NVIDIA shows signs ... [2008 - 2017]

Discussion in 'Graphics and Semiconductor Industry' started by Geo, Jul 2, 2008.

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  1. silent_guy

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    Are Pascal GPUs really still tight? At my local Fry's, there were these large baskets that you see on Black Friday full with GTX 1080s. The racks were full of 1070s and 1060s as well.
     
  2. Wynix

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    I haven't been following the situation too closely but I thought only the 1080 was ever in short supply/high demand and the other cards were easier to find available.
     
  3. CSI PC

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    If you follow it back to digitimes it seems it is not a statement from Nvidia, in fact it may be based upon same information that Bits and Chips/SemiAccurate have been saying about supply (which does not align with some regions who were able to sell a lot of them).
    It may be an issue for some distributors but for many there seems a healthy supply, albeit not every single card by every manufacture in stock but definitely a broad selection available for all models.
    TBH I think it is easier to get a broad choice of custom Pascal than it is to get a broad choice of custom 480/470.
    Cheers
     
  4. Anarchist4000

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    It's also possible they have plenty of cards, but restrain shipments to keep prices inflated. Provide all the cards retailers require, but ship them infrequently enough to maintain a few backorders.
     
  5. pharma

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  6. CSI PC

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    That could be a possibility, or it could be that demand is greater than the maunfacturing line/logistics/shipping planned from the business forecast models and Nvidia is refusing to increase costs by expanding capacity for brief sale surges/spikes.
    I think AMD has been caught like this a few times with Polaris as well, with brief term sales spikes and not increasing production/logistics beyond planned levels.

    Cheers
     
  7. Silent_Buddha

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    That one has been available on and off for the past 2 months. Nothing has changed. :) If it had been half an inch shorter I would have considered getting that over the Asus card that I got.

    Regards,
    SB
     
  8. Wynix

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    Slightly off topic, but has anyone else been disappointed with how long all the 16/14nm cards have been? the cards are mostly in the 9-10 inch range, like they are trying to cool some 290X's.
     
  9. CSI PC

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    Yeah it does seem a very limited selection from both AMD and Nvidia IHVs that could be deemed short cards for the 480 and 1060, ironically they seem to perform identical or nearly as well as the full custom models.
    http://hexus.net/tech/reviews/graphics/95899-evga-geforce-gtx-1060-sc-gaming/
    http://hexus.net/tech/reviews/graphics/94969-sapphire-radeon-rx-480-nitro-4gb-8gb-oc/

    Cheers
     
  10. pharma

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    Do Nvidia job listings signal a new Apple Mac partnership?
    http://hexus.net/tech/news/graphics/97303-do-nvidia-job-listings-signal-new-apple-mac-partnership/
     
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  11. Razor1

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    Interesting 100 million per year, didn't someone say its a very tiny amount in the past ;)

    Sorry had to pat myself on the back on that one!
     
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  12. pharma

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    Amazon adds Nvidia GPU firepower to its compute cloud
    http://www.extremetech.com/computing/236676-amazon-adds-nvidia-gpu-firepower-to-its-compute-cloud
     
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  13. pcchen

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    It's not much for NVIDIA though (only ~2% of its 2015 revenue). Apparently most Macs are now using integrated GPU.
     
  14. pharma

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    NVIDIA Corporation's New Gaming Graphics Cards Seeing Fast Adoption
    http://www.fool.com/investing/2016/10/09/nvidia-corporations-new-gaming-graphics-cards-seei.aspx
     
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  15. xpea

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  16. CSI PC

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    Well that puts it to bed to some extent about the reported 'supply issues' for Nvidia compared to AMD and where the gains for AMD came from last quarter (I thought it would not be consumer Polaris).
    http://store.steampowered.com/hwsurvey/directx/
    AMD 480 in September has 0.18% footprint, growth of 0.07% over previous month.
    Nvidia 1070 in September has 0.87% footprint with growth of 0.27% over previous month, the 1080 has 0.53% with growth 0.05% over previous month.
    And the 1060 in September has 0.46% footprint, growth of 0.29% over previous month, while the 470 has 0.05% footprint and with growth of 0.04% over previous month

    So the 1080 on its own is comfortably beating combined 480 and 470 and the growth needs to increase a fair bit for AMD to catch up to it.
    While this does not reflect all consumers, Steam has a very large user base.
    I must say I would had thought the figure for the 480 would be higher,but I think it is being hurt by the custom AIB being hard to buy/less options than Nvidia until recently and their prices are generally comparable to custom AIB 1060 when looking at Asus/MSI as examples that are generally cooler-quieter (and I think this is still important to consumers).

    And also July figures show that Pascal was selling much better than Polaris at launch going by that month's footprint, relative to Steam clients that is.
    Cheers
     
    #3396 CSI PC, Oct 11, 2016
    Last edited: Oct 11, 2016
  17. Rufus

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    Same data, but easier to read in a table. September footprint, month-on-month growth.
    NVIDIA GeForce GTX 1070 0.87%, +0.27%
    NVIDIA GeForce GTX 1080 0.57%, +0.13%
    NVIDIA GeForce GTX 1060 0.46%, +0.29%
    AMD Radeon RX 480 0.18%, +0.07%
    AMD Radeon RX 470 0.05%, +0.04%
    AMD Radeon RX 460 0.02%, +0.02%
     
  18. pharma

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    http://www.fool.com/investing/2016/10/11/nvidia-corporations-data-center-business-3-things.aspx
     
  19. Ryan Smith

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  20. silent_guy

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    It's one thing for a developing market (deep learning) to go up 60% quarter over quarter from $151M to $240M, but their gaming revenue alone also went up 60% from $781M to $1244M. For a mature market, that's absolutely stunning.

    This increase is larger than the total AMD computing and graphics BU revenue of $472M.
     
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