"Is AMD (Radeon) Actually Screwed?" ft. Steve of Hardware Unboxed

Gamers Nexus
13 Jun 202420:03

Summary

TLDRIn this video, tech experts discuss the challenges AMD faces in the GPU market, particularly in pricing and strategy. They compare AMD's performance to competitors like Intel and Nvidia, highlighting issues with execution and pricing drops. The conversation touches on AMD's need for a high-end product and better RT performance, and critiques the company's approach to product launches. Overall, the sentiment is that AMD's Radeon division struggles to compete effectively, and they must improve their pricing strategy and execution to stay relevant.

Takeaways

  • ๐Ÿš€ The discussion revolves around the state of AMD's GPU market position, particularly in comparison to competitors like Intel and Nvidia.
  • ๐Ÿ’ฐ There's a consensus that AMD's initial pricing strategy for the 7900 XT was disappointingly high, causing a negative reception that was mitigated only after a significant price drop.
  • ๐Ÿ”„ AMD seems to have a pattern of launching products at a high price and then quickly adjusting downwards, which raises questions about their strategic approach to market positioning.
  • ๐Ÿค” The conversation suggests that AMD's internal decision-making may lack a critical voice to challenge initial pricing and strategy, leading to suboptimal market outcomes.
  • ๐Ÿ› ๏ธ The speakers believe that AMD needs to improve across the board, including performance, pricing, features, and innovation to stay competitive in the GPU market.
  • ๐Ÿ’ก There's a debate about whether AMD needs a 'halo' product to compete at the high end of the market, similar to Nvidia's flagship products.
  • ๐Ÿ”„ The script mentions the rapid drop in price for AMD's 7600 XT, highlighting the company's tendency to adjust prices in response to market feedback.
  • ๐Ÿค The discussion touches on AMD's partnership with XFX and the potential for branding strategies involving AI to revitalize their product lineup.
  • ๐Ÿ“‰ The speakers express concern about AMD's ability to remain relevant in the market, especially as they face pressure from both high-end competitors like Nvidia and emerging competition in the lower-end segment from Intel.
  • ๐Ÿ† There's an acknowledgment that while AMD's architecture is good, the execution, particularly in terms of pricing and market strategy, has been less than ideal.
  • ๐Ÿ”ฎ Looking forward, the conversation suggests that AMD's future success may hinge on their ability to learn from past mistakes and adjust their strategies for the next generation of GPUs.

Q & A

  • What is the main topic of the video series discussed in the script?

    -The main topic is evaluating the state of various tech companies, specifically focusing on whether companies like Intel, AMD, and Nvidia are facing significant challenges or not, particularly in the context of GPU and CPU markets.

  • What is the Tower 300 PC case mentioned for?

    -The Tower 300 is a PC case designed to showcase the computer build with angled tempered glass windows and a unique mounting stand. It features a layout that optimizes ventilation for GPUs and CPUs, including liquid coolers, and has a quick-access cooling system for maintenance.

  • What is the general sentiment expressed about AMD's GPU strategy in the script?

    -The sentiment expressed is one of disappointment with AMD's execution on their GPU strategy. The discussion suggests that AMD's product launches and pricing strategies have not been well-received, leading to confusion and a lack of competitiveness in the market.

  • What is the '7900 XT' mentioned in the script, and what was the issue with its launch price?

    -The '7900 XT' refers to a high-end graphics card from AMD. The issue with its launch was the initial pricing at $900, which was seen as too high and not competitive, leading to a quick price drop that confused consumers and reviewers.

  • What does the script suggest about AMD's approach to product pricing?

    -The script suggests that AMD's approach to product pricing has been inconsistent and reactive rather than strategic. They seem to launch products at high prices and then quickly reduce them, which can be seen as a lack of confidence in the initial pricing strategy.

  • What is the significance of the term 'Halo product' in the context of the script?

    -A 'Halo product' refers to a flagship or top-tier product that serves as a showcase for a company's capabilities and innovation. The script discusses whether AMD needs a Halo product to compete effectively with Nvidia's high-end offerings.

  • What is the discussion about AI in the script related to?

    -The discussion about AI in the script is related to the potential for AI technology to be integrated into AMD's products, as well as the humorous suggestion of branding products with 'AI' to create a full AI-branded PC setup.

  • What is the script's view on the importance of ray tracing for AMD's GPUs?

