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

humbug said:
their argument assumes AMD wish to gain marketshare even if that mean taking heavy looses on every GPU they sell, and its not just AMD, they have BOM costs and development costs but beyond that they have partners who also need to turn a profit, and the retailer or whats the point in even stocking them? They don't sell these things for free, AMD don't design them for free and AIB's don't make them for free, there comes a point where there is no money in it for anyone involved
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AMD have come out and said they are going after market share.

We get this argument with AMD not giving away stuff for free every gen but AMDs current strategy is not making them money either. Their last quarter revenue was $563m and that includes consoles. For the year they were down by 58% on revenue and that’s on the back of an 9% drop the previous year and 7% drop the year before that, market share dropped to 10% so clearly the current strategy isn’t working.

AMD clearly have a big problem if they cannot make a 60ti class equivalent product which is what the 5070ti is for under $600.

A 5700XT/6700XT/7800XT all matched or beat previous gen 80 class performance for at or under $500 yet now we’re supposed to believe we need to pay much more because Nvidia decided to put up its prices, that’s not how it works when buyers already have little confidence in your brand so if AMD have any sense then they need to make gamers an offer that’s to good to refuse.
 
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There is no node gain for Nvidia and no real improvement in design hence this gen all the extra price for extra performance we have seen this gen. AMD is coming from behind in design so all they can do this gen is close so a similar chip size has similar RT and raster performance. Both make wafers as tsmc so the prices then end up at are almost identical for similar margin.

We are past the point that moors law results in lower cost for more performance because the tech industry relies on tsmc and each new node costs more than the last to develop. The new nodes are not going a factor of 2 better we are going from 6 to 5 to 4 not 34nm to 18nm.
This is the reason we are not going to get massive improvements for less or the same money.

We can see the results. in the 90 s I replaced my 286 to 386 etc within 6 months and clock speeds were double the previous ones.
We are now talking 15 to 20 percent improvement gen to gen.
Get used to it this is going to be the way things go from now.
 
Murphy said:
Nah, set the MSRP at $400 then sell them for 50% more.

Seems to work well for some companies. ;)
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Its one way AMD could win some kudos, Intel published a fake MSRP and Nvidia certainly did.

If AMD say they start $620 and they actually do start at $620 and remain at $620 that should differentiate them from Intel and Nvidia in a good way.

TNA said:
Yeah and what is that? It keeps changing. What's this week's price?
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It depends on performance, if the performance isn't there for what AMD need to charge to turn a profit that's AMD's problem, not ours....

Joxeon said:
AMD have come out and said they are going after market share.

We get this argument with AMD not giving away stuff for free every gen but AMDs current strategy is not making them money either. Their last quarter revenue was $563m and that includes consoles. For the year they were down by 58% on revenue and that’s on the back of an 9% drop the previous year, market share dropped to 10% so clearly the current strategy isn’t working.

AMD clearly have a big problem if they cannot make a 60ti class equivalent product which is what the 5070ti is for under $600.

A 5700XT/6700XT/7800XT all matched or beat previous gen 80 class performance for at or under $500 yet now we’re supposed to believe we need to pay much more because Nvidia decided to put up its prices, that’s not how it works when buyers already have little confidence in your brand so if AMD have any sense then they need to make gamers an offer that’s to good to refuse.
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AMD's margins on the $563M was about 4%, i don't remember the exact number but its way under 10%, again... as i just said above your quote this is not our problem, that's for AMD to solve, the RX 7000 series was a very expensive GPU to make, i think.

AMD are daft to say they are going after marketshare, because clearly they are not going to do that at any cost, now i don't know exactly what was said in this context but i think its fine to express a desire to gain marketshare, it is daft to say marketshare is the only thing they are interested in, because i doubt that's true.
 
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Joxeon said:
AMD have come out and said they are going after market share.

We get this argument with AMD not giving away stuff for free every gen but AMDs current strategy is not making them money either. Their last quarter revenue was $563m and that includes consoles. For the year they were down by 58% on revenue and that’s on the back of an 9% drop the previous year and 7% drop the year before that, market share dropped to 10% so clearly the current strategy isn’t working.

AMD clearly have a big problem if they cannot make a 60ti class equivalent product which is what the 5070ti is for under $600.

A 5700XT/6700XT/7800XT all matched or beat previous gen 80 class performance for at or under $500 yet now we’re supposed to believe we need to pay much more because Nvidia decided to put up its prices, that’s not how it works when buyers already have little confidence in your brand so if AMD have any sense then they need to make gamers an offer that’s to good to refuse.
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It's a cartel at this point. All the other parts,I can get deals on fine,but graphics card have this magical inflationary tax on top of them.

I remember when it happened with RAM a long time ago and a whole lot of excuses were wheeled out. Then years later the DRAM makers got huge fines for price fixing.
 
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loftie said:
@humbug did we have a BoM for the 7800/7900 cards? TIA
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Not that i'm aware of, but this multichip thing can't have been cheap, probably not as expensive as making a 610mm die on the latest most expensive node but AMD weren't charging $2000+ for their GPU's.
 
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humbug said:
It depends on performance, if the performance isn't there for what AMD need to charge to turn a profit that's AMD's problem, not ours....
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Obviously depends on performance. But have we not been saying close to 4080 performance for a few months now? Let's assume 5070 Ti performance.

How much?
 
humbug said:
Not that i'm aware of, but this multichip thing can't have been cheap, probably not as expensive as making a 610mm die on the latest most expensive node but AMD weren't charging $2000+ for their GPU's.
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Fair dos. It's just we're assuming what they do/don't take to make (yes i know there's more to it than that). I'd love for mid tier cards to go back down, all I see is prices going up and pretty much me being unable to justify my hobby any longer which is sad.
Just wondering if we had an idea, as I'd consider the 9070xt a mid tier card - I'd rather they stay at £500 tbh. Well, I'd rather them be less, but who wouldn't! :cry:
 
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