Thank You, I dont follow closely on the GPU front. I will read up on some of the information provided.
> On the consumer side, RDNA2 is raster, transistor, and power (albiet on a more efficient node) competitive with Ampere, which is big step up from previous generations. Thanks to having performance competitive top-end/halo cards, AMD GPUs have gotten a consumer mindshare win that they haven't had in years.
TBH, the only reason I pay 800$ for a card today is to play games with ray tracing on at an acceptable resolution. This is only possible with nvidia RTX + DLSS.
I wouldn't pay 800$ for an AMD card that gets me similar rasterization performance but none of the "modern" (3 year old already...) features I care about.
Right now, _any_ GFX card is better than having no GFX. Both NVIDIA and AMD are sold out.
I can't know how real the AMD mindshare is. We probably could only know if we had a market with enough supply of both.
The other thing worth noting on the consumer side is that Zen 4 should also bring Navi 2 and DDR5 to their APUs. AMD's current APUs can already handle most eSports/low-end games at 1080p [1] but this next iGPU bump has the potential to displace the low-end AIB/dGPU market completely. When looking outside of the AIB numbers, AMD (and Intel) continue to increase unit shipments/gain market share at Nvidia's expense. [2]
As for GPU compute, there's no question that Nvidia continues dominate and it feels like if anything, AMD is falling further behind. While I have some hopes for CDNA/2 and ROCm continuing to mature, their ongoing lack of support for even basic stuff like desktop OpenCL or any RDNA cards means that AMD is moving backwards as far as ecosystem support goes. I really can't think of a better way to stunt adoption than to have no ML/compute support for the majority of their products. ¯\_(ツ)_/¯
On the process side, assuming Intel suffers no more delays on 7nm (a big assumption), it will still be half a step and half a year behind TSMC's N3 process in 2023 (beyond that, I suppose it'll be an open question of who gets their GAAFET working). AMD's CPU architecture team has a pretty solid track record at this point though, and I don't think Zen 4 or Zen 5 will be at any particular disadvantage vs Granite Rapids.
Obviously, AMD has lots of competition, but as long as they keep executing, I think they have a pretty bright future (also, we'll have to see how Xilinx plays out).
[1] https://static.techspot.com/images2/news/bigimage/2021/04/20...
[2] https://www.jonpeddie.com/press-releases/gpu-shipments-soar-...