    -The script suggests that while ray tracing is important and is being pushed by competitors like Nvidia, it may not be a significant concern for AMD in the immediate future. However, it could become a more pressing issue if competitors improve their ray tracing performance in future generations.

  • What is the script's perspective on AMD's current situation with their Radeon division?

    -The script implies that AMD's Radeon division is facing challenges and may be considered 'screwed' in the current market context. It suggests that AMD needs to improve across the board, from performance and pricing to innovation and market relevance.

  • What feedback does the script suggest for AMD to improve their GPU strategy?

    -The script suggests that AMD needs to be better at everything, from performance and pricing to innovation. It implies that AMD should have a more realistic and strategic approach to product launches and pricing to better compete in the market.

  • What is the script's final assessment of AMD's current state in the GPU market?

    -The script concludes that AMD is currently facing challenges in the GPU market, particularly with their Radeon gaming GPUs. It suggests that AMD may need to reassess their strategy and make significant improvements to remain competitive.

Outlines

00:00

๐Ÿš€ Launch Strategy and Pricing Concerns

The first paragraph discusses the challenges faced by AMD in launching their products, particularly the 7900 XT, and the subsequent price adjustments that have caused confusion in the market. The conversation highlights the company's struggle to compete with Intel and Nvidia, both in terms of pricing and product positioning. The speakers also touch upon AMD's allocation of resources to the more profitable CPU market, which might be affecting their GPU strategy. The paragraph ends with a critique of AMD's execution, suggesting that they could have launched their products at more competitive prices from the start, potentially leading to better market reception.

05:00

๐Ÿ† The Quest for High-End Dominance

In the second paragraph, the discussion shifts towards the high-end GPU market, where Nvidia's 490 is compared with AMD's 700 XTX. The speakers ponder whether AMD needs a 'halo' product to compete directly with Nvidia's flagship offerings. They also consider the importance of AI in the development of future GPUs and the need for AMD to maintain relevance across different market tiers. The conversation reflects on AMD's historical product strategy and the potential implications of not having a top-tier product to compete with the latest offerings from rivals.

10:00

๐Ÿ’ก Reflections on AMD's GPU Strategy

The third paragraph delves into AMD's broader GPU strategy, with a focus on pricing and performance. The speakers critique AMD's approach to product launches and pricing, suggesting that the company often seems to 'hope' for success rather than strategize effectively. They discuss the importance of setting realistic prices and the potential impact of AMD's supply chain decisions on their ability to compete. The paragraph also touches on the company's need to innovate and improve across all aspects of their product offerings to stay competitive in the market.

15:01

๐Ÿ”ฎ Future Prospects and the Role of AI

The final paragraph wraps up the discussion by considering AMD's future in the GPU market, the potential for a 'Ryzen moment' in GPUs, and the role of AI in product development. The speakers acknowledge the constraints faced by AMD, particularly in supply and the pressure to sell high-margin products. They also speculate on the possibility of AMD leveraging AI to improve their product offerings and the importance of staying relevant in a competitive market. The conversation concludes with a humorous note on the challenges of promoting AMD products in the current market landscape.

Mindmap

Keywords

๐Ÿ’ก7900 XT

The 7900 XT refers to a hypothetical high-end graphics processing unit (GPU) discussed in the script. It is used to illustrate AMD's product pricing strategy and the potential market response to such a product. In the script, there's a discussion about how the hypothetical launch of the 7900 XT at $900 would have been disappointing, indicating the importance of competitive pricing in the GPU market.

๐Ÿ’กAMD

AMD, or Advanced Micro Devices, is a major semiconductor company that produces CPUs and GPUs. The script discusses AMD's position in the GPU market, its competition with Nvidia and Intel, and the challenges it faces in terms of pricing and product execution. AMD's strategy and product launches, such as the 7100 XT, are central to the video's theme of evaluating the company's current state and future prospects.

๐Ÿ’กNvidia

Nvidia is a leading technology company known for its graphics cards and AI technologies. The script mentions Nvidia in the context of competition in the GPU market, highlighting its flagship products and the pressure it puts on AMD to perform. The discussion around Nvidia's RTX 480 at $1,200 contrasts with AMD's pricing strategy, emphasizing the market dynamics between the two companies.

