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Current State and Future of AMD Radeon Graphics: Teleconference Transcript

btarunr

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#1
You may have read our report from earlier today, covering the main points that AMD was trying to make in its recent teleconference with the European press (which includes us). While in the call, we were a little jolted by the choices of words some of AMD's executives used to describe their company's consumer graphics outlook for 2013, how they believe they can hold out for almost the entire year with little or no major updates to their product stack, and more interestingly, a few above-the-belt jabs at NVIDIA and its upcoming GeForce GTX Titan product.

Show full news post
 
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#2
Naive? I don't think so. I hope not.
 
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#3
Can someone highlight the best bits? It's too long for me to read. Thanks. :D
 
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#4
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#5
In a few words, we're doing great, no reason to get too busy, we are the best. And hey, we have a great bundle for you!
 
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#6
I think people are too held up on who has the best and fastest. Maybe in a few years better GPUs will actually be needed for next gen console graphics at 4k res but right now, I don't think people really need a $800+ titan. The bundles AMD has are actually really good. Its better for most people for AMD to offer the current bundles they do than having a card very few people can afford.
 
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#7
"…I would now like to hand over the conference to your speaker for the day, Chris Brown, please go ahead."
:laugh: was he dancing while speaking?!!!
 
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#8
Can someone highlight the best bits? It's too long for me to read. Thanks. :D
Ohh AMD :slap: talks about having the best single gpu card (even though reviews say the green camp has that crown) and ofc the best graphics card with the asus ares. Also they talk about how they have game developers in their pockets optimizing games for their graphics cards (like they optimized benchmarks to get better scores?). You know the usual.
 
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#9
Their response to Titan is the $1600 ARES II?

Cool.
 

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#10
Basically, AMD says screw Titan, the ARES II is faster. At any given price point, they offer more, and the high-end SKUs like Titan don't sell big numbers.


7970 GHZ to remain top model through 2013, but they have other 7-series cards coming, including the 8-series SolarSystem mobile cards.

Their response to Titan is the $1600 ARES II?

Cool.


I think so. WTF would they bother engineering a card for a market that sells less than 5k units? Let NVidia have the sales, I say, and so does AMD.
 
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#11
Looks to me like the biggest takeaway of this all is that they're focussing a lot more on the software side these days. The most recent iterations of their driver also reflects this and I can only applaud this development.
 

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#13
I think so. WTF would they bother engineering a card for a market that sells less than 5k units? Let NVidia have the sales, I say, and so does AMD.
Yeah, most people don't have (or aren't willing to spend) the money on a GTX Titan priced card. Hell, most people aren't even willing to buy a 7970. It's not where the bulk of the market is. If profit is nVidia concern, I think they're going to be disappointed with Titan.

Also, I find it interesting that they're saying Titan was initially was supposed to be a Tesla card. It makes you wonder if it will actually stay within that 250-watt TDP and how much more power this GPU will consume. If the TDP increases by 25% over the 680, it makes you wonder how much more the consumption is, because only a percentage of that consumed power is released as heat.
 
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#14
I think so. WTF would they bother engineering a card for a market that sells less than 5k units? Let NVidia have the sales, I say, and so does AMD.
I guess ASUS forgot to mention the dual GK110 Mars they are working on. :laugh:

But yeah in all seriousness, I don't think nV consider the ARES II a threat either, they are probably already rarer than a net profit on AMD's quarterlies.

People always want new toys to play with, and for the peeps that chase the top benches, the Titan is a far more appealing option.
 

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#15
Also, I find it interesting that they're saying Titan was initially was supposed to be a Tesla card. It makes you wonder if it will actually stay within that 250-watt TDP and how much more power this GPU will consume. If the TDP increases by 25% over the 680, it makes you wonder how much more the consumption is, because only a percentage of that consumed power is released as heat.
It's funny, because that's exactly what I was saying last week. And if the details given out recently are true, even I was overstating things. But the proof is in the pudding, so they say, and I've yet to see Titan, and AMD has yet to release suitable options for me for Eyefinity. The hardware is here, sure, but anyone that's run three or four AMD GPUs knows all about those problems.

I think they binned chips since September of last year or so, honestly, if not longer. Maybe 250000 cards? That'd definitely cove the "R&D". Devs will buy the cards. Anything under 350W for a high-end card is fine.

Actually, seeing such a large slice of silicon is rather cool, I want two or three myself. I almost bought GTX690 and held off.
 
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#16
AMD makes sense to me. Why release a newer model until sales for their POPULAR product reach a market saturation and diminish significantly?
 
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#17
WTF would they bother engineering a card for a market that sells less than 5k units? Let NVidia have the sales, I say, and so does AMD.
True enough. Nvidia are only putting Titan into the marketplace because the GPU was already up and running. The PR alone arguably worth more to Nvidia that the realized profit from selling the boards. I also think that R600 made a lasting impression with ATi/AMD on what happens when you move outside your comfort zone. AMD don't have the engineering resources to spare to cover all areas of development in any case.

I'd note that holding up a limited edition $1600 Ares II as an example of AMD's prowess then the AMD flacks pointing out perf/price advantage throughout their stack as being somewhat disingenuous- if not outright contradictory. You either play the perf/price card or the outright performance card at the expense of the former- you don't get to play both then criticize the competition on the same points when it suits- especially not within the same interview.
 
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#18
True enough. Nvidia are only putting Titan into the marketplace because the GPU was already up and running. The PR alone arguably worth more to Nvidia that the realized profit from selling the boards. I also think that R600 made a lasting impression with ATi/AMD on what happens when you move outside your comfort zone. AMD don't have the engineering resources to spare to cover all areas of development in any case.

