Majority of the CPUs and GPUs goes to brands like Dell, Lenovo, HP etc.... These companies have a contract which pretty much guarantee their supply. Even in event of shortage, they are given priority.Ah! Some numbers. So according to https://www.businesswire.com/news/home/20210329005150/en/Global-Gaming-PC-and-Monitor-Market-Hit-New-Record-High-in-2020-According-to-IDC, the number of "gaming" desktop and notebook shipments totaled 40.7 million in 2020.
So if took the 2020 data in this article, it showed that 41.5 million discrete graphics cards were shipped. And since this includes laptop and desktop components... Well that doesn't seem to leave a lot for the retail market.
While I agree that this is a good opportunity for AMD to increase market share, but it is not as straight forward as what you mentioned. TSMC have limited capacity given the fact they mentioned they are overwhelmed with orders. So between producing CPU or GPU, I feel the former is more profitable to AMD and they are selling like hot cakes. GPU uses a lot more die space, and therefore, more costly to produce, and I suspect less profitable. So given the fab constraints, if they need to prioritize what to produce, they will likely choose CPU.Unless AMD does something about scalping, and capitalizes that you really can’t find NVIDIA cards while you can find AMD cards at three times the mato, that’s something to think about.
I know oem systems are a huge part (most) of the pie now but still.
AMD GPU's aren't MIA because of scalping. There is evidence indicating AMD is jacking up prices themselves to the point of making scalping unprofitable. Prices for AMD's GPU on Newegg shuffles have been absurd for weeks, typically about twice MSRP. That's way more than Nvidia cards. 6700 XT MSRP's at $479. They've been in the mid $900's on Newegg. The one on today's shuffle is $960. 6900 XT MSRP's at $999. One on shuffle today is $1719. If you look on Ebay, there is no profit to be made scalping either of those cards.Unless AMD does something about scalping, and capitalizes that you really can’t find NVIDIA cards while you can find AMD cards at three times the mato, that’s something to think about.
Yeah, despite how much the internet wants me to believe DIY gaming PCs are the majority, I've met plenty of people who would rather buy a laptop or a pre-built desktop than build their own.Majority of the CPUs and GPUs goes to brands like Dell, Lenovo, HP etc.... These companies have a contract which pretty much guarantee their supply. Even in event of shortage, they are given priority.
Thats why I have been saying DIY market is a very tiny market segment.