๐Ÿ’กGPU

A GPU, or Graphics Processing Unit, is a specialized electronic circuit designed to rapidly manipulate and alter memory to accelerate the creation of images in a frame buffer intended for output to a display. The script focuses on the state of AMD's GPU division, discussing product launches, pricing, and competition with other industry leaders like Nvidia and Intel.

๐Ÿ’กPricing Strategy

Pricing strategy refers to the method a company uses to determine the price of its products. In the script, the discussion revolves around AMD's pricing strategy for its GPUs, particularly the initial high price point of the 7100 XT and subsequent price drop, which is seen as a misstep in execution that affected consumer perception and market reception.

๐Ÿ’กRTX

RTX is a brand used by Nvidia for its graphics cards that support real-time ray tracing, a rendering technique in 3D computer graphics that simulates realistic lighting. The script mentions RTX in the context of comparing AMD's and Nvidia's capabilities in ray tracing, which is an important feature for modern gaming GPUs.

๐Ÿ’กRay Tracing

Ray tracing is a computer graphics technique that simulates realistic lighting by tracing the path of light rays as they interact with objects in a scene. The script discusses the importance of ray tracing in the development of GPUs, particularly how Intel has shown competitive performance in this area, which could pose a challenge for AMD.

๐Ÿ’กRDNA 3

RDNA 3 refers to the third generation of AMD's RDNA graphics architecture, which is used in their GPUs. The script speculates about the potential of RDNA 3 and whether AMD's future GPU lineup will be well-received, especially considering the need for a halo product to compete at the high end of the market.

๐Ÿ’กHalo Product

A halo product is a product that is designed to create a positive perception of a brand or company, often showcasing the best of what the company has to offer. In the script, the discussion about AMD's need for a halo product like the 7900 XTX with AI highlights the importance of having a flagship product that can compete with Nvidia's high-end offerings.

๐Ÿ’กAI

AI, or artificial intelligence, is the simulation of human intelligence in machines. The script humorously suggests that AMD could leverage AI in their product naming and features, such as AI SSDs and AI memory sticks, to build a branded AI ecosystem. This reflects the growing importance of AI in technology and its potential application in various aspects of product development.

๐Ÿ’กSupply Chain

The supply chain refers to the network of organizations, people, activities, information, and resources involved in manufacturing and delivering a product or service. The script touches on the challenges AMD faces with its supply chain, particularly the allocation of resources to high-margin products like CPUs, which can affect the pricing and availability of their GPUs.

Highlights

Discussion on the pricing strategy of AMD's 7900 XT and its initial disappointing launch price of $900.

AMD's quick price drop of the 7900 XT to $700, which makes more sense in the market.

The comparison between AMD's GPU performance and Intel's surprisingly competitive performance in ray tracing, particularly in Cyberpunk.

AMD's allocation of TSMC supply to their more profitable CPU products, affecting their GPU pricing and availability.

The suggestion that AMD might have benefited from launching their GPUs at a lower price point to begin with.

The importance of AMD having a 'halo' product to compete at the high end of the market with Nvidia's flagship products.

Speculation on whether AMD needs a product stack that is at least as advanced as RDNA3 to stay relevant in the market.

Concerns about AMD's ability to compete with Nvidia's RT performance and the potential impact on future generations of GPUs.

The idea that AMD's GPUs might be considered 'second class citizens' due to supply constraints and prioritization of CPU and AI products.

The potential strategy of selling last-generation GPUs as the low end while focusing on flagship products for the high end.

The impact of AMD's pricing strategy on consumer perception and the tech press's reception of their products.

The comparison of AMD's GPU situation with Ryzen's past struggles and eventual success through competitive pricing.

The role of AI in the future of GPUs and the potential for AMD to leverage AI technology in their products.

The challenges faced by AMD's Radeon division in maintaining relevance in a competitive market.

The overall assessment that AMD's GPUs, particularly in the gaming sector, may currently be in a challenging position.

The importance of realistic pricing for AMD's products and the need for a comprehensive strategy to improve their market position.

