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StarTopic Future Nintendo Hardware & Technology Speculation & Discussion |ST| (Read the staff posts before commenting!)

Did they tell retailers in late 2020/2018 or early 2021/2019 that new models were coming?
They don’t tell them new models are coming per se, I think it goes that they inform retailers of the availability of the stock which gives them a heads up on how many and how often they order throughout the upcoming fiscal quarter to have in stock. To which Nintendo would respond with shipping the requested amount to retailers. The only time I think they inform them of new models is if those models are the special edition kind, and if it’s a partnership of advertising it is a marketing deal to increase the revenue that the retailers receive from that brand of retailer (Walmart for example).


Retailers generally find out about a new model in the sense of a pro or a successor when the public ends up finding out.

So the Switch Lite was given enough time to re-order, 8 weeks in advance, helps the retailers get enough in stock and on shelves. The Switch V2 would be telegraphed before hand as a “silent revision” and found out around the same time as the Lite was revealed. That was Q2(FY) or Q3(CY) if you want of the year 2019. Start of it actually.

With respect to the OLED model, due to the COVID times and supply issues, it had to span across more than time to make sure it was ok enough.



Manufacturer and Retailers are in constant communication to make sure both don’t mess each other up. If one messes up, both mess it up for each other. So telegraphing it appropriately is crucial. No one wins if the other intentionally or accidentally sabotage or mess up for the other.
 
They don’t tell them new models are coming per se, I think it goes that they inform retailers of the availability of the stock which gives them a heads up on how many and how often they order throughout the upcoming fiscal quarter to have in stock. To which Nintendo would respond with shipping the requested amount to retailers. The only time I think they inform them of new models is if those models are the special edition kind, and if it’s a partnership of advertising it is a marketing deal to increase the revenue that the retailers receive from that brand of retailer (Walmart for example).


Retailers generally find out about a new model in the sense of a pro or a successor when the public ends up finding out.

So the Switch Lite was given enough time to re-order, 8 weeks in advance, helps the retailers get enough in stock and on shelves. The Switch V2 would be telegraphed before hand as a “silent revision” and found out around the same time as the Lite was revealed. That was Q2(FY) or Q3(CY) if you want of the year 2019. Start of it actually.

With respect to the OLED model, due to the COVID times and supply issues, it had to span across more than time to make sure it was ok enough.



Manufacturer and Retailers are in constant communication to make sure both don’t mess each other up. If one messes up, both mess it up for each other. So telegraphing it appropriately is crucial. No one wins if the other intentionally or accidentally sabotage or mess up for the other.
the higher brass probably knows beforehand. people like Gamestop, Amazon, Best Buy gaming segment leaders
 
the higher brass probably knows beforehand. people like Gamestop, Amazon, Best Buy gaming segment leaders
I doubt that, since that shouldn’t be their jurisdiction at all.

Manufacturing plants like Foxconn would be the ones to know.

And I sincerely doubt they know anything especially right now.
 
They don’t tell them new models are coming per se, I think it goes that they inform retailers of the availability of the stock which gives them a heads up on how many and how often they order throughout the upcoming fiscal quarter to have in stock. To which Nintendo would respond with shipping the requested amount to retailers. The only time I think they inform them of new models is if those models are the special edition kind, and if it’s a partnership of advertising it is a marketing deal to increase the revenue that the retailers receive from that brand of retailer (Walmart for example).


Retailers generally find out about a new model in the sense of a pro or a successor when the public ends up finding out.

So the Switch Lite was given enough time to re-order, 8 weeks in advance, helps the retailers get enough in stock and on shelves. The Switch V2 would be telegraphed before hand as a “silent revision” and found out around the same time as the Lite was revealed. That was Q2(FY) or Q3(CY) if you want of the year 2019. Start of it actually.

With respect to the OLED model, due to the COVID times and supply issues, it had to span across more than time to make sure it was ok enough.



Manufacturer and Retailers are in constant communication to make sure both don’t mess each other up. If one messes up, both mess it up for each other. So telegraphing it appropriately is crucial. No one wins if the other intentionally or accidentally sabotage or mess up for the other.
So retailers probably would have no idea right now if there's a new model planned for H2, right?

They were just told about expectations for Switch hardware and software for the upcoming quarter(s) if I understand correctly.
 
I doubt that, since that shouldn’t be their jurisdiction at all.

Manufacturing plants like Foxconn would be the ones to know.

