Yea I agree with all that you have said. Nvidia will most likely push the limits though to make sure they are still the fastest. I dont think Amd will want to go much higher than 500mm2 where as Nvidia may push 600 mm2 for gaming parts.
What I do think is AMD will be way closer to Nvidia than they have been in many years with RDNA 2. Just a shame the pound to dollar is still rubbish so prices will still be high.
I think that is where it will be personally. Maybe Nvidia could try a larger GPU,but I wonder if it would be a limited release then.
but that doesn't change what me and
@TheRealDeal have said. Yield problems, Wafers etc all part and parcel of the GPU industry. Large Die's cost money. But, AMD won't be competing with the 3080Ti with a small die.
505MM2 isn't a "small die" which is what the "big Navi" rumours keep saying,and would make it the largest AMD GPU ever made(Vega10 according to TPU is 495MM2). This places it between GP102 and GK110/GM200 in die area.
I think you need to ignore Turing,as it was a large die made on oldish process,with further changed technical specifications,which allowed for large chips. If you look at the last 10 years of Nvidia "large GPUs" on a new node,they have been between 470MM2~600MM2. The problem with larger dies is if you need to start disabling large sections of the GPU to keep yields and power consumption in check.
For example the GA100 is just over 800MM2 in area. It has 8192 shaders,but the A100 is launching with under 7000 shaders,and a TDP of 400W,instead of it's predecessor being 300W:
https://videocardz.com/press-release/nvidia-announces-ampere-ga100-gpu
The question,is not if the top gaming Ampere GPU is larger,but how much larger it will be. If it's 650MM2 ,and has similar yields and defects rates to the 500MM2 AMD GPU,then it might be measurably faster. But what happen's if that 650MM2 GPU has far greater defect rates,etc and Nvidia will need to cut it down more,etc?? I give you an example of this - Fermi. The GF100 GPU had to be cut down and it wasn't clocked as high as it should,as it was difficult to manufacture. ATI Cypress was 63% of the die area of the GF100,but the GTX480 was only between 5% to 10% faster overall despite more memory bandwidth and VRAM:
https://www.techpowerup.com/review/nvidia-geforce-gtx-480-fermi/32.html
Now look at the fixed GF110,when yields,etc got better. In the end most of these things will be determined by uarch effiency. We found with AMD they started to loose scaling due to various reasons,so we need to see how well Ampere and RDNA2 scales as well. Then we need to see how well features are supported by games. Nvidia is traditionally stronger at this,but then RDNA2 is in consoles,so should help AMD unlike Vega,which was neither here nor there.