*** The AMD RDNA 4 Rumour Mill ***

[uscool]

They didn't even turn up to their own event that they themselves were teasing. I know you want to hope for the best, but when *everything* is pointing one way, and the competition smashed it.... sometimes it is safe to read between the lines. There is only so many chances and benefits of the doubt we can give them, before the onus is on us.

Amd will still have their console manufacturer deals and of course other areas such as cpus, but stabdalone gpu wise I expect significant decline from even what they have now.

To be fair it makes sense , they have no idea how to present the cards without knowing what Nvidia has , Nvidia are just going off by own cards without looking at AMD because they can

I was expecting the price to be higher

Now it'll be interesting how AMD responds still looking like they'll release the cards after Nvidia , I think Nvidia set to release 5070ti and 5070 in February? Or is it only 5090 / 5080 January?

 

[Hostile_18]

To be fair it makes sense , they have no idea how to present the cards without knowing what Nvidia has , Nvidia are just going off by own cards without looking at AMD because they can

I was expecting the price to be higher

Now it'll be interesting how AMD responds

I mentioned earlier (somewhere) but I think they should have just stood behind what they had and enjoyed earlier mover advantage. Certainly once the marketing course was laid out/teased with the whole world watching they should have stood the course.

I don't want to be too negative in the AMD thread but as someone that was on the fence and is generally neutral to companies I found AMDs fumbling of the ball more annoying than last time, because they actually wasted everyone's time.

 

[humbug]

This is their whole strategy of delaying all their launches until Nvidia shows the products is a losing strategy. Nvidia is pricing against the own products with maybe a slight adjustment if AMD has something competitive and works wonders for them. They are not worried when AMD releases their cards.

A 7900XT is around 30% faster than a RX7800XT at qHD according to TPU. The RX6700XT was 32% faster than an RX5700XT. The RX7800XT was 47% faster than an RX6700XT. The RX9070XT would have been the RX8700XT,so was always a sub £480 card.

So instead of trying to play a failed game of "Jebaiting" Nvidia,they should have launched this in October/November at £450 and be done with it.

Yeah and were just tired of this on top of all the AI crap, just talk to us at least once.

We waited 9 months for the 7800 XT and they only did that because Nvidia didn't launch the 4070 until 7 months after the 4090. What happened when you did? Nvidia dropped the price of the 4070 days later, it had only been out for a few weeks. They are always going to do this.... There is no scenario in which you win.

 

[uscool]

I mentioned earlier (somewhere) but I think they should have just stood behind what they had and enjoyed earlier mover advantage. Certainly once the marketing course was laid out/teased with the whole world watching they should have stood the course.

I don't want to be too negative in the AMD thread but as someone that was on the fence and is generally neutral to companies I found AMDs fumbling of the ball more annoying than last time, because they actually wasted everyone's time.

I don't really care as someone that buys the mid range whoever gives me bang for buck I'll go with , if AMD comes up with that I'll buy it

 

[ICDP]

Their whole strategy of delaying all their launches until Nvidia shows the products is a losing strategy.

A 7900XT is around 30% faster than a RX7800XT at qHD according to TPU. The RX6700XT was 32% faster than an RX5700XT. The RX7800XT was 47% faster than an RX6700XT. The RX9070XT would have been the RX8700XT,so was always a sub £480 card.

There is nothing special about the performance jump of the RX9070XT over the RX7800XT,going by the slide AMD showed to reviewers. Maybe they are holding back more performance for launch? But why try and do all this?

So instead of trying to play a failed game of "Jebaiting" Nvidia,they should have launched this in October/November at £450 and be done with it. All the reviews would have been against the RTX4000 series and Nvidia would have had to drop the price of the RTX4070TI massively.



AMD delayed the RX7700XT/RX7800XT 3 to 4 months after the RTX4060TI/RTX4070. The street price of the RTX4070 had dropped by then too. Even though it was better value,by then it was too late. Stock was also horrible - some large UK retailers didn't have a lot of stock for months.

I agree with most of this but I think you are being unfair on AMD release schedule a bit. In fact you contradict yourself with the “they should release early” and “they didn’t t have enough stock”. It seems no matter what AMD do, you are critical (I don’t mean to be confrontational with that).

AMD have a limited wafer supply and have to share with a very highly successful CPU range. So their GPU stack was always going to have limited priority for production. But yes you are correct in that this then leads to late lunches with limited supply and this leads to reduced market share.

