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[Bofferbrauer2]

Captain_Yuri said:

Bofferbrauer2 said:

Sure, there's quite a bit of the capacity going into the consoles, but here it is also very dependent on the orders from the clients, here Microsoft and Sony. While their demand is not met yet, I don't think they will increase their orders by so much that they would gobble up much of the increased capacity, 20% of those 80% at most, but probably more like only 10%. With CPUs mostly meeting demand now, I'd say most of the new capacity can go into GPUs.

We will see but I would think their goal is to get as large of a user base for their consoles as fast as possible so developers can move on from their last gen consoles to their next gen ones. Usually the thing that prevents devs from going next gen only is the user base. So there's plenty of reason as to why Sony and MS would take up quite a lot of the capacity as I doubt it's a fixed number until supply meets demand. If anything, it's however many consoles AMD can make.

And then you add in AMD's new Epyc CPUs and laptops CPUs taking up capacity as well, I am doubtful that the supply of RDNA 2 cards will increase very much in the short term. But if they do, I'll be glad cause we need to normalize the PC hardware market.

It's clear that AMD kept some reserve for EPYC, otherwise the desktop CPUs would be even harder to find than the GPUs are right now. In fact, pretty much all Ryzen 5000 chips are available right now at or close to retail price despite EPYC having officially launched (officially because the big providers did get chips before already from AMD), so there doesn't seem to be any need to increase the production of these chips by more than just a couple percent.

Consoles on the other hand take up a lot of storage space, so neither Sony or Microsoft can afford to order too many of them, as they simply wouldn't run out of storage space to put them. So they certainly would only increase the orders gradually to make sure they don't order too much at once.

In other words, there's a window now where GPU production capacity can increase significantly for a period of time, and it's quite possible that AMD will seize it to beat NVidia.