Saturday, February 15th 2025
Despite Frank Azor's Dismissal, Whispers of a 32 GB Radeon RX 9070 XTX Resurface
Recent rumors hinted at a 32 GB variant of the Radeon RX 9070 XT being in the works, which were quickly dismissed as false information by AMD's Frank Azor. However, reliable sources seem to point to the contrary, stating that a 32 GB variant of the RX 9070 XT, likely dubbed the RX 9070 XTX, is under active development indeed. The source, as pointed out by Wccftech, has a decent track record with AMD-related claims, which sure does add weight to the assertion. Unlike previous XTX-class cards from AMD, which boasted higher clock speeds and core counts, the 9070 XTX is almost certain to feature the same core count as the XT, since the latter already utilizes the full Navi 48 chip - unless, of course, there is an even higher-end chip under wraps.
The VRAM amount seems to indicate that the card will likely be positioned to appease AI enthusiasts. There is also the possibility that the rumored card will be launched under a different branding entirely, although that is not what the post at Chiphell states. Interestingly, Frank Azor did specifically mention that a 32 GB "RX 9070 XT" card is not on the horizon - he did not state that a higher-end XTX card isn't either, which sure does leave room for us to speculate. Benchlife has also chimed in on the matter, claiming that they are aware of AIB partners working on a 32 GB RDNA 4 card with the Navi 48 GPU, which in some ways, confirms the information that came out of Chiphell. The RDNA 4 cards are set to see the light of day soon enough, it seems the wait won't be much longer. However, if the 32 GB card is indeed in the pipeline, it's likely still further down the road.
Source:
Wccftech
The VRAM amount seems to indicate that the card will likely be positioned to appease AI enthusiasts. There is also the possibility that the rumored card will be launched under a different branding entirely, although that is not what the post at Chiphell states. Interestingly, Frank Azor did specifically mention that a 32 GB "RX 9070 XT" card is not on the horizon - he did not state that a higher-end XTX card isn't either, which sure does leave room for us to speculate. Benchlife has also chimed in on the matter, claiming that they are aware of AIB partners working on a 32 GB RDNA 4 card with the Navi 48 GPU, which in some ways, confirms the information that came out of Chiphell. The RDNA 4 cards are set to see the light of day soon enough, it seems the wait won't be much longer. However, if the 32 GB card is indeed in the pipeline, it's likely still further down the road.
84 Comments on Despite Frank Azor's Dismissal, Whispers of a 32 GB Radeon RX 9070 XTX Resurface
And if we want to talk profit margins, they got room to work with. 7800 XT is a $499 product. 7900 GRE is a $549 product. As the midrange of RDNA3, these new RDNA4 cards are directly replacing these in the stack. The naming is "9070", not "9080" or "9090". At $699 and $599 the market is just going to say "Look how much AMD jacked up their prices to mirror what Nvidia does".
No. They gotta be more aggressive than that.
RTX 2060 Die Size 445 mm² (349$)
RTX 3060 Die Size 276 mm² (329$)
RTX 5070 Die Size 263 mm² (probably will be 649$ actual street price) **60 class gpu for a **70 class price (only true iditos will buy those gpus)
I would do the same thing in his position to muddy the waters.
Literal 1st party source dispelling a rumor, and people won't stop...? That'd be irritating.
That said, I'm on the side of the rumor. :laugh:
Radeon AI 7 470 32GB, when?
That same 1st party invited journos at CES for a presentation of their GPUs... then reneged on their plan, and shut their trap until a few days ago.
And now they're pissed that people are trying to fill in the void, which they themselves created ?
Deport Azor to the Açores already.
They don't go into the margins for every single one of their cards either, so don't just assume they're selling each of their cards for 9% more than what they cost to manufacture, it doesn't work like that.
The above is from your link. The phrase "Primarily due to lower revenue" can NOT be found in the page you provided.Obviously they don't but I will assume the same way you assume. Or do you have hard evidence about the profit margin of each GPU? It doesn't work the way you assume.
