Caporegime
I think they do ok in the upper mid range or lower high end and below, i don't really know how to categorise it, RX 7800 XT and below, i bought one because to me at least its a better choice than the 4070, in raster it is in fact as fast as the 4070 Ti if you twiddle a few knobs in the AMD driver, which everyone should, with 16GB it has better longevity, FSR while not as good as DLSS is getting to a point where its quite useable, its not bad, AFMF is a very good feature and it works well now.
The problem it has is Ray Tracing, it either works, or it doesn't, for example in Metro Exodus RT works really well, its as good as a 3070 Ti, its as good as a 3080 Ti in Doom Eternal and there are plenty of other games i could list, it doesn't work in for example Black Myth Wukong, not unless you would call a 90% hit in performance with RT on working, i wouldn't, i'd call that broken.
RDNA 4 needs to sort that out because RT is becoming the default, its not going to be long where RT is a measure of performance in the same way that Raster is and if AMD are still 40%, or even 20% behind a price equivalent Nvidia then that's what it is and be that as it may that's the point where AMD are completely uncompetitive, so it is match or beat Nvidia's RT or you don't have a GPU, its that serious and i think AMD should take it that seriously. I bought a 7800 XT because overall i think its better, and i do like the GPU, its very very good, but for my next GPU i'm going to be looking for that RT performance, i have and never will be emotionally tied to a particular vendor, i will switch back to Nvidia if AMD don't take RT seriously enough.
I think AMD try to compete because they haven't yet given up, but they are now what is it... 10% marketshare? At what point does that become unsustainable, at what point are you spending more on R&D for them than you get back in Net Margins?
Let me show you something.
Intel; from $20 bn (25%) net profit in 2021 to $1.7 bn (3%) in 2023, that is as bad as it looks if not worse, Intel must get its margins up, there are two ways they can do that, cut costs... they are doing that, they are cutting 15% of their work force, this is just what they are willing to admit to, if the decline doesn't turn around eventually you're having to cut all talent out of the company and then you're done, its game over.
Another way is to push the prices up, Intel may want to sell their best for $800, but if its no better than AMD's $600 CPU then they aren't going to be selling them and that's worse because now you can't even recover the cost of making and trying to sell these products.
Why is this relevant? Well look at this and then imagine for AMD's Retail GPU's its FAR worse than this already, in my view it is, we just can't verify that because of the cryptic way AMD publish segment revenues.
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