[Disco]

Ovo mi zvuči malo kao SF:

AMD reportedly shipped 200,000 Radeon RX 9070 graphics cards already

OK shipped ne znači prodano, ali svejedno.
BTW ispod je zanimljiv komentar za koji ne znam ima li ikakve veze sa stvarnošću...premda zvuči uvjerljivo:

This is a note for AMD and RDNA 4 graphics card design producers. I have AMD and Nvidia graphics channel supply and sales trend data updated back from Polaris and Volta up through current generations and will report tomorrow.

AMD card design manufacturers and design producers (reported by Videocardz) of which some are also Nvidia card design manufacturers and producers;

Asus, Acer, Yeston, Gigabyte produce for AMD and Nvidia.
Vastarmor, I've never heard of.
AMD exclusive, XFX, Powercolor, Sapphire and ASRock.

On the volume of Pascal, Turing and Ampere total production volume under misrepresented by all the usual sources, Nvidia seat base is on the move, used professional platforms are clearing and Geforce coming back to the secondary market in large volumes. The mass of RTX back generation trade-in shows a wave that AMD back generations cannot compare on the volume of the Nvidia installed base.

RDNA 1/2/3 = 100 M units
Turing and Ampere = 419 M units
Ada = 155 M units

The big question in mass market graphic's sales right now is RDNA 4 and Blackwell installed base defection and conversion. AMD and Nvidia objective on production aim is to upgrade minimally 30% of their installed base in the next 18 months. For AMD at 15% and Nvidia at 85% share, simply to run in place, AMD needs to sell 30 M RDNA 4 and Nvidia 168 M Geforce Blackwell over the next 18 to 24 months. AMD on average moves 15 M units annually and Nvidia on Turing and Ampere long tails 114 M units.

On Turing and Ampere extended production tails, 168 M units of Blackwell might be a stretch for Nvidia enabling AMD to wedge in and gain + 5% share.

The big question for AMD and RDNA 4 design producers is their ability to convert Nvidia seats to AMD seats. On the mass volume of Nvidia Geforce RTX trade-in currently in relation to AMD trade-in I can't see much conversion, simply AMD maintaining its seat base.

Subsequently AMD and AMD card design producers ahead of new product warranty registration data that must query for Nvidia to AMD conversion, requires that AMD and design producers go into the field to end sales outlets and determine the conversion rate ahead of registration data and all other sales data that will lag critical production decisions.

Mike Bruzzone, Camp Marketing