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

[ICDP]

Nvidia are overpriced, that doesn't mean AMD have to slowly make themselves bankrupt as a counter measure.

In Q3 last year AMD made $462 Million revenue and out of that $12 Million profit from gaming GPU's. (2.6%)

In the same quarter Nvidia made $3,300 Million revenue and $2,462 Million Profit from gaming GPU's. (74.6%)

If the 5070 Ti is $750 but the 9070 XT $600 'the problem is with AMD not Nvidia' "if...if... if they want to gain marketshare" Yeah ok so $500, now the 5070 Ti is 50% more expensive, AMD go from 10% market share to 20% with zero margins.... now what? What do AMD do now that they have R&D costs but zero profit from their sales and 20% marketshare? Do they keep going like this and not R&D newer / better products? What one might call the ATI model of fighting Nvidia, its why they went bust, or do they start to push the price up again so they have some R&D?

I'm asking because these clever people on Youtube keep making it about AMD when Nvidia charge too much but never explain how AMD forever slashing prices is going to help that! Because these people are really not very clever at all, they are in fact incredibly stupid.

You keep missing the main point, that these GPUs are the 7800 XT and 7700 XT replacements. So AMD absolutely designed and built these to turn a profit and compete against itself AT THOSE PRICE POINTS. AMD will not be selling at anything close to a loss at the release MSRP of the 7800 XT and 7700 XT.

So upping prices “just cus Nvidiia” is not even remotely the point. It’s not about what Nvidia do. Get out of the mindset of “well Nvidia prices suck so AMD get a bye ball when theirs suck” mentality.

 

[humbug]

The RTX5070 will probably be close to an RTX4070TI at £540 and the FE coolers are decent. The RX9070 probably will be barely faster in rasterised,slower in RT and with worse software support for certain features. AMD has to be cheaper otherwise their share will be 5% at the rate it's going. Look at some of the figures earlier in the thread,the RX9070 looks around 25% faster overall compared to an RX7800XT.

If an RX7800XT can be 50% faster than an RX6700XT and the RX6700XT 33% faster than an RX5700XT,then an RX9070 non-XT can't be over £500. If anything the RX9070XT is really the true RX7800XT replacement.

I also couldn't give two ***** about what Nvidia is doing - AMD is also competing against it's own products too.

I'm not making any predictions CAT i'm trying to make a point AMD can reduce the price to the point of losing money on every GPU and gain marketshare, what they can't ever do is put the price back up again to stop the bleeding.

 

[CAT-THE-FIFTH]

I'm not making any predictions CAT i'm trying to make a point AMD can reduce the price to the point of losing money on every GPU and gain marketshare, what they can't ever do is put the price back up again to stop the bleeding.

They launched the RX7800XT at £480. So make a card 30% faster at around that price(around an RX7900XT) and make enough stock and it will sell. Nvidia makes more cards anyway,so will sell more.

They should have launched it last year - instead they wait for Nvidia to check pricing. This is a failing strategy.

 

[melmac]

What one might call the ATI model of fighting Nvidia, its why they went bust, or do they start to push the price up again so they have some R&D?

ATI didn't go bust. Why do you persist in posting this same thing in every AMD discussion, despite several people telling you that this is wrong.

It's only when AMD took over that things went wrong.

 

[humbug]

They launched the RX7800XT at £480. So make a card 30% faster at around that price(around an RX7900XT) and make enough stock and it will sell. Nvidia makes more cards anyway,so will sell more.

They should have launched it last year - instead they wait for Nvidia to check pricing. This is a failing strategy.

AMD made 2.6% profit to Nvidia's 74.6%, IDK if you're deliberately missing my point now or what? None of this is relevant to my point and that is there are limits to what AMD can do and people need to start recognising that making Nvidia's pricing structure AMD's problem has its limits.

ATI didn't go bust. Why do you persist in posting this same thing in every AMD discussion, despite several people telling you that this is wrong.

It's only when AMD took over that things went wrong.

ATI were heavily in debt, they had no money and no new products, what are you trying to say with these semantics? That ATI were doing just fine?

 

[ICDP]

I'm not making any predictions CAT i'm trying to make a point AMD can reduce the price to the point of losing money on every GPU and gain marketshare, what they can't ever do is put the price back up again to stop the bleeding.

You absolutely are making predictions. You are erroneously predicting that AMD would lose money on every GPU sold and if they released closer to the 7800 XT MSRP of $499.

They (the 9070 XT) were designed and built to a specification that was aimed at that very price point. Therefore they would NOT be losing money on each GPU sold.

The 9070 was designed as a 7700 XT replacement for the $450 price point.

 

[RavenXXX2]

https://twitter.com/x/status/1881265817683407049

 

[humbug]

You absolutely are making predictions. You are erroneously predicting that AMD would lose money on every GPU sold and if they released closer to the 7800 XT MSRP of $499.

They (the 9070 XT) were designed and built to a specification that was aimed at that very price point. Therefore they would NOT be losing money on each GPU sold.

The 9070 was designed as a 7700 XT replacement for the $450 price point.

No, i'm talking in hypotheticals, how is this not obvious to you given no one knows the price of these GPU's?

 

[ICDP]

Their GPU division made crap profits because they made decent products 7 months late, or tried to price far too high. The market decided too little too late and too expensive.

They didn’t make crap profits because they weren’t selling at high enough margins. They made crap profits because their market share dropped another ~10%.

 

[humbug]

Their GPU division made crap profits because they made decent products 7 months late, or tried to price far too high. The market decided too little too late and too expensive.

They didn’t make crap profits because they weren’t selling at high enough margins. They made crap profits because their market share dropped another ~10%.