And I sincerely doubt they know anything especially right now.
I mean briefings on new products right before their reveal. this allows them to get product pages up as soon as they're announced or shortly afterwards.
 
So retailers probably would have no idea right now if there's a new model planned for H2, right?

They were just told about expectations for Switch hardware and software for the upcoming quarter(s) if I understand correctly.
They wouldn’t know really, and Nintendo wouldn’t telegraph that so far in advance….. depending on what the hardware is.

which, on the latter point, we find out about it at the same time as them. Basically retailers have to order the products from the manufacture, so to answer your question yes they would not know a thing about the second half of the year.

I’m unsure if they do it differently in Japan in which they don’t get telegraphed about the quarter they get telegraphed about the entire first half of the year and then they get telegraphed again the beginning of the second half of the year. Rather than getting telegraph at the beginning of every quarter.

That said, if Nintendo telegraphed for the whole year that’s a different instance. And shouldn’t be taken lightly at all. Whether fiscal or calendar.
I mean briefings on new products right before their reveal. this allows them to get product pages up as soon as they're announced or shortly afterwards.

That would still be within the time the public finds out about the product though. It hardly ends up being months in advance, never really.

take for instance the PlayStation5, they announced aspects of it several months before they did an actual overview of the platform, this gives retail enough time to at least have a “bookmark“ for the redirect link that would take a customer to the PS5 page.

All in all, it’s a carefully planned thing weeks to months in advance by the manufacturer in a public setting, not hidden.
 
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Retailers probably need 3-6 months to get their orders in and for Nintendo to know how much to produce and allocate, anything longer is uncessary.
 
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The Nvidia "special address" at CES 2022 will focus on "the latest breakthroughs in accelerated computing—from design and simulation to gaming and autonomous vehicles." The speakers are the SVP of GeForce, and the VP/GM of automotive. So we might learn a bit more about Orin.

Tuesday, Jan. 4, 8AM Pacific
 
The Nvidia "special address" at CES 2022 will focus on "the latest breakthroughs in accelerated computing—from design and simulation to gaming and autonomous vehicles." The speakers are the SVP of GeForce, and the VP/GM of automotive. So we might learn a bit more about Orin.

Tuesday, Jan. 4, 8AM Pacific

Given the topic, could this maybe include news of a DLSS revision, you think?
 
Given the topic, could this maybe include news of a DLSS revision, you think?
It's possible. There are rumors of an improved DLSS that requires more data to work better with ray tracing (from an unreliable source but Nvidia's documentation backs it up).
 
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Given the topic, could this maybe include news of a DLSS revision, you think?
Gaming wise I'm expecting 3080 ti or w/e on laptops and updates on 3050 and maybe 2060 and/or rumors about the super versions?? . But update on Orion sounds plausible, whether it's for cars or games 🤔.

I'm expecting next gen 4000 cards to be announced at the spring event along with dlss 3.0? Getting ahead of myself though, and I don't think anyone is expecting this on Tuesday anyway.
 
I'm expecting next gen 4000 cards to be announced at the spring event along with dlss 3.0? Getting ahead of myself though, and I don't think anyone is expecting this on Tuesday anyway.
I don't believe Nvidia usually announce consumer products during GTC. I think Nvidia will probably announce the Lovelace GPUs during summer 2022 (June - September 2022).
 
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Switch DLSS $400-$500 Launches sometime between October and December with a 5 million console allotment for the first 3-5 months on store shelves. It launches around Donkey Kong, Xeno 3, Bayo 3 and Prime Remake which are used as the new game showcases to market the new system. Zelda gets delayed to March of 2023 with a special edition Switch DLSS Zelda system. This is my current guess, and I'm interested to see how much it changes in the next 2 months.
 
I had a dream the Dane Switch was announced for this year which gave me quite a bit of satisfaction and vindication but then it was announced to not have any BC which pissed me the hell off.

I need some more interesting dreams.
 
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Switch DLSS $400-$500 Launches sometime between October and December with a 5 million console allotment for the first 3-5 months on store shelves. It launches around Donkey Kong, Xeno 3, Bayo 3 and Prime Remake which are used as the new game showcases to market the new system. Zelda gets delayed to March of 2023 with a special edition Switch DLSS Zelda system. This is my current guess, and I'm interested to see how much it changes in the next 2 months.
if switch DLSS releases in Q4 2022, why delay breath of the wild to March 2023 when they can release it at the same time? And I think to mean MP4.
 
