Interesting thread. Good read for anyone who came to the last page and sees this.
My thoughts:
VR won't save or boost dGPUs. PS4 has VR coming for cheaper, easier to setup and accessible. I doubt the numbers of enthusiasts here on the PC VR side won't be enough to create a mass market.
The real hope for dGPUs are Steam Machines. If those take off in the living room, or people use those Steam Link and the numbers are big, that will give PC gaming new life and thus help dGPUs by extension.
While not a revolutionary thing to say, I expect dGPUs to continue to decline after a short lived bump upon the VR and 16nm dGPUs launches.
For me, my first card other than countless 2D machines for a couple decades, was a 3dfx Voodoo 4MB purchased in 1996. I no longer have interest in buying a new card and my current one may be my last. The only thing that will get me to upgrade again is if I buy into VR. But PC VR will be a relatively small percentage of gamers overall.
We do have a Wii U and love it, we buy new games all the time and will be buying Nintendo's next console on launch. And there's a lot untold about VR so far but the way to go there may be just a PS4 + Morpheus.
I'm weighing my options, but if I buy into PC VR I'd like to build another big rig with 8core Zen and 16nm GCN. If I don't, it makes more sense for my next build to fit my needs and life by going with a laptop with docking station hooked up to my existing LCDs. Playing whatever games that will support. I'm a heavy LoL player since 2010 so I have no problem there.
I expect AMD's HBM APUs next year to be a game changer. Intel's APUs (yeah I said it, it's just easier) will continue to improve. The ROI just won't be there for most to develop standalone external GPUs. Maybe AMD if they recover (in any way server/desktop/mobile). And maybe NV could survive too if they can find a new core market, like if Tegra took off.
Another option I'm considering other than an 8core VR setup or a laptop, is the mythical 300watt APU that AMD said they'll eventually produce.
I'm more excited to see how HBM APUs perform than any other upcoming innovation. I remember when sound cards mostly died, and I celebrated that moment. One less driver, no more Soundblaster PCI bus flooding, no more nonsense. DX12/Vulkan HBM APUs sound great to me.
The sky really is falling if you liked the old order. I did for 30 years.
I, for one, welcome our new APU overlords.