This article was reprinted with permission from Superpower.com.
During the 618 period, NVIDIA's GTX 10 series graphics cards were sold at a reduced price. GTX 1070 Ti and GTX 1080 graphics cards had rare historical low prices. The supply was also sufficient. This is good for gamers.
On the other hand, it is reported that NVIDIA's next-generation game card has been extended again. The main reason is that there is excess inventory in the channel. It also takes time. It also indicates that one of Asia's top OEMs has returned 300,000 GPU chips to NVIDIA.
On the website of SeekingAlpha, a columnist writer Akram's Razor recently published an article analyzing NVIDIA's current situation, which mentioned three bad news from NVIDIA:
· Taiwan media reported that NVIDIA has encountered the problem of inventory of game GPU chips.
The SA website also reported this issue yesterday, saying that channel inventory is the main reason behind the delay of NVIDIA's new game cards.
Reported that a top Asian OEM partner had returned 300,000 GPU chips to NVIDIA.
For these three rumors, he believes it is not difficult to confirm that the first problem was that Taiwan media leaked. He quipped that there are more news about the leakage of Taiwan's supply chain than the White House. Therefore, more detailed exposure is only a matter of time.
The second rumors were written by Charlie Demerjian, webmaster of the SA website. However, the original text is for a fee. The specific content is not easy to say, but Akram's Razor thinks that SA had a lot of explosive content before. It seems to have recognized SA's information.
In the third rumor, an OEM manufacturer returned 300,000 GPU chips. Akram's Razor also believes that this does mean that there is a problem with the channel. Because NVIDIA has been very hard on its partners, which company will be dissatisfied with NVIDIA. Deprived of GPU chip supply, this TOP3 level OEM partner returns 300,000 GPUs to illustrate the current channel availability.
Akram's Razor also mentioned a phenomenon -NVIDIA is actively purchasing GDDR5 chips, which confirms that they also have a large number of low-end GPU chips that need to be made into graphics cards. Other insiders/sources also prove the problem of the channel.
The reason for this, the backlog of inventory is that NVIDIA overestimated the demand for game graphics, underestimating the impact of the plummeting mining card market.
Another thing that was used as proof in Akram's Razor's original text was:NVIDIA had previously announced that the next generation of mainstream graphics cards will be discussed at the Hotchips conference, but these sessions have been cut off during the meeting schedule on Hotchips these days, which means that NVIDIA will not discuss the architecture of the new generation of mainstream graphics cards.
In the meeting arrangement on Hotchips, there was really less NVIDIA's previous talk about mainstream graphics architecture.
PS: In three of Akram's Razor's unveilings, NVIDIA needed to have inventory clearance and credibility, but the OEM partner's return of 300,000 GPUs was a bit unbelievable.
In addition, as far as the postponement of the new card was announced, it was not only their family’s news. The PCGH website also reported today that the new card will be delayed for several weeks.
