AMD RDNA3 unveiling event

[kieran_read]

Realistically though all nvidia have to do is cut the 4080 to $900 and its AMD that will in trouble since the 7900XT matches the 4080 in raster and loses in RT.

If AMD really wanted to go for the jugular then they should have released the 7900XT as a 7800XT and priced it at $650.

Right but for that to happen Nvidia needs to be humbled.... do you think that will win over their arrogance?

They intentionally released the 40 series at an extortionate price so they didn't have to cut the 30 series.

AMD cut the 6000 series in price and will be releasing the their top card at the same MRSP as their top card the previous gen.

While you are correct, realistically Nvidia wont do that. If thye did i would be tempted to get a 4080 instead though!

 

[Twinz]

Realistically though all nvidia have to do is cut the 4080 to $900 and its AMD that will in trouble since the 7900XT matches the 4080 in raster and loses in RT.

If AMD really wanted to go for the jugular then they should have released the 7900XT as a 7800XT and priced it at $650.

And then AMD cut their prices. I don't think Nvidia wants to get into an all-out price war with AMD, when AMD's using a design that's supposedly cheaper to manufacture.

 

[kieran_read]

The typical user I am led to believe is always going to compare it in ray tracing. There is also the price element so if you look back this person has maybe shelled out 7 or 800 pounds recently so an £1100 price will make demands higher.

I disagree i think people who buy 3090ti's and spent £1600 on a 4090 care about RT most people don't

There's like 200 games that use RT in a pool of 10's of thousands, and of thosw 200 games most people will only even care about a handful of them, hardly a topic to shout about.

Most people buy sub £600 cards, the 1060, 2060, 3060 etc were always the best sellers and none of those are capable of reasonable RT performance, and realistically the 4060 wont be that good at RT either Nvidias 4060 is likely to be around the 700-800 mark based on their recent price hikes so it's hardly a comparisson.

From what i can see Rasta performance is still king, RT is simply a comparrison people use on forums to justify their expensive buys.

And then AMD cut their prices. I don't think Nvidia wants to get into an all-out price war with AMD, when AMD's using a design that's supposedly cheaper to manufacture.

Considering they have been boasting about how much cheaper the chiplet design is to manufacture i don't think Nvidia can win a price war.

Only thing is true i'm either going to be very happy with reviews on the 13th or i'm gonna be massively disspointed and end up buying a last gen card lol.

 

[Twinz]

I disagree i think people who buy 3090ti's and spent £1600 on a 4090 care about RT most people don't

There's like 200 games that use RT in a pool of 10's of thousands, and of thosw 200 games most people will only even care about a handful of them, hardly a topic to shout about.

Most people buy sub £600 cards, the 1060, 2060, 3060 etc were always the best sellers and none of those are capable of reasonable RT performance, and realistically the 4060 wont be that good at RT either Nvidias 4060 is likely to be around the 700-800 mark based on their recent price hikes so it's hardly a comparisson.

From what i can see Rasta performance is still king, RT is simply a comparrison people use on forums to justify their expensive buys.


Considering they have been boasting about how much cheaper the chiplet design is to manufacture i don't think Nvidia can win a price war.

Only thing is true i'm either going to be very happy with reviews on the 13th or i'm gonna be massively disspointed and end up buying a last gen card lol.

I will be thrilled if the XTX has the raster performance I need for night racing in VR without cutting resolution. My current hardware is plenty for everything else I do, so the extra performance gained from this upgrade will go unused most of the time.

 

[humbug]

Realistically though all nvidia have to do is cut the 4080 to $900 and its AMD that will in trouble since the 7900XT matches the 4080 in raster and loses in RT.

If AMD really wanted to go for the jugular then they should have released the 7900XT as a 7800XT and priced it at $650.

I hope they do, Nvidia's revenue will take a knock.

 

[andybird123]

You can't calculate that and come to that conclusion, i mean go on try... i'd love to see you do it. It would be an interesting conversation if nothing else.

Nvidia this quarter generated 5.9bn, their costs were 2.53bn, their gross margin was 53% and they generated a net income of $690m

I'm not sure how you read financials but I call that a profit. Given they've been making profit for years they can definitely afford to slash prices even if it means a short term loss to clear inventory.

