Tuesday, December 7th 2021
NVIDIA: GPU Supply to Improve in the Second Half of 2022
The current global pandemic has brought a lot of issues to the gaming community from all around the world. As there were emerging supply chain problems to deliver the latest hardware, especially GPUs, many consumers were left without a choice to obtain their special hardware at a reasonable price or even get a GPU at all. Those problems are soon going to get resolved, at least on NVIDIA's front. According to NVIDIA CFO's Colette Kress speech at the UBS Global TMT conference on Monday, the supply of NVIDIA graphics cards will improve in the second half of 2022.
"The company as a whole will take the appropriate work to continue to procure more supply," said Mrs. Kress. "We've been able to grow quite well during this year, each quarter, sequentially growing. And we do continue to plan to do that for Q4. So we believe we will be in a better situation in terms of supply when we look at the second half of next year." Another interesting tidbit was that the company has entered longer-term agreements with the supply chain, and that "longer-term can be more than a year." That could indicate that years could take before these agreements finalize and we see the results in better supply capacity, so nothing is certain at this point.
Source:
PCMag UK
"The company as a whole will take the appropriate work to continue to procure more supply," said Mrs. Kress. "We've been able to grow quite well during this year, each quarter, sequentially growing. And we do continue to plan to do that for Q4. So we believe we will be in a better situation in terms of supply when we look at the second half of next year." Another interesting tidbit was that the company has entered longer-term agreements with the supply chain, and that "longer-term can be more than a year." That could indicate that years could take before these agreements finalize and we see the results in better supply capacity, so nothing is certain at this point.
44 Comments on NVIDIA: GPU Supply to Improve in the Second Half of 2022
1. Crypto-market crashes. It feels like a certainty that eventually it will crash, and the scalpers/farmers/miners will offload their stock onto the market.
2. New generation of GPUs. When the 4000 series arrives ostensibly the 3000 series GPUs will flood the used GPU market as those people buy up the 4000-series GPUs. But I don't know if I see that happening right away unless there's enough supply of 4000 series GPUs.
timesofindia.indiatimes.com/business/india-business/crypto-bill-leads-to-panic-sale-20-crash/articleshow/87899581.cms
indianexpress.com/article/technology/crypto/a-bitcoin-trader-loses-2-5-billion-in-24-hours-as-cryptocurrency-market-crashes-7658538/
Oops, spoke too soon.
Who's willing to take a bet that the 3060(Ti) and 6600(XT) will never be sold at msrp.
As an added note, I hope all the scalpers and their bots get stuck with tons of inventory they can't move.
I also do not believe at this point that it is possible for the either AMD or nVidia to saturate the channels in an attempt to "out supply" botting. The scalpers buying power has been increasing at an INSANE rate over the last year. Let's say that they are roughly doubling their money on each GPU sale. Perhaps Botter 'X' had enough extra cash in Sept 2020 to buy 3 cards at launch. They sold them instantaneously and now have the funds to buy 6 in the next group. They pull 6 more, sell them instantaneously, and now they have enough for 12 etc etc etc. for a year straight. And, you can see on tracking sites that drops did in fact happen somewhat regularly across the major e-tailers, albeit, for only minutes until they sold through. Now, add on every copy cat scalper that saw the $$$ early on and got on board, and their buying power increased tremendously with every sale. And then every regular person that reads yet another scalping article for the thousandth time only to realize that they could be making some good $$$ too, so they dip into botting. The people that are essentially trying to/have already built a scalping empire must have massive reserves on hand to just instantly vacuum up anything with an 'Add To Cart' button. The ONLY way to increase availability to the intended customers (no matter how much more supply is supposedly coming) is squarely on the retail and reseller channels to prevent botting/scalping. I have no idea how much influence nVidia and AMD have that far down stream...maybe none. I REALLY hope that both companies have spent this last year to take a very serious look at how the current sales model could be changed to allow fair buying practices for all customers.
I just don't see it happening any other way, the fabs are not going to ramp capacity at the same or greater rate than the buying power of scalpers.
Now they are doing trading cards :P
I will say 2023-2025 is probably going to result in a massive glut all over. Maybe not for Nvidia but certainly across the market.
We have Intel with a new fab in Ireland, and planning to start another one in 2022. The one starting in 2022 should be 2nm, but the other new one is a 16nm IDM fab and is already gearing up for orders from Qualcomm. Meanwhile they have two brand new fabs in Arizona, ETA 2024.
TSMC is building a new fab in Arizona as well and I believe a new one in Japan. Samsung is also building one in Tyler TX ETA 2025.
They wont have miners by-the-balls until LHR Etherium Detection forces all other GPU multi-tasking off
2017 2018 2019 2020 20212022, we swear!The supply chain is FUBARd. There is 0 incentive to fix it, and honestly short of a major economic crash I dont see any solution to the increasing shipping delays. Maybe we can finally slow down our consumption as a society again....Miners make more money the more GPUs they have. The only way more supply will fix anything is if supply outstrips miners ability to purchase, which LMFAO if you think that's possible right now.The only way to get a similar drop-off in the GPU market to that of 2018 is to make impossible to mine Etherium overnight (NVIDIA is never going to do that, because they are ballless), or to force miners to make the choice between two different long-term investments (Ether Stake, or make a pittance while searching for that the new Coin?)
Nvidia is about as trustworthy as Chump too. I rate them up there with big Pharma and big Oil.
P.S. It is Wednesday, my dude! Aaaaaaaaaah!