http://www.anandtech.com/show/11690/sk-hynix-customers-willing-to-pay-more-for-hbm2-memorythe company’s customers are willing to pay up to 2.5 times more for HBM2 versus what they paid for HBM1.
I think with apple not being as performance „competitive“ as the windows world, they can afford to run the chips there at the inflection point of the power/performance curve and not have to manually force it beyond that because of missing 3-5% compared to a competing product. Ah, the joys of non-competition (in the apple world, that is).I wonder if amd is binning and saving some of the better chips for apple. I don't think apple would be very happy with the power consumption of current vega chips.
It could be as simple as comparative performance. Given the size, complexity and memory choice, we have to assume that Vega is considerably more expensive to manufacture than GP104. A lot of the extra parts of Vega introduced are focused on compute to cater for more professional markets but these don't necessarily translate to gaming performance currently. In the end they end up with a GPU that in general gaming performs on par with GP104 so they can't exactly price it at 1080ti level which they likely really wanted to do.Then why would AMD make this move to cover the real MRSP of vega and going so far of even sell first cards at a loss?
My commend was in response of someone saying that that wasn't the case and that VEGA is cheaper than 104.It could be as simple as comparative performance. Given the size, complexity and memory choice, we have to assume that Vega is considerably more expensive to manufacture than GP104. A lot of the extra parts of Vega introduced are focused on compute to cater for more professional markets but these don't necessarily translate to gaming performance currently. In the end they end up with a GPU that in general gaming performs on par with GP104 so they can't exactly price it at 1080ti level which they likely really wanted to do.
It's likely Nvidia's price cuts killed their ability to try and make clear profits from Vega from general consumers.
Ah I see. Then I have no idea.My commend was in response of someone saying that that wasn't the case and that VEGA is cheaper than 104.
Stock availability is incredibly low, with AMD blaming day one demand for RX Vega and its incredible reception - but I don't think that's the case. I had an industry source tell me there would be less than 16,000 units available in the months post-launch, and it seems I was right. I've had another source tell me that those numbers are even lower, hovering somewhere in the 5000 region - if that's true, it would be disasterous.
Then we have the other side of the fence where miners are being blamed, except that AMD is giving miners a huge boost by providing mining performance improvement through specific drivers for Radeon RX Vega. If AMD was so anti-mining and pro-gaming, these drivers would've boosted gaming performance, and not mining.
I reached out to AMD for clarification, where they said: "Day 1 demand for RX Vega has been incredible and has resulted in out-of-stock situations in a number of outlets. We're working hard to have stock replenished in the next few days". As I said above, I don't see how demand can be so strong when reception to RX Vega was so luke warm and underwhelming. I've read so many reviews since launch, and it seems that's the case.
I don't know a single person who has purchased Radeon RX Vega 56 or RX Vega 64... that is a telling sign.
Okay. I know I started this and I got a thread over at OC UK I gotta answer too to. People keep asking me to ask everyone I know about it and I have been and I've been getting a lot of answers and some are right some are wrong some are good and some are bad, but after analyzing it all and a lot of soul searching I think I can say and answer with heartfelt conviction;
fuck.
There was this console trying to enter the market you should look in to the history of, I forget the name of the company that was making it but they were definitely selling their xboxes at a loss.Sounds fishy as hell though. A product that retailers sell at a loss by default? Is there even a precedent for such a thing?
Not joking, not feeling very happy or proud right now. What I know for sure I can't talk about, but I think I can say that if I'm understanding the situation right (and I'm leaving room for doubt that I'm wrong, I'm hoping to hear back from someone saying so but I'm not holding my breath either) then it rubs me the wrong way very badly and I think could be/have been handled much better and makes me disappointed with a company I happen to hold in great regard.
So no Alexko, I'm not joking. I really looked in to it with a number of contacts from all over and I don't like what I'm hearing at all. No sarcasm, no defense, belly up admission that this looks/smells/probably is bad.
I love AMD, but I ain't gonna say they do no wrong especially when it looks like they're not shooting quite straight with this one. I really, REALLY don't like saying that at all; but I got this thing for the truth so I feel I had to.
Clear enough? Or ya want me to post a selfie of my sad face, because I'm wearing one.
I guess we could put ourselves in AMD's shoes. What do you do when you're low on cash and your latest product is expensive to make but has to be sold "cheaply"?
What should AMD have done?