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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 242.22-0.7%10:05 AM EST

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To: neolib who wrote (16006)5/20/2016 12:39:34 PM
From: rzborusaRead Replies (1) of 72236
 
What I still don't get is I would think that the low end Polaris should still clobber Fury, and if its $300 cards vs $600 cards why won't margins collapse.
I don't think mainstream Polaris will have the performance of Fury, but should be great low TDP. If the shrink from 28 to 14 were true in all dimensions it would be 1/4 the area for the same transistors. Reality, who knows. My guess: Less transistors (it is main stream), who knows what size, but way smaller and should be much cheaper to manufacture. Especially considering the lack of HBM

Its interesting that several articles have pointed out that although GPU cards volume has been in steady decline for years now, revenue is actually up a bit, because ASPs are up. So just like AMD has wisely refrained from a price war with Intel in the secular PC CPU decline, so Nvidia and AMD have avoided doing so also, while also in a protracted volume decline. So at least that is good so far. But now it looks like both Pascal and Polaris are launching out the gate in the high volume lower price points and its hard to see how that doesn't affect ASPs this year.
From the article it sounds like Pascal? (not up on Nv naming) will be Flagship down type of launch. I don't know, but if so it gives AMD a window.
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