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Nvidia Appears To Have A GPU Inventory Problem

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Re: Nvidia Appears To Have A GPU Inventory Problem

#51

Post by dmm »

occams_chainsaw wrote: post #36
baldfat wrote: post #29

I Am So Mad. I have had a new workstation purchase waiting for the cards to calm down and now I read this? We get no new technology and prices where a 1080ti equals the retail price of a Titan and now they have 300k to much inventory? NVIDIA needs to be greeted with a Linus salute again. They have been horrible for Linux and horrible on me having a new workstation at work.

Card prices have been back to normal for a while now

The GeForce 10 series is 2+ years old and are still selling around MSRP. Is that normal?

Re: Nvidia Appears To Have A GPU Inventory Problem

#52

Post by kernoble »

nightcracker wrote: post #6

That's not an inventory problem, it's a pricing problem.

I was thinking the same thing.

It looks like sellers/board-makers were just charging what they thought they could get away with because the consumers weren't price sensitive, not because of a shortage.

e.g. If you normally sell 100 Video Cards, at $500, but now you can sell 100 at $750 you'd be foolish not to increase the price and capture the margins that go along with it.

Re: Nvidia Appears To Have A GPU Inventory Problem

#53

Post by [deleted] »

unethical_ban wrote: post #49
ponzored wrote: post #23

Earlier quoted context omitted.

Miner demand was about 50% of sales. Admittedly this is because a lot of gamers were turned off by high prices. That demand has evaporated since the price of Bitcoin alternatives (eg. Ethereum) has plummeted, and the difficulty of mining is still very high since now ASICs can mine many coins more efficiently than consumers GPUs. Plus it seems like Nvidia are stuck with a lot of low-end chips. Many miners were buying…

>Nvidia have no direct competition in the GPU space anymore At what level? AMD does the same thing in GPU they do in CPU: They might not hold the overall performance crown, but their value is often better at several tiers than their competition. I really want an RX 580.

[deleted]

Re: Nvidia Appears To Have A GPU Inventory Problem

#57

Post by cptskippy »

> The report also cites Nvidia aggressively buying GDDR5 as evidence that they now have an excess stock of lower-end GPUs that need to be made into boards as well as other insiders/sources citing an inventory buildup.

Weren't lower end Nvidia GPUs not suitable for use in Mining?

Perhaps Nvidia assumed people who typically buy a new GPU annually would just pickup a low end unit instead of waiting so they over produced?

Re: Nvidia Appears To Have A GPU Inventory Problem

#58

Post by Nursie »

unethical_ban wrote: post #49
ponzored wrote: post #23

Earlier quoted context omitted.

Miner demand was about 50% of sales. Admittedly this is because a lot of gamers were turned off by high prices. That demand has evaporated since the price of Bitcoin alternatives (eg. Ethereum) has plummeted, and the difficulty of mining is still very high since now ASICs can mine many coins more efficiently than consumers GPUs. Plus it seems like Nvidia are stuck with a lot of low-end chips. Many miners were buying…

>Nvidia have no direct competition in the GPU space anymore At what level? AMD does the same thing in GPU they do in CPU: They might not hold the overall performance crown, but their value is often better at several tiers than their competition. I really want an RX 580.

The 580s, AFAICT, are only really competitive with nVidia's mid range and have been priced higher for some time due to mining.

The Vegas have not been price competitive with nVidia's higher end offerings, have been very power hungry and very hot.

AMD needs to pull something out of the bag, it's being left behind.

Re: Nvidia Appears To Have A GPU Inventory Problem

#59

Post by mastax »

samueldavid wrote: post #5
santialbo wrote: post #4

Let's see if this translates into a price drop. I have been wanting to build a gaming pc but the prices for high end graphics cards are absurd.

i have been waiting for a long time :(

Prices have been dropping ~$10/week, give it some time https://pcpartpicker.com/trends/price/video-card/

Re: Nvidia Appears To Have A GPU Inventory Problem

#60

Post by chadmeister »

davidhyde wrote: post #45

The author is shorting Nvidia stock (as he / she discloses at the end of the article). So, while this article attempts to be objective, I just don't believe it can be.

Yeah, this disclosure should really be at the top of the article. Until AMD puts out a new graphics card NVIDIA is still going to sell at monopoly prices. Prices have barely begun to approach msrp and that's 2 years after initial release of this series of cards. NVIDIA could just as easily delay release of their next gen cards until this inventory clears or AMD forces them to make a move. I wouldn't be too worried about their balance sheet right now.
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