PowerColor Radeon RX 6600 XT Red Devil

[CAT-THE-FIFTH]

Yeah, and there are plenty of downstream customers affected too - just as cars get more tech (for regulations mandated safety stuff for eg.) they find they're at the bottom of the queue for these chips too.

Maybe but the issue with AMD isn't allocations because they got record 7NM allocations. People have entirely forgotten AMD NEVER expected as much 7NM capacity as planned. This is because Huawei got booted off TSMC. AMD just diverted most of its extra capacity to consoles. The new Steam Deck for example,is taking away wafers which could be use for more CPUs and GPUs?? Ever thought why Zen3 TR isn't out yet? 2H 2020 AMD diverted more 7NM capacity it got....to consoles(due to Mediatek not being allowed to supply Huawei). Nearly 20 million consoles shipped so far,and then added volume for the Steam Deck.

They prioritised consoles over other businesses. AMD's "shortages" are more self inflicted. The reality is they seem to not care as much as people think about dGPUs and final retail sales anymore. Nvidia retail "shortages" are not shortages,just massive amounts of sales.

Basically RTG,is just there as a side business and basically is way below consoles,then Epyc,then laptop APUs,followed by retail CPUs/APUs. They are moving more towards becoming a supplier to OEM systems IMHO. Something that Rory Read started all those years ago.

Then you have the other issue of them,unlike Nvidia/Intel,of not keeping sufficient volume on older nodes. Its why Nvidia still has GTX1050/GTX1650 series dGPUs for sale in retail,and in tons of OEM laptops/desktops. Nvidia even had tons of GT1030 GDDR5 GPUs for sale - you couldn't even find an RX550. AMD are obviously happy selling less volume.

Its when you look at the sales figures for GPUs,you start to see how little AMD has pushed to CPUs/GPUs. Nvidia outsells AMD by 4X last time I checked.

[kompukare]

Nearly 20 million consoles with 300MM2 to 400MM2 chips. Think how many CPUs,APUs and GPUs they could have sold??

That could be as many as 170,000 TSMC 7nm wafers.
Each wafer should get about 650 fully good Zen 3 CCDs.
So that's over 120,000,000 Zen 3 CCDs.
Obviously there are other bottlenecks too as GF couldn't make that many IO chips.
But even if AMD practically gave away 8 core Zen3's for $100, their margins would probably still be higher than they are for consoles.

[QuorTek]

AMD is gonna sell at least 100-200million more Console APU's... and I think that is cutting it very low.

[badass]

From a technical aspect its impressive if you think about. Smaller die size than a 5700XT,half the bus size,etc on the same node and matching it.

Plus that have a bit of RT hardware as well. Technically, an incredibly impressive achievement

Sadly consoles taking up so much supply means,realistically I think Nvidia is going to be the only way forward in most cases for the immediate future!

Yep. My guess is that MS/Sony have made it clear to AMD that they (as in MS/Sony) are a higher priority than AMD's other stuff and AMD have accepted that.

The next thing AMD are looking at are margins. Their CPU supply problems seem to be (mostly) over whilst their GPU's are anything but. Since the CPU's can be sold for plenty but use a fraction of the limited 7nm space available it makes financial sense to focus on those for max profit.
Right now, the only GPU supply they are doing is to try to avoid being blacklisted by gamers - look like they are trying but actually provide nothing more than a tiny fraction of the supply.
If people could only remember for max 1 year, AMD would not be selling any GPU's right now. Just consoles to keep MS and Sony happy and CPU's to make the most margin.

[CAT-THE-FIFTH]

That could be as many as 170,000 TSMC 7nm wafers.
Each wafer should get about 650 fully good Zen 3 CCDs.
So that's over 120,000,000 Zen 3 CCDs.
Obviously there are other bottlenecks too as GF couldn't make that many IO chips.
But even if AMD practically gave away 8 core Zen3's for $100, their margins would probably still be higher than they are for consoles.

Its depressing thinking about it.

Also it appears Qualcomm is moving back to TSMC from Samsung:
https://twitter.com/TheGalox_/status...47238127312897

That means even more supply for Nvidia and less for AMD!

