Thursday, May 31st 2012
GeForce GTX 680 A Sellout Success: NVIDIA
NVIDIA's flagship single-GPU graphics card, the GeForce GTX 680, achieved performance leadership over AMD's Radeon HD 7970, and forced a price-cut, however, a section of the community feels that availability is an issue with it. According to NVIDIA, availability is attributed to sales, and not lack of volumes. At an annual investors' meeting with the company's top-brass, NVIDIA released a slide which depicts GeForce GTX 680 as having 60% higher sales than GeForce GTX 580, six weeks following their respective launches.
There is one cosmetic inaccuracy in the graph, though. GeForce GTX 680 and GTX 580 are labeled "GT". One inference that can be drawn out of the graph is that NVIDIA is seeing some success in putting the 28 nm silicon fabrication process to use, despite the GTX 680 being one of the first chips built on it. In comparison, the GTX 580 arrived when the 40 nm process achieved a higher level of maturity. There seems to be a genuinely high demand for the GTX 680.
Source:
PC Perspective
There is one cosmetic inaccuracy in the graph, though. GeForce GTX 680 and GTX 580 are labeled "GT". One inference that can be drawn out of the graph is that NVIDIA is seeing some success in putting the 28 nm silicon fabrication process to use, despite the GTX 680 being one of the first chips built on it. In comparison, the GTX 580 arrived when the 40 nm process achieved a higher level of maturity. There seems to be a genuinely high demand for the GTX 680.
65 Comments on GeForce GTX 680 A Sellout Success: NVIDIA
AMD had priority in Q4'11 & in Q1'12 TSMC was just finishing up production of the wafer it had ordered.
Nvidia is just reacting to AMD launch found itself unable to purchase wafers and get them produced in time. The rest of the 600 line was suppose to be launched before June in late May 650, 660 & 660 Ti. Now its been pushed down the road because they were not able to buy wafers at the price they wanted to produce the product.
You cant blame anyone beside Nvidia. Its like standing in line at the buffet and saying I want to hold my spot here until the food prices come down to my liking and expecting everyone else to revolve around you.
Nvidia has been re-active to AMD this cycle and some moves have paid off and others not so much.
www.tigerdirect.com/applications/SearchTools/search.asp?keywords=gtx+680
www.amazon.com/s/ref=nb_sb_noss_2?url=search-alias%3Daps&field-keywords=gtx680&tag=tec06d-20
www.superbiiz.com/detail.php?name=MSI-GTX680
www.compusa.com/applications/SearchTools/search.asp?keywords=gtx+680
for all those who say they cant get one or they dont exist!!!! plenty all over.
it seems like there are plenty of gtx680s at etails in the USA.
But i guess that most of these ppl complaining :cry: dont want a 680, they just want to talk crap. I guess if it makes them feel better about themselves then............poor things
As to that chart I would think that shows the chips they deliver to AIB, not in retail but its all relative, but 4 weeks back. The real consideration is after the 480, which sold ok even with its power issues, most either had the upgrade, the 580 wasn't earth shattering better other than power, while the economy was in a dive. Then consider Nvidia had 480's in the channel to sell-off, so yes Nvidia didn't ask for or move a bunch of 580's in those first weeks, and now they flip it to their advantage. 60% increase is not big if their Y-Axis is in ”hundreds”, though saying the initially release was a thousand and those are 1k increments. That means 6 week since launch (March 22) or May 3rd they had supplied something close to 7000 units to AIB's. Do the math if the 580's are at 4200 units; +60% is 6720 680's. We are now 4 weeks since that so how long does it take to get board made, package, and into retail? We need to know how many 6970 AMD has sold to get perspective.
Not to say the demand wasn't there and they weren't disappearing like "spit in the Sahara" I think they now have got the channel full, and with a 670 able to supply 98% of the ”enthusiast” there will be GTX 680's filling on shelves for those feeling it's worth anteing up. It's now a case of a little too late to capitalize, but it was always just intended to be a "Halo" product.
