The mine card has collapsed. Is the video card still not cut?

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After the sale of 1.7 million mine cards in the Q1 quarter, the global mining card market has turned sharply in the Q2 quarter. From the performance of some graphics card manufacturers, the sales of video cards in April-June fell sharply, while the sales of AMD and NVIDIA graphics cards also declined. 50%.

For gamers, the mine card crash can finally restore the game graphics market to normal, AMD, NVIDIA has indeed been pushing the graphics card back to the game market, the supply of graphics cards has stabilized, and prices are falling.

However, the game players do not seem to buy it. In the face of the price reduction of the graphics card, they think that the graphics card is still not enough, or is it higher than the time of the sale, so why can't the price of the video card fall?

For the price reduction of the graphics card, the previous Computerbase website in Germany counted the price of AMD, NVIDIA graphics cards from December 4 last year to July 4 this year. In the past June, AMD, NVIDIA graphics cards on both sides are in the price cut, the lowest is also the price is flat, indicating that the price of the graphics card no longer rises, only possible to decline.

However, compared with December 4 last year, among the 11 graphics cards that were counted, only 3 models were reduced, and 1 was flat. There are still 7 graphics cards with higher prices than last December. The RX 560 graphics card is now 143 euros. At the end of last year, the price of 111 euros is still 29% higher, RX 580, GTX 1050 Ti, GTX 1080 Ti, GTX 1060 is also 7-11% higher.

This seems to confirm the reason why gamers don't buy the price of the video card. That is, the price reduction of the video card is still not enough. It is lower than the peak price in the Q1 quarter, but it has not dropped to the previous level, let alone the graphics card two years ago. The price at the time of publication.

For complexity, previous analysis graphics card price cuts mainly to see demand and supply, Italy bitchips site offers another point of view, they analyzed the video card GPU to a level of production from producing agent and then to the back of the card, distribution chain, too The conclusion is very interesting.

First, let's learn some basic knowledge. GPU vendors (AMD, NVIDIA) sell GPU chips to graphics card OEMs. The price of GPU cores is related to foundry and chip production, plus a small portion of the profit margin determined by the vendors themselves. This constitutes the price of the GPU core.

In general, the price of the GPU core will not change during the life cycle, unless there are special circumstances, such as the old GPU core of ATI Rage XL, which is now also used on the server motherboard. The price of this GPU has dropped sharply over the years. Because the production cost is greatly reduced.

Suppose a GPU core is priced at $60. The graphics card manufacturer earns $20 on this basis, so the GPU price is $80. If the production cost is reduced by $10, then the GPU price may be pushed down to $70. It may be that the price remains the same, and the profit of the manufacturer is raised to $30, all of which depends on market demand.

OEMs buy GPU chips at a fixed price (depending on the amount of purchases, there may be some discounts), OEMs produce standard version of the graphics card, the manufacturer determines the price is called MSRP manufacturer recommended price.

Even if the market requires a specific type of graphics card, the OEM must sell it to the dealer at a reasonable price. At the first level of marketing, the possibility of making money through demand is small, unless the distributor is directly sold to the user.

If the graphics card is distributed internationally, then it must accept all necessary modifications, and the international dealer will increase the price of the graphics card according to the demand, and then the price of the mainland dealer, and finally the price of the national distributor, the price of the video card in these three processes. May double.

Once the speculative bubble ends (such as a mine card crash), then the problem begins. The last link in the graphics card distribution chain is the worst, because they have to sell the graphics card at a high price if they want to bear the loss, as well as the mainland distribution. Businesses also need this. Once there is a problem with these links, according to the classic Demand and Offer supply and demand rules, international distributors need to start price cuts.

After the upstream price cut, the dealer has the opportunity to purchase the video card with the latest price. At this time, his cost is lower than that of other mainland dealers and dealers nationwide. Then why should he go to lower the price if he wants to make money?

Graphics card sales are interlocking, the price of video cards is gradually reduced, there will always be some people who want to make a little money, which is why the price of video cards will not drop rapidly, because there are always people ready to make money easily, but this is business.

PS: Bitchips analytical graphics card price point of view is standing on a level of commercial marketing chain, the problem might really have the presence on the mall there are people who want to make more money, will not miss any opportunity to make money, even if the multi-level marketing system The previous level lowers the price, and the next level dealers may not necessarily give this cost to consumers.

Just like the example above, the $60 GPU is reduced by $10. Some links are not to cut the final product by $10, but to increase their profit to $30. Of course, the actual operation is not necessarily a monopoly of $10. It may be a price cut of $2, and I earn $8 more.

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