Friday, October 19, 2018

A Short Response to AdoredTV's "How Nvidia Won and AMD Lost the GPU War"

AdoredTV claims of booming sales for AMD with the fastest gaming GPU in 2011 are contradicted by two errors!

As everyone knows, the biggest disruptive event for PC gaming GPUs sales happened in October 2010 - the first public release of GPU mining code for Bitcoin Network. Yes, a lot of new high-end AMD GPUs where being bought up by crypto-currency miners from that point onwards. Therefore, the new business sales data includes a lot of sales to people starting off the crypto-currency GPU mining scene - booming sales of GPUs for AMD.

When we look at the Steam Hardware Survey for the years 2010 and 2011:

Nvidia: 59.11%

ATI (AMD): 32.98%

Today, Desktop GPU shipments by Nvidia and AMD are:

Nvidia 65%-70%

AMD 30%-35%

Varying according to how much risk each business takes on unsold inventory.

That entire period of ATI (AMD) releasing faster and faster gaming GPUs resulted in a very tiny 5% change in market share and the emergence of crypto-currency mining was the principal reason for increased new business sales of high-end gaming GPUs.

Towards the end, AdoredTV seems to not understand business commitments at different price segments.

Polaris on 12nm is a required product, which AdoredTV simply refuses to accept. Polaris on 12nm is required by Apple, AMD's AIB partners and OEMs. At, the $170 to $250 AMD has to offer an improved product each year.

This is Polaris statistics:

Driver Optimisations +8% performance 1st year and -3% 2nd year, net gain 5%.

Polaris 14nm architectural tweaks +8% performance 500 series.

Polaris 12nm node shrink and tweaks +12% performance.

That is going to be 25% performance change over 2 years at $170 to $250 price point at no extra cost to the end users who are only willing to spend under $250 on a gaming GPU. That is what PC gamers expect: a 25% performance increase over a 2 year period at the same pricing.

This is the essential problem with AdoredTV: AMD delivers exactly what customers asked for e.g. more performance at the same prices (incrementally).

AdoredTV get's upset and says: "your gonna lose no matter what".

Nvidia charges more money for performance people use to get for free every two years and AdoredTV says "people are gonna buy it no matter what".

The sales of new desktop GPU shipments will stay around the same percentages, Nvidia customers will simply be a bit poorer and AMD customers will simply be a bit richer.

And, all of AMD Subreddit would rather be in the latter group, than the former group.

Discuss


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