If there is going to be any disruption on price I'd expect it to be the 3070 slot - if the nVidia 3080 margins are so slim as people claim I just can't see where AMD has to go when they are using a more expensive node and don't have access to as good GDDR6 prices as nVidia does.
Do you have any proof on this GDDR6 claim you are making?
Im not convinced AMDs 7nm Gpus are going to ve as expensive to manufacture as Nvidias shoddy Samsung 8nm ones are.
AMD has a lot of custom with TSMC, sure wafer prices are higher than previous nodes but yields are very very good by all accounts as has been said and shown here many times. Fairly certain AMD are fabbing more stuff at TSMC than Nvidia are at Samsung probably to the point where they are getting enough discounts and yields to get a better ROI than Nvidia.
So i ask you once again please prove where Nvidia get a better GDDR6 price than other customers? GDDR6X yes i believe as Nvidia helped design it..
Please back up your claims with evidence as i and probably many others are interested to see this info.
I dont think AMDs cost to manufacture is as high as everyone believes it is, and i think they are making big margins on their cpus, and im personally hoping they are going to use the markup on the cpus to offset a lower price on bringing gpus to market to disrupt with an aggressive price campaign.
Again as i said previously, their Zen tactic, bring in a competing product stack that offers insanely good price to performance and go from there.
AMD done this in the cpu space and are now leading it, the fight will be 100x tougher against Nvidia in the gpu space, but Intel will probably join in soon, so i think AMD will make hay while the sun shines.
If AMD can come to market with similar raster performance products at a lower cost to Ampere they will hoover up sales, as the lack of DLSS and RT performance will keep some die hards on the green side but there are a lot of fence sitters who don't care about anything other than raster performance and price and will jump.
AMDs biggest problem under the above scenario will be stock, global demand will be huge