AMD Will Be #1 In Visual Computing In The Next Three Years

H

HardOCP News

[H] News
Joined
Dec 31, 1969
Messages
0
AMD released a slide deck in conjunction with their 2016 Q3 earnings call earlier this week and one of the more interesting slides talked about the company's focus over the next three years. As you can see from the slide below, AMD has set some fairly lofty goals, including becoming #1 in visual computing.
 
While we can all laugh at AMD, it's not really surprising that they would try and hype up investors during an earnings call.

Though, I hope they're successful. Nvidia is getting a little too comfortable at the top and I think we'd all benefit from real competition between high end video cards.
 
Well gotta have goals! Can they execute to reach those goals.... That is a different matter.

LOL just about to say #2 in 2 horse race is not much of a goal lol.
 
razor1 said:
Well gotta have goals! Can they execute to reach those goals.... That is a different matter.

LOL just about to say #2 in 2 horse race is not much of a goal lol.
Click to expand...
what does AMD do vs Nvidia in total gross sales?
 
2.5 million vs 11 million per quarter *without seasonal weakness
 
Market share =/= performance king. With the exception of ridiculous pricing, I don't see howyou can be market king without being performance king... Unless you are selling seriously cheap. Interestingly enough, the verbage between cpu and gpu segments is not the same at all, either.
 
14.jpg


Gotta love this slide lol

"Regain GPU share based on performance-per-watt of our new GPU's with "Polaris" architecture and software leadership" WTF! What leadership do they have in perf/watt? LOL Hopefully this was just written wrong.....

"most competitive product road map in decades" sorry but I hope they are talking about CPU's only cause they had quite a few GPU's that were competitive......
 
razor1 said:
14.jpg


Gotta love this slide lol

"Regain GPU share based on performrance-per-watt of our new GPU's with "Polaris" architecture and software leadership" WTF! What leadership do they have in perf/watt? LOL
Click to expand...

Prepositions elude you
 
alxlwson said:
Prepositions elude you
Click to expand...


Prepositions after a conjunction should always be explicit, which not everyone does, so yeah think it was just written wrong. Its one thing when talking but another when you should be pretty clear about it instead of using a colloquialism,
 
razor1 said:
Prepositions after a conjunction should always be explicit, which not everyone does, so yeah think it was just written wrong. Its one thing when talking but another when you should be pretty clear about it instead of using a colloquialism,
Click to expand...

Indeed. So more so perhaps a lack of reading comprehension? Or is it fanboyism and semantics?
 
when I mean it should be explicit it means you need to point out where it goes to, not that is automatically explicit lol. You should repeat the proposition to be explicit. But both ways are correct.

In any case that slide is a lot of BS, they aren't going to drive sales from Polaris, you will see that with this quarters numbers, that is why they didn't talk about them (marketshare figures or volume sales for that matter) in this call. And they boasted about them in the last call for this coming quarter. AMD does this all the time, when they say one thing then the next quarter comes and it doesn't happen, they just push it under the rug.

We know their current product stack is inept at driving VR. Got an entire thread of AMD BS marketing about that!

CPU's are still up in the air, competitive to what exactly? Its like they are in their own little fish bowl, because reality is they are getting squeezed by nV and Intel and for them to have breathing room, one of them has to mess up or AMD has to come out with something that can't be denied.... Sorry being number 2 in a 2 horse race, you are not going to survive. It just doesn't happen. It has never happened in any industry let alone semiconductors where ever generation costs are doubling just to maintain status quo. And you can ask any economics major or professional about that, markets like semiconductors or tech even, don't sustain #2's for very long the cost of business is too great to continuously innovate without a niche, AMD has no niche and that has been their problem they are going head to head against companies that have had more vision, more influence, more resources, and this is why they are in the state they are now. It wasn't that they weren't capable years ago, its just they messed up, and to get back from that mess up takes much longer then the down fall.

This is why they don't talk about reality in these conference calls.