Maybe Nintendo wants to release a 3D Mario game together with the new model while having BoTW2 for the spring
Spring 2023?

I think it would benefit more to sell botw 2 at launch with the next switch model to maximize sales. 720p/900p on switch and different performance profiles for switch 2. This is under a scenario of a Q4 2022 release.

-720p 1080p 30 fps default with added affects
-720p 1080p 60fps performance w/ DLSS
-2-4k docked with 30-60fps with DLSS??
 
Spring 2023?

I think it would benefit more to sell botw 2 at launch with the next switch model to maximize sales. 720p/900p on switch and different performance profiles for switch 2. This is under a scenario of a Q4 2022 release.

-720p 1080p 30 fps default with added affects
-720p 1080p 60fps performance w/ DLSS
-2-4k docked with 30-60fps with DLSS??
Honestly based on the power of the system and with how BOTW2 is inherently a Cross-Gen game, I feel it likely could hit 4K 60fps with DLSS and NIS in tandem (IE: 720p to 1440p DLSS to 4k with NIS or just Ultra Performance DLSS 720p to 4k)

Like, BOTW1 can do 1440p 30fps (more like 1440p 40fps) on a GTX 1050 Non-TI and on a CPU that would be weaker than Dane's CPUI

So Dane theoretically could do 4k 30fps with Quality DLSS in all likelihood. considering BOTW1 hit that 1440p 40fps number on a GPU that also likely is weaker than Dane's GPU in an unoptimized environment (CEMU).

So 4k 60fps in some form is perfectly within reason imho
 
Spring 2023?

I think it would benefit more to sell botw 2 at launch with the next switch model to maximize sales. 720p/900p on switch and different performance profiles for switch 2. This is under a scenario of a Q4 2022 release.

-720p 1080p 30 fps default with added affects
-720p 1080p 60fps performance w/ DLSS
-2-4k docked with 30-60fps with DLSS??

That depends if Nintendo wants to do a “Switch launch” with BoTW2 on March 2023 with the new model
 
Honestly based on the power of the system and with how BOTW2 is inherently a Cross-Gen game, I feel it likely could hit 4K 60fps with DLSS and NIS in tandem (IE: 720p to 1440p DLSS to 4k with NIS or just Ultra Performance DLSS 720p to 4k)

Like, BOTW1 can do 1440p 30fps (more like 1440p 40fps) on a GTX 1050 Non-TI and on a CPU that would be weaker than Dane's CPUI

So Dane theoretically could do 4k 30fps with Quality DLSS in all likelihood. considering BOTW1 hit that 1440p 40fps number on a GPU that also likely is weaker than Dane's GPU in an unoptimized environment (CEMU).

So 4k 60fps in some form is perfectly within reason imho
TX 1050 is running on 1.86 TFLOPs on Pascal architecture. That's about 4.73x more powerful in GPU alone. Botw on Switch is more like 800p most of the time.. That sounds about right though VS 1440p with 10 more frames. I wasn't really thinking of 2k at default and thought they would enhance the visuals in other ways, but that's certainly a possibility for one profile at default. 1440p at 30fps. Not sure if they can double botw 1's framerate to 60fps on A78s though, if whatever mid tier CPU in 2016-7 that was like 2-3x more powerful than A78s couldn't.

That depends if Nintendo wants to do a “Switch launch” with BoTW2 on March 2023 with the new model
Yeah I know. I do think they are more likely to release botw 2 with switch 2/DLSS still. But that's just me. Whenever that is.
 
TX 1050 is running on 1.86 TFLOPs on Pascal architecture. That's about 4.73x more powerful in GPU alone. Botw on Switch is more like 800p most of the time.. That sounds about right though VS 1440p with 10 more frames. I wasn't really thinking of 2k at default and thought they would enhance the visuals in other ways, but that's certainly a possibility for one profile at default. 1440p at 30fps. Not sure if they can double botw 1's framerate to 60fps on A78s though, if whatever mid tier CPU in 2016-7 that was like 2-3x more powerful than A78s couldn't.
Honestly, Dane docked is very much more like it will hit GTX 1050 level performance.

We have to remember docked Eristra/Mariko didn't break 1TFLOP due to nm node limitations.

