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.
Even more strange that they're publishing that "the post-Covid black death is over," despite shipments being down by 50m units (almost half) from a decade ago and the COVID peak.
They don't care about shipments, they care only about margins and revenue.
So you're saying anyone owning an Nvidia GPU is to blame? I'm not one of them
I know they don't but it answers the question of why GPU prices are so high, when you're shipping/selling almost half of what you were a decade ago it's pretty obvious that you're either shipping less so you can raise prices or because you've raised prices fewer people are buying them.
Lower end AMD is decently priced, it's anything above which is still not acceptable.
So you're saying anyone owning an Nvidia GPU is to blame? I'm not one of them
Well, nowadays you're competing for silicon with the wealthiest corporations in the world, the margins are all in AI.
For consumer / gamers GPUs prices to come down, we would need a Xiaomi, Realme, Oppo, or even Huawei moment but no sign of that.
For consumer / gamers GPUs prices to come down, we would need a Xiaomi, Realme, Oppo, or even Huawei moment but no sign of that.
For smartphones, Statistica (and others) have these kind of charts:
In GPUs, we all know that Nvidia think of themselves as Apple, and "we are not a budget brand" AMD would be Samsung. In the current smartphone market that is only 38% or so.
The rest are budget brands and those are missing from the GPU market.
Barriers to entry are simply too huge, or at least there is a stratosphere high patent-wall.
I'm one of those people who cannot be bothered being tied to overpriced contract phones or just generally over paying for them at all. I don't use my phone like most people do, to me its just a phone.
A couple of weeks ago after some research i went to argos and bought a Xiaomi Redmi Note 12 128GB.
120Hz AMOLED screen
Qualcomm SM6225 Snapdragon 685 chip
Even comes with a boxed 33 watt charger, try finding a phone these days with a boxed charger at all let alone a fast charger.
£180.
I'm not surprised to see them on your chart coming from nowhere at 13.7%, not far behind Apples 17.7%, its a very nice phone (it even feels quality in your hand) for half the cost of something like a Samsung A34 which is no better.
It would be nice to have a Xiaomi in the GPU space but i suspect Xiaomi are heavily subsidised by the CCP, for those who might sniff at that... all phones and their internal components are made in China.
Xiaomi Redmi Note 12 4G review
Just like last year, Xiaomi came through the door with a slew of Redmi Notes this year and there seem to be versions for different markets as well. Four...www.gsmarena.com
In reality, what you're looking at in smartphone is not as differentiated as it seems:I'm one of those people who cannot be bothered being tied to overpriced contract phones or just generally over paying for them at all. I don't use my phone like most people do, to me its just a phone.
A couple of weeks ago after some research i went to argos and bought a Xiaomi Redmi Note 12 128GB.
120Hz AMOLED screen
Qualcomm SM6225 Snapdragon 685 chip
Even comes with a boxed 33 watt charger, try finding a phone these days with a boxed charger at all let alone a fast charger.
£180.
I'm not surprised to see them on your chart coming from nowhere at 13.7%, not far behind Apples 17.7%, its a very nice phone (it even feels quality in your hand) for half the cost of something like a Samsung A34 which is no better.
It would be nice to have a Xiaomi in the GPU space but i suspect Xiaomi are heavily subsidised by the CCP, for those who might sniff at that... all phones and their internal components are made in China.
Xiaomi Redmi Note 12 4G review
Just like last year, Xiaomi came through the door with a slew of Redmi Notes this year and there seem to be versions for different markets as well. Four...
Maybe if they cut prices they'd sell more GPUs allowing them to cut production costs per unit as buying components in higher quantities leads to better deals.
I think that's a slightly ridiculous notion really. AMD are already manufacturing in volumes that would assure them the best available prices on components. They're not a tiny start-up buying things in batches of 500 from DigiKey.
Then you have to wonder why their margin is so low compared to Nvidia when they are virtually charging the same if not more per mm2 of TSMC 5nm silicon while also supposedly having a cheaper deal with TSMC.
