I don't think Nvidia are out of the gaming market, but it does seem like they're going to continue charging a lot more than AMD for similar raw performance. And yeah, I totally agree, AMD could capitalise on this and take back market share. The the 470 and 480 ended up being very successful for them, but I don't know how much money it made them.
Do you think the XTX could be sold for £600 and still be profitable? That seems doubtful to me. What if Nvidia charged less for the 4080 to match and AMD still sold the same amount of GPUs but earned significantly less for it? I think AMD are playing the safe game. They're slowly increasing their portfolio until a time that they can truly compete. RDNA2 was that and they sold boatloads of GPUs even outside of mining/COVID times. RDNA3 was maybe a bit of a regression, but I'd imagine they made solid money from it. RDNA4 and 5 could be another hit, but I don't think they'll be doing anything drastic with it. It'll just fit safely in.
Well let's think about it. About 12 ish years ago Nvidia could afford to sell a dual huge core GPU for £600 or so. Adjusted for inflation that is £898.
So yes, I think AMD could easily sell the XTX for £600. Beyond easily, especially given that parts of it use the last node and thus are way cheaper.
At some point as we know, GPUs went from being reasonably affordable to ridiculous. IE, things like the Titan. At that time the 290 Radeon was half the price and AMD were still making money. Because as we know, at that time AMD weren't making s**t from CPUs. Nothing at all.
They survived quite handily through the 470 and 480 too.
The first round of mining spiked GPU prices beyond belief. After which? there was a huge crash back to pre mining prices and lower. The second round of mining + Covid was just a joke. A complete joke.
I categorically DO NOT believe the lies that came out of AMD and Nvidia then. IE the "Well everything now costs so much more". I do not believe that at all. I believe that both instances made them greedy, and now they just do not want to return the pricing back to where it should be for a part of a PC. And they have been fighting that tooth and nail, too.
There was concrete evidence (namely video and audio evidence) of Jen not only telling his shareholders that he would NOT put prices back to pre mining and or Covid AND telling his shareholders he was going to quote "Manipulate the market". And that is exactly what he did. Since that? prices just continue to rise, with seemigly no one wanting to reduce them.
Instead of AMD offering any competition whatsoeever they have just snuggled their vastly inferior GPUs* in line with Nvidia's, even though they are vastly inferior*. At each tier you get like a $50 discount as their apology for this discrepancy and that is it. Even though for years and years AMD have had core issues with pink screens, black screens ETC.
So yes, I do believe I am more than correct in saying that the prices are beyond a joke and they are merely being greedy now.
* OK so in pure raster they are not that bad. The XTX comes nowhere even close to the 4090 though. And that is OK according to AMD though because it costs less !!!1111. Yeah, costs less at around £900 which is insulting.
In RT (who cares. Like really, who cares) and AI (who cares? every one in the world) they are VASTLY inferior.
I saw a thing today that gaming now makes up 13% of Nvidia's revenue. So to them? every gaming GPU they sell is a lost sale for something they could charge five times more for. As such? their prices are just going to keep going up and up and up.
AMD, IMO, do not have the right to price their janky GPUs even close. They have not paid for the R&D Nvidia have. Let's face it right, it is just silicon. That is all. Just a lump cut out of a disc made of sand. What is burned into that silicon IMO is not worth what AMD are attempting to charge. Note attempting, because apparently shelves are sagging and their sales figures on GPUs has collapsed whilst they remain eerily silent on the matter.
At some point they are either going to have to s**t, or get off the pot completely. That or Intel will shove them out of the game completely.
That just offers even more irrefutable evidence. Like, the Intel thing. How ON EARTH can they sell a huge ass die like the ARC at the prices they have?
Just checking, but 406 mm². The 3070 was 392 mm²