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*** The AMD RDNA 4 Rumour Mill ***

CAT-THE-FIFTH said:
People are keeping cards for longer because they have shrinkflated the upgrades under £600. Most cards on Steam are under £600,so mainstream gamers if they end up spending more will just keep their cards longer and longer.

It's the same with smartphones once Apple/Samsung started shrinkflating their smartphones,people kept them longer and longer.

But also its clear they are diverting supply to other markets too IMHO.
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Yep, my phone is currently 5 years old, I expect it to likely last that long again.

Much preferred the days where I could get a Google flagship phone for £250-300 outright and it would last me a couple of years.

Now for flagship Google want £1000, its just obscene, especially when I'm likely to drop it and damage it in some way.

I think twice spending £1000 on a telly that I know I will have for 10 years at least
 
GoogalyMoogaly said:
I'm not really getting the feeling AMD care much about their gaming customers either though.
Only mid tier cards.
Fake MSRP.
Drip feeding stick to keep demand and prices high.


It might be different at other retailers but getting an item into your basket was still a long way off being able to buy one on OcUK.


Hopefully there will be some resistance to these cards at £630 to send the signal that we're not ok with 10% price hikes after 1 day caused by a"fake" MSRP.
However it's gamers have shown in the past we're not good at voting with our wallets (and I'm as bad as the rest when it comes to this I'll admit).
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AMD stated there is no fake msrp, as there are products only to be sold at that price. Any increase on msrp is down to retailers
 
Sargatanas2511 said:
Again, wafers are far more expensive, more companies like Apple, Nvidia, AMD, Qualcomm and even Intel are fighting over TSMC advanced node wafers.
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Wafers are more expensive but there's plenty of capacity left, not least because there are other more pressing constraints.

Sargatanas2511 said:
AMD are pumping out as many as they can
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Untrue. And they have even less of an excuse as they are still on GDDR6 and don't have to contend with GDDR7 supply like Nvidia does. The TSMC 5nm nodes they're both using have been in production for years and are not really leading edge anymore either.

Sargatanas2511 said:
but there is always going to be a limit and it isn't really AMD's fault.
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Technically it is, because they're the only ones who could book more capacity for themselves.

Sargatanas2511 said:
Nvidia are probably getting far more than it looks too but they're going to the AI/Professional market and the gamers are getting the dregs.
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This is a common misconception. The consumer market and the D/C market do not share the same limitations. The D/C GPUs have been constrained by advanced packaging and not wafers, moreover those are not shared with the consumer products. The extent to which AI (and AI alone, because the other "pro" use cases are a rounding error to a rounding error) cannibalizes consumer graphics cards is 4090/5090, and to a lesser extent 7900 XTX. That has nothing to do with what's going on with cards 16 GB & under, except obviously indirectly.

If we just do some crude maths we know TSMC 5nm capacity is well above 200K (per month) wafers since '23. A wafer can give you around 150 GB203 dies. Obviously shared capacity, lower/higher dies, not exact node for all 5nm products etc. but since Nvidia is only shipping like 8 million GPUs per Q, it would only take take a quarter of a month's capacity to fulfill those sales with nothing but GB203. AMD is at best going for a fifth of that. Realistically it's even less due to GPU totals skewing to smaller dies & there will still be production on other nodes, etc. So it's very easy to see that even doubling production would not be a great challenge for these companies, that's why I don't think it's to do with capacity anywhere near as much as it has to do with supply/demand management.
 
Harlequin said:
AMD stated there is no fake msrp, as there are products only to be sold at that price. Any increase on msrp is down to retailers
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Maybe it's to do with how much AMD sold them the stock for back in January.
They have operating costs and can't be expected to sell for a loss. Maybe if AMD gave them a rebate for all the stock they purchase before knowing the MSRP then retailers would sell more of the base models for MSRP.
 
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So now that the gap has massively closed with upscaling, live streaming and raytracing, what do we think the new reason people are going to use to justify paying more for an nvidia card?
 
After yesterdays release I was sure that I weren't going to upgrade my GPU but luckily i managed to snag a 9070 xt for £570. Looking at the benchmarks i think the frame rate vs the 5080 is fine considering the fact the 9070 xt is like 50% cheaper and that I'm not bothered about ray tracing. However, the only thing that could make me return it is if its performance in VR and streaming (moonlight) is not up to scratch. Hopefully, it wont have any issues and I'll be a happy chappy but I've left my 5080 preorder just in case.
 
Poneros said:
Wafers are more expensive but there's plenty of capacity left, not least because there are other more pressing constraints.
Click to expand...

I won't say you're wrong here but I am not sure how much capacity they will have left. Cost and risk will limit that too though.
Poneros said:
Untrue. And they have even less of an excuse as they are still on GDDR6 and don't have to contend with GDDR7 supply like Nvidia does. The TSMC 5nm nodes they're both using have been in production for years and are not really leading edge anymore either.
Click to expand...

I agree with GDDR6 availability but there are far more parts to pumping them out.
Poneros said:
Technically it is, because they're the only ones who could book more capacity for themselves.
Click to expand...

Risk analysis will take over here, why book far more if you're not sure if people will even buy? It's not like you just buy all available capacity then pray it works out. That would be bad business, and balancing it with other parts availability too like you said.
Poneros said:
This is a common misconception. The consumer market and the D/C market do not share the same limitations. The D/C GPUs have been constrained by advanced packaging and not wafers, moreover those are not shared with the consumer products. The extent to which AI (and AI alone, because the other "pro" use cases are a rounding error to a rounding error) cannibalizes consumer graphics cards is 4090/5090, and to a lesser extent 7900 XTX. That has nothing to do with what's going on with cards 16 GB & under, except obviously indirectly.

If we just do some crude maths we know TSMC 5nm capacity is well above 200K (per month) wafers since '23. A wafer can give you around 150 GB203 dies. Obviously shared capacity, lower/higher dies, not exact node for all 5nm products etc. but since Nvidia is only shipping like 8 million GPUs per Q, it would only take take a quarter of a month's capacity to fulfill those sales with nothing but GB203. AMD is at best going for a fifth of that. Realistically it's even less due to GPU totals skewing to smaller dies & there will still be production on other nodes, etc. So it's very easy to see that even doubling production would not be a great challenge for these companies, that's why I don't think it's to do with capacity anywhere near as much as it has to do with supply/demand management.
Click to expand...

I don't know full capacity so I can't argue your wafer count here, but if demand is as high as it seems, I am sure any good dies will be held for higher margin applications. Apple take up most of the capacity from last I remember and buying more isn't as simple as just asking for more.

I severely doubt TSMC are running below capacity, as this would lower wafer cost to get more business. This likely means there's little to no availability left to buy.
 
Tinek said:
"It's Nvidia" - yes, that's enough for many people, it seems. No other reason needed.
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To be honest I'm ok with that. Along with "I wanted to" or "i like green" :P at least it's honest. The people trying so hard to justify it with kind of nonsense reasons always annoys me. Seen way to much of "its got x feature that I never use" over the years
 
Conanius said:
Mine arrives in just under 2 hours according to DPD tracking (not bought at OCUK sadly due to the website issues).... and I've sold my 4070Ti already, so thats all good.
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I'm so torn between doing the same, or keeping the 12gb 4070TI. What helped you decide to go AMD?
TIA
 
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