[Brick_top said:
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DaveBaumann said:
Ironic that someone here links to a story on another site that quite obviously originates from this site!
I had the same thought just before I saw your post
This has been irking me for awhile so I feel that as involved as I am in this thread it's only right to address it, even at the risk of losing some of the anonymity we all value on the Internet.
Anyway I know we all have a 'center of the universe' attitude here at B3D, myself included, but I actually got the idea to write that article (yes, I am the author!) a day or two after the chip was revealed. Sorry Dave, but I noticed a discrepency between die size and transistor count on my own.
110nm, 302 million trans, and 334mm^2 die area - it's just weird!
Well so there I was with this theory, when Dave posted his news brief. What this did for me was two things - first it scared me into getting my article out since I was worried it would tip others off and I would lose the story to some other PlayStation or gaming site (PSINext's competitors of course), and secondly in the thread here in the news section discussing it, a post by Weeds (viewable
here) seemed to confirm through driver info something I had been wondering. I already had that the die area was off, and for a high end part it didn't make any sense for GTX
not to be a dual-slot higher clocked card - especially if this was really going to be their top part. But Weeds' post of the driver info put that missing third support into place for me that I felt made the theory fully 'legitimate.'
To go further, my background is more business oriented than it is tech (though certainly I hold my own), and I really feel that some of the great business aspects I raised in the article have gone sadly unnoticed.
This in particular:
In the meantime, what launching with a crippled G70 offers NVidia is the opportunity to set a higher price point allowed to the #1 graphics card, and significantly reduce yield-issues by needing only to focus on getting chips out the door with 24 of the 32 pipelines functional. This scenario would also explain why this is one of the few chip/card combinations to be available immediately at launch in recent memory. With the R520 currently experiencing manufacturing troubles and expected to launch late this summer, this gives NVidia the chance to exploit the $600 price-point with GTX until R520 launches, and then counter with a 'full' G70 card to maintain that price point, and hopefully the performance lead.
I could have gone deeper into it I guess, but I can't emphasize enough what this will do for NVidia's GPU margins - it's crazy.
First let's just forget about extra pipes and everything and focus on the notion that there will be an 'Ultra' or 7900 card released in the future. The yields of this chip will necessarily be lower than that of the GTX variant, and it likely would have occupied the $600 price-point, with the GTX likely at $500 or thereabouts. What this means for NVidia is that they can garner those higher margins on what is in fact, a fairly high-volume, non-top-end part for them. Then when the ATI cards launch in September or whatever, they can launch the 7900 Ultra Extreme (yeah I made that up) to have a $600+ part out in the field, and drop the 7800 GTX to ~$450-500; the price it would normally have launched at anyway! ATI just won't be able to exploit the same price buffer unless the R520 launches and utterly dominates the 7900.
Three months of insane profits is what GTX is going to represent for NVidia. It cannot be overstated. Go to Newegg - people are buying these things! The reviews are pouring in, and the cards are
still available. Ultra's and XTPE's never existed in these volumes, never commanded these prices (on the MSRP side); it's like the perfect storm.
Ok I'll end my babbling here - my pride just couldn't take it any longer. 8)