Orin shouldn't have the same problem, so if the cache in Orin corrects the per-FLOP performance back to Turing-era, then a 1-1.5TFLOP Orin very much would go blow for blow or beat the 1050
 
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if switch DLSS releases in Q4 2022, why delay breath of the wild to March 2023 when they can release it at the same time? And I think to mean MP4.
-Make the game even better and can now delay other games slated to come out after Zelda to make them better as well.
-Supply issues may be more of an issue in 2022 than 2023
-Gives Nintendo a better idea of demand and how much they may need to scale up for BOTW 2 launch and beyond.
-Won't need Zelda to sell out. More than enough games combined with Holiday season and third party to sell out Switch DLSS
-You can now have enough time to make some special edition systems, which will also help to drive momentum in the beginning of next year.

They could just launch Switch DLSS in March 2023 with BOTW2 but I think there is a lot of games coming out in late 2022 that will benefit from the increased hardware power from a game review, sales, and performance stand point like Xeno 3,Bayo 3 and Prime Remake. The Switch Brand is so large now that Nintendo won't need a major new system seller like BOTW2 to sell the initial 5-10 million units (see Playstation).

If it were up to me, I would launch Switch DLSS in late September with (Prime Remake,Xeno 3) even if i could only get out like 2 million systems at launch. Have Bayo 3 for october, Donkey Kong for November and (Xeno 3 or Prime Remake for December). I would also announce a Special edition Zelda DLSS switch for March 2023 that launches with BOTW2. If Nintendo times their releases right, I expect Switch DLSS to be very hard to buy at MSRP until at least March of 2024.
 
The Nvidia "special address" at CES 2022 will focus on "the latest breakthroughs in accelerated computing—from design and simulation to gaming and autonomous vehicles." The speakers are the SVP of GeForce, and the VP/GM of automotive. So we might learn a bit more about Orin.

Tuesday, Jan. 4, 8AM Pacific

It‘s funny how they try to show DLSS in action while you can‘t really spot any differences in a livestream over YouTube
 
If it were up to me, I would launch Switch DLSS in late September with (Prime Remake,Xeno 3) even if i could only get out like 2 million systems at launch. Have Bayo 3 for october, Donkey Kong for November and (Xeno 3 or Prime Remake for December). I would also announce a Special edition Zelda DLSS switch for March 2023 that launches with BOTW2. If Nintendo times their releases right, I expect Switch DLSS to be very hard to buy at MSRP until at least March of 2024.

Find it hard to picture Nintendo debuting a more powerful Switch with a remake of a GameCube game...no matter how pretty it looks. Not too mention it's apparently been completed for a while now, so unsure how much it could even take advantage of the power anyway.

If BotW2 is ready, I doubt Nintendo surrenders holiday 2022 + 5 months of massive sales to postpone it for a special edition that, as you say, would likely be a very limited release.
 
Find it hard to picture Nintendo debuting a more powerful Switch with a remake of a GameCube game...no matter how pretty it looks. Not too mention it's apparently been completed for a while now, so unsure how much it could even take advantage of the power anyway.

If BotW2 is ready, I doubt Nintendo surrenders holiday 2022 + 5 months of massive sales to postpone it for a special edition that, as you say, would likely be a very limited release.
I mean Sony just launched the PS5 with Demon's Souls...

And yeah it's supposedly finished but that doesn't mean much in terms of power. They could have finished both the base version and the upgraded 4k version.

But yeah I do agree it's gonna be BotW 2.
 
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Find it hard to picture Nintendo debuting a more powerful Switch with a remake of a GameCube game...no matter how pretty it looks. Not too mention it's apparently been completed for a while now, so unsure how much it could even take advantage of the power anyway.

If BotW2 is ready, I doubt Nintendo surrenders holiday 2022 + 5 months of massive sales to postpone it for a special edition that, as you say, would likely be a very limited release.

It could run the game at 4K, with HDR and at 60fps. That would be a huge difference and that is before you factor in the other OS improvements and feature improvements of the new system. Apply this logic with the current backlog of Switch and everything slated to come out in 2022= Selling out the very limited systems they can produce without Zelda EASILY!! Truthfully they could delay Zelda until May 2023 and be fine and I would be all for it if it meant making the game noticeably better as a result.
 
I'm a little under versed, but was there anything in the CES video that points to anything Switch related? I didnt see anything demoed in that power range.
 