 

[gpuerrilla]

I disagree i think people who buy 3090ti's and spent £1600 on a 4090 care about RT most people don't

You must not have been on the pc game threads and the vram ones, a few are on much weaker cards and swear by it!

Most people buy sub £600 cards, the 1060, 2060, 3060 etc were always the best sellers and none of those are capable of reasonable RT performance, and realistically the 4060 wont be that good at RT either Nvidias 4060 is likely to be around the 700-800 mark based on their recent price hikes so it's hardly a comparisson.

Your not making sense here though because both vendors have priced higher and released their top tier cards only so far. That means £1100+ for a while.

People who bought sub £600 cards before will not be buying anything till next year which reinforces my point.

 

[kieran_read]

You must not have been on the pc game threads and the vram ones, a few are on much weaker cards and swear by it!



Your not making sense here though because both vendors have priced higher and released their top tier cards only so far. That means £1100+ for a while.

People who bought sub £600 cards before will not be buying anything till next year which reinforces my point.

People who swear by RT on crap cards are no different from me trying to force my 1080ti to play in 4k it's a fool's errand haha.

True they will be out next year but my point was more that most people buy these tiers of cards and RT will be crap on them they can have poor RT on them if they want but it is a feature I can't understand, it feels like early VR for me there's not a significant enough number of games I would play thst uses it.

Truth be told the thing I'm most looking forward to is a massive slap in the face with a big ol dose of karma. Online retailers could end up losing thousands and I'm going to find it hilarious. They so blatantly joined in on the scalping with the 3000 series and 6000 series cards last gen charging well over the MRSP.

Now if AMD does end up destroying the 4080 cards these e-tailers are going to be sitting on hundreds of thousands of pounds worth of 4080 stock they can't shift will be a karma shot and a half.

 

[SpudMaster]

Honestly I think the typical person doesn't know what they care about, only what Nvidia leads them to believe they need.

 

[gpuerrilla]

I agree with many elements @kieran_read - I was also being slightly sarcastic because over two years now the priority pedestal people seem to place on to RT is unreal considering when implemented heavily the hardware cant really cope with it so your having to compromise somewhere else.

There was/is a large chunk of people on the 3070/80 that spent 6-800 a couple of years ago. My point here is these people will not entertain an AMD 7000 card. Those that buy x060 class cards are not and have never been in this frame.

I will be surprised if I see signatures sporting AMD card this gen lets put it this way.

 

[harmattan]

And then AMD cut their prices. I don't think Nvidia wants to get into an all-out price war with AMD, when AMD's using a design that's supposedly cheaper to manufacture.

They may not have a choice. nV's tenuous hold on consumer preference is fragile against cost comparisons. The (currently) false sheen of Raytracing and unfounded claims of AMD driver issues only goes so far.

It's advantage AMD this round for taking market share, if they want. Or, they can follow suit as they have previously with nV's absurd price scheming and keep sales low (and further twist the knife in our sides that the the dGPU market is a duopoly).

 

[humbug]

Nvidia this quarter generated 5.9bn, their costs were 2.53bn, their gross margin was 53% and they generated a net income of $690m

I'm not sure how you read financials but I call that a profit. Given they've been making profit for years they can definitely afford to slash prices even if it means a short term loss to clear inventory.

Net income is not profit, that would be operating Income which was $490 Million.

That's 7%, so how much of that do you want Nvidia to give back to you?

 

[Darujhistan]

Net income is not profit, that would be operating Income which was $490 Million.

That's 7%, so how much of that do you want Nvidia to give back to you?

I know it's the festive season (well nearly) Humbug, but are you, as you're name suggests, already Cosplaying Scrooge?

 

[humbug]

I know it's the festive season (well nearly) Humbug, but are you, as you're name suggests, already Cosplaying Scrooge?

I am being serious, there are things Nvidia can do to lower prices, they can increase their operating margins by spending less on R&D, by sacking 3000 people..... and pass those cost savings on to us, but the fact remains in the same quarter last year Nvidia's operating income was 22.5%, its now 7%, AMD's was 22% in the same quarter last year, its now 8%.

