Care to explain what that "very simple and obvious" path to success is?
Almost everyone understands it is price.
I doubt that it's price.
(
Edit: well looking at his comment in the Brand recognition thread I guess it is solely based on price. Oh, well. 🤷)
Agree to disagree...
Edit2: After his follow-up, looks it wasn't just based on price... so back to agree. 🤣
Price only gets you somewhere if cost is equally favourable, and it is unlikely to get you to upset other markets like Threadripper, Epyc and MI series has vs intel.
Chiplets vs Monolithic is the past path to success, and likely the best strategy vs nVidia also, with AMD leveraging their experience in the area vs their deficit at the top end of single chip solutions.
Chiplets can compete well with monolithic solutions on performance, they just need proper design & optimizations, which is their biggest drawback, without that work they can't compete beyond 1=1.
Where chiplets have great advantages vs monolithic chips is that they have larger quantity at a lower defect rate per wafer by default so their cost of production per pixel/flop/token/etc so success in combining them can make a cheaper competitive (or even superior part). Additionally a more modular solution allows you to position that production towards multiple skus, further compounding the benefits of cost reductions & economies of scale. THAT then might allow you to price a 1=1 variant below the competition because your costs on the same fab/node are spread out over more skus (and hopefully more chips if equally attractive to customers.
The iGPU situation is also re-defining the middle ground too, it's another area that AMD needs to and is focusing on, and could be an area that nV can't follow unless ARM makes more of an impact. Those options undermine the profitable low-end.
Pricing alone is more a reaction than a strategy, without directly affecting costs it's hard to beat the competition, and the only way to beat them at the top is by changing the options, and the way to beat them overall is to change equations of what makes up those options.
Of course for both AMD and nV, the GPU market is more of a testing ground, since the vast majority of money and focus is elsewhere, on products that benefit from the developments in this segment. So still important, just not as important as before.