AMD RDNA4 potential product value

That seems like a really good price for the XT. I’m not sure who’d want to settle for the regular one for such a small discount.
The 9070 non XT is 550$ which is the same MSRP as the 5070 .. doesn't make any sense .. users will prefer the feature rich 5070 at the same price, and even at a 100$ higher.

The 9070XT is debatable, it's ray tracing performance is still lacking compared to 5070Ti (the 5070Ti seems 20% faster), and lack many NVIDIA features ... so ... (shrug).
 
The 9070XT is debatable, it's ray tracing performance is still lacking compared to 5070Ti (the 5070Ti seems 20% faster), and lack many NVIDIA features ... so ... (shrug).
If you can actually buy this product for $600 vs the 5070Tis price of (basically) $999 I would easily lose out on the extra Nvidia features. If FSR4 is close enough to modern DLSS (or even DLSS from two years ago) I would have no problem recommending this to someone.
 
I don't know but I imagine if AMD has 9070XT widely available right now, with the likes of 5070 Ti and 5080 almost impossible to get, there must be people who need to upgrade now (maybe their old cards died or something) are willing to buy them. They might not even have to be on a discount price.
People building PCs right now aren’t going to wait 3 months for Nvidia to work out supply. I know someone in this boat and they’re sending me nonsense Newegg listings (think $2000 2080s) simply because they have the rest of their build ready and are desperate for a GPU.

The problem is if the $600 price tag is fake and these actually cost $800 and are cleaned off shelves then I’d say this isn’t a particularly good deal. But $600 vs an effective $999 is a huge price gap and I don’t see how one justifies buying Nvidia in that circumstance.
 
Looks like 128ROPs is confirmed on AMD.com
9070XT = 380GP/s
9070 = 322GP/s

Everything looks good. Presentation was better than normal and only a few weird moments.
9070 pricing is questionable, especially when you consider most partners have at least 3-4 tiers of cards, but it makes sense to push people to the 9070XT.
I'm guessing the XT pricing doesn't move as partners have a good $200 range to upsell.
9070, I'm going to guess the base models will get $20-$40 rebates in a few months and we see the slight upgrade/OC cards move to $550 and the premium at $600.
 
everything we've seen so far shows it can't touch N48
It will likely end up being close if not faster than 9070 with RT. So the comparison is sound.

What I think is interesting is that N48 is basically as complex as N31 while having only 2/3rd of shading units.
Seems quite a bit of complexity even for the AI h/w which was presumably missing earlier.

From comparisons vs Nvidia stand point you can look at it in two ways really.
One way would be that AMD is selling a SKU at $600 which is based on a full chip which is awfully close in its size/complexity to GB203 which Nvidia is selling at $1000. This is a solid price premium on the Nvidia side which seemingly doesn't have any production level explanation so it can be attributed to Nvidia's margin.
Another way would be that this SKU isn't hitting even the cut down one (5070Ti) on the Nvidia side while being more complex than the full one (5080). So in PPA AMD is still behind Nvidia's architecture here.

Most of the additional transistors are for the bigger cache since RDNA 4 doesn't use GDDR7 and it has to compensate with that for more bandwidth.

But I don't have the data, so this isn't necessarily the truth.
GB203 has the same 64MB of L2 as N48 has for IC. The difference is just 8MBs of L2 on N48 which doesn't sound like a lot.
 
Gotta factor in GDDR7 vs 6 which doesn’t technically affect PPA but certainly affects BOM. You also need to consider power. A 9070 XT at 5080 power will be somewhat faster than at 304W.
We really don't know if G7 is more expensive than the super fast G6 used here.
9070 XT at 340W is +2% to 5070 Ti according to AMD's own benches above, I doubt that another 20W would put it any closer to 5080.

You don't say so 🤔
I mean we know that Nvidia can sell their cards cheaper but why would they when the competition just isn't there?
Also cutting into gaming dept margins will only make the voices from the DC business side on why even bother with it stronger.
9070/XT are being priced according to their perf and features too most likely. I'd wager AMD would be happily selling 9070 XT at $1000 if it would be similar to 5080 in performance.
 
We really don't know if G7 is more expensive than the super fast G6 used here.
You're very naive to think, that there isn't a substantial price difference. Why should the suppliers even develop faster Ram, if they can't charge a premium?
Especially at the beginning with Samsung as only supplier Nvidia will pay a significant higher amount. This might change at the end of the year, when Micron and Hynix have their GDDR7 on the market too.

I wouldn't be surprised, if there wouldn't be a big margin difference comparing 5070Ti with the 9070XT at launch price levels. But Nvidia has the 5080 to increase their margin of GB203, while the 9070 decreases AMD total margin of the chip.
 
Consumer sentiment will shift on two main factors: FSR4 quality and actual street price.

If FSR4 = DLSS3 and MSRP = Street price, they got a winner on their hands.

If both of those slip, I don't see it doing much.

Good news is that with RDNA3, AMD is openly focusing in RT in their marketing material which means uDNA should have a strong emphasis on RT performance from the start and not a catch up scenario.
 
According to TPU FSR4 requires 779 AI TOPS which pretty much confirms it has very little to do with PSSR (which runs on the PS5 Pros 300 TOPs) and will hopefully be a much superior solution. Also the 9070 (non XT) offers almost 1200 TOPs or around 4x the PS5 Pros AI capability at raster levels which are presumably more like 50% higher, so clearly little to no architectural relation there either from an AI perspective.

As a product the 9070XT seems pretty exciting. ~4070Ti Super level performance for 75% of the price with what will hopefully be an upscaler comparable to DLSS 3 along with comparable frame gen capabilities. They even apparently have their own AI based denoiser in response to Ray Reconstruction. Hopefully it's competitive.
Poor PS5 Pro. They couldn't have been cheaper with that product if they tried.

But good for AMD GPU's, they are on a good path to become competitive with Nvidia. I thought that RDNA 4 was going to be a lifeboat waiting for UDNA but it's better than that.
 
Consumer sentiment will shift on two main factors: FSR4 quality and actual street price.

If FSR4 = DLSS3 and MSRP = Street price, they got a winner on their hands.

If both of those slip, I don't see it doing much.

Good news is that with RDNA3, AMD is openly focusing in RT in their marketing material which means uDNA should have a strong emphasis on RT performance from the start and not a catch up scenario.

I think price is almost guaranteed to be higher than MSRP. MSRP almost isn't worth talking about anymore. There's such a shortage of cards and built-up demand that it's inevitable that actual sale prices will be higher. Having a low MSRP is like a moral victory, but actually likely bad for the company.
 
I think price is almost guaranteed to be higher than MSRP. MSRP almost isn't worth talking about anymore. There's such a shortage of cards and built-up demand that it's inevitable that actual sale prices will be higher. Having a low MSRP is like a moral victory, but actually likely bad for the company.

We there are no 'AMD' cards at all. Everything will be AIB so it'll be interesting to see the baseline.
 
Poor PS5 Pro. They couldn't have been cheaper with that product if they tried.

But good for AMD GPU's, they are on a good path to become competitive with Nvidia. I thought that RDNA 4 was going to be a lifeboat waiting for UDNA but it's better than that.
I mean the extra BoM on the PS5 Digital Edition is probably only $100 - $150. But it makes sense that Sony isn't going to do all that extra R&D for nothing.
 
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