What emerging players? You can’t just whip up a competitive GPU in a jiffy, even if you have Intel money.
Also, unless they are from a different planet that has its own independent supply chain, they’d have to deal with the very same memory shortage and the very same foundries that are booked out for years.
If the big two completely abandon the low-mid market Intel, Lisuan, Moore Thread or whatever might put the little DRAM they manage to grab on that orphaned market. A large proportion of gamers aren’t into buying 2000$ GPUs. Those companies might not succeed right away but they’ve been cooking for a while already so I wonder.
To sell at a loss, or at least very low profit? Low end GPUs tend to have tight margins to begin with. Why stick limited DRAM in there when there are products that need it that can actually be sold for profit?
I guess they can be a loss leader. It’s not a sustainable business model, though, and this DRAM shortage is projected to last a while.
I agree. In retrospect When I said “big opportunity” I was pushing it. More of a (narrow) potential opening to try for a modest market share. I guess I’m just hoping affordable GPUs remain a thing.
Big opportunity coming for emerging players in the GPU market.
What emerging players? You can’t just whip up a competitive GPU in a jiffy, even if you have Intel money.
Also, unless they are from a different planet that has its own independent supply chain, they’d have to deal with the very same memory shortage and the very same foundries that are booked out for years.
Chinese emerging players who are shut out from tsmc/taiwan/ROK chips and memory sources.
DRAM shortages affect everything. There’s no wiggling out of that through alternative GPUs.
If the big two completely abandon the low-mid market Intel, Lisuan, Moore Thread or whatever might put the little DRAM they manage to grab on that orphaned market. A large proportion of gamers aren’t into buying 2000$ GPUs. Those companies might not succeed right away but they’ve been cooking for a while already so I wonder.
The Price after the RAM increase would bump those cards up market and out of reach for the people in the segment.
To sell at a loss, or at least very low profit? Low end GPUs tend to have tight margins to begin with. Why stick limited DRAM in there when there are products that need it that can actually be sold for profit?
I guess they can be a loss leader. It’s not a sustainable business model, though, and this DRAM shortage is projected to last a while.
I agree. In retrospect When I said “big opportunity” I was pushing it. More of a (narrow) potential opening to try for a modest market share. I guess I’m just hoping affordable GPUs remain a thing.