Agreed. More and more TVs support 4K 120fps every year and monitors keep getting higher fps / more pixel dense at current >120fps, pushing the market towards the flagship cards that are just insanely expensive at > $1K USD
You compete by having your own product, not by using what your competitors developed. It's on AMD for not making their own product to compete with CUDA
They have ROCm and ZLUDA but both are inferior to CUDA. They completely overslept the whole AI hype cycle and they could have been valued now to over 1 trillion.
The problem is that NVIDIA isn't resting on their laurels, they improve by a large margin from architecture to architecture and continue to innovate features. AMD can barely keep up imitating some of these features (upscaling, RT, frame generation, heck even NVENC is superior to what Radeon offers) and the results are often worse (RT performance, DLSS vs FSR).
AMD only barely undercuts NVIDIA's pricing based on raster performance, so this is essentially the easiest upsell ever. Pay 15 % more but get better versions of features, new features early, broader compatibility also in terms of compute and more efficiency? Sure, most people will pay 15 % more for that.
AMD needs to be way more aggressive on pricing and try to innovate useful features first on Radeon. That being said, I think NVIDIA would simply price-match as soon as AMD gains any traction.
At this point I have more faith in Intel to be competitive in a few generations. They seem to be able to almost match RT performance, already putting AMD to shame with their first generation of Arc GPUs. Their upscaling tech is way closer to DLSS, Intel QSV is a pretty solid hardware encoder and let's hope they do a better job competing at compute.
AMD is doing really great things with APUs like the Steam Deck. I just got a travel mini PC with a Ryzen 7 7840U. It can play most games at 1080p high quality with 30fps and fits in the palm of my hand.
It might be a while before you can play VR on an APU but they're already comparable to GPUs from 5 years ago
Those are very worrying statistics. I am planning to upgade to a discrete GPU from the 5600G's iGPU, I hope this doesn't become a problem in the future.
It's a problem already, right now. Prices are already ridiculous and I'm sure the Nvidia 5000 series will be even more so before AMDs 8000 series add fuel to the fire in an effort to retain their fledgling market share.
It's the main reason I haven't upgraded yet: I just don't want to drop ~$1K USD on another GPU that can handle 4K 120fps displays
NVIDIA hardly cares about the discrete GPU, they're happy with their data centre sales and it is terrible they don't even have a proper competition. That's why their valuation sky rocketed.