The GT300/Fermi Thread - Part 2!

[weston]

yes, but depending on yields it kinda doesnt matter anymore...

rv870 = 100% yields
150/150 = 25us$

GF100 = 33% yields
33/100 = 100us$

GF100 = 50% yields
50/100 = 70us$

GF100 = 66% yields
66/100 = 53us$

at 50% yields the difference in chip cost is already acceptable... 50$ isnt much, and consiering that fermi is 50% bigger and SHOULD be at least 20% faster, nvidia can easily charge 50$ more for fermi than an rv870 part... so that means if fermi hits 50% yields AND perf is 20% better or even more, nvidia will make as much money selling GF100 as ati does selling rv870...

nvidia clearly never aimed for high yields with fermi, they knew it wouldnt be good, but they didnt expect the claimed single digit yields, which is a huge deal breaker for them...

where did you get your pricing on gpu dies? each wafer can fit roughly 94 dies and costs $5000. if fermi get's 40% yield it's $131/gpu. at a similar defect rate, ati would get roughly 70% yield which is about $48/gpu. Add in extra cost for PCB of fermi needing more memory chips, wider bus, more connections, etc...you end up with well over $100 more per complete card.

http://www.brightsideofnews.com/prin...-analysis.aspx