Transcripts

play00:00

they seem to Just Launch products and go

play00:01

it would be so nice if we could sell the

play00:03

7900 XT for $900 and they're like yes

play00:06

that would be great let's try it yeah on

play00:09

R tracing stuff this is something we're

play00:11

talking about where in sorry Tim come

play00:14

over here we're talking

play00:17

about Tim's going yeah change the

play00:21

editorial Direction quick I don't know

play00:24

if it's a strategy or if it's just like

play00:25

the the same up repeatedly I think

play00:28

it's that but

play00:31

The Singularity has formed and the

play00:34

Steves have collided I'm joined by Steve

play00:37

from hard run box so first of all thanks

play00:39

Steve thank thanks Steve thanks Steve

play00:43

told you that right we did it right this

play00:45

time and I'm going to wait for that

play00:48

thing to pass we call them planes in

play00:51

Australia you have planes planes well

play00:54

that's what we call them that's what we

play00:55

call them

play00:57

yes it's weird I know topic today we

play01:00

have a a video series that's been going

play01:01

on for years with Gordon maun currently

play01:04

at PC World and that video series is

play01:06

called is Intel actually

play01:09

screwed and you know I was thinking

play01:11

about it and it's just not fair to only

play01:14

talk about if intel is actually screwed

play01:16

we need to also talk about if AMD is

play01:18

actually screwed and probably Nvidia so

play01:21

uh Steve first of all congratulations

play01:24

you're the is AMD actually screwed

play01:26

co-host I'm I'm I'm happy to be he happy

play01:28

to be the co-host for the this new

play01:30

series it's an exciting time yeah we

play01:32

look forward to the chaos in the

play01:34

comments so the the topic is going to be

play01:36

on gpus We Know CPU side they're pretty

play01:37

strong right now uh so I you know I

play01:40

think the first question just broadly

play01:43

how do you feel about where AMD is for

play01:46

GPU is right now theyve got Intel to

play01:49

worry about they've got Nvidia to worry

play01:50

about they're kind of getting pinched

play01:53

from the high-end from Nvidia Intel's

play01:55

applying some pressure in the we'll call

play01:57

it the the modern lowend you know what

play02:00

do you think is is AMD screwed before

play02:02

that this video is brought to you by

play02:03

thermal and the tower 300 the tower 300

play02:06

is a full-on showcase PC case built to

play02:09

present the computer straight on with

play02:11

its angled tempered glass windows or on

play02:13

a unique mounting stand to show off the

play02:16

build in new ways the tower 300 has a

play02:18

layout that positions the GPU fans

play02:20

against the mesh panel with ventilation

play02:22

on the opposite side for liquid coolers

play02:24

and CPUs there's also an included 2 140

play02:26

mm fans up top the panels use a quick

play02:29

access coolest system to be quickly

play02:31

popped in and out for maintenance and

play02:33

you can learn more at the link in the

play02:34

description below well my feelings to

play02:36

sort of summarize them very quickly is

play02:38

disappointed I would say that's R3 like

play02:43

maybe sound harsh like cuz it is quite a

play02:45

good architecture it does work quite

play02:47

well it is competitive but I just think

play02:48

the way they've executed on it what

play02:50

we've ultimately got at least from a

play02:52

reviewer's perspective like if we look

play02:54

at the day one reviews has just been

play02:56

disappointing yeah uh yeah 7100 XT comes

play03:00

to mind $900 I think you and I had very

play03:02

similar opinions about that launch price

play03:05

just I know disappointing execution

play03:07

there not a bad product by any means I

play03:09

think it got down to about $700 us at

play03:11

one now now it makes a lot more sense I

play03:13

you know that's confusing to me though

play03:14

about AMD strategy I don't know if it's

play03:16

a strategy or if it's just like the the

play03:17

same up repeatedly I think it's

play03:20

that but but it seems it really feels

play03:22

like they kind of they launch something

play03:24

and then they panic and drop the price

play03:27

sometimes kind of fast in the instance

play03:29

of 7

play03:31

7600 um last year they they dropped the

play03:34

price so fast that it was actually one

play03:35

day before the review embargo that's

play03:37

yeah $30 off yeah yeah and so you that

play03:40

it's

play03:41

like I I don't I guess I don't get it

play03:43

where well there's a few things going on

play03:45

right because there's the tsmc supply so

play03:49

you know

play03:50

they're allocating to Epic CPU serice

play03:53

CPU where they make a lot more money I

