Nvidia's GPU pricing & Competition!

[ModEl4]

If Nvidia has so much stock why do you think the street prices are still above SRP and way higher than the competition?

RX 6800XT $579 - RTX 3080 10G $699
RX 6700XT $359 - RTX 3060Ti $439
RX 6650XT $279 - RTX 3060 12G $369
RX 6600 $229 - RTX 3050 $289

 

[64K]

If Nvidia has so much stock why do you think the street prices are still above SRP and way higher than the competition?

I don't think Nvidia has much control over what Distributors are charging Retailers and I doubt they have any control at all over what Retailers are marking the cards up to. The cards will sell eventually and then we will see the release of the rest of the 4xxx GPUs after the 4090 which is coming soon. I don't expect the 4070 and 4080 to begin to release until closer to the end of the year and possible even early next year.

 

[Totally]

That and the smarter ones who had cards to move already have done so when the writing was on the wall and whatever the price does now doesn't really affect them. It those who stockpile at inflated costs that are digging their heels in trying to minimize their losses. When the next gen rolls around that's when you'll see then dumpping cards.

 

[mb194dc]

They're deluding themselves combined with the high production costs of the cards.

If you want another example,go check FedEx guidance from June compared to what they said last week.

 

[ModEl4]

"We found ourselves with excess inventory. Our strategy is to sell-in well below the current sell-through levels in the marketplace to give the channel an opportunity to correct.We’ve implemented programs with our partners to price-position the product in the channel in preparation for our next generation"
The above Huang words are in contrast with Today's pricing situation if the sell-in that he tried to push was successful.
If it was successful, partners now have part of excess inventory and despite the introduction of a new generation/the mining situation/economy etc, still they are selling above SRP while the competition has some excellent offers.
It can't be retailers, the same Retailers that are selling so low the Radeon cards sell so high the GeForce cards, so unless nobody wants to buy AMD and Nvidia's brand awareness is so high that it allows Retailers to sell higher the RTX 3060 than the RX 6700XT (and the RTX 3050 higher than the RX 6650XT also) something is strange about the pricing situation that we currently have.
Edit:
Maybe Nvidia has a strategy the price reduction implementation to take effect at the same time with the Ada announcement by all of their partners simultaneously in order to create more buzz (let's hope but I doubt it)

 

[Fouquin]

I don't think Nvidia has much control over what Distributors are charging Retailers

Except according to EVGA and their list of complaints against nVIdia, nVidia controls both the top and bottom price that vendors can sell their cards for. Retailers are the only factor in pricing that we don't know for a fact if nVidia controls them.

 

[Lei]

"We found ourselves with excess inventory. Our strategy is to sell-in well below the current sell-through levels in the marketplace to give the channel an opportunity to correct.We’ve implemented programs with our partners to price-position the product in the channel in preparation for our next generation"
The above Huang words are in contrast with Today's pricing situation if the sell-in that he tried to push was successful.
If it was successful, partners now have part of excess inventory and despite the introduction of a new generation/the mining situation/economy etc, still they are selling above SRP while the competition has some excellent offers.
It can't be retailers, the same Retailers that are selling so low the Radeon cards sell so high the GeForce cards, so unless nobody wants to buy AMD and Nvidia's brand awareness is so high that it allows Retailers to sell higher the RTX 3060 than the RX 6700XT (and the RTX 3050 higher than the RX 6650XT also) something is strange about the pricing situation that we currently have.

Nvidia is holding back supply to keep the prices from falling. They know Ampere will coexist with next gen for next two quarters, so they're going to raise the msrp for ada lovelace and make Ampere pricing attractive:

"we do have exciting new next-generation coming and it’s going to be layered on top of that. And so, we’ve taken -- we’ve done two things. We’ve reduced sell-in to let channel inventory correct and we’ve implemented programs with our partners to price position the products in the channel in preparation for our next generation"

What does price position mean? Means we won't sell Ampere stock dirt cheap and we're going to top that cake with a layer of 40xx cream. You're going to love Ampere when you see lovelace msrp....

 

[64K]

It can't be retailers, the same Retailers that are selling so low the Radeon cards sell so high the GeForce cards, so unless nobody wants to buy AMD and Nvidia's brand awareness is so high that it allows Retailers to sell higher the RTX 3060 than the RX 6700XT (and the RTX 3050 higher than the RX 6650XT also) something is strange about the pricing situation that we currently have.

