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AMD Winner in Q2, Intel Up, NVIDIA Down, According to Jon Peddie Research

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Also Nvidia are fooling themselves if they think the Titan/780 and 770 have a market left or are even going to stand a chance against Volcanic Islands.
That kind of depends on three factors that as far as I'm aware haven't been factually proven. Firstly, what VI actually brings to the table performance wise. Secondly, whether the VI parts are a whole series or just a single GPU, and thirdly when the cards actually see retail availability.
From what you're saying, you seem to intimating that you have definite proof of at least two of those three factors. Feel free to share this knowledge.
AMD will instantly devalue their entire lineup, which will piss off and butcher Nvidia's so-called "boutique" GPU market
Well, that's the way of all things GPU related. Nvidia's cards are probably overdue for a price cut since the 7970's (and stillborn 7990) overly long tenure as AMD's flagship has extended the Titan/GTX 780's inflated pricing past what would be the norm. As for devaluing the entire Nvidia lineup that depends on what AMD release...and when. Hopefully a lot and soon, because if you think that a single price drop of the halo parts would "butcher" Nvidia's market (hint: it probably wouldn't. Nv could still likely lop $100 off the 780 and $300 off the Titan and still not affect those SKU's under them), then AMD must have already been butchered, wrapped, cooked up and had a fork stuck in it after cuts in April 2012...July 2012...September 2012...and of course the further price cuts for the 7970GE and 7990
which may not be much in percentage but is their highest margin market by far.
I think you'll find that the pro graphics Quadro and Tesla market offer the highest margins, and substantially higher returns as a division than do the combined GTX 780/Titan sales....especially if this price is to be believed
 
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No, because no PS4 and Xbox One shipped in Q2-2013.

I was under the impression AMD was manufacturing the chips now and getting paid for it. Are they not manufacturing those next gen chips yet? :confused:
 

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Pretty much the only people buying GPUs are the gamers, except for a small percentage of new builds.

Really? Because last I check there was a GPU in every computer.:rolleyes:

Oh the PC industry is hurting and it has nothing to do with competition from Apple and Google. Blame it all on the government and the economy.

Apple and Google are part of the PC Industry, and their hurting too. Apple PC sales have been down for quite some time now.
 
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Where are you buying from?
HumanSmoke not arguing with you on any of this...
Newegg has had a nice dual fan Sapphire 100351SR 7970 3GB OC with Boost for $310 - $30 off with coupon code VME10BTS [Exp 8/19] (when you check out with V.me by Visa) - $20 rebate [Exp 8/31] = $260 with free shipping.

http://slickdeals.net/f/6214812-SAP...rt-Video-Card-OC-with-Boost-3-games-290-AR-SH

That kind of depends on three factors
Perhaps another factor as to Titan/780 having chance to stand against Volcanic Islands is: How much can Nvidia reduce GK110 based cards before they're feeling pain? Well a least Titan, because isn't Titan the same spec chip used in a Tesla/Quadro offerings. I wouldn't think they’d want to fire-sale GK100 as along as it can be sold in their Pro-graphics lineup. I don't know if Nvidia will be willing to take a 30% drop as long as it can be sold as a Professional Workstation Graphic solution at a much higher margin. I suppose that all depends on how sales of that spec pro graphics configurations is selling?
 
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Am*

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That kind of depends on three factors that as far as I'm aware haven't been factually proven. Firstly, what VI actually brings to the table performance wise. Secondly, whether the VI parts are a whole series or just a single GPU, and thirdly when the cards actually see retail availability.
From what you're saying, you seem to intimating that you have definite proof of at least two of those three factors. Feel free to share this knowledge.

Well, that's the way of all things GPU related. Nvidia's cards are probably overdue for a price cut since the 7970's (and stillborn 7990) overly long tenure as AMD's flagship has extended the Titan/GTX 780's inflated pricing past what would be the norm. As for devaluing the entire Nvidia lineup that depends on what AMD release...and when. Hopefully a lot and soon, because if you think that a single price drop of the halo parts would "butcher" Nvidia's market (hint: it probably wouldn't. Nv could still likely lop $100 off the 780 and $300 off the Titan and still not affect those SKU's under them), then AMD must have already been butchered, wrapped, cooked up and had a fork stuck in it after cuts in April 2012...July 2012...September 2012...and of course the further price cuts for the 7970GE and 7990

I think you'll find that the pro graphics Quadro and Tesla market offer the highest margins, and substantially higher returns as a division than do the combined GTX 780/Titan sales....especially if this price is to be believed
http://hothardware.com/articleimages/Item1888/small_GPU-revenue.png

AFAIK it has been common knowledge that Volcanic Islands will be a series of GPUs, only thing left to confirm is what the parts will be sub-named to (Hawaii XT or whatever). The thing is, had Nvidia released the Titan & GTX 780 a year ago, not only would they have made a crapton of money, but they would have had their place in the market as the "premium" brand. Instead they release them 1 year late & ridiculously overpriced. And when I said these are their "most profitable" cards, I meant in the consumer market.
 