Unless FSR4 somehow leap frogs them way ahead of DLSS by a wide margin, their RT performance catches up to current gen (similarly priced tier), where they can claim a win in features and performance, $50 hasn't been enough the sway the market to their side. It's a bad move.
As for the 9070 non-XT, $600 is $50 more than the 5070. That would be insta DOA imo because people will compare it to the 5070 at $550 MSRP and it again becomes a game of performance AND features. No doubt with 16GB VRAM its better than the 5070 in that regards, but again its going to come down to FSR4, RT performance, etc.
The biggest complaint many have levied on AMD Radeon Division the past couple generations is that they have been content to just slot into Nvidia's pricing structure. What they need to do if they really want to re-capture the mainstream is be aggressive in resetting what the mainstream is. $700 and $600 aint it.
Operating income suffered more than revenue, but then again was there going to be any income with people having the mentality of "AMD sell cheaper or I am not buying"? I mean 50 millions operating income is pretty low. They might have ended with a loss, even with higher revenue, when people ask for cheaper cards and the tech press like Hardware Unboxed also put video titles promoting that mentality to the public towards AMD. On the other hand people are ready to use their wallets when Nvidia comes out with fake MSRPs and channels like Hardware Unboxed avoid asking for cheaper cards when it is Nvidia, just say to their audience to wait for supply to get better or indirectly imply to just deal with it by paying the higher price.
The 9070 XT (AKA: 8800 XT) should price itself at the same price as the 7800 XT not only because it costs the same to produce, but to actually gain their market share back (which is their stated goal this generation). If they try doing what they did with the 7900 XT/XTX with the 9070s and price them at $600 and $700, then it's DOA, full stop, don't know how many times I and other people have to say it. Fanboy about AMD and hate on NVIDIA and the people who buy their cards all you want, that's the market reality.
It's funny that you bring up Hardware Unboxed as a pro-NVIDIA example by the way because people usually rag on them as being too pro-AMD. Tech reviewers just can't catch a break.
AMD started 7900XT and 7900XTX at $800 and $900, because of RX 4800's price of $1200. They probably also expecting people to not care about RT performance, meaning RX 7900XTX was looking as a much cheaper and excellent alternative to the 4080. What they did wrong was to play the same game as Nvidia for the 7900XT pricing. Nvidia put a stupidly high price to the 4080 to drive people to buy the 4090. AMD thought that doing the same with the 7900XT will drive people to 7900XTX. Unfortunately the RT performance was pushed by tech sites as important, so both AMD cards where looking expensive for their price. People where considering them as not future proof because of "low" RT performance.
7800XT was priced right because Nvidia had nothing to offer under $500. If there was a 4070 at $450, you would be saying to me now that the 7800XT had also a very bad MSRP. And if you compare the 7800XT to the 6800XT, it was indeed a stagnation. 7700XT pricing was as bad as 7900XT pricing. 7700XT should had a $399 MSRP.
The 9070XT, we were hearing rumors of $500 MSRP plus or minus $50. But AMD probably learned that Nvidia will do a paper launch and artificially drive pricing up by $200 or more, so they decided to wait. Now, could they have a profit at $500? We can speculate. Were they going to be selling cards at zero profits or even loss to just remain in the market and now they see that they can avoid it? Again the best we can do is speculate. We can choose our favorite scenario as the most probable and call the other one as wrong, fantasy, wishful thinking, damage control, what ever, but the best thing we can do is speculate.
Hardware Unboxed was Pro AMD until 2 years ago. Then it started delaying videos for the Intel fiasco, started doing damage control for anything bad Nvidia, started promoting DLSS as the holy grail of graphics and started putting too many times the word "scum" on videos about AMD. They go where the wind takes them. They might have objective charts, but they don't have objective conclusions. If they change again in 2-3 years and start looking again like AMD Unboxed, quote me and you will see that I will not hesitate to tell you "Yes, now they are pro AMD".
