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

[mahius]

You should've kept that to yourself, taken a photo of that USB extension in the big box, and won the internet

The even funnier thing is, I ordered the USB cable elsewhere (obv delivered to my door), since OCUK don't sell that part and it's not been delivered yet...
One thing for sure... there must be Haribo inside, we'll find out on the weekend

Anyhow, I just realised that the MSRP of the XT at £570 GBP is only £20 more than the 'dream' price of £550 we all discussed. On the other hand the non-XT is only £20 cheaper.
For the XT, that's not too shabby, but horrific for the non-XT. If there's ever any price drops, it could potentially hit that magic £550.

 

[Chrisc]

Thanks. So kind.

You're welcome

 

[ICDP]

The even funnier thing is, I ordered the USB cable elsewhere (obv delivered to my door), since OCUK don't sell that part and it's not been delivered yet...
One thing for sure... there must be Haribo inside, we'll find out on the weekend

Anyhow, I just realised that the MSRP of the XT at £570 GBP is only £20 more than the 'dream' price of £550 we all discussed. On the other hand the non-XT is only £20 cheaper.
For the XT, that's not too shabby, but horrific for the non-XT. If there's ever any price drops, it could potentially hit that magic £550.

This is what confuses me. The non XT is a great card in its own right and if just $25 MSRP cheaper it would have looked really good in reviews.

Having said that these prices are moot. AMD need to be making regular stock drops to keep the prices closer to MSRP. We can already see that Nvidia have zero intention of meeting demand.

AMD absolutely WILL lose most of the mind share they gained if they don’t act to curtail the obvious retailer scalping crap. They made a statement saying the MSRP is “real”, so if no more 9070 and 9070 XTs arrive at MSRP, people will 100% blame AMD.

 

[GhostDog1981]

The even funnier thing is, I ordered the USB cable elsewhere (obv delivered to my door), since OCUK don't sell that part and it's not been delivered yet...
One thing for sure... there must be Haribo inside, we'll find out on the weekend

Anyhow, I just realised that the MSRP of the XT at £570 GBP is only £20 more than the 'dream' price of £550 we all discussed. On the other hand the non-XT is only £20 cheaper.
For the XT, that's not too shabby, but horrific for the non-XT. If there's ever any price drops, it could potentially hit that magic £550.

Shame that now the msrp is £650.

Well done on your acquisition mate. Enjoy it to the fullest!

 

[CAT-THE-FIFTH]

This is what confuses me. The non XT is a great card in its own right and if just $25 MSRP cheaper it would have looked really good in reviews.

Having said that these prices are moot. AMD need to be making regular stock drops to keep the prices closer to MSRP. We can already see that Nvidia have zero intention of meeting demand.

At it's RRP of $550 it would work out as $511 with VAT. At the £524 on here it is cheaper then the £540 RTX5070 FE with 33% more VRAM,more rasterised performance,most of the RT performance and generally better efficiency. It's also quite clear thr cards might also have some overclocking headroom as even the "worst" models have decent cookers.

It would have been better at £499.99 but outside of cherry picked scenarios the RTX5070 is a worse card and the best you can get from Nvidia below £700. Also I wonder whether the cheaper AIB RTX5070 cards will be as well built too.

 

[ChosenName]

At it's RRP of $550 it would work out as $511 with VAT.

Given that AMD's control of pricing would seem to stop at the point they decide how much they are going to charge OEMs for the GPU chip, and that the OEM is responsible for everything else on the card, "the (RRP) is more what you'd call 'guidelines' than actual rules" and OEMs are in control of the price they offer cards to the supply chain - the $550 MSRP would seem to be an aspirational target for AMD with no means of enforcement.

 

[ICDP]

Given that AMD's control of pricing would seem to stop at the point they decide how much they are going to charge OEMs for the GPU chip, and that the OEM is responsible for everything else on the card, "the (RRP) is more what you'd call 'guidelines' than actual rules" and OEMs are in control of the price they offer cards to the supply chain - the $550 MSRP would seem to be an aspirational target for AMD with no means of enforcement.

Mind share won’t see it that way. We already see terrible logic that the scalped 9070 and XT prices are “too close to the 5070Ti MSRP”. That is the level of idiocy and subliminal pro Nvidia mind share we have. In many cases they don’t even know they are doing it.

It also ignores the fact that the 5070Ti is a terrible price in the first place, even at MSRP.

Having said that both AMD and Nvidia do have some control over pricing. The more they produce the more demand is met and the more prices will stabilise.

 

[adidan]

Am I correct in thinking MBA cards have to be sold at MSRP?

Would help explain why there isn't one for AMD this time around (beyond the infrastructure to stock and sell the things) and Nvidia drip feed Founders Edition.

 

[Bidley]

Mind share won’t see it that way. We already see terrible logic that the scalped 9070 and XT prices are “too close to the 5070Ti MSRP”. That is the level of idiocy and subliminal pro Nvidia mind share we have. In many cases they don’t even know they are doing it.

It also ignores the fact that the 5070Ti is a terrible price in the first place, even at MSRP.

Having said that both AMD and Nvidia do have some control over pricing. The more they produce the more demand is met and the more prices will stabilise.

I think the 9070/xts being manufactured now will have the die cost either reduced or otherwise incentivised with the MSRP in mind. The cards sold on launch day were probably bought by the AIBs at a higher prices because AMD planned on charging AIBs more at the end of last year.

But like you say, once supply normalises, so will price. OCUK have jacked the price up twice since they sold out, that's not on AMD and likely not on AIBs either.

