~80% of their revenue comes from gpu sales. Sounds very impressive, until I heard the part about barely breaking even from it all, and profits from power supply sales are far higher... that's wild.
Some of those power supply sales have to be from bundles/combos, so if gpu sales halt, there will be fewer psu sales.
They're losing money from RTX 3080 and up, but making it from 3070Ti and down. Isn't that backwards behavior?
Comments across this site's older ARC news articles, TPU and EVGA forums [and reddit - bleh!]... have given the impression that it isn't enough to have more players.
Even if 1st gen ARC drivers weren't a crapfest... [Their fault for trying to do too much with it.]
Even if AMD's past driver stigma suddenly disappeared, driver updates were more frequent, RT and AI scaling development improved, etc...
[They are working with a fraction of the budgets that Nvidia and Intel have - what are some people bloody expecting them to do??? It's great what AMD is managing to achieve with Ryzen and RDNA, but ~no...]
Many folks won't budge at all with a break in the duopoly; Nvidia would still have a significant lead over the other 2 competitors. The green mindshare is too strong, and I can do naught but read/watch and shake my head...