GPU market?

Because it gets to the stage where it's hard to convince other companies to support you, to take your product into consideration when they make something, when you need them to add a bit of code or make a small change.

Without throwing money at the problem that is.

 

[santa]

QFT

Let me clarify with AMD's likely priorities in order then:

1. Epyc
2. AI and its hardware integration into all of the things
3. HPC
4. Ryzen
5. Xilinx is somewhere in the mix, probably getting integrated into versions of all of the above and continuing the standalone FPGA lines
6. Organising the next office party
7. Getting a cake for Tricia's birthday next week
8. Console, maybe. The margins might be trash and the next refresh will be the first time AMD aren't desperate, but console is worthwhile for them to keep a foot in the door of gaming to keep the games optimised/tested against their hardware. intel might be able to undercut them here as they are the ones kind of desperate to pump out product even if the margins are low
9. Consumer GPU marketshare

 

[StarShock]

Because it gets to the stage where it's hard to convince other companies to support you, to take your product into consideration when they make something, when you need them to add a bit of code or make a small change.

Without throwing money at the problem that is.

That's certainly true, but they got a pretty strong foothold in the gaming space with the consoles. AMD may not be pushing developers to focus on radeon gpus, but Sony and Microsoft sure are.

 

[Thekwango]

Any new developments/news on pricing etc or you all just still waffling?

 

[welshrat]

That's certainly true, but they got a pretty strong foothold in the gaming space with the consoles. AMD may not be pushing developers to focus on radeon gpus, but Sony and Microsoft sure are.

Yeah and I have very high hopes with fsr 4 given the results I see on my PS5 pro. Really is a huge difference