AMD RDNA3 unveiling event

[harmattan]

The XT will sell more than people seem to think.

Everyone is having to reach further than they ever have to get what they want, if they are already reaching $200 they are not necessarily going to stretch another $100, or can, people who think that are more comfortable than the people i'm talking about.

I would be interested to know what you would actually pay for a 4080?

I'd agree on that, especially if 7900xtx stock is depleted quickly (and likely inflated well past £1200 for most models) people are going to be looking to 7800xt. £1000 is an utterly uninfractable line in the sand for a lot of people on buying a toy that plays video games. And it's likely going to still be a great card, even if it's not the top of the heap, coming in the ballpark of 4080 in rasterization.

Not who you're directing the question to, but as for what I'd pay for a 4080 -- that's a hard one. I'd readily say £1000, but a) I know that's still too much understanding how cut down the chip is, b) it's still above a price I'm comfortable with comparing to prior gens (a bit of an increase is understandable due to inflation, but not £350/50% vs 3080), and c) I'm admittedly spiteful towards nV for their hand in turning the market into an anti-consumer hellscape. In a vaccuum, £900; as it stands with competition, I'd go AMD.

 

[humbug]

I'd agree on that, especially if 7900xtx stock is depleted quickly (and likely inflated well past £1200 for most models) people are going to be looking to 7800xt. £1000 is an utterly uninfractable line in the sand for a lot of people on buying a toy that plays video games. And it's likely going to still be a great card, even if it's not the top of the heap, coming in the ballpark of 4080 in rasterization.

Not who you're directing the question to, but as for what I'd pay for a 4080 -- that's a hard one. I'd readily say £1000, but a) I know that's still too much understanding how cut down the chip is, b) it's still above a price I'm comfortable with comparing to prior gens (a bit of an increase is understandable due to inflation, but not £350/50% vs 3080), and c) I'm admittedly spiteful towards nV for their hand in turning the market into an anti-consumer hellscape. In a vaccuum, £900; as it stands with competition, I'd go AMD.

The 3080 was $700, with inflation i'd say $900 for the 4080 proper. that's near 30% inflation over the 3080. Its fair and reasonable from our side.

AMD are going to be making a faster card for that $900, with 4GB more VRam, there are no excuses for $1200, if you can't do it Nvidia, well that's your problem.

 

[Alt0153]

The 3080 was $700, with inflation i'd say $900 for the 4080 proper. that's near 30% inflation over the 3080. Its fair and reasonable from our side.

AMD are going to be making a faster card for that $900, with 4GB more VRam, there are no excuses for $1200, if you can't do it Nvidia, well that's your problem.

ofc they can do it they just dont want to, same way amd could have offered the cards a lot cheaper to grab market share and to not rip us off so much but they dont want to

 

[humbug]

ofc they can do it they just dont want to, same way amd could have offered the cards a lot cheaper to grab market share and to not rip us off so much but they dont want to

AMD / Nvidia are not immune from inflation.

I'm sure AMD could sell thier GPU's for even less and still turn a profit after BOM costs, but there is more to it than BOM costs, countless millions on R&D are spent developing each generation, a company that doesn't make their R&D costs back doesn't survive for long.

 

[Alt0153]

AMD / Nvidia are not immune from inflation.

I'm sure AMD could sell thier GPU's for even less and still turn a profit after BOM costs, but there is more to it than BOM costs, countless millions on R&D are spent developing each generation, a company that doesn't make their R&D costs back doesn't survive for long.

im sure thats the justification they use while raking in billions each year, anyone know their net profits yearly? doubt its gone up by same amount as inflation only

 

[Alt0153]

AMD / Nvidia are not immune from inflation.

I'm sure AMD could sell thier GPU's for even less and still turn a profit after BOM costs, but there is more to it than BOM costs, countless millions on R&D are spent developing each generation, a company that doesn't make their R&D costs back doesn't survive for long.

amd just saw nvidia raise the price ceiling and through **** it we want in on some of that but lets not go full retard and stopped at 1k hoping thats the limit people are willing to mass spend on

 

[Darujhistan]

AMD / Nvidia are not immune from inflation.

I'm sure AMD could sell thier GPU's for even less and still turn a profit after BOM costs, but there is more to it than BOM costs, countless millions on R&D are spent developing each generation, a company that doesn't make their R&D costs back doesn't survive for long.

Come on now, neither are struggling along hopiong to make a small profit, there's no excuses for them.

 

[SpudMaster]

I'd like to see it back at $1,30. that would make a $500 GPU £461 With VAT.

At $1.15 that same $500 GPU is £522. A £60 difference.