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HumanSmoke not arguing with you on any of this...
Newegg has had a nice dual fan Sapphire 100351SR 7970 3GB OC with Boost for $310 - $30 off with coupon code VME10BTS [Exp 8/19] (when you check out with V.me by Visa) - $20 rebate [Exp 8/31] = $260 with free shipping.
That sounds like the exception that proves the rule if ever I saw one. The fact that the coupon code is only valid for a couple of days kind of points to a time sensitive offer.
No doubt there will be other special offers, and most certainly further broader based price cuts- but as of today...
Perhaps another factor as to Titan/780 having chance to stand against Volcanic Islands is: How much can Nvidia reduce GK110 based cards before they're feeling pain?
Well, firstly how large is the GeForce GK 110 market in relation to Nvidia's overall revenue? How many GeForce GK 110's are salvage parts that haven't made the Quadro/Tesla grade (hint: 100%)?
It's only natural that AMD and Nvidia trade blows. When one is on the offensive the other is on the ropes. I've heard ATI fanatics forecasting a red tide sweeping all before it since the days of the Rage. R200, R300, the R400 based PE's, RV770, Evergreen, Northern Islands, Southern Islands were all supposed (to some) to write Nvidia's epitaph. But you know what? VI will likely raise the bar, AMD will enjoy the spotlight previously reserved for the GK 110, the consumer will still pay through the nose unless they pick through the bargains of a defeated line of top dogs, Nvidia will counter with Maxwell, and AMD will talk up Pirate Islands....and so on....and on....and on...
Well a least Titan, because isn't Titan the same spec chip used in a Tesla/Quadro offerings.
Tesla K20X.....2688 cores...15 SMX....384-bit...6144MB GDDR5....1:3 DP
GTX Titan......2688 cores...15 SMX....384-bit...6144MB GDDR5....1:3 DP
I wouldn't think they’d want to fire-sale GK100 as along as it can be sold in their Pro-graphics lineup. I don't know if Nvidia will be willing to take a 30% drop as long as it can be sold as a Professional Workstation Graphic solution at a much higher margin. I suppose that all depends on how sales of that spec pro graphics configurations is selling?
The GeForce branded GK 110 are salvage parts that don't meet the thermal/power/runtime requirements for Quadro/Tesla validation. The situation isn't any different from CPUs ( Intel Xeon versus Core i7 Extreme for instance. Stability/reliability over straight line speed). Likely Nvidia would have released (drip fed) a consumer GeForce in any case since the PR gained would outweigh the loss of revenue from the dies being sold under Quadro or Tesla nameplates. Care to guess how many forum threads and posts, how many news/speculation articles, how many reviews the GK 110 has generated ?
AFAIK it has been common knowledge that Volcanic Islands will be a series of GPUs, only thing left to confirm is what the parts will be sub-named to (Hawaii XT or whatever).
And that's only thing to confirm? Care to show me any performance data?
The thing is, had Nvidia released the Titan & GTX 780 a year ago, not only would they have made a crapton of money, but they would have had their place in the market as the "premium" brand.
Judging by forum members benchmarks/systems, I'd say that the price premium hasn't deterred a significant number of people from buying the cards. The Titan especially sold quite well at introduction. The only "Titan killer" was one of Nvidia's own making- The GTX 780.
Instead they release them 1 year late & ridiculously overpriced.
No and Yes. Overpriced I'd agree on, but since they've sold well you can't blame Nvidia for picking the wallets of the enthusiast crowd....there's always the option to say no thanks.
The late assertion. Not really. GK110 was always intended primarily as a pro part, and those lucrative (and high profile) contracts were always destined to be filled first with the pick of the litter.
And when I said these are their "most profitable" cards, I meant in the consumer market.
Pro graphics and math co-processor profitability >>>>>>>>>>> GK 110 GeForce profitability.
How many $650/1000 GeForces would Nvidia need to sell to get anywhere close to the pro sales made from ORNL (~19,000) and a whole raft of lower profile Cray XC30/XK7, Fujitsu, HP projects ( Piz Daint, USC, Big Red II etc.) not to mention the aforementioned "green" alternatives and the workstation market- remember that Nvidia owns ~80% of the pro graphics market)
 
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Care to guess how many forum threads and posts, how many news/speculation articles, how many reviews the GK 110 has generated
That sounds like the exception that proves the rule if ever I saw one.
Perhap true, as they now own "all of the die's" from each wafer, they might as well sell at steap dicount then just not do nothing...

Good to see how you read the Tea-Leaves
 
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btw Titan and K20x has 14SMX, 1SMX is disabled.
 
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