AMD Going to Hit Nvidia Where It Hurts the Most, Stocks up 52%
AMD has been losing a huge chunk of market share to Nvidia lately, as well as suffering severe financial losses throughout 2015. However, it seems like the company has a solid plan to make a comeback this year and it should all work out well in their favor.
Just yesterday, AMD reported their first quarter 2016 financial results, and along with it confirmed the market positioning of upcoming Polaris chips. According to the chip maker, the Polaris 10 is aimed at mainstream desktop segment and high-end notebook market, whereas Polaris 11 is designed to power low-end gaming PCs and thin-and-light notebooks.
This clearly indicates that AMD is planning to hit Nvidia where it hurts, and that is, the mainstream video card market. The graphics solutions in question are set to compete against Nvidia’s next gen Pascal GeForce GTX 1060 / 1050 and GTX 1070.
Of course, AMD already has their counterparts in the market, but the last year’s Radeon 300 series cards were mostly rebrands. The new Polaris 10-based Radeon 400 series is however something completely different.
AMD is looking for a massive leap in power efficiency and performance with its Polaris architecture built on a new 14nm FinFET process and 4th generation GCN cores. The chip maker expects the Polaris based GPUs to achieve up to 2.5x perf/watt improvement over the current gen 28nm based GPUs.
Reportedly, Polaris 10 GPU code named “Ellesmere” could feature 2304 stream processors across 36 CUs, and support up to 8GB of GDDR5(X) memory on a 256-bit memory interface. Additionally, the next gen chips will support both HDMI 2.0a and DisplayPort 1.3, and are equally capable of encoding and decoding H.265 video up to 4K resolution.
As for the power consumption, the Polaris 10 GPU will have an impressive TDP of slightly above 100W (110-135W), and should have “no problems” with running the latest DirectX 12 games “at a resolution of 1440p with a stable 60 frames per second.”
That being said, AMD closed at $3.99 earlier today, up 52%, thanks to the company’s Q1 2016 quarterly report which beat expectations both in terms of results and Q2 outlook. For reference, this is the highest value that the US based chip maker has gained on a given day since the stock’s original listing in 1979.
What are your thoughts on the next gen Pascal architecture? Do you think AMD could make a comeback this year and claw back some of that important GPU market share?