I'm a little under versed, but was there anything in the CES video that points to anything Switch related? I didnt see anything demoed in that power range.
nope

unless you want to see the weakest ray-tracing-enabled gpu yet and use that as a hypothetical comparison point
 
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Nvidia and Nintendo probably have an agreement that, even if the next Switch's SoC will be used in an Nvidia Shield, Nvidia can't show it until after the reveal of the next Switch.
 
Nvidia and Nintendo probably have an agreement that, even if the next Switch's SoC will be used in an Nvidia Shield, Nvidia can't show it until after the reveal of the next Switch.
That’s assuming that the Shield actually still exists as a product these days.

It might not.
 
The Nvidia "special address" at CES 2022 will focus on "the latest breakthroughs in accelerated computing—from design and simulation to gaming and autonomous vehicles." The speakers are the SVP of GeForce, and the VP/GM of automotive. So we might learn a bit more about Orin.

Tuesday, Jan. 4, 8AM Pacific

Most interesting takeaway from the video was the AI driven battery consumption management by communicating directly with the CPU.
 
That’s assuming that the Shield actually still exists as a product these days.

It might not.
At least for now, Nvidia is positioning the Shield TV as the best device to play GeForce Now:

"The new tier of service transforms nearly any device into a gaming rig capable of streaming at up to 1440p resolution and 120 frames per second on PCs, native 1440p or 1600p at 120 FPS on Macs, and 4K HDR at 60 FPS on SHIELD TV" and 1080p at 60 FPS on LG and Samsung TVs.

It's possible that they'd use the binned Dane Switch SoCs on the next Shield to improve its streaming capability, and perhaps locally AI upscaling to 8K for the lulz.
 
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Just saw the 3080ti laptop, how the heck are they fitting what was until recently a chunky GPU into that?
 
Quoted by: MP!
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probably less cores
lower clocks
possibly even a different chip
etc.

This.

Consider mobile/laptop chips their own tbh. They like to play on the name so people think it’s 1:1.

That being said if they can get something like 3060ti performance it’ll be a banger.
Yeah I figured as much, still, an impressive amount of power for something so slim.
 
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I thought the 3080M alread hit 3060Ti performance
Yeah, the 3070 (Mobile) even hits Desktop 2070 Super + levels and the 3080 (Mobile) is just the 3070 Ti's GPU but in a far tighter power constraints

So I feel we likely will go beyond the 3060Ti for certain if the 3080M isn't there usually
 
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Just catching up on the Jetson Orin info from GTC. There's not much surprising about it, with the exception of RT, but it's nice that we've got a white paper on the architecture, as I'd imagine Dane will be very similar. On the RT cores, the fact that they're there at all is a surprise, but perhaps more interesting is the choice to include half as many of them as desktop Ampere. It almost seems as if they're there for compatibility reasons, or maybe they found some limited automotive use-cases for them and decided to keep some limited functionality there. In any case, it does increase the likelihood that we see RT cores in Dane, but it reduces the expected performance of those cores even lower (from a pretty low base), so I still have low expectations of many games making extensive use of them.

There is one thing which we can infer from the photos provided, though, which is the size (and therefore transistor density) of Orin. In particular, the Jetson AGX Orin and Jetson Orin NX pages both provide nice head-on photos of the boards, which makes calculating the die size easy. As these don't show the actual bare die (just a grey rectangle with the Nvidia logo), I also used the photo in this press release, which shows an actual bare die, but is lower resolution and at an awkward angle.

Using each of the three photos, the calculation in each case comes to a 22.1mm x 20.8mm die (+- about 0.1mm), for a die size of approx 460mm2. This tells us a few things:
  1. The Jetson Orin NX chip is the full Orin die, just binned with parts disabled. This is as I would have expected, but good to get confirmation.
  2. The Orin die has a density of approx 45.6 million transistors per mm2, assuming 21 billion transistors is still correct.
  3. This is in line with the density of GA102, GA104, etc., so it's likely using an identical 8N manufacturing process, and isn't using higher-density mobile libraries.
So, if we're to assume about a 100mm2 die size for Dane, a transistor count of about 4.5 billion seems likely. This compares to 2 billion transistors for the TX1/Mariko chips used in existing Switch models.
I wanted to get to this post before, but forgot and then remembered now

22.1mm=2000 pixels

20.8mm=1495 pixels

GPU(2048 cores) + cache memory + interconnect=~861x1142 pixels

9.5mm x 15.88mm = ~150.86mm^2 (2048 cores)

CPU + Caches= ~693x450

7.65mm x 6.26mm = ~47.89mm^2 die space (12 cores)

This does not include the DLA, MCs, PVA, etc., just the GPU + Cache and the CPU+Cache.