Plus that have a bit of RT hardware as well. Technically, an incredibly impressive achievement

It is.

Yep. My guess is that MS/Sony have made it clear to AMD that they (as in MS/Sony) are a higher priority than AMD's other stuff and AMD have accepted that.

The next thing AMD are looking at are margins. Their CPU supply problems seem to be (mostly) over whilst their GPU's are anything but. Since the CPU's can be sold for plenty but use a fraction of the limited 7nm space available it makes financial sense to focus on those for max profit.
Right now, the only GPU supply they are doing is to try to avoid being blacklisted by gamers - look like they are trying but actually provide nothing more than a tiny fraction of the supply.
If people could only remember for max 1 year, AMD would not be selling any GPU's right now. Just consoles to keep MS and Sony happy and CPU's to make the most margin.

It could be that way,or they go chiplet as rumoured and just sell a few higher end models. Then use APUs,for their laptops and desktops.

At this point,I have decided for gaming purposes I will downgrade to 1080p,and that way I can keep my dGPUs for longer.

AMD is gonna sell at least 100-200million more Console APU's... and I think that is cutting it very low.

Also the Steam Deck and all of that is being taken from allocations which could be use for other items.

[Iota]

From a technical aspect its impressive if you think about. Smaller die size than a 5700XT,half the bus size,etc on the same node and matching it. But the issue here is the pricing,and the bigger issue is going to be pricing to OEMs. If AMD is pricing it so high to us,and can't even get out reference models in sufficient level(AFAIK,DIY builders can't buy the reference model),to keep the illusion of the RRP actually existing(Nvidia does),it tells me supply is not that great. Nvidia is shipping at least 4X to 5X the number of GPUs,AMD does. So even if only 15~20% of those are FE models,Nvidia might be shipping as many FE models as all AMD reference/AIB cards combined together.

Hence,AMD is making sure to overvolt and tart up the GPU,to justify a higher price-point. They have done this before.

Sadly consoles taking up so much supply means,realistically I think Nvidia is going to be the only way forward in most cases for the immediate future!

Honestly can't say I'm impressed when in direct comparison to the 5700XT, especially when the 2 year old 5700XT looks to be the cheaper option. The 6600XT is priced too high, it needs to be in £300-£350 range for that performance compared to a two year old card.

[kompukare]

Yep. My guess is that MS/Sony have made it clear to AMD that they (as in MS/Sony) are a higher priority than AMD's other stuff and AMD have accepted that.

Would love to know who agreed to such a one-sided agreement. Since not breaking down sales so shareholders can figure out the margins of the various divisions seems to be the norm for their results, I would say it must have been someone very high up. And AMD know it's costing them hugely in lost opportunities, and don't want any hard questions from analysts.

[spolsh]

JHH just goes around annoying people but has a company with enough muscle to ride it out. Great CEO? A bully by all accounts

Don't call Cat a bully !

[CAT-THE-FIFTH]

Honestly can't say I'm impressed when in direct comparison to the 5700XT, especially when the 2 year old 5700XT looks to be the cheaper option. The 6600XT is priced too high, it needs to be in £300-£350 range for that performance compared to a two year old card.

If this was a normal time,this would be a £200~£280 GPU,and in that regard it would be impressive from a technical standpoint on the same node. But it is a £330+ GPU. AMD did the same with Navi 10 - leaked materials had the RX680/RX690 branding but apparently AMD saw the low bar Turing made,and pushed the pricing upwards. Navi 10 was the direct replacement for the RX480/RX580(similar sized die and memory bus).

The Jebait only happened because the RTX2060 was released at a lower price-point. Combine that with them jacking up the price of Zen3 CPUs,trying to lock out B450/X470 from Zen3,locking out B450/X470 from PCI-E 4.0 and so on,AMD is moving back to its old habits during the Athlon 64 era.

Its clear AMD has been taking their premium branding to heart,but even their CEO said they will prioritise the high end for CPUs:
https://www.techspot.com/news/89822-...cpus-over.html

So AMD will now cause Intel/Nvidia to push prices up because they are the current "value" options,and will meet AMD on pricing.

We need companies like Intel and Nvidia to have strong products otherwise AMD,will not care about pushing up prices.

