News GPU Shipments May Drop by 50%, Nvidia Braces for Long Winter

[Admin]

Intel and Nvidia prepare for big revenue drops as consumer demand falls; AMD and Apple are doing fine.

GPU Shipments May Drop by 50%, Nvidia Braces for Long Winter : Read more

 

[thisisaname]

Odd shipment is going to be down and OEM have so many sitting in their warehouses?

 

[ThatMouse]

I don't think anyone is shedding any tears for Nvidia. They made eBay sellers a lot of money though. Get ready for some expensive 4080's this Christmas.

 

[Phaaze88]

Article is giving me deja vu...


"Sources say this will kill Nvidia's revenue throughout the whole year with an estimated fall "beyond imagination".
The growth leading up to this was also 'beyond imagination'...
Balance was restored to The Force..?

 

[Silicone]

I don't think anyone is shedding any tears for Nvidia. They made eBay sellers a lot of money though. Get ready for some expensive 4080's this Christmas.

All dry here and loving it. Nvidia COULD have done the right thing when all the consumers were looking for vid cards and paying through the arse for them and maybe curtailed the crypto miners. How many cards did they sell to miners and in fact caused the shortage to consumers and OEM manufacturers? They got caught doing it and took a 5.5 mil fine from it which is a p hole in the snow. Nvidia is currently dead to me, there is NOTHING that would convince me to help them out of their current predicament. This story was the end of anything Nvidia for me.
"Jaxson Davidson on Twitter shows a fourth of his mining factory, hundreds of RTX 3070 FE graphics cards shown and sold "under the table"

FU Nvidia.

 

[spongiemaster]

While other manufacturers are struggling to keep sales up, AMD and Apple have somehow managed to circumvent these otherwise industry-wide problems.

AMD has seen almost an identical dGPU sales percentage drop as Nvidia over the past 2 quarters. AMD is down 41%, Nvidia is down 40%. They haven't circumvented anything in the markets that they directly compete with Nvidia. AMD hid those losses with console APU's. This isn't a secret. AMD said it in their q2 quarterly report.

 

[2+2]

Article is giving me deja vu...


"Sources say this will kill Nvidia's revenue throughout the whole year with an estimated fall "beyond imagination".
The growth leading up to this was also 'beyond imagination'...
Balance was restored to The Force..?

If you think the Cypro Crash bad for Nvidia's revenue,
wait till China blockades Taiwan.

The West will learn the meaning of CRASH.

 

[watzupken]

Just to be clear, when they say drop by 50%, when are they comparing against? If they are referring to any time during the crypto boom, then 50% decline is very optimistic. The reason why I say this is because, miners buys a lot of GPUs. Even a small time miner I know buys anything from 6 to 8 GPUs during the acute shortage period. Gamer generally buys 1, at most 2 GPUs, and not all gamers will buy a new GPU when it gets released. And I don't believe there are less miners than gamers since it was an opportunity to make money by just letting the PC run. So with these considerations in mind, I don't believe 50% decline is realistic. If it is back to the norm, i.e. no miners buying GPU, I think Nvidia may have like 30% of the kind of sales they got during the mining boom as my best case scenario.