RDNA 3 Rumor Discussion

[LordHawkwind]

Originally Posted by pax

Well they say wafer production was increased by 40% in Dec due to demand. At some point between those who cant afford the current prices, millions are unemployed and more losing their jobs all the time at about a million a week in the US, and the satiating of consumer demand at the high end I dont see that taking a year.

I say by summer things will stabilize assuming no unusual production disruption.

Pax what do you mean by stabilize? At AMD's latest earnings call shareholders asked them why they wanted to produce more MBA cards at MSRP when they could sell them for far more and make more profit. Making big profits is AMD's & Nvidia's main aim, not selling cheap cards. Higher SKU margins mean bigger profits so win win for shareholders.

Whether we like it or not higher GPU prices are here to stay it would seem so we all need to just get used to the new normal.

[pax]

Originally Posted by LordHawkwind

Pax what do you mean by stabilize? At AMD's latest earnings call shareholders asked them why they wanted to produce more MBA cards at MSRP when they could sell them for far more and make more profit. Making big profits is AMD's & Nvidia's main aim, not selling cheap cards. Higher SKU margins mean bigger profits so win win for shareholders.

Whether we like it or not higher GPU prices are here to stay it would seem so we all need to just get used to the new normal.

A lot of gamers are not buying cards and are starting to look elsewhere now. I know I am. It may sound good for amd and nvidia to sell cards that are grossly overpriced, tho its more likely its the AIB's and retailers who are cashing in and not AMD from the latest rumors, but in the long run it can damage your business. Theres a reason why console makers sell at cost or even a loss around 500$. The console gaming market is near non existent at 1000$ or higher.

So good business sense would want the TAM to be fully adressed and not just the top 10-20%. If you abandon for too long or undeserve the lower 70-80% of the gpu market you can lose it. If anyone can really capitalize on this its intel. They can make silicon on a mass scale and if they can keep prices in the normal range where most people buy videocards they can grab huge market share away from both amd and nvidia.

AMD knows this.

[bill dennison]

A Glimpse of RDNA 3 Graphics Architecture Based GPUs & APUs, AMD Patents Active Bridge Chiplet With Integrated Cache For Multi-Chiplet Designs

https://wccftech.com/a-glimpse-of-rd...et-gpu-design/

[pax]

Looks like they are adding integrated rdna to zen4 going forward as well so all apus like intel. No reason not to anymore I suppose as it doesnt impeed cpu perf.

[bill dennison]

Originally Posted by pax

Looks like they are adding integrated rdna to zen4 going forward as well so all apus like intel. No reason not to anymore I suppose as it doesnt impeed cpu perf.

yea

but if they are going to they should get it to do something with a AMD GPU Video card only to add support to the card

integrated crossfire

[Trunks0]

Integrated crossfire existed in the past. A cool update to that might be a sort of async crossfire. With the ability to I don't know... encode video for streaming, post-processing... maybe a HQ scaler for instance....

[Nunz]

Originally Posted by Trunks0

Integrated crossfire existed in the past. A cool update to that might be a sort of async crossfire. With the ability to I don't know... encode video for streaming, post-processing... maybe a HQ scaler for instance....

Put only RT cores on the CPU..

[Nagorak]

Originally Posted by LordHawkwind

Pax what do you mean by stabilize? At AMD's latest earnings call shareholders asked them why they wanted to produce more MBA cards at MSRP when they could sell them for far more and make more profit. Making big profits is AMD's & Nvidia's main aim, not selling cheap cards. Higher SKU margins mean bigger profits so win win for shareholders.

Whether we like it or not higher GPU prices are here to stay it would seem so we all need to just get used to the new normal.

I can't remember where, but I read an article that indicated AMD had shipped hardly any GPUs in Q4 2020, like way down from past years. They may be making money on the ones sold, but not selling very many. A lot of money is being left on the table because they can't even make the products.

Frankly it's still not clear to me how much of the current GPU problems are due to demand, and how much of it is just supply constraints. The EVGA step up queue is barely even moving, and while we don't know how many are in the queue, two week periods go by without any product being shipped to anyone. That sounds more like supply constraints to me than high demand. (High demand alone you'd see a few cards trickle out reliably, but the queue would still go slow because there are so many in it.)

[acroig]

Originally Posted by Nagorak

I can't remember where, but I read an article that indicated AMD had shipped hardly any GPUs in Q4 2020, like way down from past years. They may be making money on the ones sold, but not selling very many. A lot of money is being left on the table because they can't even make the products.

Frankly it's still not clear to me how much of the current GPU problems are due to demand, and how much of it is just supply constraints. The EVGA step up queue is barely even moving, and while we don't know how many are in the queue, two week periods go by without any product being shipped to anyone. That sounds more like supply constraints to me than high demand. (High demand alone you'd see a few cards trickle out reliably, but the queue would still go slow because there are so many in it.)

Agreed.

[pax]

They're making less gpus than they used to but ASP's are higher:





https://www.tomshardware.com/news/gp...eration%20GPUs.

In general, discrete desktop GPU shipments in 2020 totaled approximately 41.5 million units and exceeded shipments of graphics cards in 2019. That's likely due to AMD and Nvidia both selling out of previous generation cards, rather than significant numbers of the latest generation GPUs. Shortages constrained and continue to limit AIB sales, and it's difficult to estimate just how high the actual demand for standalone desktop GPUs was in 2020. Looking forward, there's still unmet demand, and the GPU and graphics card makers would need to produce plenty of products to keep up in 2021. Unfortunately, that's likely not possible, as the shortages continue to plague the industry.

