If Roy Taylor is unequivocally claiming that AMD will significantly increase the TAM for VR, we can safely assume a large price reduction in VR capable cards, equivalent to 970/290 performance.
Sounds very much like around $200 to $225 max for this statement to make sense.
What will a further increase in price to $300 bring with regards to performance? This is close to a 50% price increase.
Taylor's quote:
"The reason Polaris is a big deal," continued Taylor, "is because I believe we will be able to grow that TAM significantly. I don't think Nvidia is going to do anything to increase the TAM, because according to everything we've seen around Pascal, it's a high-end part. I don't know what the price is gonna be, but let's say it's as low as £500/$600 and as high as £800/$1000. That price range is not going to expand the TAM for VR. We're going on the record right now to say Polaris will expand the TAM. Full stop."
Sounds very much like around $200 to $225 max for this statement to make sense.
What will a further increase in price to $300 bring with regards to performance? This is close to a 50% price increase.
Taylor's quote:
"The reason Polaris is a big deal," continued Taylor, "is because I believe we will be able to grow that TAM significantly. I don't think Nvidia is going to do anything to increase the TAM, because according to everything we've seen around Pascal, it's a high-end part. I don't know what the price is gonna be, but let's say it's as low as £500/$600 and as high as £800/$1000. That price range is not going to expand the TAM for VR. We're going on the record right now to say Polaris will expand the TAM. Full stop."