Sadly its all like a cartel now.

Would love to know who agreed to such a one-sided agreement. Since not breaking down sales so shareholders can figure out the margins of the various divisions seems to be the norm for their results, I would say it must have been someone very high up. And AMD know it's costing them hugely in lost opportunities, and don't want any hard questions from analysts.

They signed even more agreements - look at the Steam Deck?? In the end,AMD apparently has just abandoned the mainstream/entry level DIY market to its competitors. Look at under £200 CPUs,they don't care anymore.

Don't call Cat a bully !

I just write overly long posts - however I would beware of the Moose,he has a tendency to fall on things.

[kompukare]

JHH just goes around annoying people but has a company with enough muscle to ride it out. Great CEO? A bully by all accounts

I keep being reminded of the RyanAir CEO of whom I have always been leery (sorry couldn't resist). We know far too many CEOs share characteristics of sociopaths, but unfortunately that can make them effective. Which is a pity as ideally sociopathic tendencies should not be rewarded.

[3dcandy]

Anybody worried about AMD as a company should read the latest figures saying that AMD cpu's outsell Intel at 3-1 in the enthusiast sector right now and are so far also ahead of Intel in the server sector so far this year, though that's a close run thing with AMD having 5% more share than Intel.
More impressive is that several polls have found that enthusiasts have said that 90% of them their next CPU will be from AMD.
With that amount of sales including consoles I guess divvying out their meagre capacity has been difficult. Perhaps they didn't read the market as has been said, but I don't think they are struggling either. It's like has been said in the various Win 11 and MS threads.... they are making money, satisfying shareholders and have made hay whilst the sun shines. We enthusiasts are way down on their priorities, same as all the other tech companies

[kompukare]

Yes, but if EPYC has been doing so well and yet the revenue and profits of the enterprise and semi-custom division are lower than the CPU division. Jumped-to-conclusion: they must be giving those console SOCs away!

[Dribble]

Fundamentally the best way for AMD to make money is sell cpu's. They are a long way from tapping out that market so that's what they use their foundry space to do. They are also forced to make lots of console chips for low profits but they took the contracts so that's the rules.

If AMD were to switch to gpu's then it's just not worth it, Nvidia have better chips, to actually sell well AMD would have cut prices heavily which would cut profits hard but why do that when you can sell cpu's for a good profit instead?

I think the gpu's still exist mostly so they stay relevant - keeping up with technology, etc. They need that gpu tech in their consoles and cpu's after all, and looking to the future AI/gpu compute/etc. If Nvidia drop the ball, or Intel become more competitive, or AMD suddenly have infinite fab space this might change.

As for Nvidia - it's the same every generation. A vocal minority of red fans shout very loudly about how Nvidia has messed up and AMD has got it right, but every time Nvidia does fine.

[3dcandy]

Yes, but if EPYC has been doing so well and yet the revenue and profits of the enterprise and semi-custom division are lower than the CPU division. Jumped-to-conclusion: they must be giving those console SOCs away!

NV left the console space years ago because the margins were so tight. Problem is, if AMD didn't do the consoles then MS and Sony would have to make their own or use something else. Console prices would rocket and nobody would buy them.... repeat until something changes

Selling millions of console APU's and SoC's helps AMD out because until recently they were selling poorly. Problem is they'd already agreed years ago to do the current gen console stuff. I guess they could stop for the next gen but that wouldn't really help anyone either

[DanceswithUnix]

NV left the console space years ago because the margins were so tight.

Oh, I thought that was just their "we didn't want that market anyway" excuse when they simply didn't have as good an SoC overall package to offer as AMD had.

If only Nvidia could purchase a CPU company...

[kompukare]

Oh, I thought that was just their "we didn't want that market anyway" excuse when they simply didn't have as good an SoC overall package to offer as AMD had.

If only Nvidia could purchase a CPU company...

That, plus didn't they manage to annoy both MS and Sony so much that - like Apple since they had to replace all those solder defect bumbgate parts - they didn't actually really want to deal with Nvidia again if they could help it?

That is the danger of dealing with a Oh-lerry level of CEO (sorry, I can't help it).