The idea that these things cost $12 to get to us and they are greedily raking in Billions every week is fantasy.

 

[BRIGGBOY81]

I agree with many elements @kieran_read - I was also being slightly sarcastic because over two years now the priority pedestal people seem to place on to RT is unreal considering when implemented heavily the hardware cant really cope with it so your having to compromise somewhere else.

There was/is a large chunk of people on the 3070/80 that spent 6-800 a couple of years ago. My point here is these people will not entertain an AMD 7000 card. Those that buy x060 class cards are not and have never been in this frame.

I will be surprised if I see signatures sporting AMD card this gen lets put it this way.

Not me dude the 2070s I have now is the last Nvidia card I will buy after their antics. I am now fully team red and will stay that way and Jensen can suck it

 

[humbug]

Alternatively Nvidia could design a much more efficient GPU, like AMD have....

 

[gpuerrilla]

Well its about time the mindshare took note tbh. You can pass over the Turing phase as a one off, however as you have seen they dont give a hoot about 'gamers' generally speaking even though its heavily defended that they do.

They got into trouble years ago fluffing around shareholders on the previous mining boom (not this one past) then again another mining boom passes and they sold direct before pretending a LHR software lock would convince the uninformed they are trying.

Now we have no mining boom, stock is abundant yet the prices are still higher than they were when Ampere first launched...

Yeah right do they care about what they charge you. The distraction tactic defense force will be "but AMD are just as bad" but if you look at the prices the past 6 months clearly shows which company is lowering prices and one that isnt - in fact they are rasing them!

 

[humbug]

Alternatively Nvidia could design a much more efficient GPU, like AMD have....

Let me show you something.

Datacentre:
From $4.6 Bllion revenue Intel made 200 Million profit. that's 4% margins
From $1.5 Billion revenue AMD made $500 Million profit. that's 33% margins

How did AMD do that????

 

[kieran_read]

@gpuerrilla tbh I think we are mostly on the same page it's just our different perspectives just mean we interpret things a little differently I agree with most of what you say.

Like you say, a lot of the forum critism on AMD are people who would never buy AMD

The 7900xtx could be $600 cheaper, be 10% faster in Rasta AND 10% faster in RT and they would be saying ..

"Yeh but more games will use DLSS3 than FSR"

I'm a bang for buck guy don't get be wrong if 7900xtx end up well over 1200 I'm out AMD can suck it it.

I'm comparing my next purchase to my £800 1080ti so a couple of hundred on top for inflation I can handle that...it will be a Paypal pay in 3 though lmao

 

[andybird123]

Net income is not profit, that would be operating Income which was $490 Million.

That's 7%, so how much of that do you want Nvidia to give back to you?

wrong, their most recent report it was $601m, $499 was Q2, so their profit actually went up this quarter
if you look at their non-gaap numbers they report it as $1,536m, yes over $1.5bn profit in a SINGLE QUARTER which is also one of their worst in the last few years

I'm not sure why you have such a rubbery one for jensen and seem to hate consumers, defending a $1200 sticker price for an xx70 class card

GAAP is the numbers they use to reduce their tax bill, the non-GAAP numbers are the ones they use for investors/lenders etc.
GAAP will have stuff in it like depreciation, so thats money they actually spent potentially years ago and they are still being able to reduce their tax bill from it, as well as the taxation itself, but for example if they rebated retailers to reduce prices on graphics cards that would also come in to costs and reduce their taxation, so a big chunk of "lost revenue" would reduce their tax bill so it wouldn't even be lost in that sense

A year ago they made $3bn profit in a single quarter ffs!!

Operating income and net income are both expressions of profit, Operating income is revenue less any operating expenses, while net income is operating income less any other non-operating expenses, such as interest and taxes.
So if their net income is higher it means they actually made money from interest or a tax rebate or something

Like dude, seriously, you don't even know how to read a financial report.

I mean for me this is all good news as I am a shareholder, but even so I can still call them a bunch of d***s for the way they are treating consumers right now.