So AMD already said they are not competing in the high end and that RDNA4 is supposed to be for the mainstream, with a stated goal of gaining back marketshare in that segment. OK. Features...FSR4 sounds good from preliminary rumors. Will it be as good as DLSS, or new transformer models? That remains to be seen.
Lastly, price. Nvidia MSRP -$50 has been tried to death the past 2 gens and all that's gotten AMD is losing marketshare. That is not enough. If AMD are telling the truth about their stated goal with RDNA4, then they need to be aggressive enough to command dominance in the mainstream such that they can also reset what the mainstream is from a pricing perspective. Nvidia want you to think $750+ for mid-range is ok. AMD can either agree with Nvidia and do a BS -$50 again which gains them nothing. Or they can be real and actually disrupt the market.
We'll see what they choose. They can either be truthful to their stated goal, or be liars and lose the rest of their marketshare.
If the real street price of RTX 5070 ends up at $700 and if RX 9070 comes at $599, it will be faster and cheaper by $100. If the real price of RTX 5070 Ti ends up at $900 and RX 9070 XT comes at $700, it could be almost as fast if not faster than the 5070 Ti and at $200 less. You think people will buy AMD? No. They will find all the excuses in the world to attack AMD for their REAL MSRPs and rush to pay $100-$200-$400-$1000 over the fake MSRPs to Nvidia while accusing AIBs, retailers, scalpers AND AMD, for Nvidia's pricing. This is the current mentality.
As for 3050 vs 6600...yeah can't help you there. 3050 is a joke of a card.
NVIDIA gets a free pass because they own the market. They release a $50,000 GPU, you buy it and a leather jacket for $90,000 and whisper, "Thank you, NVIDIA" while your house burns down from a 12VHPWR cable because they bothered to let you have stock after selling 99.999% of it directly to datacenter at $999,999 each.
Anybody who tries to out-NVIDIA NVIDIA by selling their GPUs for 9001% over cost will fail because NVIDIA simply has mastery over "the way you're meant to be played." At $599 (real price $999 after they copy NVIDIA) and $699 (real price $1099 after they copy NVIDIA), AMD will NEVER have their Ryzen moment with RDOA 4. Never!
The 3050 vs 6600 example shows that the public buys the sticker. Using DLSS as an argument again shows that people, people who insist that they would NOT give a free pass to Nvidia, still they will buy the sticker.If AMD fanboys think like this, AMD will go bankrupt by 1st of March.
Anyway....OK....
AMD has 10% market share give or take. I don't know why so many here think they don't have to do anything aggressive to actually move that needle back. If the point is rather that "they don't want to", then sure.
Then when talking about 7700 vs 4060, you throw me DLSS as an excuse. Again you will find an excuse to recoment Nvidia.
Well, sorry, but AMD will NEVER be good enough for you and you will keep giving Nvidia a free pass with your wallet. And if you are regurarly critical of Nvidia, it seems that you will be always and probably even 10 times more critical of AMD.
Waiting for Intel to save the GPU market, because from AMD people only expect them to "be cheaper, to force Nvidia to lower prices, so they can buy cheaper Nvidia".
To tell you the truth I love AMD not being the victim anymore of those who consider AMD only as a tool to force Nvidia to lower prices, so they can buy cheaper Nvidia. In 20 years period, these last 5 years where the only years where those moking Radeon as the cheap, low quality secondary option with bad features and bad drivers, that they would never ever consider buying, had to put their hands deeper in their pockets to pay the Nvidia tax. And as long as AMD can use it's wafers from TSMC for more profitable products, being at 10% of the discrete GPU market probably isn't that bad. Maybe when consumers really get angry towards Nvidia and stop giving them free pass with their wallets, maybe then AMD and Intel can really push products in the market. But until that time comes, a x070 product will probably already be at $1000 MSRP, $1200 street price.
Good day.
P.S. AMD gave you Frame Generation, Nvidia didn't.