AMD's Roy Taylor Clarifies Polaris Mainstream Positioning - Aims The $349 Market, Mentions NVIDIA as a Worthy Competitor

AMD appear their Q1 2022 earnings last week and reported some interesting numbers along with a list of announcements on new contracts and upcoming products. One of the cardinal highlights of the earnings was AMD confirming that their Polaris GPU is aimed at the mainstream marketplace. AMD has a lot of bets riding on their 4th generation Polaris GPUs which launch this quarter and AMD has further clarified the positioning of their next generation GCN products.

AMD's Polaris GPUs Are Primarily Aimed at Mainstream VR Markets!

AMD's Polaris May Not Exist High-End Simply Tin Cover The Entire Mainstream VR Market - Sweet Spot GPUs To Increment AMD's Market Share

In an interview with Arstechnica, Roy Taylor (AMD's Corporate Vice President) confirmed that Polaris volition be a mainstream GPU and non a loftier-terminate. In fact, this is a proficient matter considering AMD's most successful GPU in the Radeon 300 series has been their Radeon R9 390 series which is a $329 US production. NVIDIA also reported huge success with their GeForce GTX 970 that is as well a $329 US production. AMD is specifically targeting the mainstream audition with their Polaris 10 and Polaris 11 GPUs and before we keep onward, you should read what Roy had to say about Polaris:

AMD'south CVP Roy Taylor announced the Radeon Pro Duo at the Capsaicin 2022 result.

"The reason Polaris is a big deal, is because I believe we will be able to grow that TAM [full addressable marketplace] significantly," said Taylor.

"If you look at the total install base of a Radeon 290, or a GTX 970, or above, it'south 7.5 one thousand thousand units. But the issue is that if a publisher wants to sell a £40/$50 game, that's not a big enough market place to justify that nonetheless. We've got to prime the pumps, which means somebody has got to beginning writing cheques to big games publishers. Or we've got to increment the install TAM." via Arstechnica

We have already learned about the specifications of the upcoming Polaris GPUs. The lineup will include several products based on the Polaris 10 and Polaris xi GPUs. The Polaris eleven is specifically designed for the notebooks while the Polaris 10 GPU volition issue in higher market share gains as it will be featured on mainstream products (Desktop discrete cards) and high-end notebooks.

The AMD Polaris GPU positioning was confirmed in the official 2022-2018 roadmap.

Since the emergence of VR market, the definition of mainstream has changed dramatically. The bare minimum specs required to handle VR gaming has been upped to cards such equally the R9 290 and GTX 970 which retail at $299 Usa. Hence a new generation of VR capable cards that don't break the $349 United states of america bulwark are needed and this is where AMD pits their Polaris ten at.

AMD Polaris Radeon 400 Serial "Preliminary" Specs:

WCCF	Radeon R9 480 Series	Radeon R9 480 Series	Radeon R9 380 Series	Radeon R9 470 Series	Radeon R9 470 Series	Radeon R7 370 Series
GPU	Polaris 10	Polaris x	Tonga	Polaris 11	Polaris eleven	Pitcairn
Fabrication Process	14nm FinFET	14nm FinFET	28nm	14nm FinFET	14nm FinFET	28nm
Compute Units	twoscore	36	32	20	16	sixteen
GCN Generation	GCN iv.0	GCN iv.0	GCN 3.0	GCN 4.0	GCN 4.0	GCN ane.0
Stream Processors	2560 SPs	2304 SPs	2048 SPs	1280 SPs	1024 SPs	1024 SPs
TMUs	TBA	TBA	128	TBA	TBA	64
ROPs	TBA	TBA	32	TBA	TBA	32
Retentivity Bus	256-bit	256-bit	256-bit	128-flake	128-chip	128-bit
Memory	8GB GDDR5	8GB GDDR5	4 GB GDDR5	4GB GDDR5	4GB GDDR5	4GB GDDR5
TDP			190W			110W

AMD and NVIDIA Volition Appoint In A Peppery Boxing To Dominate The VR Market

The quote from Roy points out what nosotros have mentioned earlier. Simply put, there are not a lot of users who have the budget to buy a loftier-stop graphics card. While the loftier-end market has definitely boomed a lot in the contempo years thank you to increased functioning and better hardware capabilities bachelor. Usually, the high-terminate products retain the features of professional cards that are valuable additions for low-cost developers. The GeForce GTX Titan Ten and Radeon Pro Duo are such examples which can exist purposed u.s.a. gamer and work-station course cards.

The Radeon Pro Duo from AMD is a VR, Gaming and Workstation Fix Graphics Menu.

From a gamer standpoint, the average user spends around $199-$399 US on a graphics card to play the latest AAA titles. NVIDIA'due south ain numbers provide a clear insight which shows that while 30% of their user base has upgraded to Maxwell, there are still a lot of users (effectually eighty%) who don't take a PC capable of reaching the PS4 level of graphics performance.

NVIDIA slides signal their total GPU installed base of operations and growth opportunities such as VR.

