Awwwwww :buddies:
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How much will the release of Cayman and GF110 impact lower end prices? I'm waiting to pickup a 68xx or a GTX 460.
I doubt the mainstream prices will drop since the high end will be priced much higher than 239$ (6870). I'd wager 6950 will be 300$, 6970 400$, and 580 450$. Of course that depends on how they perform, but I don't see them having an effect to mainstream and low end in any case.
It might occur naturally and without any interaction with the cayman and gf110, I thought quantities were going to be bad because of what the CEO of AMD said. But we are already seeing sales for the 68xx cards and to me this means either quantities of the 68xx are good or the sales of this generation are not so hot. I think its a combination of both because we never saw sales below MSRP of both cards until many many months after with the 5xxx generation. In canada, you can find a 6850 for 169 dollars which is really surprising because at that price, it is a pretty good deal. The size of cayman(an estimate from the PCB shot) indicates to me that they are going to be in entirely different price arena's so they wouldn't interfere anyways.
"The size of cayman" may tempt AMD to sell it expensive, but the "size" is not going to be the final chapter. The competition would decide the pricing. That's why you find those 68xx on sale now, because nVidia has been pushing by a good price-drop.
Next round will have better pricing in both camps, because nVidia has proven to be serious to fight by all means, both by price-drops and countering AMD's new GPU right at release. This will push down the pricing in bot camps, no matter how "big" chip they got or what's the costs of manufacture it, in my opening.
At the end of the day, are the prices Nvidia is selling them at sustainable?Quote:
Originally Posted by Charlie Demerjian
Yeh sure, it's good for everyone in the short term, but we will pay for it in the end when AMD or Nvidia don't make enough cash to plow some back into R&D as they otherwise would have, so we then end up paying more for less in the future.
In short, you are like a Turkey cheering for Christmas...
Don't worry, they will survive. Both has been milking us in last years "peace"-period to live on that for a good while.
We need good competition, with a good fight, otherwise they (both of them) will milk us the moment they get a chance. Competition will prevent overpricing, don't worry they won't go under by selling GPUs at real prices.
Really? Like AMD graphics made a poxy $1m last quarter?
And rumours that even Nvidia are about to have a really lousy quarter because of all their fire-sale discounting.
Ultimately Nvidia are financially more stable and have the cash reserves to ride a short term financial **** storm because of the success of G80/G92 and the professional sector, but that will only help Nvidia for so long, until they have to begin cutting back on R&D.
R&D is the life blood of innovation, without it we get inferior products for our cash.
Some people have been promoting the idea of brand-loyalty to the level of doing charity to these companies. These guys don't do charity for nerds, why should we care about how they make (or don't make) money? they better do R&D if they want to stay in business. If they don't, somebody else will come and fill the gap, for sure.
Anyways, only shareholders and those on the pay-check of these companies should care about these stuff. We, frequent consumers of GPU, need a good competition to get real prices.
Who told you there is no money in GPU-business?.
If one company drops out (because of the lack of R&D) then there is a big opportunity for others. This is how business works, in reality. Just look at the history of GPU-making, many of them has dropped out, but we didn't run out of good GPUs, did we?
Intel (and others too, I guess) are watching these guys closely, and will replace (fill the void/gap), because there is a lot of money to make on GPUs.
These guys better do R&D if they want to stay in business, or others will do it and make money in GPU-business. But i don't think any of them will drop out any time soon, because this a good business and they both are doing a good R&D.
Well for now every intel attempt at GFX has been a failure so i wouldnt look up to them in that regard.
S3 is pretty much dead, matrox too, powervr makes some cell gpus, maybe them.
All in all, a decent at stable nv/ati fight would be best :)
Both nVidia and AMD/ATi had been doing good lately, but nobody knows what happens in the future. Both Intel and AMD are going for IGP, and that can be a game-changer for low-end and OEM marked. That's where these guys makes most of their money.
It remain to be seen what kind of IGP we are going to get, but it will probably affect the OEM and low-end marked, and present a challange for nVidia and AMD in coming years.
Oo re-read what you said .... why would it create a challenge for amd who has the fusion line comming in 2011 ?????
We are talking about dedicated GPUs here.
Upcoming IGPs will present a challenge for both nVidia and AMD's dedicated GPUs that they sell to low-end and OEM marked, we are talking about here.
Sometimes people mean the same thing, but wolf-pack and football-team mentality, tends to create misunderstandings.
I think I understand what snow is referring to,
he is saying that Fusion is not a challenge for AMD, since APU will replace low end in a cpu/gpu solution, which is something Nvidia does not have, (I gather its because they do not have a x86 license).
And so the battle might be between intel (lacking Dx11 among other things) and AMD... if manufactures can give a gpu embedded in the cpu to save costs, well I don't really see Nvidia retaining any market share in that particular cluster