Sunday, August 6th 2023
AMD Retreating from Enthusiast Graphics Segment with RDNA4?
AMD is rumored to be withdrawing from the enthusiast graphics segment with its next RDNA4 graphics architecture. This means there won't be a successor to its "Navi 31" silicon that competes at the high-end with NVIDIA; but rather one that competes in the performance segment and below. It's possible AMD isn't able to justify the cost of developing high-end GPUs to push enough volumes over the product lifecycle. The company's "Navi 21" GPU benefited from the crypto-currency mining swell, but just like with NVIDIA, the company isn't able to push enough GPUs at the high-end.
With RDNA4, the company will focus on specific segments of the market that sell the most, which would be the x700-series and below. This generation will be essentially similar to the RX 5000 series powered by RDNA1, which did enough to stir things up in NVIDIA's lineup, and trigger the introduction of the RTX 20 SUPER series. The next generation could see RDNA4 square off against NVIDIA's next-generation, and hopefully, Intel's Arc "Battlemage" family.
Source:
VideoCardz
With RDNA4, the company will focus on specific segments of the market that sell the most, which would be the x700-series and below. This generation will be essentially similar to the RX 5000 series powered by RDNA1, which did enough to stir things up in NVIDIA's lineup, and trigger the introduction of the RTX 20 SUPER series. The next generation could see RDNA4 square off against NVIDIA's next-generation, and hopefully, Intel's Arc "Battlemage" family.
363 Comments on AMD Retreating from Enthusiast Graphics Segment with RDNA4?
And yes with nVidia favoring AI card which they make a tone more money on the prices seem like they are going go up as they will not be relaying on PC's. Which i bet AMD will try too.
Been a while since i looked they only have some thing like 10% market share these days.
Nvidia will price themselves out of both tiers and hold the high end. Thats my hot take.
If AMD is going to have 7900's as their flagship against Nvidia's 5000 series and only offer 8600 or lower class RDNA4 they are in for a world of pain unless they can deliver huge upgrades over 7600 for similar money. Not bothering with a 7700/7800 replacement is very depressing if true unless RDNA5 is not a long time after RDNA4.
It doesn't even matter if true, life goes on mates.
AMD has spread its resources too thin and AI is a more profitable market with higher growth. Nvidia data center revenue will probably be something like 7 billion dollars next quarter which is three times the size of the discrete graphic market at the moment. In a normal quarter without mining being a factor, the discrete gaming market is worth about 2-3 billion dollars.
With AI and datacenter being atleast twice the value as the gaming market with better margins, it is just the smarter move.
The discrete graphics card is toxic at the moment. Gamers want prices to stay the same even if costs are going up.
With probably somewhere in the neighborhood of 100 million dollars being generated in revenue from discrete cards, it's not enough to pay for R and D for AMD. AMD overestimated their brand and somehow thought they could keep similar marketshare with the same prices as Nvidia. This failed spectacularly and with 15% marketshare, it's a poor division. Consoles are the only thing making AMD money in the gaming segment and even here, it is a low margin product that is only profitable due to no R and D to recoup and the volume. AMD needs a good mainstream card that is also a good laptop GPU since sales of laptops are generally more stable than desktops. High end is too much of a gamble.
Which just stands as a proof how bad decision this is again for AMD. :banghead:
Bestsellers: 1. XFX Radeon RX 6950 XT Speedster MERC BLACK 2. MSI Geforce RTX 4070 GAMING X TRIO 3. MSI GeForce RTX 4070 Ti GAMING X TRIO
wccftech.com/amd-radeon-maintains-ten-week-long-gpu-sales-lead-over-nvidia-geforce-in-germany/
I guess the market for high-ends Radeon is so niche that retailers in Asia don't bother restocking Radeon at all.
I had a R9 290 Crossfire about four years ago and I was surprised how many newer games already lacked the support for it.