You don't think it's odd that the only Strix Halo review we saw today is from a tablet with nerfed power limits? Especially from Asus, who has basically never had a problem day 1 launching AMD's latest and greatest in mainstream gaming laptops, egregious supply issues (cough Rembrandt cough) be...
And a vast, vast majority of the people would look at the pricing, then go buy the Switch 2/Steam Deck instead and keep the change. The super high end gaming handheld market does not have enough volume to tap on.
In the theoretical dreamscape that such a cut down SKU would preserve the whole...
And if AMD actually intended these for sale primarily to gamers the first SKU out in the wild wouldn't be a 13-inch tablet and business laptops with MBP-rivaling prices. They'd be in gaming laptops.
Cut-down Strix Halo with one CCD (I presume MAX 385 and under) is not actually a 4070m competitor though if these benchmarks are anything to go by.
And like, AMD (and their partners) absolutely will need higher margins through the chain to justify producing/buying these versus pumping out...
Because Strix Halo, by virtue of its die area + multiple die packaging probably costs at least twice what Strix Point does for AMD? And we know Strix Point SKUs are by and large not cheap. And that's before the additional margin AMD will need to compensate for the significantly reduced volumes...
A 13900H is old as all heck and on a significantly older node, that's a very low bar to beat. It'd be much more appropriate to compare this to the many Strix Point + 4060/4070m implementations that are no doubt floating around.
To only have noticeable gains at power limits that are at the edge...
And if you actually remember what it was like 3-4 years ago, no GPUs anywhere near MSRP had trouble selling - any sales figure differences was purely a function of supply, which AMD did not provide enough of.
Which past? AMD had no problems selling whatever RDNA2 they made from '20-'22, they had tons of problems meeting supply, having to fulfill supply agreements to Sony/MS to supply N22-sized chips for $400/500 mini-PCs when they'd likely rather have sold those to AIBs who will sell the GPUs...
Given where the market is heading, Nvidia is most likely going to be the runaway consoles sales winner with the Switch 2, by virtue of significantly cheaper price points, the impending exit of MS from the console business, and fab costs that make any next-gen console worth making very expensive...
Are there loads of people in the year 2025 buying $600+ GPUs with intention for building PCs for gaming-primary purposes that aren't at least tech nerd-adjacent?
Also, from the Videocardz retailer video..
Really doesn't seem like the delay is to raise prices...
Coming from the same people who marketed FSR3 for like, a year before that got really implemented into games, to somehow believe that this time they can meaningfully improve FSR4 implementation in 60 days? Please don't take your potential market for fools AMD...
Judging by all those chonky cards we saw at CES, I am not sure '7800 XT successor' would have been the first thing that springs to mind here. AIBs don't manufacture these high-end (read: expensive) designs out there if their design brief (and margins) were for $400-$500 cards ala Navi 32.
The 390mm^2 figure came from a Twitter user comparing pics of 'N48' die to Zen packaging side-by-side. FWIW the methodology looks good enough that IMO there won't be significant deviation from that figure.
Lisa's has plenty of blunders under her tenure, canceling a niche high-priced consumer part for an inherently niche segment will almost certainly not be one of them..
Even taking aside that as a function of high fab costs and high margin business elsewhere, the hardware shift between next console gen and current is almost certainly much less than PS4/Xbone-> PS5/XSX (see how underwhelming the PS5 pro is spec-wise) , which should help with those porting...
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to our use of cookies.