RS, I thought you once said chasing marketshare by lowering price and margin didn't work too well for them. Because regardless of how good a deal is, the majority still go with NV anyway.
Ya, that is true. I should note I was coming from a consumer's point of view. From AMD's point of view, I totally understand why they decided to raise prices. Lisa Su must have crunched the numbers and estimated that lower market share but higher profits per unit (in this case just trying to make $ vs. losses) is better solution than the strategy used during HD4000-R9 290 eras. Still though, I think like the management of the past that gunned after price/performance too much, she raised prices too high where AMD's price/performance is sometimes worse or barely as good as NV's.
AMD cannot do that this generation since they aren't winning any of the key metrics and especially dropped the ball with HDMI 2.0 and overclocking.
What makes you think NV users will switch and buy Fury if it was priced $100 less?
You are right, most of them wouldn't but at $399 like R9 290 replacement? They didn't buy AMD when it was free (aka bitcoin mining made $) or when HD6950 unlocked or when HD7950/7970 overclocked and had 50% more VRAM than 670/680 or when HD5800 was 6 months early to launch, etc.
But NV currently has a very weak position in the $330-$600 segment. If AMD priced Fury at $399, it's not much more expensive than the 970 but less than 980.
Without taking overclocking into account, an after-market 980TI is
25% faster than the after-market Fury at 1440P but it costs 18% more. NV brings HDMI 2.0, 6GB of VRAM as a bonus, PhysX as a bonus, higher resale value as a bonus. In that context Fury at $550 sits in no-man's land. It's too expensive and it overclocks poorly too, which makes it even worse.
Think about it, I might have bought dual Furys for $400 a pop but now I am definitely skipping them or this entire generation. I don't want to pay $1300 for two 28nm cards but buying Furys makes no sense when 980Ti is not much more expensive but is way faster. In other words, neither NV or AMD is getting my $ on those high-end cards. I am sure a lot of consumers feel the same as are just going to buy R9 290/290X/970/390 stop-gap and upgrade next round OR just go right away to a 980Ti.
The R290X custom models were ~10% behind 980 and at ~half the price. NV users still bought 980s. It was faster than 970 and runs cool & quiet, often found for cheaper than the 970, and NV users still bought the 970.
Not to mention the custom R290s which were significantly cheaper and offered 95% of the R290X performance.
No need to bring that up. Even if R9 290 was $199 when GTX980 was $550, most of the same people who bought 980s or defended them would still buy a 980 over a $200 after-market R9 290X.
I did not think the 390/X would sell well at its jacked up price but I'm wrong there. It's selling very well from the etailers I've talked to.
Perception has changed. 390/X are quiet, cool running, offering very competitive performance for less. There's no stigma even though they are power hungry, they don't run hot or loud which suggests people hated on the R290/X not because of power consumption, but the combination of hot, hungry, loud.
Except after-market R9 290/290X cards did not run hot, and they weren't loud if you did research as a consumer. Just goes to show the level of knowledge for most PC gamers building PCs. But that same reason is why if NV and AMD's product cost similarly or worse if AMD has inferior price/performance, the average gamer is even more likely to buy NV.
I can't predict market share for Q3-4 2015 but I am going to estimate that NV will keep taking it because AMD hasn't done enough to reverse it. I'd be shocked if AMD gains a lot of market share in Q3-4 2015.
Fury/X are sold out as well. There's no need to lower the price. AMD thinks there's a premium ($) to be had for water cooling. It seems the market agrees else nobody would touch Fury X when custom 980Ti are better at 1440p & below.
I see your point but a lot of Fury/Fury X cards are now in stock. It sounds like it was mostly a supply issue.
From day 1, it was relatively easy to find Fury/Fury X in Canada. But because of our Canadian currency, look at the current prices on Newegg.ca:
$550 US Fury price became $790 CDN + tax =
$893
$650 US Fury X is $830 CDN + tax =
$938
Getting a pair of those as a reasonable upgrade from GTX680 SLI / HD7970Ghz CF means spending $1600+ CDN. Ya, no way considering most PC games are console ports where churning down a few settings can still allow one to survive to next gen GPUs (imo). I think you feel much the same as I do with your Australian prices.
They don't need to lower the price until they can't sell them fast enough.
That's just temporary. Once supply can keep up with demand and one can readily purchase a Fury for $550 and Fury X for $650, those cards will have trouble moving against a $480 after-market 980 and $650 980Ti.
Nano would be killer at $399 but completely unrealistic. AMD wants a premium for form factor with that level of performance on offer at an excellent perf/w level. I think they will be right, the market will reward them because Nano would make for a killer mITX setup.
It can't be too expensive. A lot of small cases can fit a reference 980Ti and if it's $550 or something similar to that, might as well get the Fury X and have the flexibility to have top performance or lower performance via PowerTune. I think the Nano has to be below $500 to make sense. But even then I sound like a broken record but that's a niche case scenario to buy a $500 miniITX card in a case that can't fit a 980Ti / or someone doesn't just want the full-blown Fury X in the same case.
Completely agree. Why I'm confused when Russian jumps on that soap box.
See your point below:
This round with there literally no NV premium on the top cards (Fury X vs 980 Ti) I think AMD shot itself in the foot.
When AMD had prices that were too low, NV loyalists weren't purchasing those cards but at least objective gamers who don't care about brand but care about price/performance did. Now, NV loyalists do not buy AMD (still) while objective gamers realized that AMD actually offers inferior value to NV even (plus worse overclocking). The end result is AMD on paper is in a worse situation now because there is practically no reason at all to buy Fury or Fury X for someone with a mid-size case, unless going Cross-fire where it can give 980TI SLI a run for the money. But since stats show the SLI/CF market is only 300,000 GPUs, this is a tiny fraction of the overall high-end PC gaming market Fury/Fury X cater to.
On the lower side, some AMD users holding on to HD 7Ks probably upgraded seeing AMD finally deliver a viable product.
Why would they not just pay $100 more for the 980TI over Fury and Fury X over an after-market 980TI doesn't make a lot of sense considering it's worse in nearly every way imaginable. As you noted, AMD now has no chance of winning NV customers, but as I noted, objective gamers will also have almost no choice but to step-up to the 980Ti as $100 less for Fury isn't incentive enough to lose 25% guaranteed after-market performance (+10% overclock on top with the 980TI).
I'm sure most NV users already upgraded to GTX 970/980 and aren't swapping sides.
We know that.
The R300 series is just way to late in my opinion. If they only made a few tweaks but were able to instantly reverse the negative stigma of R290, they should have done this months ago.
They should have split the launch into 2 parts --> Notice how so many reviewers gave positive reviews to R9 390/390X but they aren't so hot about Fury/Fury X. AMD should have launched R9 390/390X January 1, 2015. Someone who manages supply/inventory of R9 290/290X messed up badly. Still, it would have been better to introduce R9 390 at $330 and R9 390X at $430 and just keep R9 290/290X at $250/300 as they have it now. The negative stigma of 290 series would have meant that even if R9 290/290X sold side-by-side with R9 390/390X, it wouldn't have mattered.
So it could be argued that one or two years from now, the Fury may be faster than a 980Ti. Especially if nVidia continues as they have with neglecting older architectures.
Realistically speaking, the performance difference between Fury and 980Ti is too great for this to happen.
33% at 1080P
30% at 1440P
6GB VRAM as a bonus. To make matters worse, 30-33% more performance and 50% more VRAM is achieved with just
38W more power.
Plus now there is a free MGS

P thrown in. AMD is hopeless this generation without major price drops+game bundle. Even at $500 the Fury is too expensive in this context unless it comes with Star Wars Battlefront.