Soldato
- Joined
- 21 Jul 2005
- Posts
- 21,022
- Location
- Officially least sunny location -Ronskistats
Is that the unlaunched 4080? 
-
Competitor rules
Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.
*** The AMD RDNA 4 Rumour Mill ***
- Thread starter humbug
- Start date
Is that the unlaunched 4080?
lol, that’s the one
They’ve just renamed it the 5070, kept 12GB of VRAM so you can play the “when will my VRAM run out” lottery.
Last edited:
20% not worth the outlay. But it was worth spending £750 extra for a 3090 over a 3080 for around 15% performance boost?
Because they are all on TSMC, lower end cards don’t need to be the bleeding edge, in fact the best uplifts in recent times was when Nvidia used Samsung 8nm where cards like the 3080 delivered a better uplift than the subsequent 4080 and 5080 combined.
Samsung has 3 and 4nm they could be using and while it might not be as good as TSMC they could compensate this with larger dies just like they did on Samsung 8nm.
Last edited:
So you are now getting in the terrioty of fabricated prices or inflated prices here which only GPUs are doing.
The demand for GPUs is no different, if you only made 5000 and sell out, then is it really demand if say Apple manufactured 100000 and sold 80000? whats greater demand here?
Also yes people do buy Macbooks in the droves, its a popular product for a reason.
I can believe that, easily....
I think its low too, i don't know if the is region specific, like US only? The world is a big place and 200K units seems like a drop in the ocean, i would assume with the success of this launch the US alone would consume that in 2 weeks with ease.
Last edited:
200k worldwide in a few weeks (even with stockpiles for a few months) would be about right for two gaming SKUs from a company expecting 10% - 20% market share at best.
18.3 million dGPUs shipped in the first half of 2024 for example. That would work out at just over 3 million per month. The significant majority of this would be OEMs and data centres and not upper middle range $600 and higher gaming GPUs.
It is well known AMD have only 10% of the market. So if AMD are getting 10% of the 10% that would make 200,000 sales in less than a month well above their expectations.
18.3 million dGPUs shipped in the first half of 2024 for example. That would work out at just over 3 million per month. The significant majority of this would be OEMs and data centres and not upper middle range $600 and higher gaming GPUs.
It is well known AMD have only 10% of the market. So if AMD are getting 10% of the 10% that would make 200,000 sales in less than a month well above their expectations.
According to an article I read, AMD market share shot-up in this quarter, or over the last few months to 17% of the market. Also, according to a recent article on the web, Japan AMD market share shot-up to 45% of new GPU sales.
So, although up until recently, market share may well have remained stagnant at 10%, however, with Lackwell (Blackwell), people are jumping ship due to various factors including availability, terrible prices from Nvidia, faulty GPU's, and faulty drivers (black screens).
So, I anticipate the figures will have to be revised. Perhaps, AMD will also gain far more market share and mind share in a similar fashion to the competition between AMD and Intel with Ryzen. I hope RDNA 4 offers enough disruption that Nvidia makes an effort and offers quality, value and quantity with its next GPU's. In the meantime, I also hope that people buy RX 9070 XT GPU's (I plan to get one).
Last edited:
Associate
- Joined
- 14 Aug 2017
- Posts
- 179
- Location
- North of the Wall
What is a "real" price in this context, in relation to "fabricated" or "inflated" pricing?
For a product to be profitable, i.e. worth the company's time producing, it necessarily sells at a price higher than the total cost of production/advertising/distribution - how much more depends on supply and demand.
If all 5,000 sold then that could well be considered a success - as the company would have no sunk cost in products produced but not sold. It very likely means that they could have set a higher price and still sold all 5,000. Unless and until product starts to linger on the shelves (actual or virtual) unsold it is unlikely that prices will reduce.
If 20% of the total production of a product did not sell then, depending on profit margin, that could represent a net loss (albeit unlikely in the case of Apple and their apparent profit margins) to the company.
The problem is percentages do not tell the entire picture. All that means is Nvidia potentially produced so few gaming GPUs that their percentage of the total sold dropped significantly.
Let’s assume demand requires 1 million discrete gaming GPUs per month.
Example 1 (some made up numbers). 1 million gaming GPUs sell in one month. Demand is met and 90% Nvidia and 10% AMD. Prices normalise.
Example 2. Half a million discrete gaming GPUs sell in one month. 60% Nvidia and 40% AMD. Nvidia sold less than 1/3rd the number of gaming GPUs because they don’t care and sold far more at larger profit to AI. AMD sold everything they produced and far more than they anticipated. Demand is not met and prices remain high.
Last edited:
It's like being back at school
Haha, I’m sorry about that.
Caporegime
- Joined
- 18 Sep 2009
- Posts
- 30,451
- Location
- Dormanstown.
I think the figures are about percentages sold in a period, not overall share as that is made up of a decade of GPU's in machines.
early to tell
and a lot fell AMD way. Blackwell falling on its face, nice clock/power parameters of 5nm
Now looking back it was a great chance to also beat top end comprehensibly with a 80-96 CU GPU
Don't think AMD actually said there won't be any high end/cancelled, the 7800XT released too late, it could have shook up things quicker if it launched early instead of the 79s.
Have they actually cancelled it or have they just identified flipping high/mid end production/release to mid/high will get them more customers at an aggressive pp with enough vram, they've killed the 5070, it's dead in the water with low performance uplift gen on gen and still gimping the 70 with 12Gb.