play03:55

think the cheapest one there for the

play03:56

mainstream Parts is about

play03:58

$11,000 which is 700 XTX money but I

play04:02

think it's 4 70 square mm uh better

play04:06

margin uh ccds so it's yeah way better

play04:09

margins there probably higher yield so

play04:12

there's that juggling act there which

play04:14

you can sort of say okay well they can't

play04:16

just sell cheap radio on gpus because

play04:18

they've got to work out that W

play04:20

relocation but then on the other side of

play04:23

it you end up getting to $700 anyway so

play04:27

it wasn't like that wasn't a thing they

play04:28

couldn't do like they're not sitting

play04:29

here here saying it has to be $900 like

play04:31

we can't do it any cheaper than that

play04:33

because of w for relocation how it all

play04:35

works out but they're doing the thing

play04:37

anyway like I think it was a month after

play04:40

launch it was down about that price so

play04:41

they might as well just start there yeah

play04:43

Som XD dropped super fast that's the

play04:46

execution side of things that's

play04:47

frustrating cuz they they could have

play04:49

just done that they would have got rave

play04:51

reviews and I think the rdna 3 roll out

play04:54

would have just been much better

play04:55

received and gone a whole lot better so

play04:58

that's definitely as can't remember

play05:00

exactly how you worded it but a stuff up

play05:03

on their end they continue the the

play05:06

show they continue to do that's another

play05:08

way to phrase it yeah what so what about

play05:11

the high end right like nvidia's got the

play05:13

490 it's their Flagship amd's Flagship

play05:17

is a 700 XTX but they at least for this

play05:20

generation and the rumors are we'll see

play05:22

the rumors are Next Generation uh

play05:24

they're kind of backing off that super

play05:27

high-end direct head-to-head with

play05:28

nvidia's product does AMD need a Halo

play05:33

product or so I guess if we look

play05:34

historically right like the

play05:37

580 that for a period was kind of their

play05:41

highest end at least for that family and

play05:44

they had nothing not the the $600 price

play05:47

range or whatever except for whatever

play05:49

old might have been around yeah uh

play05:51

whatever Fury was doing at the time so

play05:54

do do they need a 40 a 90

play05:58

equivalent I'm not I'm not firm on this

play06:02

one I think they do I think they do CU

play06:04

you need the whole lineup and even now

play06:07

they're well you say they've got the

play06:08

7800 XTX which is a competitive part and

play06:10

it's pretty well priced but it is a

play06:12

performance tier below so I think you do

play06:14

need that sort of Halo product that

play06:16

compete at the top end think about the

play06:18

AI there's so much AI that can go into

play06:21

that yes AI yes yes you need the ai ai

play06:24

is it's what we need I I think if they

play06:27

had have just gone with the 7900 XTX

play06:30

because you need all the x's and then

play06:32

the AI at the end maybe I agree that

play06:34

would get them a tier up I think we

play06:36

should just replace the X's with AI I

play06:39

don't know I can you do that though you

play06:40

need a lot of x's I think that's been

play06:42

proven well if you partner with XFX you

play06:44

still get the X's I think it's actually

play06:45

plural it's X true that's true so you

play06:47

get the XFX 8900 AI T AI yes good point

play06:53

yeah yep and then you can get an AI SSD

play06:55

an AI memory stick an aii motherboard

play06:58

the other day seen there's nothing I

play07:00

haven't seen that oh maybe liquid cooler

play07:03

I saw an AI okay we're getting close so

play07:06

I think you can build a full AI branded

play07:08

PC so maybe there's hope for amd's radi

play07:12

on division but no seriously I I I think

play07:15

the answer is they do need a product

play07:17

stack that at least is at least rna3 I

play07:20

think you do need to be relevant at most

play07:23

points in the

play07:24

market you know the 57 Parts like the

play07:26

5700 XT did quite well I mean some

play07:29

perhaps driver issues aside uh that

play07:31

product did manage to perform well uh

play07:34

sort of to the mid-range and then the

play07:35

lower end offerings were probably a bit

play07:37

but it's really tough to be relevant

play07:40

when you compete for half of a product

play07:42

stack yeah so what about on R tracing

play07:46

stuff this is something we're talking

play07:47

about where in sorry one Tim come over

play07:50

here we're talking

play07:53

about Tim's

play07:56

going change the editorial Direction

play07:59

quick

play08:00

so for uh for rate tracing uh Intel has

play08:06

been really bizarrely competitive in

