Gainward was the first company to directly confirm the new variant of the AD103 GPUs, with MSI, Galax/KFA2 and Colorful also confirming this chip internally when asked by igor’sLAB. An updated chip, now called AD103-301, does not bring any changes for the end users, but can help board partners to simplify the board layout a bit, save space and thus also reduce costs by eliminating components. After consultation with a board partner, it was stated that “[the] 301 variant does not require comparator circuit on PCB, it’s built in”, which is quite a few components saved with the external circuitry, in board partner speak “quite a few components”.
Another source also mentioned the use of the chips in mobile devices such as notebooks as a reason, and thus a saving in components in the single-digit dollar range. It would also be logical to combine chips for mobile and dedicated use, since fragmentation also costs money.
The first rumors about XX0/XX1 GPU variants with the updated RTX 4070 non-Ti specs already surfaced last week. NVIDIA informed board partners that two GPU variants will be available for this SKU. This was later confirmed by HKEPC, who also provided more information about the said AD104-25X GPU variants for this upcoming GeForce model:
AD104-250 / 251 = GeForce RTX 4070
AD104-250 requires an comparator circuit , AD104-251 no need , GeForce RTX 4080 will change to AD103-301 soon. @VideoCardz
— HKEPC (@hkepcmedia) January 9, 2023
Now it can be officially confirmed that the board partners have indeed been informed about two GPU specifications for the RTX 4070. The “251” GPU will go into mass production a few weeks after the “250” GPU, and it will require “a few fewer components.”… This will eventually lower the cost of the GPU, but not significantly. This change has already been implemented for the RTX 4080 model, which will ship with either AD103-300 or AD103-301 GPUs, both of which should offer the same performance and capabilities, but they are a new design that requires changes to the PCB. rtx4080
All interviewed board partners could confirm that both variants have the same clock rates, TDP and GPU configurations. In addition, the company has not released a new revision of existing cards (as we had with the LHR models), which means that the AD103-300 and 301 are still the same GPUs except for minor changes.
Source: Own, HKEPC via VideoCardz.com