NVIDIA and AMD have entry level solutions in the market for such users only upcoming titles and VR demand ever increasing functioning. With 1080P (60/90 FPS) becoming a minimum spec for AAA titles, the industry requires cards that not only perform well simply do so with hurting the wallet of their consumer base and as well prompts more users to shift to better VR-capable PCs.

The race to gain VR market share started last year with both NVIDIA and AMD beingness the major discrete GPU suppliers in the industry contesting it off in the fight to VR dominance. But as they deliver more competitive solutions in the marketplace, the terminate result volition exist better off for the consumer.

"I don't recall Nvidia is going to do annihilation to increase the TAM, because co-ordinate to everything we've seen effectually Pascal, it's a high-end part. I don't know what the cost is gonna be, but let's say it'south as depression every bit £500/$600 and as high as £800/$1000. That toll range is not going to aggrandize the TAM for VR. We're going on the record right at present to say Polaris will expand the TAM. Full stop." via Arstechnica

In another argument, Roy points out that their contest from NVIDIA which is a Pascal won't do annihilation to increase TAM. Roy believes that NVIDIA's Pascal GPUs at minimum will be high-end parts retailing no less than $600 U.s.a.. Still, nosotros know that NVIDIA is working on three Pascal GPUs, all of which are based on their GP104 bit (not the high-cease GP100) and is going to power GTX 1080 and GTX 1070. The GeForce GTX 1070 replaces the GeForce GTX 970 ($329) while the GeForce GTX 1080 will supersede the GTX 980 ($549 US) graphics cards.

It should be pointed that NVIDIA is already working on software and hardware solutions to increase the VR adoption. They are in the same field as AMD, building and developing range of new solutions and products to increase the graphics market share and install base of PCs that will be able to run VR content. With powerful software tools, NVIDIA expects the electric current thirteen-fourteen 1000000 VR user base to increase to 25 million.

AMD and NVIDIA have powerful software tools to run VR content on their graphics cards.

AMD also has powerful software tools backing their Radeon graphics cards. Just even 25 million is just a fraction of worldwide PCs which sum up to over 1.five Billion. Hence this is just 1-ii% of the full PC market at best so the need to deliver better products to the rest of the audition at lower prices is a major concern for graphics companies.

Information technology's however interesting talk that AMD will be aiming for Polaris at the mainstream market place and not loftier-stop. But now that we know that AMD is replacing the $329 US products such as the Radeon R9 290 and Radeon R9 390, this confirms that AMD volition take a really bully product for consumers in this price range with twice the efficiency. It has already been rumored in a leak that the upcoming Polaris 10 GPU has performance nearing a GeForce GTX 980 Ti. Such a product at $299-$349 U.s. would be a fantastic product for consumers willing to get a powerful PC.

AMD: "NVIDIA Is A Worthy Competitor, We Work With Them In Khronos and in Vulkan"

Roy also had a few words for NVIDIA and they aren't as harsh every bit they used to be. We accept seen AMD pointing fingers at NVIDIA's Gameworks in the past but it seems like AMD currently sees NVIDIA is a worth competitor which is a good affair. In the past, In the past, NVIDIA'due south CEO, Jen-Hsun Huang, also stated that they respect the capabilities of their competitors (AMD).

"First of all, we respect our competitors, I mean we have our competition seriously. You lot know that as a company,  we compete pretty intensively and this is a company that has seen a lot of competition over the years then we accept competition seriously. We respect the capabilities of our contest. However, I think that its besides very very clear that our business and our business model and our strategy is completely dissimilar than AMD and the graphics chip company information technology used to be along fourth dimension agone and our company is simply on a different trajectory." Jen-Hsun said. NVIDIA Q3 2022 Earnings Telephone call

"If you're gonna have a competitor, make information technology a good one," said Taylor in an interview with Ars at the VR World Congress expo in Bristol. "In the past we used to reference our competition, but at present it'southward only most u.s.a.. I was so pleased at the positive arroyo [Nvidia] took when we suggested the VR Council. We besides work with them in Khronos and on Vulkan. There's no need for us to be antagonistic. They're a worthy competitor, we're doing some things we're proud of that put u.s.a. in a leadership position, and nosotros'll continue to compete with them to the benefit of everybody." via Arstechnica

After their contempo earnings call, AMD's shares jumped 52% since it had beaten wall street expectations and it was all possible due to the new JV between AMD and THATIC (Tianjin Haiguang Advanced Applied science Investment Co., Ltd.) to develop high-performance x86 SOC for the server market. AMD likewise confirmed that they have three semi-custom blueprint wins ramping in 2H 2022 and 2022 which will bring a total of $1.5 Billion in futurity acquirement. The time to come looks very positive for AMD as they have several new chips for graphics and CPU marketplace in development to accost the consumer, server and workstation market.

Source: https://wccftech.com/amd-polaris-mainstream-vr-market/

Posted by: cordersolloond.blogspot.com

Share this post