this post was submitted on 02 Dec 2024
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Honestly, I hope AMD-s shift to focus on lower end cards is successful. It should be considering the xx60 series (and performance equivalent) cards make up like 50% of the entire consumer GPU hardware? At least I think it was around 50 the last time I tried to sum up all the percentages of the Steam hardware survey. There's definitely a huge market they can tap if they can bang-per-buck outprice Nvidia (and I guess also Intel). Maybe even bring down the ridiculous pricing of modern GPU-s.
Steam hardware survey is questionable. There's a lot of computer cafes in east Asia where people login to their Steam accounts and happen to hit the survey. Those machines are often running very low end cards like the Nvidia 1050. This is common enough that the results are heavily skewed.
You can check yourself. I'm pretty sure the "cafe cards" amount to around 3-8% of the lowest end cards depending on whether we consider 1650 and 1060 as cafe cards. Obviously also excluding integrated cards because those I didn't consider in the first place. On the other hand the current gen and last gen low end cards (xx50 and xx60) make up 25-28% of the market.
Also I don't understand why you'd want to exclude cafe's from the potential market? It's not like internet cafes don't upgrade their hardware. When they do upgrade they're definitely going with the low end cards.
The issue is that they're being counted extra times because of multiple people logging into the same machine.
How much RAM do you imagine internet cafe machines use? 8gb? 16gb? 32gb?
Even if their cards offer better value than Nvidia at the low end, AMD still have an uphill battle to get people to switch. The brand recognition they have is insane, and for some reason people value dlss and frame gen very highly (wether it works well for their card and game or not).
They've been smart in continuing to invest in datacenter cards and investing in open compute tooling to support them. Nvidia is at the top of the world and has a long way to fall, so if they start restricting supply of datacenter GPUs or simply charging too much that leaves plenty of market for Intel and AMD both to feast on and build up healthy product stacks to eventually surpass Nvidia.
On the flipside Nvidia is smart to be diversifying right now. Their forays into GPU servers with custom ARM CPUs might become fruitful in the long term, plus their networking investments really allow them to build a unique and compelling datacenter package