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[gamechup] AMD’s Xbox One Project Valued At Over $3 billion - Page 3

post #21 of 62
Quote:
Originally Posted by Serios View Post

It's easier to say "it's not worth it" them to say "we couldn't do it".

right. they (nvidia) couldn't offer an ideal or a better solution if they wanted to, not for the console market. now, as far as this $3B, I'll be interested in seeing how that breaks down and what it actually means for AMD.
Quote:
Originally Posted by 2010rig View Post


You nailed it.

I don't mind AMD news, it's just Vampirr and his commentary I don't like.

come on keep it civil.biggrin.gif
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post #22 of 62
Quote:
Originally Posted by Kane2207 View Post

I'm not sure I understand your reasoning, didn't Nvidia go on record saying "it's not worth it", and that's based on inside information and experience in supplying old 7xxx chips for the PS3. I'm not sure why everyone thinks consoles are the Holy Grail, AMD/ATI have supplied chips for numerous consoles in the past and it hasn't stopped them from having serious financial difficulties.

What is key, is knowing the actual profit they make from each chip, not what they tendered for, and they haven't disclosed this information.

In so many ways this^
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post #23 of 62

*Looks at thread title*

*slowly walks away*

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post #24 of 62
Quote:
Originally Posted by W4nderer View Post

And how many smartphones and tablets run an AMD SoC? Nvidia and AMD have simply gone in different directions.

Nvidia is being pushed out of mobile. No one wants tegra when snapdragon and custom chips (exynos, A series) deliver very good performance with good battery life, compared to tegra which provides better performance but drains battery life like no other. Plus tegra 4 doesnt support LTE/HSPA+, you need the weaker tegra 4i. Only one smartphone has been announced to use tegra 4 due to power consumption issues.

As for being different, you are wrong, an AMD executive said a few weeks ago they believe the future is in hybrid PCs with much of the content being delivered via the cloud. In the next couple years x86 tablets/hybrids will be the standard. Thats why intel is renewing the dead Atom line, and is trying to focus more on power savings and IGP performance, because the future is mobility.
post #25 of 62
Hopefully they will re-invest whatever they make in R&D for cutting edge graphics cards biggrin.gif
post #26 of 62
Thread cleaned,
Please keep posts to the topic of AMD’s Xbox One Project Valued At Over $3 billion
post #27 of 62
I thought it was understood that AMD didnt make this commitment for the initial profits but to bring the software world to its hardware offerings, thus finally being able to implement the strategy of additional cores. I had always seen it as a long term benefit, was this a mistaken notion?
    
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post #28 of 62
Quote:
Originally Posted by Kane2207 View Post

I'm not sure I understand your reasoning, didn't Nvidia go on record saying "it's not worth it", and that's based on inside information and experience in supplying old 7xxx chips for the PS3. I'm not sure why everyone thinks consoles are the Holy Grail, AMD/ATI have supplied chips for numerous consoles in the past and it hasn't stopped them from having serious financial difficulties.

What is key, is knowing the actual profit they make from each chip, not what they tendered for, and they haven't disclosed this information.

AMD/ATI past consoles were completely custom designs and only were the GPU . Nvidia said it wasnt worth their time because they have no single chip that would work in the console, tegra would not work, hence msft and SNE would have to contract someone else like intel, IBM, AMD, etc to produce the CPU side.
Its like contracting one guy with a paint gun to paint your house, or hiring multiple hand brush painters. The more hands you have involved the more more youll get marked up.

Since AMD already had designs for chips that would work (they will be releasing them later this year), and it was a prepackaged APU, they could undercut any competition and remain profitable.
I dont have specific numbers for these consoles yet because none have been released, however going from previous consoles like the 360, the GPU cost MSFT $141, or 27% of the total BOM, comparing it with some of AMDs financial releases you can estimate how much margin they made off that chip, and very roughly how much they will make from the X1 and PS4. The math has been done by me and many many investors.
post #29 of 62
Quote:
Originally Posted by Kane2207 View Post

You don't really understand how tendering for business contracts work do you?

I agree on the Shield thing though.

I don't, It's going to flop for sure....
    
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post #30 of 62
On one hand, I want AMD to succeed but on the other hand, I want the Xbox to flop.... I'm torn.
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