To reference RS's post, look how fast the GPU landscape changes. Around when your slides were created, the 680 launched at $499. That's a little different than what we are seeing with the 1080.
I looked for a few minutes, but didn't find anything that jumped out at me. I still maintain ASP for discrete GPUs for the last 5-10 years would be really telling.
I couldn't find ASP beyond 5 years but for 2010-2015, NV quotes CAGR of 11% for ASP. (1.11^5 =
68.5% increase in ASP from 2010). Obviously that doesn't include the price increases we are seeing with Pascal ($329 970 -> $379-449 1070 and $549 980 -> $599-699 1080, which suggests NV is continuing to increase ASP).
"On May 6, NVIDIA announced both the GeForce GTX 1070 and GeForce GTX 1080 graphics cards. The MSRP for these cards sit at $379 and $599, respectively, but the models designed and built by NVIDIA (i.e., the Founders Edition cards) will sell for $449 and $699, respectively.
At launch, the prior-generation GTX 970 and GTX 980 cards were offered at $329 and $549, respectively,..."
....
"
Gamers are willing to pay for performance, and NVIDIA knows this
One of the reasons that the PC gaming market has been so good to NVIDIA is that games are continually requiring more and more horsepower in order to look their best. This means that gamers upgrade at a relatively rapid clip and, more important, are often willing to pay a bit more in order to get meaningfully more performance.
At some point I suspect there will be a ceiling for gaming-oriented graphics chip selling price increases.
However, there does seem to be room for the graphics specialist to add products at higher performance/price points before the limit is reached.
For example, there's room for NVIDIA to introduce a product at the $999 price point (i.e., a next generation Titan product), and
I could see a cut-down version of that Titan product slotting in at $799.
Heck, if NVIDIA is able to deliver enough performance, a product at a price point of even $1299, with a cut-down variant at, say,
$899 could very well be tolerated.
Additionally, NVIDIA's previous product stack had the GTX 970 at $329 and the GTX 960 at around $199. I could see the Pascal-based successor to the GTX 960 coming in at around $249, but offering performance roughly in line with the $499 GTX 980."
http://www.fool.com/investing/gener...poration-may-be-able-to-push-average-sel.aspx
Time for me to invest into more mining rigs as hedging strategy as I expect GPU prices to rise even more over the next 5 years. :sneaky:
Let's also not discount that SKU names assigned to GPUs are often arbitrary in nature. For example, never in the history of NV did a 2nd tier (x70) card was trailing the 1st tier (x80) by 20-30% but it appears that 1070 may be the first time this is happening. Based on the TFlops, it seems 1080 may only have 1920-2048 CCs at most. With only GDDR5, it's pretty much neutered compared to the 1080, where the performance delta is more akin to 660Ti vs. 680 rather than x70 vs. x80. That's another way NV raises ASPs because it manipulates SKU marketing names.