News Nvidia GeForce RTX 40-Series Launch Delay Rumors Intensify

I haven't seen any announcement from nVidia about RTX -4xxx, or did I miss it? All I've seen so far are rumors, and so how can it be "late" if an official ship date has not been announced? Rumors on the product, rumors on the ship date, and now rumors on it being late....😉
 
When people are still willing to pay more than MSRP for the 30xx series cards why would they need to hurry?
When the 4000-series delay rumors started going around, the main reason cited for the delays was excess stock of 3000-series cards sitting in warehouses and shelves everywhere. I've heard that the situation has gotten so bad that retailers are demanding rebates from manufacturers because they cannot sell stock they bought a while ago at current market prices without eating a loss. Launching a new generation while there is excess old stock on the market is going to hurt.

It also appears that bulk sell-offs by crypto-miners have started driving used GPU prices down, which would be another reason why retailers are struggling to part with their overpriced new stock.
 
This delay makes more sense if the other rumors floating around are also true.
If the flagship RX 7000 series GPU from AMD would beat the flagship 4000 series from NVIDIA out of the box, NVIDIA loses little by letting AMD release first while they continue to tweak the optimizations and power levels for the 4090. This also allows them to clear out more of the 3000 series GPU overstock.

However, this plan could backfire. There's no better beta tester than the general public. If AMD releases first they will have the head start in driver optimizations and issue corrections reported by the masses.
 
This delay makes more sense if the other rumors floating around are also true.
If the flagship RX 7000 series GPU from AMD would beat the flagship 4000 series from NVIDIA out of the box, NVIDIA loses little by letting AMD release first while they continue to tweak the optimizations and power levels for the 4090. This also allows them to clear out more of the 3000 series GPU overstock.

However, this plan could backfire. There's no better beta tester than the general public. If AMD releases first they will have the head start in driver optimizations and issue corrections reported by the masses.

Being ahead does not mean you got the advantage. In fact releasing later also have it's advantage because you already know what kind of product you will be competing with. If anything AMD prefer to launch later. Because that way they can adjust their product positioning with better profit margin for themselves.
 
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Being ahead does not mean you got the advantage. In fact releasing later also have it's advantage because you already know what kind of product you will be competing with. If anything AMD prefer to launch later. Because that way they can adjust their product positioning with better profit margin for themselves.
If AMD is confident it has the squeeze on Nvidia, Nvidia delaying to flush excess RTX3xxx inventory would be a perfect opportunity for AMD to grab market share.

Nickeling and diming customers to the maximum extent possible has limits, especially while the market is flush with excess inventory and used parts. They'll still be making profit margins they couldn't even dream of three years ago.
 
If AMD is confident it has the squeeze on Nvidia, Nvidia delaying to flush excess RTX3xxx inventory would be a perfect opportunity for AMD to grab market share.

Nickeling and diming customers to the maximum extent possible has limits, especially while the market is flush with excess inventory and used parts. They'll still be making profit margins they couldn't even dream of three years ago.
If AMD have something like 6 month lead against nvidia they probably can catch some market share. But if the lead is only about 3 months (one quarter) they probably not going to get much. Because in the end customer will play the waiting game. "Let's wait what nvidia have to offer first before making the decision. Plus AMD might lower their price as well for competitive reason with nvidia".
 
Being ahead does not mean you got the advantage.
Nor does it mean you got a disadvantage.


In fact releasing later also have it's advantage because you already know what kind of product you will be competing with. If anything AMD prefer to launch later. Because that way they can adjust their product positioning with better profit margin for themselves.
If AMD 'knocks it out of the park' then they will have an advantage. If their flagship GPU doesn't have any major driver/heat/power draw issues, and is 2+ times faster than the 6900 XT, they will gain market share.

Of course, I'm using 'if' here because we don't know yet. Most (all?) of the current rumors expect AMD's next flagship GPU to beat NVIDIA's next flagship GPU in pure rasterization power. There are also many rumors that expect a substantial increase in power draw from both AMD's and NVIDIA's next-gen GPUs. I think this will be troublesome for both camps as users who may have recently bought a good 700W PSU may find that it's already inadequate.

Anywho, we'll just have to wait and see how it unfolds.
 
Nor does it mean you got a disadvantage.



If AMD 'knocks it out of the park' then they will have an advantage. If their flagship GPU doesn't have any major driver/heat/power draw issues, and is 2+ times faster than the 6900 XT, they will gain market share.

Of course, I'm using 'if' here because we don't know yet. Most (all?) of the current rumors expect AMD's next flagship GPU to beat NVIDIA's next flagship GPU in pure rasterization power. There are also many rumors that expect a substantial increase in power draw from both AMD's and NVIDIA's next-gen GPUs. I think this will be troublesome for both camps as users who may have recently bought a good 700W PSU may find that it's already inadequate.

Anywho, we'll just have to wait and see how it unfolds.

if AMD really can get at least twice as fast 6900XT nvidia will not going to delay their next launch very long for AMD to gain market share. remember the one that have issues is AIB not nvidia. nvidia for their part already got their money when AIB buy their GPU kit. the one that still not making profit from those chip was AIB that still unable to sell their current stock. but even that is limited to current stock. for the last 1 year plus they already making their massive profit when they do direct deal with miners that willing at minimum to pay 30% above MSRP for each GPU even when they were buying in bulk. if you think about it what's the point in keep delaying anyway when competitor chip probably offering more significant performance/per dollar. imagine something like RX7800XT that can be 80% to 100% faster than RTX 3080 being sold at $700-$800 range. did nvidia AIB think they can still sell RTX3080 for the same price? even if nvidia not launching their 40 series just yet AIB still need to do massive price cut on their own to make their card more attractive in the eyes of buyer.