play08:08

some ways at least compared to AMD so

play08:11

like cyberpunk to the best of my memory

play08:13

last time we looked at it I think kind

play08:14

of price for price they

play08:17

were they were oddly enough uh okay at

play08:22

cyberpunk RT as compared to AMD that we

play08:24

like reran all the tests to make sure

play08:26

you know it came back the same way so

play08:28

it's architecturally they're doing

play08:29

something different that seems to

play08:31

benefit them you know

play08:34

how how important do we think that is

play08:36

cuz nvidia's been pushing RT forever and

play08:40

I I think you and I both for the longest

play08:42

time were like raster is what we're

play08:45

going to keep focusing on and you slowly

play08:47

add some RT but you is that something

play08:51

that should be not from a consumer

play08:54

purchasing perspective but from amd's

play08:58

perspective is that something they need

play09:00

to be worried about about you know RT

play09:03

Partnerships with Nvidia and then

play09:05

Intel's competitive the RT performance

play09:08

every generation becomes more of a

play09:10

concern so I think if what you're saying

play09:12

is we get you know a few more

play09:14

Generations down the track cuz my

play09:15

opinion right now is RT for an AR

play09:20

a770 personally don't think it's super

play09:22

relevant but what you're saying is

play09:24

technically true it does it better um if

play09:26

you're happy with very low FPS gaming

play09:28

it's very low resol sols with probably

play09:30

other qualities upale it sure AI

play09:33

upscaling get that in there so y some

play09:35

some AI upscaling you can do that uh so

play09:39

not I don't think yeah I don't think

play09:40

it's a great concern now for AMD or the

play09:42

people buying their cards we're focusing

play09:44

more on AMD here but if we get a few

play09:47

more Generations down the track and

play09:50

Intel's performance you know gets

play09:52

further and further along and becomes

play09:54

more just from entry levels and more

play09:55

mid-range and hopefully one day towards

play09:57

the high end and if they uh considerably

play10:00

better at R Racing which will be well a

play10:03

considerably more important feature by

play10:04

then then yeah that's definitely a huge

play10:07

problem for AMD so they've got well

play10:09

amd's always got their work cut out for

play10:11

them especially the radon division don't

play10:12

they so yeah another growing concern

play10:15

there for for the radon group what um

play10:18

what do you think if you have to boil it

play10:21

down in as reductive a way as possible

play10:24

if we want to provide the least useful

play10:25

feedback for

play10:27

AMD uh what do you think think their

play10:29

biggest problem is on the GPU side least

play10:33

you yeah so the biggest picture broadest

play10:37

stroke least specific criticism so you

play10:40

want me to just be like be better yeah

play10:43

let's just you know kind of like how

play10:44

they talk to the Press about we're good

play10:46

at this yeah what what do they need to

play10:49

what do they need to improve everything

play10:51

we want more performance better prices

play10:54

more features better Innovation do all

play10:57

the things uh yeah

play10:59

I think that's the kind of feedback that

play11:01

they're they're missing you know there's

play11:03

not enough people internally saying we

play11:04

should be better at everything well look

play11:06

we've tried to give them uh sort of

play11:09

serious honest uh I dare say

play11:12

professional feedback um of things like

play11:14

we talked about earlier like work out a

play11:17

realistic price for a product uh sort of

play11:21

they seem to Just Launch products and go

play11:22

it would be so nice if we could sell the

play11:24

77900 XT for $900 and they're like yes

play11:27

that would be great let's try

play11:31

and there's just like no one sort of go

play11:32

uh I have some problems with that that's

play11:35

going to not fly it's not going to go

play11:37

well they just seem to Hope and send it

play11:41

is that the impression you get that is

play11:42

the impression I get one of the most

play11:43

common comments I've seen uh about AMD

play11:47

in this on the pricing front from just

play11:49

users in the comment section has been

play11:52

AMD can't win on the strategy of $50

play11:56

cheaper than Nvidia yeah and $50 is one

play11:58

of the better disc

play12:00

yeah so so do you think is it sufficient

play12:04

if AMD fixes their pricing strategy you

play12:06

know to reenter the discussion more is

play12:09

it if I think on my side so like the

play12:12

7900 XT is a great example where uh a

play12:15

couple months ago when we Revisited it

