AMD won't hold back with Vega, it'll be the last big GPU they make. Whether that's 450mm2 or 550mm2 is another question though.
Why?
- SLI/CF support requires even more developer work and driver work from AMD/NV. Seems in the last 6 months a lot more AAA games have poor support
- NV isn't going to stop making large die flagships
- Mid-range die strategy failed with HD4000-6000 series
- Since 14nm node is here to stay for a long time, we should expect die sizes to grow as the node matures (7970->290X -> Fury X)
- As the node matures, it will become more affordable to produce 550-600mm2 die
All of these reasons suggest AMD should go through a similar transition of increasing die sizes (as outlined above from Tahiti to Hawaii to Fiji). Then with 7/10nm node, it starts all over again.
Even if Vega is only a 450-480mm2 die, it doesn't mean it will be AMD's last large die flagship, unless you have inside sources?
Unless you believe AMD's new strategy is to put a 450-500mm2 die against NV's 300mm2 GP104, how do you expect them to match or beat a 600+mm2 Big Pascal? Don't tell me dual-chip flagship Vega card priced at $699? Radeon Pro Duo is $1499, R9 295X2 before it was $1499. So this strategy will not work.
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970/980/980Ti going EOL was reported a long time ago. Not sure why this is suddenly news again. Also, cards launching for June is a consistent theme. Again, not new information.
Even if NV low-balls early GP104 with a crappy 40% increase in perf/watt, 1080 will already beat 980Ti. I think after-market 1080 GDDR5X will deliver 50-80% performance increase over 980 at 1440/4K. The time is running out to sell those 980Ti cards for close to market prices....