Friday, July 8th 2022
NVIDIA GeForce RTX 40 Series Could Be Delayed Due to Flood of Used RTX 30 Series GPUs
NVIDIA's next generation of graphics cards, codenamed RTX 40 series, Ada Lovelace, is expected to arrive sometime in October. However, the latest information from the YouTube channel "Moore's Law Is Dead" suggests that NVIDIA could postpone the arrival of the new GPU generation to December. Why, you might be wondering? The report claims that the current GPU market is flooded with used GeForce RTX 30 series GPUs. Thus, NVIDIA could postpone the availability of the latest GPUs to keep the demand high and ensure that the market is searching for additional graphics cards.
Retailers are experiencing smaller demand as the used GPU market is full of devices used for cryptocurrency mining, and the recent crypto crash has helped the situation. What we could see is NVIDIA announcing Ada Lovelace GPUs in October, with availability arriving later in December. Of course, these are just the current industry rumors, and we are yet to see how the market and NVIDIA will respond.
Sources:
Moore's Law Is Dead (YouTube), via PCGamesN
Retailers are experiencing smaller demand as the used GPU market is full of devices used for cryptocurrency mining, and the recent crypto crash has helped the situation. What we could see is NVIDIA announcing Ada Lovelace GPUs in October, with availability arriving later in December. Of course, these are just the current industry rumors, and we are yet to see how the market and NVIDIA will respond.
126 Comments on NVIDIA GeForce RTX 40 Series Could Be Delayed Due to Flood of Used RTX 30 Series GPUs
They will have a problem selling the 4000 series at the absurd prices they want to sell them, especially when they flooded the market with cards trying to cash in on miners.
It's all a question of price, sell them lower, bring MSRP back down, you can do it, especially with all the money you got selling overpriced cards in the 2000 and 3000 series. You'll have no problem and you'll se the cards flying of the shelves.
This is especially true for gpus like the 3050, 3060, 3060 TI. It's going to be at least March anyways before the successors to those are out so they can easily just sell them at a price reduction even with the high-end 4000 series launching in the fall
Several of us have pointed out that the claims from this Youtuber is BS at best.
While there is no question that these companies are greedy, have you stopped a minute to consider that they may be weighing whether to launch early with limited availability or to launch a little later with better availability? (with AiB partner cards) This matter is something that "no one" seems to understand with every GPU launch, the fact that the GPUs coming from the factory is going to be a steady stream that Nvidia can't change at this point.
Regardless, the date that you will be getting your hands on one is probably going to be the same regardless of this card launching in October or December. And I expect a "4060" sometime next year anyways…
What can we do as normal people to get these graphic card prices down?
I know markets, resources, energy, and inflation are major uncontrollable factors that we can't influence, so what can I do as a consumer to try to change these behemoths?
Thanks
Stop buying gpus.
Not a very pleasant (or realistic for many) solution but its really the only way to force prices back down.
Edit- Where you been Taco? Haven't seen you in a long long time!
Many people are already holding out of next gen. Moving it two to fourth months back is just going to piss people off and give them less of an incentive to buy. Mind you people already weren't expecting to be able to buy 4000 series cards at launch. From the constant increases in pricing to the tiered roll-out of cards to gouge customer's wallets to the lack of stock at launch, I have zero interest in GPU launches. There's no reason to get excited for something where you have to jump through so many hoops just to get screwed over.
Nvidia is good at inventing new ways to further that. I congratulate them on killing the excitement of enthusiasts around the world. Upgrade less, don't buy unless you are getting a solid increase in price to performance that doesn't come with other drawbacks.
There are a number of factors that NVIDIA has to weigh if they delay the GeForce 40 series.
The most pressing concern would be a lack of expected revenue. Shareholders have some revenue expectations. The market is forward focused. Not meeting expectations is one problem. The other big one that often affects the share price more is future guidance/expectations. If NVIDIA revises guidance down mid-quarter, the stock will get slaughtered (and it's already taken a beating in 2022).
The second issue is competition. If AMD can release RDNA3 first without NVIDIA barking at their heels, they can increase mindshare and hopefully marketshare. This isn't limited to the DIY after-market AIB market, this also includes graphics card availability from the large system builders (Dell, HP, etc.) which both companies gave prioritized allocations in 2020.
Both companies are expecting a certain amount of retraction in the gaming business (which includes crypto mining business).
For sure both companies will be more focused in the next few quarters on their datacenter business. Data Center is actually now NVDIA's large business (I believe it's 45% versus Gaming's 44%) and Data Center has a far higher YoY growth rate than Gaming. So NVIDIA holding back on Ada GPUs (or whatever they're called) will negatively impact Data Center business revenue.
There are a bunch of other factors as well, like currency rate fluctuation and the ability of certain markets to accept price increases. There's also the topic of gross margin.
And let's not forget that the flood of used graphics cards can't be used in notebook computers.
It's not like NVIDIA can release mobile GPUs long before they upgrade professional workstation and consumer desktop GPUs.
Now retailers can't move inventory for the incoming 40 Series. Nvidia is trying to hold their inflated prices steady, but they're fighting a bad world economy, on top of stubborn gamers waiting for the next-generation
This is where gamers need to hold steady and not buy.
Otherwise, they'll just do it again. Don't buy used or new. Ignore them altogether until their prices are well below MSRP. They'll either take the hit for the rest of this generation or risk devaluation of their products due to overabundance, henceforth. Either way is fine.
Look at the GPU subforums. They are littered with requests for help finding factory BIOSes for newly acquired used graphics cards. I get the feeling that three quarters of the posts in 2022 have been of this type.
Don't forget what P.T. Barnum said...
:):p:D
ZEN 1/2/3 brought down those 14nm Intel over priced CPUs down.
It's only strong competition form AMD that we even have cheap 10nm Alder Lake CPUs not that it came from intel loving their customers.
Yes AMD is there to make a profit just like all companys do but don't screw their customers over like how Intel and Nvidia has done so several times in the past.
If there was no AMD, intel would be on 14nm+++++..... :p and Nvidia GPUs prices would be :kookoo:.
Competition is good for everyone especially the end user.
Anyways it's easy to forget that Nvidia sells millions of graphics cards and mining only makes up a few percent of these sales, and that Nvidia don't make more money from retailers selling over MSRP. Yet it doesn't take much shortage in the market and a group of customers willing to pay extra (miners) to inflate prices like crazy.
If anything, (lack of) media hype about mining/crypto will probably have more of an impact on stock prizes than actual miners.
And to address the inflation/economic struggles that others have mentioned repeatedly;
The struggles are absolutely real, but inflation has been this way for over a year now, and people seem to be spending too much on vacations and social activities for these hard times, so I don't expect a major drop in GPU sales. Unlikely to happen as mobile GPUs usually are either cherry-picked chips or separate chip designs.