Was the Radeon 6000 series a paper launch just to drive stock prices up?

[ToneStar]

It seems that way to me, they don't really have a product at this point it is vaporware and just a concept card.

Its like when a car company makes a hyper car that doesn't really exist other than a couple of them to show off but no one can buy it unless they pay 2-5x more than its worth.

[BlueChinchillaEatingDorito]

1 minute ago, ToneStar said:

Its like when a car company makes a hyper car that doesn't really exist other than a couple of them to show off but no one can buy it unless they pay 2-5x more than its worth.

You mean concept cars? 

[Windows7ge]

The exact same thing happened to NVIDIAs RTX 3000 series cards. Unless that was also a paper launch then I'd have to say no.

[GDRRiley]

no it isn't nether are a paper launch. both are a limited launch for sure. at this point we know NVIDIA was closer to one given after 2 months there are still almost 0 cards.

for AMD wait till after January

[xg32]

product launches rarely affect short term stock prices, they announced the acquisition of xlnx on the same day of the rx 6xxx announcement that capped prices. 90% of hardware launches are paper. especially this year with covid and new consoles. Stock reactions were also muted for zen 3, which i'd imagine is a much bigger deal than their gpus.

[Jurrunio]

No because higher stock prices does not mean the company earns more. Stock price is only an indication of how well investors think the company will profit, it ultimately doesnt turn into numbers in AMD's bank accounts until they get the cards out.

[Blademaster91]

No, the launch from both Nvidia and AMD were very limited, on a normal launch its difficult to get a GPU, but demand has been higher since a lot of people skipped the RTX 2000 series cards, and more are working from home.

[ToneStar]

18 minutes ago, Jurrunio said:

No because higher stock prices does not mean the company earns more. Stock price is only an indication of how well investors think the company will profit, it ultimately doesnt turn into numbers in AMD's bank accounts until they get the cards out.

Stock prices are more important than profits in this era.  Look how Amazon got so big they were losing money for about 15-20 years every year and built their empire off stock inflation.  Tesla is doing the same thing right now, they are worth more than Ford and GM combined and barely even make anything in comparison.

[HannahLewis]

7 minutes ago, ToneStar said:

Stock prices are more important than profits in this era.  Look how Amazon got so big they were losing money for about 15-20 years every year and built their empire off stock inflation.  Tesla is doing the same thing right now, they are worth more than Ford and GM combined and barely even make anything in comparison.

Profits are still the driving factor as the stock prices will ultimately reflect how investors think a company will perform in the future. Venture captal is essential in the starting-up phase for companies like Amazon and Uber but their stock becomes more desirable as their marketshare grows since that will be their basis for future income.

 

In the case of a paper launch I don't think its done with the intent to boost stockprice. In my opinion it's more likely AMD wanted to make sure they have a compelling answer to Nvidia, which is important after the huge improvement the 3000 series brought about and it's potential implications on the market if AMD wouldn't have anything that could compete.

[Jurrunio]

24 minutes ago, ToneStar said:

Stock prices are more important than profits in this era.  Look how Amazon got so big they were losing money for about 15-20 years every year and built their empire off stock inflation.  Tesla is doing the same thing right now, they are worth more than Ford and GM combined and barely even make anything in comparison.

That works when they can keep the rise going in the long run. A paper launch of a product tho? Not so much. Not saying AMD wont try doing the same, but paper launch a product wont be one of them.

[901-Memphis]

Just look at user benchmark submissions for cards tested the 3000 series is showing over 70,000 submissions while the Radeon 6800 totals less than 600. 

 

Yes I know the site sucks for cpu comparisons but this data point is actually really interesting. 

[Letgomyleghoe.]

3 minutes ago, 901-Memphis said:

Just look at user benchmark submissions for cards tested the 3000 series is showing over 70,000 submissions while the Radeon 6800 totals less than 600. 

