NVIDIA and AMD have not been renewing the graphics architecture, but the mining boom that erupted last year has also gradually eased. The lack of attitude of the non-roasting of grocers has become a necessity.
According to Digitimes reports, including GIGABYTE, MSI, TUL (Scitech Technology, producing Dylan Hengjin) shipped in April fell by 40%.
The main reason was that the channel dealers and mining companies suspended the purchase of mine cards, and some were waiting for Bitmain to launch the Ethereum Mining Machine Ant Mine Machine E3 in the third quarter.
Under this situation, channel providers have to choose price cuts to stimulate demand. Although everyone predicts that the rebound will occur in May/June, this will also cause the gross profit from 50% decline to 20~25%.
In the year of 2017, Gigabyte has shipped 4.5 million video cards, an increase of 1 million over the same period of last year, and earned a profit of 2 billion Taiwan dollars in doubling. Even in the first quarter of 2018, it still achieved a quarterly high of NT$20.1 billion. 29.9% increase, 51% year-on-year increase.
At today’s earnings conference, AMD’s CEO Su Zifeng has made it clear that the mining business is good, but the game is still the number one priority.
