Lots of options.
Vega 10 SKUs (7950-7970-7970Ghz)
Or Vega 11.
A lot of people are trying to position Pitcairn 7850-7870 successor as a competitor to GP104. Even if Polaris 10 matches Fury X, it's not fast enough for 1080. That's why they aren't really direct competitors and I expect the pricing to reflect this.
So lots of speculation going on. It appears that GP104 will be 294 mm2 from the leaked pictures. 15.35 X 19.18 is the guess. If that is true then on the 16nm FF with 300 mm wafers and if it matches the reported defect density of 0.2/sq cm that GloFo at 14nm is claiming
http://www.anandtech.com/show/10272/samsung-foundry-updates-7nm-euv-10lpp-and-14lpc
they will have 184 die candidates but only 57% yield for a total of 105 good dies.
GP104 is rumored to have 2560 cuda cores for the 1080 and in order to improve die yield will have 2304 for 1070 and since there is a rumored 3rd card probably 2048 for a 1060.
Another rumor indicated that GP104 will be 30% faster than each of the previous cards.
If they are able to harvest 150 dies with this strategy and each wafer costs $7500 then the 1080 chip will be $71 with the other chips being about $50.
Polaris 10 is rumored to be 232 mm2. We do not have any photos of the die yet but if 232 is accurate then we can guess that the size will be 13.4 X 17.3.
On a 300mm wafer that equals with the same defect density they will have 239 candidates at 64% yield or 153 good dies.
Polaris 10 is also rumored to have 2560 SP along with 2304 but we have not heard of any rumors of 2048.
So lets use the same idea that they will harvest 175 dies for the 2. The high end chip will cost $49 and the other about $42.
I don't think that 232 mm2 will be the size of Polaris 10. I think that it will be 265 which on 14nm equals 294 16nm. This would put the cost at $60 for 125 good dies and $50 for 25 cut dies.
From this point forward the games begin as to performance vs power. I think Polaris has the advantage due to GloFO 14 nm process being less costly per die and AMD is going to go the route of better performance per watt at a lower price but could rival the performance of gp104 if they choose to do so.
Nvidia with the rumors recently about prices are trying to goat people into buying what would be the best performing game cards but at higher frequencies and higher power. We will know more in just a few weeks, of course the fan boys on each side will give me plenty of pop corn time and laughs. Looking forward to this new round of tech.