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Personally I'm very eager to see AMD's upcoming RX 7000-series from a pricing as well as performance standpoint compared to Nvidia's new 4000 series. As noted
by paulpan 4y ago
Personally I'm very eager to see AMD's upcoming RX 7000-series from a pricing as well as performance standpoint compared to Nvidia's new 4000 series.
As noted in the article, "Nvidia likely has a worse cost structure in traditional rasterization gaming performance for the first time in nearly a decade" due to the much lower die costs that AMD is targeting. I predict Nvidia's share price will continue its downward trajectory - both on the weakness of 4000 series (given high price and surplus 3000 series inventory) and on AMD pricing pressure.
What's more interesting is Nvidia's long term focus on ray tracing and continuing to dedicate more and more precious die space to it. AMD, on the other hand, seems to be more focused on the short term: rasterization performance. It's a bit reminiscent of Apple vs. Samsung, where AMD is Apple as it waits on technologies to become mainstream before full adoption and Nvidia is Samsung as it bets on new technologies (e.g. foldables).