For them to get #1 in graphics, they have to take nV's mindshare and then take their marketshare away, its a saturated market, that is not easy to do when your resources are low. Even a three year plan that is a ridiculous assessment, its like when they are comparing Polaris to a 2 year old Maxwell, yeah it sure looked good right? Not really just outing the 970? That was a great achievement to compare a 14nm card to a 28nm?

Yeah it would have been good if Pascal wasn't around but seriously who would believe that kind of crap? Not even good, just OK.

Now CPU side, its like Kaby Lake doesn't exist for them, they know its coming, then you have Sky Lake Xeons that are coming out too. Are they really just saying they aren't expecting anything better from Intel other then last generation products? You know what that means right, Zen is not going to be competitive at all at the top end, if they are not expecting to get much marketshare, and when they say "strong" and use words like this, it means they are hoping Intel doesn't come out with too much, not that they are confident about their product stack.

IF AMD has something they could talk about, you can bet they will talk about it, and they will do it in a very confident way, not like this, wishy washy crap.

Damn they showed Zen match Broadwell right? That is the way they present stuff when they can do it. When they can't do it, they are very meek, and try to sooth everyone's expectations by doing slide presentations like this.

We fell for it with Polaris didn't we? How about the r600, how about Bulldozer, how about phenom? Quite different when you saw the 4xxx or 5xxx right or AMD 64 or x2 products right? Their attitude was much different when it came to conference calls.

Worse yet Zen is just one quarter away, if Intel isn't capable of doing anything against Zen, it won't be able to do anything in another quarter, or two or three,actually it will take them close 3 years before they can make a response to Zen if Zen was truly the next coming of Athlon, and if it was even only competitive with Intel's latest and greatest it will take market share away fairly quickly in the desktop segments, which AMD did not talk about, because I think they know they aren't going to.

Server market is untouchable if Zen doesn't outclass Intel, there is nothing Zen provides over Intel, servers will still be Intel's. Added to this if they were performance competitive to Intel's processors, they will have to wait for contracts to run out which can be as long as one year sometimes even 5 years, I know it sounds a bit crazy about 5 years in the tech world, but some companies have contracts like that.

This is simple economics, AMD is a very far away number 2 in both markets they compete in are saturated and mature market

A saturated market is one that the product itself creates demand, pretty much everyone knows what the hell they are buying for the most part, so if they can't be competitive in everything, they aren't going to be able to gain much market share. So do we see that happening against Intel or nV's products in the short term *3 years is short term.

A mature market is one where the volume of sales has reached peak levels. The only way to get more people to buy products is either create a new market or steal sales from the existing volume. AMD isn't creating anything new, so they have to steal from nV or Intel. And that doesn't happen that easily unless you have a competitive product.... Yeah I can see it happening if there were no new products from Intel and nV but that isn't reality.
 
Last edited:
Krixon said:
While we can all laugh at AMD, it's not really surprising that they would try and hype up investors during an earnings call.

Though, I hope they're successful. Nvidia is getting a little too comfortable at the top and I think we'd all benefit from real competition between high end video cards.
Click to expand...
I am not so sure I agree with the the thought that NV is "too comfortable." How so exactly?
 
I'm about as hardcore fanboy for AMD as they come, but I'm not blind. If I had to put down money for a GPU today it'd be 2 1080s to power VR. I've got plenty of horse power now and a freesync monitor, so I'm happy waiting for Vega, but if it flops then oh well.
 
Either Lisa Su has been hitting the crack extra hard or they're really planning on Vega having a set of 20lb brass balls vs Volta.
 
Krixon said:
Meaning that they are comfortable releasing $1200/$700 graphics cards without any cause for concern since nothing AMD has brought out can touch the performance of the 1080/Titan XP. NV owns the high-end enthusiast market for this generation. There's no competition. And when there's no competition, there's no reason to implement competitive pricing.
Click to expand...
OK, did not read NVIDIA being "too comfortable" as kicking the shit out of AMD and charging whatever they can in the market. "Too comfortable" to me means that NVIDIA have stopped trying to kick the shit out of AMD. Thanks for explaining.
 
