Market behaviour and pricing strategies for consumer GPUs
- Thread starter Seanspeed
- Start date
I'm trying to look back, but the MSRP of the AIB cards for the 3080 maybe $100 higher at most? The MSI Gaming Trio was like $760 USD MSRP. Now, the crypto thing practically meant that none of the cards really sold that cheap, at least not after a few months. I didn't follow the 4080 closely because I had no interest in buying one.
My guess is AIBs are just saying fuck it, and instead of asking for a bigger slice of the pie (MSRP) they're just making the whole pie bigger (selling higher than Nvidia would like) so they can make the kind of money Nvidia is raking in. If the market will pay for, they'll do it. Curious to see how the sales go. I know all the FE cards will sell out instantly. A $1700 USD 5080? I don't know about that.
arandomguy
Veteran
AiBs have been pushing up segmentation per GPU but in terms of nominal pricing it's also worth considering that the base price is higher, so from a percentage stand point the rise is a bit lower. Asus has typically been on the higher side as well. But I do think we need to see actual final pricing because according to that leak there is no MSRP models from any AiB. Also the price delta between some of these AiB models aren't consistent between the leaks at the moment (eg. the European leaks are showing more of a 100euro difference between the Prime and TUF versus $300 USD).
In some was pricing high makes sense though. The AiBs don't really have a MSRP per say that anyone follows. They are better off just pricing to capture initial demand and then rebating to retailers or consumers down the line to adjust once market conditions change.
The other issue here is I would wonder how they might be factoring in trade uncertainty.
Wouldn't you rather see AMD/Intel step up instead?
You comment sounds like "sour grapes", angry over succes...come one man?
Uh, what? I'd like to see AI bubble pop, Nvidia get knocked down a peg, and AMD to be competitive, bringing consumer GPU prices down.
Where the hell do you get that I'm sour grapes and angry over success when that applies to all vendors?
DegustatoR
Legend
AI "bubble" popping won't do anything to consumer GPU pricing (aside from providing less budget to Nvidia for R&D) and as for AMD - they are competitive and are pricing their GPUs at competitive levels right now.
Has nothing to do with Nvidia specifically... it has everything to do with the AI market dictating everything all these companies are doing now.From your post
And I doubt A.I is a bubble...nothing indicates this.
My lord..listen to yourself. LMAO.. yea sure pal.. the AI market popping wouldn't do anything to lower consumer GPU prices...
DegustatoR
Legend
AI demand on the cards is non-existent. It's DC parts which are in demand. The top tier gaming models may be somewhat affected but I doubt that it will change their retail prices much.
Yeah, this is exactly what I've said. Do you have ANY data to back up that ridiculous claim that AI demand is affecting gaming GPU prices?My lord..listen to yourself. LMAO.. yea sure pal.. the AI market popping wouldn't do anything to lower consumer GPU prices...
Then your post was lacking
I mean, it's pure logic that they're competing for the same resources.. Directly and indirectly AI data center GPU demand affects gaming GPU production and prices.
DegustatoR
Legend
A) They don't. DC parts are bottlenecked by COWOS capacity. This has been discussed to death and back a million times now. This "pure logic" is purely false.
B) Even if we assume that there's some sort of competition for wafers on N4 process this isn't any different to competition with any other h/w which is using the same node and ultimately boils down to allocations which are booked well in advance according to projected demand.
The AI boom here can in fact be beneficial for the gaming dies as Nvidia has a much higher general allocation on the N4 node which they can shift between products if some of them are being bottlenecked by something else - like the COWOS capacities for DC parts for example.
In any case the disappearance of AI parts won't mean that Nvidia will just produce gaming chips in insane quantities which will flood the market leading to pricing crashing well below MSRP. This is just a generally stupid idea. They'll adjust their allocations according to market demand so that they'll produce the same number of chips with the same prices and margins. There is literally no reason for them to do anything else in that case.
arandomguy
Veteran
I mean, it's pure logic that they're competing for the same resources.. Directly and indirectly AI data center GPU demand affects gaming GPU production and prices
Nvidia's data center GPU production is limited by TSMC's CoWoS packaging and HBM production, neither of which is utilized by the rest of the GPU stack.
The other side of this to consider is that fixed costs are also rising. Ammortizing some of that with other market segments if anything helps costs and/or funneling more resources in new shared technologies.
I've mentioned this a few times in that I feel a lot of this angst is a matter of perspective. I'm guessing some of you think that sans AI we would go back to just the I guess "raw throughput" improvements of the past (and I guess 50% gen on gen gains) and that is how some of you are looking it at. When the reality is more like in a hypothetical world sans AI we might be something like 10% better in that aspect compared to now but without things like DLSS and etc.