Don't be silly, even when the pound was around $1.50, a $500 gpu was a £500 gpu

 

[nomadd]

Don't be silly, even when the pound was around $1.50, a $500 gpu was a £500 gpu

Don't be silly, even when the pound was around $1.50, a $500 gpu was a £600 gpu

 

[gpuerrilla]

Don't be silly, even when the pound was around $1.50, a $500 gpu was a £600 gpu

Don't be silly, even when the pound was around $1.50, a $600 AIB gpu was a £669 gpu

 

[humbug]

im sure thats the justification they use while raking in billions each year, anyone know their net profits yearly? doubt its gone up by same amount as inflation only

Operating Income:
AMD, $526 Million out of $6550 Million in Q2 2022, (8%)
Nvidia, $499 Million out of $6700 Million in the same quarter (7%)

To put that in to perspective Q2 2021 AMD operating income was $831 Million out of $3850 Million, 22%
Nvidia $1868 out of $8288, 22.5%

Nvidia had a lot higher revenue in Q2 2021 because they benefited from Crypto, a lot more, a hell of a lot more than AMD, AMD's revenues are up this year due to Zen 3 and Zen 4 datacentre, they are crushing Intel.

But both have slim oporating margins this year, Around 8% vs 22%, because they are not immune from inflation.

 

[humbug]

Operating Income:
AMD, $526 Million out of $6550 Million in Q2 2022, (8%)
Nvidia, $499 Million out of $6700 Million in the same quarter (7%)

To put that in to perspective Q2 2021 AMD operating income was $831 Million out of $3850 Million, 22%
Nvidia $1868 out of $8288, 22.5%

Nvidia had a lot higher revenue in Q2 2021 because they benefited from Crypto, a lot more, a hell of a lot more than AMD, AMD's revenues are up this year due to Zen 3 and Zen 4 datacentre, they are crushing Intel.

But both have slim oporating margins this year, Around 8% vs 22%, because they are not immune from inflation.

Oh.... forgot to add, AMD's Datacentre margins are 32%. so 8% overall..... looks to me like GPU's are loosing money. Nvidia do nothing but GPU's.

 

[Alt0153]

Oh.... forgot to add, AMD's Datacentre margins are 32%. so 8% overall..... looks to me like GPU's are loosing money. Nvidia do nothing but GPU's.

they arent losing money on gpus, sales are just down cause no one is paying 3x msrp to mine on them so now they are getting bitten on then arse for keeping prices artificially high

 

[humbug]

they arent losing money on gpus, sales are just down cause no one is paying 3x msrp to mine on them so now they are getting bitten on then arse for keeping prices artificially high

You wanted to know what the numbers are, there they are, make of it what you will, its not as simple as tech jurnalists would have you believe, its not just BOM costs, try running a business like that..... good luck.

 

[Gerard]

loosing

LOSING

 

[humbug]

LOSING

sorry

 

[andybird123]

You wanted to know what the numbers are, there they are, make of it what you will, its not as simple as tech jurnalists would have you believe, its not just BOM costs, try running a business like that..... good luck.

Yes you can make a profit on each sale whilst losing money as a company, but there is no way you can look at the numbers of either company and say they are losing money on GPU's as both companies are making a profit even on lower turnover.
Nvidia have also managed to incur additional cost by overproducing 3 series cards, that cost is already in those numbers whilst they've not realised the turnover from those cards/cores yet. So they could actually afford to write the whole lot off and the cost has already been accounted for and they've still made a profit, so yes they can afford to drop prices.

 

[gpuerrilla]

..so yes they can afford to drop prices.

Absolutely. Sampling the OcUK site these are the prices of the common cards from the ampere range:

• 3080 12GB £899
• 3070 £529
• 3060 £319

They dont ever seem to drop lower than their msrp. So either they got a poor deal and cannot move any lower (which is hard to see when the US can find that space with rebates etc.) or they are stubbornly milking the mindshare and dont care.

 

[chris85oc]

Lol humbug trying so hard to defend AMD. Bro, both companies are ****, stop trying to make excuses for any of em, makes you look like a corporate puppet, super cringe.

 

[Troezar]

Lol humbug trying so hard to defend AMD. Bro, both companies are ****, stop trying to make excuses for any of em, makes you look like a corporate puppet, super cringe.

It's not binary, there is a sliding scale There's making profits, profiteering, manipulating your customers/misleading shareholders and then underhand (but legal) tricks to hamper your competitors and then of course the outright illegal acts. Make a check list of those against AMD, NVidia and Intel and see how it comes out. AMD aren't innocent but they are the least worst option by some way.