So I think AMD are not doing a lot of this on purpose, they are just suffering supply and resource constraints.

You are 100% correct on the prediction on performance and I had been saying for months to expect the usual ~30% - 40% uplift. The same applies to Nvidia.

7800 XT to 9070 XT = 7900 XT/XTX type performance.

4070 to 5070 = 4070Ti/4080 type performance.

The above is pure performance, none of this FG crap to pretend the 5070 matches the 4090.

As for FSR4 bending limited to RDNA4, that’s not accurate. FSR4 will show improvement on older GPUs, just that RDNA4 will have hardware that makes it better on RDNA4.

 

[Hostile_18]

I don't really care as someone that buys the mid range whoever gives me bang for buck I'll go with , if AMD comes up with that I'll buy it

Yeah always got to do what's best for you I just feel like that's super unlikely now, also it's very hard to directly compare now we have all these card specific features.

 

[humbug]

Just do a good thing and leave it be, just launch it, don't over price it and then stick with that, if there is any chance Nvidia will force you to a lower price after launch assume they 100% will, just launch it at that price from the start, don't wait for Nvidia and then react to Nvidia reacting to you, it makes you look like a bunch of clowns.

 

[JediFragger]

So my guess is the 9070xt will trade blows with the 5070ti

Absolutely no chance.

 

[Hostile_18]

Just do a good thing and leave it be, just launch it, don't over price it and then stick with that, if there is any chance Nvidia will force you to a lower price after launch assume they 100% will, just launch it at that price from the start, don't wait for Nvidia and then react to Nvidia reacting to you, it makes you look like a bunch of clowns.

100% a battle on price is a battle they can't win. No company wants to rock the other too much, or it will lead to bad consequences for each. AMD should have faith FSR4 and early mover advantage and console affiliation will carry then through.

 

[humbug]

100% a battle on price is a battle they can't win. No company wants to rock the other too much, or it will lead to bad consequences for each. AMD should have faith FSR4 and early mover advantage and console affiliation will carry then through.

If its 7900 XT with 4070 Ti RT i think $499 is a good price for it, $549 is a just in-case Nvidia do an Nvidia 'price, they will, skip that step.

 

[uscool]

Yeah always got to do what's best for you I just feel like that's super unlikely now, also it's very hard to directly compare now we have all these card specific features.

Not really hard to compare once 3rd party reviews are done and we know pricing

Just depends how long apart the cards will be released

 

[CAT-THE-FIFTH]

Yeah and were just tired of this on top of all the AI crap, just talk to us at least once.

We waited 9 months for the 7800 XT and they only did that because Nvidia didn't launch the 4070 until 7 months after the 4090. What happened when you did? Nvidia dropped the price of the 4070 days later, it had only been out for a few weeks. They are always going to do this.... There is no scenario in which you win.

Just do a good thing and leave it be, just launch it, don't over price it and then stick with that, if there is any chance Nvidia will force you to a lower price after launch assume they 100% will, just launch it at that price from the start, don't wait for Nvidia and then react to Nvidia reacting to you, it makes you look like a bunch of clowns.

If AMD had just launched the 7800XT a few months after the RX7900XT,like they normally would for that tier of dGPU,but at a sub £500 price they would have sold loads.

They allow Nvidia to control the narrative. ATI in that regard did far better.

 

[t2na]

If AMD had just launched the 7800XT a few months after the RX7900XT,like they normally would for that tier of dGPU,but at a sub £500 price they would have sold loads.

Do you think so?

Don't get me wrong, I think AMD have some extremely questionable release windows but I also think that regardless of as/when they release things, the vast majority of people will still just default to whatever Nvidia card is in their budget, even if that means passing up on a higher performing AMD card.

 

[Sythe79]

AMD have branded it a 70 class card, so in the 400-450 launch price, with discounting to sub 400 reasonably quickly over the last couple of generations. To price these cards at 500 would be silly, even if they weren't getting thumped by Nvidia.

If they cared about market share it would launch at 399 the price it will end up at anyway after 6 months of them not selling.

 

[CAT-THE-FIFTH]

Do you think so?

Don't get me wrong, I think AMD have some extremely questionable release windows but I also think that regardless of as/when they release things, the vast majority of people will still just default to whatever Nvidia card is in their budget, even if that means passing up on a higher performing AMD card.