I'd note that holding up a limited edition $1600 Ares II as an example of AMD's prowess then the AMD flacks pointing out perf/price advantage throughout their stack as being somewhat disingenuous- if not outright contradictory. You either play the perf/price card or the outright performance card at the expense of the former- you don't get to play both then criticize the competition on the same points when it suits- especially not within the same interview.
Seems that the many vendors of AMD graphic cards can and do offer a large spectrum of PRICE & PERFORMANCE...take XFX for just ONE example...TDBC, TNBC, TDFC and TNFC.
 
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#19
If profit is nVidia concern, I think they're going to be disappointed with Titan.
Unlikely imo. Releasing the Titan in any quantity means that the card stays at the top of benchmark charts until it is dethroned by a better performing reference model. By my estimation, that will comprise most of this year at least. Also likely are the chances that the GPUs are salvage parts (high leakage, errors in ECC) not suitable for Tesla and the soon to be released K6000
It makes you wonder if it will actually stay within that 250-watt TDP and how much more power this GPU will consume.
The board is likely load limited as is just about every new offering these days. The only way you'd likely exceed spec is if the user made a deliberate choice to raise the power limit.
If the TDP increases by 25% over the 680, it makes you wonder how much more the consumption is, because only a percentage of that consumed power is released as heat.
Technically, virtually all the input power is released as heat in one way or another. The Kepler arch actually seems to be rather energy efficient, and more interestingly, gains efficiency with overclocking (compared to the competition here)
 
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#20
Am I the only one that :roll: on this one.

Roy: "We should make it clear that NVIDIA is a good company, and we respect their attempted transition into being a smartphone company."
Given Nvidia only supplied chips for 1 smartphone HTC One X in 2012 and now its switched to Qualcomm HTC One.

Looks like the claws are out Meow, Cat-Fight, watch the purses fly. :laugh:
 
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#21
It's strange that there's all this fuss about AMD keeping their product lineup stable in order to keep cash flowing in and giving away free stuff for gamers, but no-one mentions that Nvidia is doing the exact same thing with Maxwell.

Then again, that announcement was last year and everyone seems to have forgotten about it. Both companies seem to be moving to a 18-month product life cycle because desktop performance at 1080p is at a plateau. Unless we all move to 30" screens tomorrow, or every second person buys a triple-monitor setup, there's not much incentive to make new stuff for people using the same monitor they did last year. You can add on the eye candy, but there's a point where it transitions from looking great to just being a waste of good resources.
 
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#22
An Nvidia engineer said lets make the K20X into a consumer card for the <1% of users for mega epeen, a filler between Kepler and Maxwell.
 
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#23
ATI tooting its horn on a card ASUS made, strange.
Show me the reference 7990's please.

I find it silly that their answer to the Tiatan is a card made by only ASUS and costs 1500-1600US and is dual GPU vs single GPU

Would two of the very best 7970GHz edition cards do about the same as the Ares? For a lot less?

Yes I'm a nvidia fanboy, I'm also a ATI fanboy as I love both companies equally, my current gpu is by ATI.
 
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#24
I guess ASUS forgot to mention the dual GK110 Mars they are working on.

But yeah in all seriousness, I don't think nV consider the ARES II a threat either, they are probably already rarer than a net profit on AMD's quarterlies.

People always want new toys to play with, and for the peeps that chase the top benches, the Titan is a far more appealing option.
The ARES II is widely available all over the EU. That isn't going to be the case with limited stock (Xbit say 10k) Titan. A dual Titan is out of the question if you don`t have enough chips (Got a link for Mars GK110?).

Ohh AMD talks about having the best single gpu card (even though reviews say the green camp has that crown) and ofc the best graphics card with the asus ares. Also they talk about how they have game developers in their pockets optimizing games for their graphics cards (like they optimized benchmarks to get better scores?). You know the usual.
Thats an out dated argument, its widely excepted that the HD7970 Ghz beats the GTX680 by 25%+ at times in higher Resolutions with AA applied. I think you better get used to games being optimized for AMD once the Consoles come out with AMD tech. AMD finally understands that Software/Drivers and Optimization matter as much if not more than Hardware. I think we are going to see a stronger, leaner and aggressive AMD.

Technically, virtually all the input power is released as heat in one way or another. The Kepler arch actually seems to be rather energy efficient, and more interestingly, gains efficiency with overclocking (compared to the competition here).
The reviews you mention are outdated, plus the new drivers show AMD Ghz with up to 25% more performance with only 20W+ max at fully overclocked (Idle & Sleep state AMD wins). The reviews at Hardcop and many more shows Nvidia 680 (Especially GTX670 overclocked) using more or same power vs HD7970 (Check HardCop latest Over clocked reviews), which is why you don`t see the "power card" being used much often now vs before (Outdated Drivers).


Given Nvidia only supplied chips for 1 smartphone HTC One X in 2012 and now its switched to Qualcomm HTC One.

Looks like the claws are out Meow, Cat-Fight, watch the purses fly
Check out the S/A article on Tegra 1/2/3/4, most was known/out there anyway but still a good read.
 
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#25
The ARES II is widely available all over the EU. That isn't going to be the case with limited stock (Xbit say 10k) Titan.
Oops. Ares 2 is limited to 1000 units. Special Edition. It's in their marketing blurb. By your own argument the Titan will outnumber it 10 to 1.