Question Speculation: RDNA3 + CDNA2 Architectures Thread

[uzzi38]

Man I have been dying to make this one for a while now.

First rumours for RDNA3 are here so new thread time!

Just going to start off with this one for now: kopite7kimi on Twitter: "@VideoCardz Ah, I mean a simple mcm design with 10240 cores is not enough. Because the lift from RDNA2 to RDNA3 is much bigger than from RDNA1 to RDNA2. We should expect many big improvements in GFX11. 🤔" / Twitter

 

[DAPUNISHER]

They should "aim for the jugular": price the fastest card in their lineup LOWER than the 4080 16 GB, while revising the price of their 6000 series YET AGAIN. This would also make nVida's stock of 3000 series cards that much harder to get rid of.

AMD's profits would take a nose dive with such a move, but NOWHERE NEAR as much as nVidia's, but that's not the best part: @ a time where lower prices matter more than ever before (in recent years), this SHOULD make their market share rise substantially, PROVIDED they manage to have enough cards for sale.

THEN, with their RDNA 4 (or whatever it's called), they could raise prices again (not to "stupid" levels PLEASE) and, with much higher market share, they should make A TON of money.

It's bold, it's aggressive, I dig it. Problem comes from shoppers being dumb. They know the price of everything, but the value of nothing, as the saying goes. If you price it too low, they think it sucks and don't buy it. If you price it too close to the leader they buy the leader citing another old expression - You get what you pay for. It has to be in the Goldie Locks Zone IMO.

 

[Karnak]

And at $1200 it is still a higher ASP than before so they satisfy their finance wonks.

Well depends on the margins also. BOM for N31 will likely be quite a bit higher than for N21, so I don't know about that.

 

[maddie]

And it's both sad and borderline delusional. AMD, specifically in Graphics, is still perceived as an also ran compared to nVidia . They just don't have the brand recognition to pull it off. It's a marketshare momentum thing.

The more people buy AMD cards, the more people are willing to buy AMD in the future. The less brand loyalists for the competitor. Especially when you have a BOM price advantage and a less messed up inventory situation than they do.

It really is tactically short sighted to go the high ASP route on this one.

Mixing up their CPU strategy and positioning with their GPU strategy and positioning. Zen 1 had to offer more cores at a lower price than intel, Only in the last 2 gen's have they finally earned their pricing parity position and really go high ASP.

Agreed. If they price too high, it will be ignoring the real present differences between the divisions.

 

[H T C]

It's bold, it's aggressive, I dig it. Problem comes from shoppers being dumb. They know the price of everything, but the value of nothing, as the saying goes. If you price it too low, they think it sucks and don't buy it. If you price it too close to the leader they buy the leader citing another old expression - You get what you pay for. It has to be in the Goldie Locks Zone IMO.

That's what reviews are for: if they show nVidia being beaten, i don't see a problem.

Besides, it worked with Zen 1: why wouldn't it work with RDNA 3?

SO LONG AS THERE IS AVAILABILITY OF CARDS, this could work VERY WELL.

 

[Joe NYC]

Although their GPUs will be the main focus of this, I hope they throw in a sneak preview of a Zen 4 v-cache CPU at the end.

Anyone have any bold predictions for the event today? It almost feels a little anticlimactic right now given how fast the hype train is typically rolling through in this thread. The calm before the storm?

AMD should compare 13900K + 4900 vs. N31 + 8 core Zen 4 3D in gaming.
Compare on:
- Price
- performance
- power consumption

But my expectation is that AMD marketing will drop the ball, and let this fantastic opportunity pass them by

The comparison of:

Performance / Price
Performance / Power Consumption

Would give AMD such a compelling case - probably > 50% advantage on the ratios - that it would be mindboggling if AMD does not make this case.

Edit: maybe not > 50%, but quite high...

 

[DAPUNISHER]

That's what reviews are for: if they show nVidia being beaten, i don't see a problem.

I will show you the problem. Every good reviewer talks about how AMD wins in almost every price tier for gaming. Particularly at the lower levels. Yet the GTX 1650 and 1050ti sell better than the RX6600 even when they are only $20-$30 apart. It makes no sense, but those are the Nvidia offerings in that price range, and all the dude bros buy them.

Nvidia owns the market right now. Ray tracing, DLSS, NVENC, and AMD HAZ TEH BAD DRIVERZ!!1! AMD is going to have to pull a rabbit out of hat to take any real market share right now.

EDIT: I don't think it can go like Zen. Zen lead the way on threads per dollar. The GPU division is constantly playing catch up with Nvidia features. Even when they do get them, it takes forever, if at all, for software to support them. No matter what AMD does in graphics the press reaction is at best a -

 

[amenx]

My guess is XTX at $1300. They will want to milk the newness of this product as much as they can. Especially if nothing at this price point is able to come close to it.
7900 XT at $1200.
7800 XT $1100.
7800 $1000.

7800xt my guess $799-899 max.

 

[blckgrffn]

I am hoping they deliver something in volume at the $800 price point. I know that seems high, but if it can be faster, more efficient and in all things better than a 3080Ti at that price, it's going to be in a position to put a lot of pressure on nvidias lineup.

If the 3080 has to crowd down, it's going to really compress nvidias offerings considering right now they offer nothing current for less than $250.

$800, $1050 and $1200. That's what I am thinking

 

[H T C]

I will show you the problem. Every good reviewer talks about how AMD wins in almost every price tier for gaming. Particularly at the lower levels. Yet the GTX 1650 and 1050ti sell better than the RX6600 even when they are only $20-$30 apart. It makes no sense, but those are the Nvidia offerings in that price range, and all the dude bros buy them.

