Thanks for the detailed report!
I'm surprised that ATI 5000 series didn't have as much as impact on revenue as I would have thought, but maybe because the card is too competitively priced at this point.
It's too new to be factored into the numbers, gibbersome.
Marco ChiappettaManaging Editor @ HotHardware.com
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AMD reported that the 5000 series made no meaningful contribution to revenue this quarter. Next quarter that'll be a different story, and it'll shift again once various mobile parts begin making their way out of the gate.
It can take a long time for GPUs to hit full revenue potential, particularly given product cycle lead times. That's part of why we still see a fair number of notebooks equipped with Radeon HD 3000 GPUs, even though the 4000 series has been available for quite some time.
Ahh, yes. Of course, thanks for the clarification Marco & Joel.
Joel, I'm actually going through your previous article now (why an Atom replica is not the answer to AMD's problems). Thanks for the great articles!
I hope to see them do well. In the past I've cleaved to the AMD line of products because of their affordability. The performance delivered was always acceptable to me too.
I understand that Intel and NVIDIA usually end up with the best performers, the fastest whatever it is. (my new rig proves this beyond any doubt)
But I also think that the competition that AMD and ATI provide have kept prices from skyrocketing beyond all reasonable levels. Their consistently lower prices put the skids on the market and I appreciate that.
If I build a system for someone, I try to work AMD and ATI parts into it because I feel that their survival does us all good.
Don't part with your illusions. When they are gone you may still exist, but you have ceased to live.
I'd say ATI has the next few months effectively locked up as far as being top dog is concerned. The only card NVIDIA has left that retains top dog positioning is the GTX 295--and ATI has yet to roll out their own dual-GPU HD 5000 card.
It goes without saying that everything could change when NVIDIA ships Fermi, but that's not likely to happen until the end of Q1 2010.
Joel, do you reckon that Nvidia is that far away with releasing the 300 series?
By that time, AMD will have a 5870x2, a 5890, a 5830, and mobile versions of the 5650, 5850 on the market!
Meanwhile the new 300 series will have just been released with $500+ price tags.
You've overestimated on ATI a bit. I agree that we'll probably see a 5870X2, but any 5890 is still some time away--ATI launched the original 9 months after the 4870, early March would be just 5.5 months from the 5870's launch date. Granted, AMD's own 5890 launch date could shift depending on how Fermi performs, but NVIDIA has its own ASPs and gross margins to protect--a full-fledged 300-series product isn't going to swoop in at an insanely low price point.
(Also keep in mind what I noted above re: gross margins. ATI's are quite a bit lower than NVIDIA's, hence Dirk's remark about hitting the lower end of the 35% margin area with the 5000 series.)
I don't think we'll see Fermi before the March timeframe. Of course, I also don't think I'll be asked out tomorrow by a gorgeous supermodel.
But I *have* been wrong before...
Lol, I guess I was exaggerating a bit. With no Fermi in sight, ATI has little need to release a 5890 right now.
I think Nvidia's main problem will be trying to stay competitive. ATI 5800 series not only did matched GTX 200 series performance, but also lowered the prices.
Either way, exciting time for gamers!
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