After AMD released the Navi-based RX5700 series of graphics cards on the 7-nm process, competitor NVIDIA may face the competitive pressure of AMD in Intel in 2019. With the 7-nanometer Navi architecture RX5700 series of graphics cards, AMD has a longer and shorter chip with NVIDIA in the game card, data center and other markets.
In the face of AMD's competitiveness in the game graphics market, NVIDIA seems to have a counterattack. On the one hand, it fights with AMD and ridicules the RX5700 series of graphics cards in the 7-nanometer process. The energy efficiency is not as good as its own 12-nanometer products. On the other hand, it is ready to launch the RTX20Super series of new graphics cards to meet AMD's RX5700 series graphics cards with stronger specifications.
In the data center GPU market, AMD has already received orders for Google Cloud Games servers. Overall, this is still the leading battleground for NVIDIA. But NVIDIA's pressure is to introduce a new generation of products with more advanced processes. Because from the Volta in 2017 to Turing in 2018, NVIDIA has been using the 12nm process. This enabled AMD to release a new generation of products in advanced processes after AMD released the Navi-based RX5700 series of graphics cards in the 7-nm process.
Foreign-funded institutions have released NVIDIA reports recently, saying they are optimistic about the next NVIDIA development, and raised NVIDIA's target price to $195, which is 30% higher than the current share price. The reason is that NVIDIA's GPUs are still the most attractive products in the games, data centers, automotive electronics and other industries, which will make NVIDIA's actual performance beyond the peers.
The report said that NVIDIA's new product plan is expected to launch a new generation of advanced process products in the next year, which is the fastest in February 2020. This product is the rumored Ampere 7nm process GPU. And because the Korean media has been hyped up recently, Samsung won the NVIDIA Ampere 7 nanometer process GPU OEM order because of the low price. In the absence of capacity from other customers, the time to start in 2020 is expected to be at the annual NVIDIA GTC conference.