Profit margin is the difference between how much it costs to sell the product and the sale amount.

 

[ICDP]

No, i'm talking in hypotheticals, how is this not obvious to you given no one knows the price of these GPU's?

Because it’s not a hypothetical to understand what tier and price point these GPUs were aimed at. Therefore it’s absolutely accurate to conclude they would not make a loss if they stick to those price points.

 

[ICDP]

I’m out, you clearly haven’t a clue how any of this works.

As usual AMD decided to emulate Nvidia and move prices up one tier.

 

[humbug]

Because it’s not a hypothetical to understand what tier and price point these GPUs were aimed at. Therefore it’s absolutely accurate to conclude they would not make a loss if they stick to those price points.

An assumption doubled down on with another assumption.

 

[kieran_read]

You absolutely are making predictions. You are erroneously predicting that AMD would lose money on every GPU sold and if they released closer to the 7800 XT MSRP of $499.

They (the 9070 XT) were designed and built to a specification that was aimed at that very price point. Therefore they would NOT be losing money on each GPU sold.

The 9070 was designed as a 7700 XT replacement for the $450 price point.

Aren't you doing the same?

Making predictions and assumptions.

You're assuming AMD built the 9070xt for a 499 price point how do you know? They could have built it for a 599 price point thinking Nvidia will increase prices gen on gen. You're assuming they wouldn't lose money.

You can't call him out by doing the very thing you're calling him out for.

I mean my brother in christ, we're all making predictions and assumptions because 1 week from launch were all saying "WTF IS AMD DOING WHERES OUR INFO"

 

[ICDP]

All you are doing is demonstrating how little you actually understand.

 

[CAT-THE-FIFTH]

AMD made 2.6% profit to Nvidia's 74.6%, IDK if you're deliberately missing my point now or what? None of this is relevant to my point and that is there are limits to what AMD can do and people need to start recognising that making Nvidia pricing structure AMD's problem has its limits.

Most of that is down to low console margins and Pandemic overproduction of the RX6000 series. Nvidia had over a billion USD to get rid off,but unlike AMD have good system integrator relations. Whose fault is that? AMD.
They too could build better system integrator support,but clearly haven't for their own dGPUs.

Also,why should an end user care about profit margins? If someone shops at B and M Bargains,do they care that Harvey Nichols makes more margins? AMD CPUs were behind Intel,so for years had to cheaper. Only when AMD matched or beat Intel could they charge as much or more. No different here.

AMD,overall,makes worse cards than Nvidia. When it comes to even simple things like upscaling,their support is much worse because they spend less money.

In the end,as a user AMD have to offer good value for money. Nvidia are a market leader who have spent 10x the amount AMD has spent in R and D,etc to get there. They spent billions of USD on software and pushing it into games.

If AMD wants to charge Nvidia money,they have to put that level of money into their graphics division.

If they CBA,then they are the budget option and have to charge less. As much as AMD is not a charity,neither are consumers.

 

[humbug]

Most of that is down to low console margins and Pandemic overproduction of the RX6000 series. Nvidia had over a billion USD to get rid off,but unlike AMD have good system integrator relations. Whose fault is that? AMD.
They too could build better system integrator support,but clearly haven't for their own dGPUs.

Also,why should an end user care about profit margins? If someone shops at B and M Bargains,do they care that Harvey Nichols makes more margins? AMD CPUs were behind Intel,so for years had to cheaper. Only when AMD matched or beat Intel could they charge as much or more. No different here.

AMD,overall,makes worse cards than Nvidia. When it comes to even simple things like upscaling,their support is much worse because they spend less money.

In the end,as a user AMD have to offer good value for money. Nvidia are a market leader who have spent 10x the amount AMD has spent in R and D,etc to get there. They spent billions of USD on software and pushing it into games.

If AMD wants to charge Nvidia money,they have to put that level of money into their graphics division.

If they CBA,then they are the budget option and have to charge less. As much as AMD is not a charity,neither are consumers.

No, You know as well as i do console sales fell off a cliff for that quarter.

 

[kieran_read]

https://twitter.com/x/status/1881265817683407049

Interesting but those prices are too close this will be another XT vs XTX situation the 9070 should be 400-450 imo.

If 599 is true I'm guessing we will have it at 579-599 not a bad price if performance is close to XTX level, if it's closer to XT performance it's a bit more meh considering the current price of the 7900xt

 

[NZXT30]

So upping prices “just cus Nvidiia” is not even remotely the point. It’s not about what Nvidia do. Get out of the mindset of “well Nvidia prices suck so AMD get a bye ball when theirs suck” mentality.

The latest rumour is that Nvidia forced AMD to lower their prices.

This whole thing has been utterly bizarre but then again it's AMD scoring own goals so it all makes sense in the end.

 

[ICDP]

Aren't you doing the same?

Making predictions and assumptions.

You're assuming AMD built the 9070xt for a 499 price point how do you know? They could have built it for a 599 price point thinking Nvidia will increase prices gen on gen. You're assuming they wouldn't lose money.

You can't call him out by doing the very thing you're calling him out for.

I mean my brother in christ, we're all making predictions and assumptions because 1 week from launch were all saying "WTF IS AMD DOING WHERES OUR INFO"

No, because AMD repeatedly stated they were not competing at the high end this gen. That means no 7900 replacements (XTX/XT/GRE). That leaves the 7800 XT and below tiers as their aim.

If these rumoured prices are accurate they are actually pricing over the 7900 GRE MSRP.

The performance increase of ~30% also points to a 7800 XT and 7700 XT replacements.