I guess around 60-70% of the investors Jen-Hsun Huang deals with on a monthly basis like talking crap to him :laugh:
Its never a good sign when rating agencies put a Hold on your stock and investors ask you what wrong with your product supply and you have to answer them that you dont expect production restraints to ease up by the end of the year cause you cant purchase wafers at the price you wanted.
Dam those shit talking investors who want answers to why you keep loosing money.:banghead:
Get a grip.
Like he said in his podcast they wont provide hard numbers so measuring the 6 week time frame on its stock performance is a reasonable alternative.
Maybe I am ill-informed since I havent heard about the AMD death thing.
Although last year Nvidia could have died if Microsoft pick up its option to purchase it for 3.4. Nvidia wanted more and Microsoft didnt think it was worth it after 3 rounds of talks.
You quoted ocre's post about GTX 680 availability...and used it to segue into your own financial analysis posting. If you were referencing the OP, then quote the OP, and not use someone elses posting as an excuse to showcase your supposed acumen.
As for the supposed "three rounds of talks" between MS and Nvidia...Xzibit's guide to math ? 1 + 1 = Potato
I seem to remember people noticing a clause in a quarterly earnings report, and inferring very much from very little.Let me guess; You're either Steve Ballmer, or an asshat. Steve could probably post a link, whereas an asshat would just move on to some other nonsense.
So, Feel free to to post a link- preferably with something relevant about GTX 680 sales, since this thread is supposed to be about sales of the GTX 680.
This is just a game of supply and demand, and not only applies to GK104. When demand exceeds supply there's going to be shortage, I don't know why anyone makes any other analisys than this one.
Nvidia released GK107 at the same time and has dozens of design wins for it, just take a look around and see how many of them there are. And GK107 is only 1/3rd the size of GK104, it's not like it is 20 times smaller... but the volume needed to supply the OEM market is much much bigger then the gaming GPU crowd, we are talking an order of magnitude here at least, so the chip being 3x smaller is of little conseqence, and in a wafer start constrained situation, in order to be able to supply OEMs there's going to be even less wafers left for high end cards. As simple as that.
But we are missing the point anyway, they have shipped 60% more than GTX580 so while supply might be low comparatively, it's obvious that in absolute terms supply is better than back then or equal if we take the die size difference (GK104 vs GF110) into consideration. In any case it's not worse and there is no real problem.
I quoted Ocre as for the "complaining" as a general assumption to people who "talk crap". Its like hes never read a transcript of Q&A session with Nvidia especially a financial or investor report.
If your gonna try and comment on something atleast try to understand it first ;)
* Basic comprehension skillz. You don't have them. ocre was obviously referring to people bemoaning a lack of GTX 680 availability (and not the PR/marketspeak flamewar)...since, ya know they posted links to GTX 680's on sale. But yeah, whatever. Found those MS buyout of Nvidia links yet ? Your line of bullshit is so funny I'm thinking of using it as my sig. OK with you?
The whole premise of the OP is that its refering to GTC information and the Nvidia Investor report and the failure they cant produce any real numbers from Nvidia itself rather just that one butchered graph.:rolleyes:
I dont see how refering to how Q&A session are in that context isnt relivant. The Investors ask good question because they are investing 10s to 100s of thousand of dollars and to equate investors or members questioning as hatefull or fanboyism is extremely naive.
Something you have no problem with as it seams
Just looked up your post and sure you can use it as your sig when ever your over on AMD threads being all butt hurt people dont like Nvidia more ;)
Trolled again. :respect:
the gtx 680 was released at about a year after the release of the 580 but the 580 was released a couple of months after 480! So ,many people just got the 480 or other 400 series so they didn't want the 580 but many had bought a graphics card some wile ago and wanted the 680 now!
GK110 will be that worthy ripoff. :)
SHOULD COMPARE THE GTX 680 vs GTX 480
Actually though, like I said, the graph is of units sold out, not of units sold.
Also, caps lock, no.