 

[fs123]

I think the 9070/xts being manufactured now will have the die cost either reduced or otherwise incentivised with the MSRP in mind. The cards sold on launch day were probably bought by the AIBs at a higher prices because AMD planned on charging AIBs more at the end of last year.

But like you say, once supply normalises, so will price. OCUK have jacked the price up twice since they sold out, that's not on AMD and likely not on AIBs either.

The retailers are the ones making the profits even if AIB's are selling them less than the msrp. As long as people keep buying at the gouged prices, the cards will never reach msrp. It's only when retailers can't shift stock that they reduce prices.

 

[ChosenName]

Mind share won’t see it that way. We already see terrible logic that the scalped 9070 and XT prices are “too close to the 5070Ti MSRP”. That is the level of idiocy and subliminal pro Nvidia mind share we have. In many cases they don’t even know they are doing it.

Indeed.

It also ignores the fact that the 5070Ti is a terrible price in the first place, even at MSRP.

Unfortunately, with only really two options, there's not much choice for the consumer - and it's been clear for some time that one of them cares not a jot for how their pricing is perceived.

Having said that both AMD and Nvidia do have some control over pricing. The more they produce the more demand is met and the more prices will stabilise.

The only control over the minimum viable cost to the OEM for each of the cards that they have is the price of the GPU chip itself - noting that EVGA left the dGPU market entirely, with ridiculously low profit margins (c.$4 per card I think I heard in the GN video on 9070 availability and MSRP) being one of the reasons.

 

[Bidley]

The retailers are the ones making the profits even if AIB's are selling them less than the msrp. As long as people keep buying at the gouged prices, the cards will never reach msrp. It's only when retailers can't shift stock that they reduce prices.

Yes, but I think after the next round of stock comes then everyone who wanted one will have one. Then prices will normalise.

It'll be interesting to see what cards will land at MSRP. The Reaper definitely will as it's so basic. But you'll never get a Gaming OC or Steel Legend at MSRP again unless they rebate them.

 

[ICDP]

Indeed.

Unfortunately, with only really two options, there's not much choice for the consumer - and it's been clear for some time that one of them cares not a jot for how their pricing is perceived.

The only control over the minimum viable cost to the OEM for each of the cards that they have is the price of the GPU chip itself - noting that EVGA left the dGPU market entirely, with ridiculously low profit margins (c.$4 per card I think I heard in the GN video on 9070 availability and MSRP) being one of the reasons.

Even without lowering prices at AMD and if they were to start charging $650 MSRP, the 9070XT would still be just about £610 UK price. So when you see £630 - £650 you are into to some retailer scalping and for me that’s about 3-5% and not terrible. But when you get to £670 and £700 plus prices, that’s just not justified.

 

[hornetstinger]

Even without lowering prices at AMD and if they were to start charging $650 MSRP, the 9070XT would still be just about £610 UK price. So when you see £630 - £650 you are into to some retailer scalping and for me that’s about 3-5% and not terrible. But when you get to £670 and £700 plus prices, that’s just not justified.

yeah I draw the line, I managed to get a Sapphire Pure at £635. I think it was £600 on overclockers? So a tiny bit more is ok.

Still hasn't come into stock though I don't know how good the iriver store (seller was themselves not a third party) is on "waiting for stock"

 

[ICDP]

Yes, but I think after the next round of stock comes then everyone who wanted one will have one. Then prices will normalise.

It'll be interesting to see what cards will land at MSRP. The Reaper definitely will as it's so basic. But you'll never get a Gaming OC or Steel Legend at MSRP again unless they rebate them.

That depends on if AMD (and Nvidia of course) can have supply that meets initial demand. This is the main (if not only) way both AMD and Nvidia can influence street prices. If there are enough GPUs in the channel, demand is key and prices stabilise. Early indications are that AMD has better supply than Nvidia and if true it means 9070 and 9070 XT will be scalped considerably less. Let’s find out if that’s true.

 

[ChosenName]

Even without lowering prices at AMD and if they were to start charging $650 MSRP, the 9070XT would still be just about £610 UK price. So when you see £630 - £650 you are into to some retailer scalping and for me that’s about 3-5% and not terrible. But when you get to £670 and £700 plus prices, that’s just not justified.

It rather depends on what margin the MSRP contains for the retailer and any intermediaries in between. For the retailer, the price per unit from the supplier is the reference point for their profit margin to be based on. Reading Gibbo's earlier post in this thread, OcUK needs a markup of 8% - and we have no visibility of the unit cost to OcUK of each card:

If our cost from AIB allows us to hit MSRP and make a profit we will list and sell at MSRP but we need at least 8% markup to allow that, the business cost 6% to run so that would clear us 2%

 

[jimhaumman]

The main problem with RX 9xxx series launch is lack of the reference card to ancher the price to msrp.

 

[ChosenName]

The main problem with RX 9xxx series launch is lack of the reference card to ancher the price to msrp.

Which begs the question: why have AMD chosen not to contract with the AIBs to produce reference cards? Assuming that the AIBs would be interested in producing them that is....

 

[reflux]

Which begs the question: why have AMD chosen not to contract with the AIBs to produce reference cards? Assuming that the AIBs would be interested in producing them that is....

This is exactly what I was thinking. It makes sense because it's the highest end card they're going to produce for a while.

 

[ICDP]

The main problem with RX 9xxx series launch is lack of the reference card to ancher the price to msrp.

Which begs the question: why have AMD chosen not to contract with the AIBs to produce reference cards? Assuming that the AIBs would be interested in producing them that is....

The MBA cards were not available to buy in the UK anyway. AMD have worked with AIBs to provide close to MSRP models using rebates etc. It’s also why you have cards like the Reaper which sort of meet the BOM criteria f what an MBA would.