play12:16

it was like 700 bucks or something yeah

play12:18

which is which in November was actually

play12:20

amazing it was before the Super Series

play12:23

and um that was good I I don't know if

play12:26

like if we can expect them to launch at

play12:28

that kind of pricing or not but do you

play12:30

think let's just pretend they could yeah

play12:32

right if if they could is that enough

play12:36

to by more by a larger volume of people

play12:39

be actually considered yeah I honestly

play12:42

think that's it's that simple I really

play12:44

do because again if you and I had have

play12:47

reviewed the 1700 XT at launch for $700

play12:50

and maybe Dro you know the XTX down

play12:52

closer to 900 and whatever makes sense

play12:54

you know the rest I think you called it

play12:56

a plane earlier plane yes that's right

play12:58

isn't it

play13:00

Tim sort of he's sh he's confused now

play13:02

he's just shaking his head and all right

play13:05

I think he's agreeing now so we'll wait

play13:08

for the plane to go past what was I

play13:10

saying yes so 7900 XT at the $700 out

play13:15

launch well I don't want to sort of talk

play13:18

ourselves up but I think if it have

play13:21

launched at $700 and I'm not just

play13:23

talking about you and I in a bubble but

play13:24

the whole Tech press across the globe I

play13:27

think the reviews would have been much

play13:29

more positive we would have been

play13:31

recommending it this is a great product

play13:33

um you know the S the RTX 480 at $1,200

play13:37

would have looked a bit foolish yeah get

play13:40

the 7800 XT but that wasn't the

play13:42

messaging the thumbnails I think we were

play13:43

chucking it in a dumpster and and I had

play13:46

like

play13:48

$900 something like meh or LOL or

play13:50

something like it was bad yeah I don't

play13:53

remember what hours were was but it was

play13:55

it was also pretty critical I remember

play13:57

filming it in the rain in Taiwan that's

play13:58

what I remember this is like my mood

play14:01

yeah yeah so okay so maybe if they

play14:05

adjust the pricing they can kind of get

play14:07

it back on track so it's not just the

play14:09

$50 discount Tim and I always say it's

play14:11

the ryzen strategy right cuz risen was

play14:15

not competitive for a long time like the

play14:18

gaming performance was almost borderline

play14:20

embarrassing at times productivity was

play14:22

always quite good so that was a you know

play14:24

a strong selling point and power

play14:25

consumption was Al always reasonable but

play14:28

you could sell them the gaming

play14:29

performance cuz they were Dirt Cheap

play14:31

yeah zen zen one had some hit and miss

play14:34

moments depending on the CPU y Zen well

play14:37

the 2000 series from what I remember I

play14:39

think that was 2700 was competing with

play14:42

at the at the best Ral it was the 8700k

play14:45

I think a little after maybe I'm service

play14:48

October or something yeah yeah gaming

play14:50

was still pretty rough on AMD there but

play14:52

again the pricing was crazy so it was

play14:55

hard to pass up and a lot of people

play14:57

didn't which is why they sold so well

play14:58

and again I think a 700 XT at launch

play15:01

$700 ever it's still a sort of a

play15:03

disappointing price point for that

play15:05

particular product but you know plenty

play15:06

of AR and so can they can they repeat a

play15:09

a rise in moment for gpus yeah like

play15:13

there was a lot there like the chiplet

play15:14

strategy was big for ryzen coupling it

play15:17

with Enterprise I think to your point

play15:19

earlier is huge cuz they're all

play15:21

basically the same

play15:23

silicon uh so can that replay I mean it

play15:27

could uh I don't think it will because

play15:30

there is you know the Enterprise stuff

play15:32

like yeah there's no point selling that

play15:34

silicon as a dirt cheap radon product

play15:37

when you can sell it for an expensive

play15:39

service CPU and that's the whole

play15:40

industry right now right like nvidia's

play15:42

just worked out how to do that with gpus

play15:44

to an extreme degree so AMD wants in on

play15:48

that and you shareholder pressure and

play15:51

all that sort of stuff so there's no way

play15:52

they letting them sell big huge you know

play15:55

dieses for next to nothing as much as

play15:57

I'd like that to happen and I'm sure all

play15:58

audience would as well yeah I think so

play16:01

definitely supply seems like a big

play16:03

constraint for them y ship Supply so I'm

play16:07

it's gotten that crazy and it's so dire

play16:09

now in the gaming GPU industry that

play16:12

maybe

play16:13

selling and I don't want to put that out

play16:15

there as I'm encouraging this but also I

play16:17

