JRPGfan said:
Lets hope the improvements with the RTX next gen, is big enough that their 5060 series, is almost 4070 level, and not super expensive. |
The dynamic of the PC market is similar to the console market. AMD, like XBox, is fizzling out of the gaming GPU market, their sales are collapsing:
AMD is now saying they won't compete with higher end Nvidia cards and want to focus on getting bigger in the AI server game and want to be known as an AI server company. Their shareholders want to see them compete in the AI server field as that's where the real money is, no one cares about gaming.
Then you have Nvidia, but Nvidia is basically an AI server company at this point, gaming GPUs are a tiny part of their revenue now, all of their gaming GPU products (this includes royalties they get from the Nintendo Switch + 30/40 series GPUs) represented a tiny 9% of company revenue in their most recent financial briefing ... AI servers are way, way, way more profitable and a way bigger part of their business.
All of that is to say ... the dynamics here aren't good for PC pricing in the long term. You have one company (AMD) that desperately is trying to appease shareholders by pivoting to AI servers, and that leaves Nvidia with a kind of quasi-monopoly. But they aren't likely to subsidize lower profits on gaming cards because really if anything they're wasting TSMC production capacity to make any of these gaming GPUs. They would make more money making AI servers cards, so it's unlikely they are going to want to price these things cheaply.
As such, prices of modern cards will likely go up and continue to do so.
That and PC GPUs in general is a declining market overall.
Sales were better 10 years ago.
Last edited by Soundwave - on 14 October 2024
