I have a feeling it will turn out like this
GP 104-400 GPU - Titan
GP 104-200 GPU - 1080
GP 104-150 GPU - 1070
1080 Ti TBD to counter AMD.
I'm not claiming it's certain, but this surely sounds much more like:
GP104-400 GPU - GTX 980 replacement
GP104-200 GPU - GTX 970 replacement
GP104-150 GPU - GTX 980M or GTX 960 replacement.
GP104 will be the first chip to launch, together with GP106, but GP104 will not be a high-end chip (especially given it's size). GP102 will relese before the end of the year, probably as a Titan X replacement.
I guess GP100 becomes the 980ti and Titan replacements then?
No, wait for GP102. GP104 will probaly outperform today's high end but will position itself as the new (upper) mid-range.
GP104 will have to be a good performer or I'm skipping this one, even though when Maxwell released 104 I was really rooting for Pascal. It better bring GDDR5X, for one, or I'm instantly turned off. That memory looks promising, the yields are reportedly very good, so there will be some good OC potential to be had, something GDDR5 can't really offer anymore.
If you're waiting for a new high-end product then GP102 will be your bet.
It's not impossible that the GP104-400 could use GDDR5X, but that would mean the supply will be very limited until September. Shipments of GDDR5X has started, but the supply is very limited. But if it turns out that Polaris can't compete with GP104-400, then perhaps it's a smart gamble.
But I still don't get why you insist on faster memory. Which games do actually need more than 8 GHz GDDR5 on a 256-bit bus? (for a GP104 class GPU)
I'm waiting for the GP102, but I don't know if it will use HBM2 or GDDR5X. But either way the memory will be more than fast enough, I'm more curious about how many CUDA cores it will get.
You're reading that wrong.
980Ti beats the Fury X at 1080, but Fury X scales better towards 4k. And that is using today's hardware. More powerful hardware will only make this difference more obvious.
"
Better scaling" doesn't really matter when GTX 980 Ti still beats it.
Keep in mind that the fastest GDDR5 now is 8 GHz, up from 7 GHz used in the GTX 900 series.
Also, GDDR5X having more bandwidth, means 384 bit memory interfaces are no longer a must-have. That's money saved on the PCB.
The money saved on the memory controller and interface is probably more significant than the PCB, which in turn could give room for more CUDA cores.
The reason Fiji is not that hot at 1080p has something to do with its ROP count (some sort of back end architecture issue). It means as the fps drops, the difficulty's faced by its ROP count are mitigated and therefore it appears to scale better at 4K, when in fact it 'retrogrades' performance as the resolution goes down and the back end is flooded with fps processing.
If you knew what the ROPs do then you'll see it works the other way around. Higher resolution, higher samples(AA), etc. increases the load on the ROP, so that should punsh high resolutions.
The problem with Fiji is that it's an outdated architecture with a lot of minor inefficiencies in the design. Just have a look at the "raw" computing power of AMD's chips vs Nvidia, and you'll see they have a problem tweaking their architectures. GCN competed OK with Kepler, but then Nvidia tweaked it and released Maxwell and now is about to release Pascal with a very significant performance increase, while 4th gen GCN is only going to be a "minor" change. (except for the shrink)