don't know if it would be the worst

play16:18

solution is having the CPUs or the

play16:21

server stuff the AI stuff on the latest

play16:23

node and selling the gaming stuff we're

play16:26

second class citizens let's just admit

play16:27

it now like we we just are right it's

play16:29

true it's come to that so you mentioned

play16:32

the 580 that was sort of that situation

play16:34

right um I think if people could get a

play16:36

reasonable GPU at a reasonable price

play16:38

there's obviously going to be that

play16:39

period which we're going through anyway

play16:41

where there's just no improvement

play16:43

because the previous nodes don't compete

play16:45

with the current nodes we're kind of

play16:46

seeing that with Nvidia where they they

play16:48

are at least from my observation it

play16:50

feels like they're selling the last

play16:51

generation for longer or the 30 series

play16:53

maybe it was just over purchasing but

play16:55

like they've sold it so late into the

play16:57

life of the 40 series yeah that I almost

play16:59

wonder if the strategy is going to be

play17:02

let's take the last generation make that

play17:04

the low end and then maybe we just have

play17:06

some Flagship two products it's a hard

play17:08

pill to swallow but I I I've got no

play17:12

better solution to you know obviously I

play17:15

I don't want to be seen to him be

play17:17

encouraging those sort of things but

play17:18

also being realistic and understanding

play17:20

what's going on I I so to be clear

play17:22

you're you're saying you're encouraging

play17:24

those S things yes um I just wanted to

play17:26

clarify that I'm all for AI G oh AI is

play17:30

great I love my favorite I I personally

play17:32

I love sitting you know like the 2our

play17:34

Keynotes where they just talk about AI

play17:36

I'm trying not to laugh the whole time

play17:37

while you do this and I just why would

play17:39

you laugh this is very serious yeah know

play17:41

it's my favorite I love watching two

play17:44

hours of AI and Night Market discussion

play17:49

it would have been much more

play17:51

entertaining for our audience uh we

play17:53

could have added you to the mix if we

play17:55

had have just live streamed Tim and I

play17:57

talking about it and throw you in there

play17:59

that's that's a great comedy show I

play18:01

think that would have been great yeah

play18:03

our biggest complaint was they didn't

play18:05

give us enough memes but they also

play18:07

didn't give us enough information yeah

play18:09

yeah yeah so we're kind of stuck in the

play18:10

middle so we're making up our own the

play18:12

whole way through it was a lot of fun so

play18:14

to try and answer the

play18:16

question is

play18:18

AMD parenthesis gpus uh are they

play18:22

actually

play18:23

screwed right

play18:24

now yeah I think so I think the answer

play18:27

is yes

play18:29

uh it's a tough one to answer because

play18:31

there's there's so much to it uh but the

play18:35

I guess not so much AMD gpus but the

play18:39

radon gaming gpus and it's sort of a

play18:42

similar thing with GeForce right like it

play18:43

must be frustrating being a GeForce

play18:46

employee like you're you're you're

play18:48

employed to promote these products and

play18:51

and get excited about them that must be

play18:52

a pretty tough job right now because of

play18:54

that twetter yes so that which chance be

play18:59

named but we should yeah no more yeah

play19:02

quota yeah I think actually uh every

play19:05

time we say those two letters uh I think

play19:08

a company gets its AI wns said it all

play19:11

right okay so that's going to wrap it up

play19:14

so uh obviously this is an extremely

play19:17

wellth thought out and serious

play19:19

discussion and you should take

play19:20

everything we've said with uh the the

play19:24

highest import and Trust uh but

play19:27

generally speaking

play19:29

I I think this the answer here is we'll

play19:31

need to check back and see how they do

play19:32

with the Next Generation uh but

play19:35

otherwise in the short term perhaps at

play19:37

least a little bit screwed depending on

play19:39

what you're looking at is that enough

play19:40

qualifiers have I protected us from

play19:42

Reddit uh no no I don't think that's

play19:45

possible even with all of the AI I said

play19:48

it all right well until the next

play19:51

Singularity forms thank you for joining

play19:55

me and that'll be it check their Channel

play19:57

hardw run boxed for video I'm going to

play19:59

be joining them for and that's it for

play20:01

this one see you guys

Rate This
โ˜…
โ˜…
โ˜…
โ˜…
โ˜…

5.0 / 5 (0 votes)

Related Tags
AMDGPUPricing StrategyTech IndustryMarket AnalysisHardware DiscussionCompetitionNvidiaIntelProduct Launch