In the high-end image processor (GPU) market, NVI and NVIDIA have long been the world's top companies. NVIDIA has gained 77% market share, but AMD still has a market share. The possibility of waiting for a counterattack, with the rise of virtual reality (VR), the GPU's two heroes are about to enter a new stage, NVIDIA with technical and financial advantages, and AMD with better product CP value, currently looking It’s hard to know who is going to die.
Motley Fool website analysis, for the operators who want to promote VR devices, the biggest difficulty is that consumers' entry threshold is still too high. At present, the price of a PC that can make VR devices operate smoothly is about 1, $1,000, this has not yet calculated Facebook's Oculus VR device Rift asking for $600, or HTC and Valve's Vive asking for $800, which undoubtedly makes it difficult for VR devices to enter the mainstream consumer mass market.
However, with AMD and NVIDIA launching entry-level GPU products designed for VR, this problem is expected to be improved to some extent. Developed by AMD, the RX 480 has a 1.3Ghz clock speed with 4GB of memory, while the NVIDIA GTX 1060 has a 1.5Ghz clock speed with 6GB of memory. The two are priced at $200 and $250, respectively. The PC for VR devices can be reduced to around $700.
However, which of the RX 480 and GTX 1060 can win in the VR market battle? According to the evaluation conducted by PCEVA on the hardware performance test website, in the "TIme Spy" DirectX 12 index test of 3DMark, the performance score of GTX 1060 is 6~7% higher than that of RX 480, but such test results are not necessarily It's good for NVIDIA, because many consumers may not be willing to pay 25% more, just to increase the performance of the display card by 7%.
Despite this, AMD is not able to sit back and relax, because NVIDIA still has a certain advantage in other aspects. First of all, NVIDIA's growth over the past 10 years is largely due to consumer loyalty to the company's GeForce brand, which means that consumers are willing to accept relatively high prices for NVIDIA products, from two The financial ratio of the company can also see the difference.
NVIDIA's gross margin in the latest quarter was as high as 57.5%, compared with 32% for AMD. Therefore, NVIDIA has more money than AMD to launch a price war to gain market share.
Secondly, NVIDIA has long been able to lead AMD to develop a more advanced and relatively low power chip architecture. As for AMD, it has always been eager to pursue faster clock speeds, but it also tends to overheat the product. .
The reason for this difference is that NVIDIA is an IC design company that specializes in the development of GPUs, so it can concentrate all R&D resources. Unlike AMD, in addition to developing GPUs, it still needs a lot of manpower and money. Competing with Intel in the CPU market.
Based on the above analysis, in the VR market GPU competition, NNVIDIA clearly has an absolute leading edge in brand, technology and capital, but AMD provides products with lower prices and performance that are not much different. It should still be able to win the favor of those who pursue CP value, and will not fall completely in the market.
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Hunan Furui Mechanical and Electrical Equipment Manufacturing Co., Ltd. , https://www.thresher.nl