If shortened/ made smaller, perhaps?

i.e., 512-1024 CUDA Cores + 8 CPU cores?

9.5mm x ~7.94mm = ~75.47mm^2 (1024 CUDA Cores)

9.5mm x ~5.95mm = ~56.603mm^2 (768 CUDA Cores)

9.5mm x ~3.96mm = ~37.64mm^2 (512 CUDA Cores)

This is about how much of the die these would occupy for the shaders + the cache

+ the interconnect, if it remains at roughly the 45MTr per mm. Though, as GA106 has shown they can be a bit denser, with it being 48MTr per mm, can’t they make it even a bit denser to fit as much in a small package? Unsure. It is supposed to be a derivative, correct? So, to the specifications it likely doesn’t have to follow it to a T

~7.65mm x ~4.21mm = ~32.249mm^2 (8 CPU Cores)

~3.82mm x ~6.26mm = ~23.96mm^2 (6 CPU Cores)

~3.82mm x ~4.17mm = 15.94mm^2 (4 CPU Cores + no little cores)

When looking at the Tegra X1 die shot, you mentioned that the SM Logic extends beyond that, but that begs the question of, even with the smallest configuration of say 4SMs + 4 CPU Core, wouldn’t this extend to beyond 100mm^2 as a die size regardless unless they go with 2 SMs again? And 4 cores? The 4 CPU cores are closest to the 4 A57 CPU cores on die space, as per Locuza noting it to be around the 13mm^2 range.



And it was brought up to me, but why do they have to limit it to 100mm^2 or lower? I understand having a small chip, but don’t understand why they necessarily need to in this context. If they stretch it to say, 120? 130? 140? 150? Or hell, 160mm^2 if they need to what would be the issue here really? I understand that a smaller chip means a lower cost and can have more chips that are not damaged on the wafer as they are each separate and individual, but I don’t think the penalty is that severe even for a smaller chip like this in comparison to the PS5 or Series X APUs which would be far bigger and where a damaged good becomes more detrimental there. I’m not really saying that they should go for 160 mind you, I just don’t see why they need to be at 100mm^2 or less here.


It’s not like there isn’t a possible benefit of using a larger chip while having it at lower clocks which we reasonably expect, in that it could be easier to cool due to the higher amount of surface area.


If it is highest config (8SMs + 8CPU cores) and it uses the lowest density, I suspect that it being ~160mm^2 for the total die size at their own modification to it. The PS5 and Series X APU make a good use of the amount that is taken up by the GPU, CPU, Memory Controllers, Media Engines, etc., and don’t seem to take up too much with respect to the Logic, isn’t that possible here as well for Dane?

And then there is the physical space of the switch, the TX1, OG even being 18% larger than the Mariko, didn’t take up that much space, and Nintendo even managed to squeeze the overall package even smaller with the OLED revision, or rather, more kept/merged together at the cost of a smaller fan (because it wasn’t needed to be that large?).

So, again, I fail to see why they have to keep the die so small, they seem to have a bit more elbow room for this and can squeeze a bit more while not requiring to get blood from stone here. Mind you, again, I don’t think it will be that large, I just don’t see why it needs to be so small. Or why it would be that small.

Would it really be that much more expensive going Fromm a 100mm^2 die to a, say 120, 140 or even 160?

And this is assuming that it isn’t denser than the desktop equivalent at all, though the GA106 die is denser than it’s sister dies.
 
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Nvidia Corp. said it will be in a better position to fill all of the orders it's getting in the last six months of the year as chip supply improves.

"In the second half of calendar '22 we believe we'll be in great shape in terms of supply," Chief Financial Officer Colette Kress said at the J.P. Morgan Tech/Auto Conference on Wednesday. "Demand has exceeded supply primarily in our gaming business."

Like other chipmakers who outsource their production, the company has struggled to secure enough access to supply to meet demand. Nvidia has been working hard with its manufacturing partners to redress that balance, Kress said. The company had a strong holiday season, she said.
 
Nvidias cfo saying supply is good, is a whole lot better than Nvidias cfo saying supply is bad. Cause that would be really fucking bad.
An actual range is also somewhat more encouraging than just a generic "supply is improving".
 
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