[HN Gopher] AMD deprioritizing flagship gaming GPUs: Jack Hyunh ...
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AMD deprioritizing flagship gaming GPUs: Jack Hyunh on New Strategy
vs. Nvidia
Author : pella
Score : 16 points
Date : 2024-09-08 17:32 UTC (5 hours ago)
(HTM) web link (www.tomshardware.com)
(TXT) w3m dump (www.tomshardware.com)
| RcouF1uZ4gsC wrote:
| This sounds like MBA think vs reality.
|
| A lot of the people who are buying mid-range GPUs are asking
| their hardcore gamer friends with high-end GPUs for advice about
| what to buy.
|
| If AMD isn't competing at the high end, they are missing out on a
| very valuable funnel for mid-range GPUs
| hypothesis wrote:
| I'm not so sure, his comments about PlayStation 5 do sound like
| practical reality.
| Farfignoggen wrote:
| The Majority of the gaming market's TAM is in mainstream GPUs and
| not Flagship GPUs! And all of Nvidia's Large Monolithic Graphics
| oriented GPU die Tape-Outs are for the Professional Graphics
| Workstation market first and foremost with some limited number of
| those Large GPU die samples not making the binning grade for Pro
| Workstation market usage and so that gets binned down for
| Flagship Consumer gaming!
|
| And both AMD and Intel lack much of any larger Professional
| Graphics Workstation Market presence and the Pro Markups to
| justify that kind of investment for giant monolithic GPU Die
| Tape-Outs for Pro Graphics Workstations!
|
| Take Nvidia's GP102 tape-out from the past as an example and that
| Giant tape-out had more Quadro Branded SKUs and only one consumer
| branded binning, the GTX 1080Ti! And it's the same for Nvidia's
| later generations where that's for Quadro/A-series branded Pro
| Graphics workstation GPUs where Nvidia "__102" Tape-Outs are
| mostly Quadro/A series(The A series branding has supplanted
| Quadro branding for Nvidia Pro Graphics Workstation GPUs).
| kcb wrote:
| I don't know about that. It wasn't long ago that gaming
| dominated Nvidia's revenue. Professional non-datacenter GPUs
| were never really on top. No doubt in my mind the 1080ti, as it
| was basically a legendary gaming GPU, sold many multiple more
| units than all those Quadro SKUs combined. So I would say the
| truth is the opposite, the majority of the GP102s were binned
| as 1080ti with the exceptional few as Quadros.
|
| Example: https://cdn.wccftech.com/wp-
| content/uploads/2019/11/NVIDIA-Q...
| Farfignoggen wrote:
| GP102 had more Quadro/Pro Branded SKUs/Binnings and one
| consumer SKU for the runt die samples that did not make the
| binning grade to get branded Quadro and so that became the
| 1080Ti. And the more than one 1080Ti variant was because that
| was VRAM capacity and memory clocks related for market
| segmentation reasons!
|
| And then Nvidia created Volta for the Data Center and AI as
| that had the first generation Tensor cores in a GPU.
|
| TU102 was the same and for Quadro at the high end with some
| consumer binning as well and even the top end TU104 was
| initially reserved for Quadro until the Turing generation
| cards were getting ready to be replaced by the Ampere cards.
| And the Top end TU104 binning eventually was released for
| gaming usage(under the Super or Ti Branding).
|
| Nvidia's Pro Graphics Workstation market domination has given
| Nvidia the funding to create those Giant Monolithic Tape-Outs
| and Billions for the mask-sets for that every generation. And
| maybe the gaming revenues were large relative to non gaming
| at one time but not any longer and most all of Nvidia's later
| acquisitions of other companies were for the Data Center
| Market and not consumer/gaming!
|
| Gamers have some sort of collective Myopia with regards to
| Nvidia's focus on gaming only and gamers! And Nvidia's/Tech
| Press's marketing focus helped establish the appearance of
| Nvidia as a gaming only company. But look at Jensen's
| Keynotes over the last many years and even at consumer/gaming
| focused events and Jensen's Keynotes were/are mostly
| AI/Enterprise and cloud services focused, much to the chagrin
| of gamers!
| kcb wrote:
| Go check how many second hand 1080 TIs are on the market vs
| all GP102 Quadros and Teslas. I think the myopia is in the
| other direction. Counting SKUs is not evidence of unit
| sales.
| phil21 wrote:
| Do you have any references for this? Given the basic
| hacking on GPUs I was doing during that era, my memory
| leads me to believe the binning was pretty much in the
| opposite direction than as you describe.
|
| I'm not a major gamer, so I don't believe I have any myopia
| on this topic in that manner. As far as I can recall
| though, the GPUs with the heaviest overclocking capacity
| (including memory) were the flagship gaming GPUs and not
| the workstation Quadro based stuff. Volume was certainly in
| the gaming favor though and I don't believe it to be even
| close. SKU count is more or less irrelevant.
|
| My memory is certainly fallible and I was not as knee deep
| on the nvidia side during that era so I could very well be
| wrong. This goes against everything I remember from the
| firmware and overclocking side though. I don't know why
| nvidia would have started locking down firmware so hard to
| keep the "pro" features locked into the workstation SKUs if
| it was an actual hardware binning situation vs. artificial
| crippling. This was right around the time that they started
| to really get into the datacenter space so it could be
| simple coincidence.
| nothercastle wrote:
| They should absolutely be pushing the OEM gaming market. Every
| low end 600-900$ pc should be bundled with a Radeon and not a
| 4060. If they can hit that for a couple years they will be king
| of the hill eventually because all developers will have to test
| and optimize for amd. Then it's just a matter of rolling out a
| high end card to take advantage.
|
| The problem for AMD is that the 4060 mobile is an absolute killer
| laptop card. AMD needs a low power consumption high power apu to
| compete.
| kolinko wrote:
| Not if the rest of the PC market goes the way of Apple - where
| with M chips you dob't need a separate card to do decent gaming
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(page generated 2024-09-08 23:02 UTC)