But bear in mind that retailers sell a lot more Nvidia cards than AMD cards because there are quite a few gamers that will buy Nvidia cards no matter what and won't buy AMD cards. even if the AMD cards are a better value.

Except according to EVGA and their list of complaints against nVIdia, nVidia controls both the top and bottom price that vendors can sell their cards for. Retailers are the only factor in pricing that we don't know for a fact if nVidia controls them.

Well, it works out to the same thing. Retailers are still trying to recover as much money as they can while they can because they overpaid for stock when prices were higher.

 

[N/A]

those are still MSRP, the "sell-in well below" is not in effect just yet for the 3060 3070 3080. only 3090.

 

[ModEl4]

Nvidia is holding back supply to keep the prices from falling. They know Ampere will coexist with next gen for next two quarters, so they're going to raise the msrp for ada lovelace and make Ampere pricing attractive:

"we do have exciting new next-generation coming and it’s going to be layered on top of that. And so, we’ve taken -- we’ve done two things. We’ve reduced sell-in to let channel inventory correct and we’ve implemented programs with our partners to price position the products in the channel in preparation for our next generation"

What does price position mean? Means we won't sell Ampere stock dirt cheap and we're going to top that cake with a layer of 40xx cream. You're going to love Ampere when you see lovelace msrp....

We will probably know tomorrow the pricing level of 4090/4080 (at least) and the on-shelf dates so the situation will become much clearer.

 

[Lei]

We will probably know tomorrow the pricing level of 4090/4080 (at least) and the on-shelf dates so the situation will become much clearer.

In 31 hours. Ah, he probably talks an hour before holding the card. So 32 hours

I still think 4080 is 12gb and 4080Ti is 16gb

 

[pavle]

Too much for these soon to be pieces of garb.

 

[ModEl4]

But bear in mind that retailers sell a lot more Nvidia cards than AMD cards because there are quite a few gamers that will buy Nvidia cards no matter what and won't buy AMD cards. even if the AMD cards are a better value.

Always was this situation and (except the last Q) AMD was selling RX 6700XT above RTX 3060Ti not below RTX 3060 and also RX 6650XT above RTX 3060 not below RTX 3050.
You don't find anything peculiar about it?

 

[Lei]

Always was this situation and (except the last Q) AMD was selling RX 6700XT above RTX 3060Ti not below RTX 3060 and also RX 6650XT above RTX 3060 not below RTX 3050.
You don't find anything peculiar about it?

It's kinda cool that AMD shelves have cards and Nvidia is empty. Tells you something....

Sorry to be frank: but why does AMD waste silicon? Could let Jensen make all the cards and probably that would make them cheaper too. Why Lisa insists on competing with Nvidia?

 

[64K]

Always was this situation and (except the last Q) AMD was selling RX 6700XT above RTX 3060Ti not below RTX 3060 and also RX 6650XT above RTX 3060 not below RTX 3050.
You don't find anything peculiar about it?

It's a good thing that more and more gamers are finding better value with some AMD GPUs but still I'm looking at the overall stacks of Nvidia vs AMD. Loyalty to Nvidia is deeply entrenched in the thinking of a lot of gamers.

 

[ModEl4]

In 31 hours. Ah, he probably talks an hour before holding the card. So 32 hours

I still think 4080 is 12gb and 4080Ti is 16gb

You are talking about the recent rumors about two AD103 based 4080's correct?
So you think the 16GB one to be 4080Ti?
It shouldn't be imo, 4090 has only one GPC disabled, we will also have another AD102 based model lower than 4090 and I don't see Nvidia naming it 4080 Ultra.

 

[Lei]

You are talking about the recent rumors about two AD103 based 4080's correct?
So you think the 16GB one to be 4080Ti?
It shouldn't be imo, 4090 has only one GPC disabled, we will also have another AD102 based model lower than 4090 and I don't see Nvidia naming it 4080 Ultra.

4090 die is much bigger than 4080. I don't think there will be a AD102 based 4080

I'm just saying rumors always overestimate vram by a large margin. They said a 3080 with 20gb vram is coming, as if vram is some lamb grazing on field.

