AMD CES 2021 live stream

Pax not saying you're wrong but TSMC does not care about relationships, they want to get paid and Intel is still a big player with plenty of cash.

What we need is a competitor to TSMC, preferably in NA America. If China decides to take back Taiwan our hobby is toast.
 
pax said:
Its all silicon man and fabbing a gpu is not that much diff than fabbing a cpu. If intel can fab 5nm this fall for its low end cpus Im sure amd will fab its high end gpus by then as they have a deeper relationship with TSMC than intel does.

Intel is just trying to use TSMC as a short term fix. Whereas AMD is a large and growing long term customer.
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This is from Caveman jim who knows more than we do.

caveman-jim said:
Longer supply chain for GPUs vs CPUs means it takes longer to ramp
Click to expand...

See not the same.
 
End 2022 is pushing it tho. I think caveman meant ramp once production is underway. So theres low availability at first and more later. Not that production is delayed a whole year.
 
pax said:
End 2022 is pushing it tho. I think caveman meant ramp once production is underway. So theres low availability at first and more later. Not that production is delayed a whole year.
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Pax, Lisa Su has gone on record saying they are launching 6xxx GPU's through the stack. So the 6700XT, 6700, 6600XT, 6600 and even a 6500 are on the way. This is AMD's bread and butter and they aren't going to give it up. Nvidia are looking at RTX3060 and RTX3050 launches and the mid range is where the big bucks are.

RDNA3 will be a halo card launching into a market where AMD have currently 0% penetration. It's not a priority given the current supply/demand for GPU's. Same goes for Nvidia. Both companies are in in the market to make money not to please enthusiasts.

AMD have been on a two year refresh for a long time. I bought my 5700XT in August 2019 so if the 6700XT launches August 2021 (H1 2021 just) job done. That's just how big corporations work I'm afraid.
 
0% is a bit 'much' as some latest numbers show them selling every gpu they can make.

One big european retailer showed them at ~40% vs nvidia 60%.
 
pax said:
0% is a bit 'much' as some latest numbers show them selling every gpu they can make.

One big european retailer showed them at ~40% vs nvidia 60%.
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Pax I'm talking about the ENTHUSIAST segment. The market is roughly split into Enthusiast, high end, mid-range and entry level. By AMD's own admission the 6900/6800XT are their first enthusiast cards for a long time. All their market share is spread amongst the other three segments.

If you haven't produced an enthusiast card for a long time by definition your market share is 0%. This is the first time AMD have actually launched cards that can compete with Nvidia's best the 3080/3090 for well over a decade. Look how many ragers own a 6800/6900 (like 2) and how many own a 3080 or 3090? I get the supply issues and Nvidia has had a two months lead time.

Probably 99% of the enthusiast segment who have always bought Nvidia cards wouldn't switch to AMD because they've never owned one in the recent past and there are enough stories around concerning the true or untrue driver issues. AMD have a big hill to climb to get any traction in this segment which is why they've struggled with supply as they completely underestimated the demand from people who are now buying just about anything that gets produced which no one would have foreseen 12 months ago.
 
LordHawkwind said:
caveman-jim said:
Longer supply chain for GPUs vs CPUs means it takes longer to ramp
Click to expand...
This is from Caveman jim who knows more than we do.



See not the same.
Click to expand...

pax said:
End 2022 is pushing it tho. I think caveman meant ramp once production is underway. So theres low availability at first and more later. Not that production is delayed a whole year.
Click to expand...

I do believe Mr.Caveman was referring to the entire process to get a GPU to market. So no, it's not the same. But it also has less to do with TSMC and more to do with getting the GPU's to OEM's and everything they have to do to make a graphics card and get it to market.
 
Found it! While this is one retailer it does show amd having a presence at the high end with the latest gpu gen at least:


https://www.reddit.com/r/realAMD/comments/kyrlwr/week_3_mindfactoryde_total_gaming_gpu_sales_3585/

Mindfactory
Total Gaming GPU Sales Week 3
Nvidia Units 2145 = 59.83%
Radeon Units 1440 = 40.17%
​

Radeon Top 5 Selling Brand Lines!

1) RX 6900XT = 410 Units.

2) RX 6800XT = 395 Units.

3) RX 6800 = 205 Units

4) RX 5700XT = 160 Units.

5) RX 580 = 120 Units.

​

Nvidia Top 5 Selling Brand Lines!

1) RTX 3070 8GB = 790 Units.

2) RTX 3060 TI = 410 Units

3) GTX 1650 = 350 Units.

4) GTX 1660 Super = 220 Units.

5) RTX 3090 24GB = 175 Units.
Click to expand...
 
Pax that's only one retailer in Germany for one week and those figures will be highly influenced by which cards are available. It's got no correlation to AMD's overall penetration rate in the enthusiast sector which are based on worldwide sales over a quarter.
 
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