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[JEMC]

Bofferbrauer2 said:

JEMC said:

AMD needs to get their shit together, they lost 1/3 of their marketshare in one year, and it won't be near as easy to get it back.

The problem this year (well, last year) is that the new Radeons came late and due to the enormous demand on all their products (CPUs, GPUs and Consoles), can't nearly fulfill all of them. Consoles go first due to not delivering here would be a contract breach, and due to the limited capacities at TSMC, there's not much volume left for the CPUs and the GPUs.

The CPUs had the advantage that they came a bit earlier and that they are also needed in the very lucrative server market, meaning GPUs really just get the leftovers in terms of production capacities right now, and as such can't produce nearly enough to cover demand, even though it's quite lower than for NVidias GPUs. In fact, NVidia going for Samsung 8nm instead of TSMC could mean they dodged quite a bullet here in terms of production capacity, as while Samsung's capacity is also stretched, it still allowed for more than would have been possible with TSMC now.

Launching their products two months after the competition had a sure impact, but we're not talking about the sales of the last year but the whole PC add-in board ecosystem. That 9% fall is not only because Navi 2x, but because AMD GPUs are losing appeal, probably because Nvidia leads and brings new features that puts AMD at a disadvantage.