You know though, I kinda hope they're not just spouting bullshit for investors. A competitive AMD would be a great thing for the market in general.
 
Well I think we all know that AMD is about to drive %90+ of the VR market. Is that a secret?
As for the other goals? Well Vega seems on paper to be formidable, as does Zen. Neither will be number one in their category, but a strong number two is a lot better then plain number two right?
 
TBH I an interested on what Zen could do.....will I buy one? O fuck no i waited on bulldozer and once Kyle did a review. I bought an I7 920 and never looked back.

Do I wish AMD to do well? Of course. Paying these absurd prices for Video cards is getting old.
 
Brackle said:
TBH I an interested on what Zen could do.....will I buy one? O fuck no i waited on bulldozer and once Kyle did a review. I bought an I7 920 and never looked back.

Do I wish AMD to do well? Of course. Paying these absurd prices for Video cards is getting old.
Click to expand...
So you don't know what Zen could do (your words) but it is a "O fuck no" because Bulldozer?
Really bro?
 
funkydmunky said:
So you don't know what Zen could do (your words) but it is a "O fuck no" because Bulldozer?
Really bro?
Click to expand...

Of course. I love to see new hardware and what it can do. But AMD Hyped Faildozer and Fury X, both of which were just failure IMO.

I had a Phenom II X4 and waited on bulldozer because of the Hype. But then the Truth came out. Introduction - AMD Bulldozer / FX-8150 Desktop Performance Review
CPUs and DX11 Gameplay - AMD Bulldozer / FX-8150 Gameplay Performance Review
Introduction - AMD FX-8150 Multi-GPU Gameplay Performance Review

AMD still has not recovered from Faildozer.
 
Doesn't hurt to set your sights high.

Hopefully there are more to them than just pipe dreams though.
 
Brackle said:
Of course. I love to see new hardware and what it can do. But AMD Hyped Faildozer and Fury X, both of which were just failure IMO.

I had a Phenom II X4 and waited on bulldozer because of the Hype. But then the Truth came out. Introduction - AMD Bulldozer / FX-8150 Desktop Performance Review
CPUs and DX11 Gameplay - AMD Bulldozer / FX-8150 Gameplay Performance Review
Introduction - AMD FX-8150 Multi-GPU Gameplay Performance Review

AMD still has not recovered from Faildozer.
Click to expand...
Yes we know. Their next chip is called Zen which hasn't been released.
 
well good luck.... i switched to intel cpus years ago, and nvidia gpus last year. i havnt seen any reason at all to ever go back to amd at their current rate.
 
Isn't AMD going to drive VR for both the Xbox One and the PS4? If so, I'd say 90% of the VR market is about right. The rest of the 10% will be from the ultra elite able to afford the high price of a PC VR market.
 
  • Like
Reactions: noko
like this
It doesn't cost much to have a clown make a slide. To deliver actual performance and products, much different. But why stop a row of 10 years of lying. They just had anniversary in that regard. There is nothing AMD cant do, until they have to deliver the products. They always get amazing paper performance but not so great in the real world.
 
What does #1 (or #2) even mean? Volume sales? Performance? Something made up?

I think a lot of folks here are forgetting that most consumers using VR aren't going to be using it with a AMD or Nvidia graphics card. PC gaming is already a niche market - VR PC gaming will be even more so.

Your average consumer is going to be strapping a phone to their face or using a console. Nvidia and AMD will easily be #1 and #2 as far as performance goes compared to these solutions - and they'll likely be the minority of the market (for now).
 
I feel like the last truly competitive card they released was the 290x, which was quickly made nearly obsolete with the release of Maxwell. Since then Nvidia has run a muck with their prices. #makeamdgreatagain
 
visual computing anything to do with graphics.

And no AMD has no major data center contracts at least not yet.
 
You must log in or register to reply here.
Back
Top