[bill dennison]

get ready if mining is still going on when this next gen hits MSRP on both AMD & NV will be like the RTX 2000's not the 3000's

with 3080's selling for 2 and 3 times MSRP i'm sure the jacket is mad as a wet hen that they are losing all that cash

[pax]

Ya I very much doubt global production of discreet will exceed much the 40-45 million mark next year. They simply will prioritize pro cards. Like we saw today at the GTC from the jacket, and cpus that are much more profitable. Only console apus might be less profitable. But those contracts are volume oriented and force the gpus makers into supply agreements.

I dont see this getting better anytime soon now. I might say **** it at retirement and grab a ~grand from the severance pay for a gpu then I dont know. I think Id rather wait for next gen at this point. The 7000 Radeon series and 4000 RTX series are said to be huge improvements.

[LordHawkwind]

Originally Posted by pax

Ya I very much doubt global production of discreet will exceed much the 40-45 million mark next year. They simply will prioritize pro cards. Like we saw today at the GTC from the jacket, and cpus that are much more profitable. Only console apus might be less profitable. But those contracts are volume oriented and force the gpus makers into supply agreements.

I dont see this getting better anytime soon now. I might say **** it at retirement and grab a ~grand from the severance pay for a gpu then I dont know. I think Id rather wait for next gen at this point. The 7000 Radeon series and 4000 RTX series are said to be huge improvements.

You might have a long wait. This from Nvidia..https://wccftech.com/nvidia-gpu-shor...graphics-card/

And even worse from Intel ..https://www.washingtonpost.com/techn...chip-shortage/

So next Gen maybe very late 2022 or early 2023? Who knows. Personally I'm not bothered I'm just enjoying my 3090 in games with everything maxed out. Oh and my new all electric vehicle station wagon arrived and is brilliant. New GPU, CPU, Monitor and electric car in last four months or so. Not complaining.

[bill dennison]

Originally Posted by LordHawkwind

You might have a long wait. This from Nvidia..https://wccftech.com/nvidia-gpu-shor...graphics-card/

And even worse from Intel ..https://www.washingtonpost.com/techn...chip-shortage/

So next Gen maybe very late 2022 or early 2023? Who knows. Personally I'm not bothered I'm just enjoying my 3090 in games with everything maxed out. Oh and my new all electric vehicle station wagon arrived and is brilliant. New GPU, CPU, Monitor and electric car in last four months or so. Not complaining.

NVIDIA Confirms That The Majority of PC Gamers Won’t Be Able To Buy A Gaming Graphics Card This Year, Shortages To Persist Throughout 2021

wonder why

Nvidia mining GPUs bring in three times more revenue than expected

https://www.techradar.com/news/nvidi...-than-expected


wonder what they are making more of now

[LordHawkwind]

Originally Posted by bill dennison

wonder why

Miners aren't the only reason there are actually supply chain and component shortages as well.

https://www.techradar.com/news/nvidi...-than-expected

wonder what they are making more of now

It's called capitalism Bill and the American's claim to be good at it. Sell everything you can to whomever is willing to pay the highest prices. A miner's money is as good as a gamer's money after all. Companies want to make profits not friends.

The big question is where are all the AMD GPU's? Scott Herkelman promised AMD would supply the AIB's with enough chips to help them sell their cards at MSRP. That was in December. Never happened. He then said in January that AMD would keep on producing their own cards and sell them at MSRP. Never happened.

So what's going on? I would hazard a guess $ony & M$ have a lot to do with it. Also Zen 3. The thing is Radeon GPU's appear to be the last in line for AMD at the moment and they're just ducking the issue by refusing to make any comments. Miners or consoles it all adds up to the same thing.

[bill dennison]

Originally Posted by LordHawkwind

It's called capitalism Bill and the American's claim to be good at it. Sell everything you can to whomever is willing to pay the highest prices. A miner's money is as good as a gamer's money after all. Companies want to make profits not friends.

The big question is where are all the AMD GPU's? Scott Herkelman promised AMD would supply the AIB's with enough chips to help them sell their cards at MSRP. That was in December. Never happened. He then said in January that AMD would keep on producing their own cards and sell them at MSRP. Never happened.

So what's going on? I would hazard a guess $ony & M$ have a lot to do with it. Also Zen 3. The thing is Radeon GPU's appear to be the last in line for AMD at the moment and they're just ducking the issue by refusing to make any comments. Miners or consoles it all adds up to the same thing.

TSMC it's

water

https://www.datacenterdynamics.com/e...ient-reserves/

and auto industry then $ony & M$


...........

if i wanted to give up gaming for a year i could sell my 2080 ti Strix for 1750

https://www.ebay.com/itm/ASUS-ROG-St...Cclp%3A2334524

[pax]

Well ****:


https://www.tweaktown.com/articles/9...ked/index.html

AMD's new Navi 22-powered Radeon RX 6700 XT graphics cards are a kick ass GPU mining card, offering 44MH/s hash power at 120W.

Read more: https://www.tweaktown.com/articles/9...ked/index.html