 

[ModEl4]

those are still MSRP, the "sell-in well below" is not in effect just yet for the 3060 3070 3080. only 3090.

The "sell-in well below" is in effect for all the 3 models that Nvidia officially lowered the price recently.
Indeed the rest of the models doesn't seem to be included for now in this strategy.
Is this indicative regarding what models comprise the excess stock or just Jensen's strategy is to exhaust excess stock in a serial manner starting from the top models and then moving down to the rest of the lineup group by group?
Probably a little bit of both.

4090 die is much bigger than 4080. I don't think there will be a AD102 based 4080

I'm just saying rumors always overestimate vram by a large margin. They said a 3080 with 20gb vram is coming, as if vram is some lamb grazing on field.

And the further cut-down AD102 based model what is going to be called?
Also chances are that there isn't going to be a mobile AD102 based chip just like in GA102's case. (even more so this time since the TDP is even higher)

 

[Space Lynx]

Do we know when AMD is holding their GPU reveal dates? Seems pretty obivious Nvidia is doing theirs on the 20th.

 

[Lei]

They may come with a gddr7 AD102 for 4090 later. Even with less CUDA cores. But not a 4080 on that die. As they're making 6X 3060Ti now.

Also, since unlike 3090 and 80, the 4090 and 80 have different die, then 4080 can be super and ti

And the further cut-down AD102 based model what is going to be called?
Also chances are that there isn't going to be a mobile AD102 based chip just like in GA102's case. (even more so this time since the TDP is even higher)

 

[cvaldes]

Do we know when AMD is holding their GPU reveal dates? Seems pretty obivious Nvidia is doing theirs on the 20th.

To my knowledge AMD has not yet announced an event date so anything on the Internet is mere speculation. They are likely waiting to see how Nvidia prices their offerings and then decide accordingly.

If they continue the same pattern as before, they will likely undercut Nvidia's prices by $50-150 at each tier, less at the low end, more at the high end. Historically AMD Radeon has been seen as a value proposition compared to Nvidia GeForce.

Both companies are thinking about how to flush existing channel inventory of current generation cards. Of course, there are windows of opportunity. Waiting longer to release their next gen cards may end up in lower mindshare as well as reduced revenue for Q4 CY2022.

 

[ModEl4]

Do we know when AMD is holding their GPU reveal dates? Seems pretty obivious Nvidia is doing theirs on the 20th.

Sadly no, not yet.
It would be nice if AMD makes announcement sometime in the last week of October.

They may come with a gddr7 AD102 for 4090 later. Even with less CUDA cores. But not a 4080 on that die. As they're making 6X 3060Ti now.

Also, since unlike 3090 and 80, the 4090 and 80 have different die, then 4080 can be super and ti

GDDR7 implemention readiness is at least 3 Quarters away imo, anyway we will know soon enough if the 16GB AD103 based one will be called 4080Ti.

 

[64K]

GDDR7 implemention readiness is at least 3 Quarters away imo, anyway we will know soon enough if the 16GB AD103 based one will be called 4080Ti.

How this is going to turn out is anybodies guess for the various rumored 4080s. The TPU GPU database has a listing for the 4080 Ti with 20 GB VRAM, a wider Memory Bus and a lot more cores than the 4080 16GB version. Obviously all of this could change later on though.

NVIDIA GeForce RTX 4080 Ti Specs

NVIDIA AD102, 2400 MHz, 14080 Cores, 440 TMUs, 144 ROPs, 20480 MB GDDR6X, 1325 MHz, 320 bit

www.techpowerup.com

 

[P4-630]

How this is going to turn out is anybodies guess for the various rumored 4080s. The TPU GPU database has a listing for the 4080 Ti with 20 GB VRAM, a wider Memory Bus and a lot more cores than the 4080 16GB version. Obviously all of this could change later on though.

NVIDIA GeForce RTX 4080 Ti Specs

NVIDIA AD102, 2400 MHz, 14080 Cores, 440 TMUs, 144 ROPs, 20480 MB GDDR6X, 1325 MHz, 320 bit

www.techpowerup.com

Obviously all of this could change later on though.

Right, it will.

 

[ModEl4]

There was also the below "clue" that started the ada Ti rumors...
We will see!