 

The 3080 has been out since like what early October while the 6800xt just came out like 2 weeks ago obviously the 3080 is going to have a tremendous lead.

[901-Memphis]

1 minute ago, Letgomyleghoe. said:

The 3080 has been out since like what early October while the 6800xt just came out like 2 weeks ago obviously the 3080 is going to have a tremendous lead.

Yes I agree but the numbers are still extremely low nonetheless. 

[StarsMars]

6 hours ago, ToneStar said:

It seems that way to me, they don't really have a product at this point it is vaporware and just a concept card.

Its like when a car company makes a hyper car that doesn't really exist other than a couple of them to show off but no one can buy it unless they pay 2-5x more than its worth.

No. People have been holding on to their 10 series nvidia cards. That's 4 years.

Add a global pandemic which caused slow production, low stock, high demand.

Add lockdowns and you create new home gamers.

So very very very very high demand.

New amazing hardware comes out and

Boom.

[Letgomyleghoe.]

3 minutes ago, 901-Memphis said:

Yes I agree but the numbers are still extremely low nonetheless. 

That doesn't mean its a paper launch. Most new products will have bad stock at the beginning and eventually ramp up production to meat demand. 

[901-Memphis]

9 minutes ago, Letgomyleghoe. said:

That doesn't mean its a paper launch. Most new products will have bad stock at the beginning and eventually ramp up production to meat demand. 

It definitely wasn't a paper launch the way people have been throwing it around since all this new stuff came out but amd definitely did worse than Nvidia here in my eyes.

 

My local microcenter had over 100 of the 3070 but  only 10 of the 6800 cards on each one's launch day 

[ToneStar]

Seems like Vaporware to me reminds me of BitBoys Glaze3d back in the late 90s

[ToneStar]

Based on this.
https://gpu.userbenchmark.com/

What if they were only doing this to drive stock prices up and make it look like they were competitive with Nvidia but couldn't actually sell these cards for the money so they are only making a few 100.

I am going with that until I see at least 1000s of them in the wild and not a few 100.

[Grabhanem]

9 minutes ago, ToneStar said:

Based on this.
https://gpu.userbenchmark.com/

What if they were only doing this to drive stock prices up and make it look like they were competitive with Nvidia but couldn't actually sell these cards for the money so they are only making a few 100.

I am going with that until I see at least 1000s of them in the wild and not a few 100.

I don't think that adds up. AMD doesn't sell the majority of their cards themselves, they sell GPUs to Asus, Sapphire, etc. If AMD went up to an AIB partner and said "we're selling you these GPUs above MSRP with the expectation you can scalp them" the partner would just turn them down.

[ToneStar]

2 hours ago, Grabhanem said:

I don't think that adds up. AMD doesn't sell the majority of their cards themselves, they sell GPUs to Asus, Sapphire, etc. If AMD went up to an AIB partner and said "we're selling you these GPUs above MSRP with the expectation you can scalp them" the partner would just turn them down.

Its like a halo car like a Ford GT they could make it at a loss just sell limited supply to AIBs to create buzz for the lower level cards and cpus, xbox, ps5 and stock.  At this point until I see there is a supply of cards I am calling it vaporware, its a joke at this point.

[Grabhanem]

58 minutes ago, ToneStar said:

Its like a halo car like a Ford GT they could make it at a loss just sell limited supply to AIBs to create buzz for the lower level cards and cpus, xbox, ps5 and stock.  At this point until I see there is a supply of cards I am calling it vaporware, its a joke at this point.

Why would they sell their most expensive silicon at a loss, while not producing lower-end hardware in the same architecture? Or if they were trying to create buzz for the consoles/CPUs, why would those be in short supply as well?

 

It seems most likely that there just isn't enough TSMC 7nm production to go around at the moment, being:
- a time when mass production/international shipping is harder than usual
- no less than 3 high-profile hardware launches are using the same silicon
- a time when video games are one of the only easily accessible forms of social interaction

- AND it's holiday shopping season.