Nvidia owns the market right now. Ray tracing, DLSS, NVENC, and AMD HAZ TEH BAD DRIVERZ!!1! AMD is going to have to pull a rabbit out of hat to take any real market share right now.

True, but that's with the fastest card being from nVidia AND the price / performance not being HEAVILY in favor of AMD, but that's not the biggest factor, IMO: the biggest factor is that, unlike before, we're now in a rather severe economic downturn, meaning price will matter A LOT MORE than before.

 

[DAPUNISHER]

True, but that's with the fastest card being from nVidia AND the price / performance not being HEAVILY in favor of AMD, but that's not the biggest factor, IMO: the biggest factor is that, unlike before, we're now in a rather severe economic downturn, meaning price will matter A LOT MORE than before.

I thought that too, until the 4090s flew off the shelf. The pandemic changed gamers perception of sticker shock. I don't think it will ever return to the way it was. AMD has been winning on bang for buck since the market settled down. Yet they can't touch Nvidia sales.

 

[eek2121]

I thought that too, until the 4090s flew off the shelf. The pandemic changed gamers perception of sticker shock. I don't think it will ever return to the way it was. AMD has been winning on bang for buck since the market settled down. Yet they can't touch Nvidia sales.

A lot more people have decent paying jobs thanks to remote work driving up salaries. More money = more disposable income.

Impatiently waiting on presentation lol.

 

[H T C]

I thought that too, until the 4090s flew off the shelf. The pandemic changed gamers perception of sticker shock. I don't think it will ever return to the way it was. AMD has been winning on bang for buck since the market settled down. Yet they can't touch Nvidia sales.

That's because there were few of those cards to begin with AND there's no competitor YET from AMD: not the same circumstances.

If the 7900 XTX ends up having @ least the same performance as a 4090 AND is priced @ ... say ... $1100, do you honestly think nVidia will still sell 4080s or 4090s as easily as you suggest?

 

[DAPUNISHER]

That's because there were few of those cards to begin with AND there's no competitor YET from AMD: not the same circumstances.

If the 7900 XTX ends up having @ least the same performance as a 4090 AND is priced @ ... say ... $1100, do you honestly think nVidia will still sell 4080s or 4090s as easily as you suggest?

That's a fair point. Conceded.

But yeah, I do think they will still outsell AMD easily, same as always, unless the magic trick is really good. When people choose a 1650 over a 6600 it speaks volumes to brand recognition and perception.

 

[igor_kavinski]

People satisfied with RTX 3000 may not find a compelling reason to go AMD. But those on RTX 2000 or AMD 6000 may find RDNA3 more attractive.

 

[H T C]

People satisfied with RTX 3000 may not find a compelling reason to go AMD. But those on RTX 2000 or AMD 6000 may find RDNA3 more attractive.

True enough.

Personally, i'm still on a RX 480 ...

 

[eek2121]

People satisfied with RTX 3000 may not find a compelling reason to go AMD. But those on RTX 2000 or AMD 6000 may find RDNA3 more attractive.

If they can give me a card that fits in my case, runs much quieter while soundly beating my 3090 at a fair price, I may buy one.

I would love to downclock one so that it runs practically silent.

 

[DiogoDX]

Let's not hype too much..

Everyone have forgotten the Vega hype.

That's because there were few of those cards to begin with AND there's no competitor YET from AMD: not the same circumstances.

If the 7900 XTX ends up having @ least the same performance as a 4090 AND is priced @ ... say ... $1100, do you honestly think nVidia will still sell 4080s or 4090s as easily as you suggest?

Even if the 7900XT has the same performance of the 4090 for $999 the Nvidia card will still outsell it by 5:1. This is just the way that the current high end maket is. High end users will just buy Nvidia.

For AMD to make a dent in the marketshare they will need to have strong cards for the bellow $700 market.

 

[eek2121]

Videocardz says:

2.3GHz Game Clock 96 CUs 355W
2.0 GHz Game Clock 84 CUs 300W

 

[igor_kavinski]

If they can give me a card that fits in my case, runs much quieter while soundly beating my 3090 at a fair price, I may buy one.

Maybe if they release a non-XT 7900 with two fans.

 

[eek2121]

Maybe if they release a non-XT 7900 with two fans.

If the specs I just quoted are correct, it already runs cooler than my 3090.

 

[jpiniero]

Everyone have forgotten the Vega hype.

Even if the 7900XT has the same performance of the 4090 for $999 the Nvidia card will still outsell it by 5:1. This is just the way that the current high end maket is. High end users will just buy Nvidia.

If AMD believes that, they will abandon the big die strategy and go back to the small one. TSMC is not getting any cheaper despite what some people seem to think.

 

[eek2121]

If AMD believes that, they will abandon the big die strategy and go back to the small one. TSMC is not getting any cheaper despite what some people seem to think.

No, but die sizes have gotten smaller.

 

[lixlax]

So even the slides didn't get leaked this time.

 

[Saylick]

Videocardz says:

2.3GHz Game Clock 96 CUs 355W
2.0 GHz Game Clock 84 CUs 300W

lol what's up with those clocks...

 

[leoneazzurro]

Videocardz says:

2.3GHz Game Clock 96 CUs 355W
2.0 GHz Game Clock 84 CUs 300W

So they say a regression on clocks with full node switch? Very unlikely.

 

[amenx]

couple minutes...