This year Q1 is the carnival of global graphics card manufacturers. Because of the high demand for mining cards, all the graphics card manufacturers have had a good day. The sales of graphics cards in January were more than 9 times that of the same period last year.
However, the Q2 quarter mining card market has collapsed. The performance in April-June is getting more and more ugly. AMD, NVIDIA and graphics card manufacturers are re-focusing on the game market. However, the demand for the game card will rise sharply. ?
Actually not, NVIDIA has pushed the price of graphics cards down, but the demand in the game market is not high, NVIDIA will be surprised, they continue to push dealers, graphics card manufacturers to cut prices, in order to make room for the upcoming Turing graphics card.
Paul Peterson, an analyst at BlueFin Research Partners, just spent two weeks in the Asian region, and today released a report on the graphics card market, mentioning some bad news about the graphics card market.
For the GPU market, the market has been worried about the ups and downs of the cryptocurrency market, Peterson said.According to his research, he pointed out that sales of GPU graphics cards in North America and Europe have fallen by more than 50%.
He mentioned that NVIDIA was also surprised that the price of video cards plummeted but the demand of gamers did not rebound. Now they are pushing the graphics card dealers and graphics card manufacturers to push the price reduction of graphics cards, so as to leave room for future Turing graphics cards.
NVIDIA has no good news here, and AMD is not optimistic about it, Peterson said.The prospect of AMD's graphics card is also very difficult to see ', because the inventory is more and the graphics card is in trouble, he does not think that this situation will be improved soon.
AMD's pressure is not too much inventory, NVIDIA is preparing for the next generation of Turing graphics cards, which will further widen AMD's gap with them, and Pascal graphics will give AMD more competitive pressure in the process of subsequent inventory reduction. .
However, AMD is not only a graphics card business, their processor business is doing well, many investors will put aside the shortcomings of AMD GPU, focus on the EPYC processor, so their prospects look good.