AMD sales share is at 10% - the never have gone so low in their history. ATI was at 30% to 50% sales share. Moreover,think of all the large system integrators? A huge number of sales are in laptops and prebuilt desktops- yet AMD delaying and delaying stuff,then releasing with limited production means companies will just go with Nvidia. ATI had significantly more share in prebuilt systems.

For example,Nvidia missed the Christmas season with the RTX5000 series,but have shown laptops with the new cards. AMD should have gotten these out last year and got some OEM wins in time for Christmas. They didn't and put out a sometime in Q1 launch date. Nvidia already launched 2 out of the 4 Blackwell dGPU chips this month.

By the time AMD gets off its arse to release RDNA4 to the DIY market,Nvidia will have swamped system integrators with the new cards.

 

[brostradamus]

i think amd's share will further reduce to 1%.. its probably best for them to cut losses and scrap this line after the initial production run, concentrate on apus and other low end products
next, nvidia is also looking at entering the (non-switch) handheld space, so maybe exciting times ahead for amd

 

[CAT-THE-FIFTH]

I agree with most of this but I think you are being unfair on AMD release schedule a bit. In fact you contradict yourself with the “they should release early” and “they didn’t t have enough stock”. It seems no matter what AMD do, you are critical (I don’t mean to be confrontational with that).

AMD have a limited wafer supply and have to share with a very highly successful CPU range. So their GPU stack was always going to have limited priority for production. But yes you are correct in that this then leads to late lunches with limited supply and this leads to reduced market share.

So I think AMD are not doing a lot of this on purpose, they are just suffering supply and resource constraints.

You are 100% correct on the prediction on performance and I had been saying for months to expect the usual ~30% - 40% uplift. The same applies to Nvidia.

7800 XT to 9070 XT = 7900 XT/XTX type performance.

4070 to 5070 = 4070Ti/4080 type performance.

The above is pure performance, none of this FG crap to pretend the 5070 matches the 4090.

As for FSR4 bending limited to RDNA4, that’s not accurate. FSR4 will show improvement on older GPUs, just that RDNA4 will have hardware that makes it better on RDNA4.

Because AMD only commits in a half arsed way. Their share is at 10% which is not sustainable and this is because they have gone fully onboard on the "we are not a budget brand" and "we must release after Nvidia" mantra.

I am critical because at the rate they are going,they will go below 10% share and longer term Sony/Microsoft might realise that Nvidia will be a better fit for the consoles. Why? Because if Nvidia has 90% of the PC market,that means it will be far easier to develop games for one companies products over multiple platforms. That is where more and more of the games development cost is going - software.

They are so worried about counting pennies,when it will come to bite them in the arse a few years later. This same sort of short term thinking nearly destroyed them just before Core2.

In the end,they need to just stop waiting for Nvidia - launch between Nvidia launches and keep to that cadence. Price according to their stack and adjust once Nvidia launches theirs.

Nvidia normally would have launched their higher end cards between October to November.GDDR7 delays are why they missed their normal cadences. AMD should have gotten these out by November. Launched it at the RX7800XT price and gotten some good PR and sales. They would have gotten some wins in laptops and prebuilt systems.

Then when the RTX5070 was released,adjust the price and perhaps then show off FSR4.

But instead Nvidia has set the whole narrative yet again - ATI didn't allow Nvidia to get away so easily. Even the HD2000 and HD3000 series had a few times the share AMD has now.

 

[brostradamus]

Because AMD only commits in a half arsed way. Their share is at 10% which is not sustainable and this is because they have gone fully onboard on the "we are not a budget brand" and "we must release after Nvidia" mantra.

I am critical because at the rate they are going,they will go below 10% share and longer term Sony/Microsoft might realise that Nvidia will be a better fit for the consoles. Why? Because if Nvidia has 90% of the PC market,that means it will be far easier to develop games for one companies products over multiple platforms. That is where more and more of the games development cost is going - software.

In the end,they need to just stop waiting for Nvidia - launch between Nvidia launches and keep to that cadence. Price according to their stack and adjust once Nvidia launches theirs.

Nvidia normally would have launched their higher end cards between October to November.GDDR7 delays are why they missed their normal cadences. AMD should have gotten these out by November. Launched it at the RX7800XT price and gotten some good PR and sales.

Then when the RTX5070 was released,adjust the price and perhaps then show off FSR4.

maybe that wasnt a voluntary delay

 

[xtal191]

Wonder what I'd get for my 7900xtx now

 

[malachi]

I dont understand, is the 7900xtx being replaced? Or the 9000 series is an alternative/side step GPU from AMD?