With mining mining returning from a frantic situation to relative calm, the resulting 'burnout' of 'mining cards' has finally eased. While benefitting consumers, especially gamers, it's 'for money'. It's not good for businesses, after all, a 'hot money' flies.
According to Digitimes, Gigabyte stated at the investor conference held on the 27th that: In the second quarter of this year, Gigabyte’s graphics card shipments will decline by 20% QoQ, while the average price will decrease by 10%..
Specifically, Gigabyte expects to ship 1 million cards in the season The previous quarter was 1.2 million.
Since NVIDIA's release of new graphics cards in the second half of the year is not yet certain, it is not yet possible to make an accurate assessment of the shipment trends in the third and fourth quarters.
but, Gigabyte expects the revenue of graphic products this year will still be higher than last year, mainly due to a significant year-on-year increase in profits, and they also indicated that they will focus on migrating to the gaming field. For example, the first quarter net profit rose by 91% qoq, surging 5 times year-on-year to 1.61 billion TWD (about 348.6 million yuan), even more than the total profit for the first half of last year.
Other business aspects , The shipment of motherboards in the first quarter was 3.3 million. In April and May, they were 1.1 million pieces respectively. It is expected that the final score in the second quarter will be even or slightly increased from the first quarter.
In the business composition of the first quarter, graphics card revenue accounted for 49%, 36% of main board, and 15% of servers. It is worth mentioning that with Gigabyte taking orders from Russian Yandex and Penguin, the revenue of server business is expected to grow this year. 20%.
