Friday, April 14th 2023

Component Suppliers Suggest That NVIDIA is Taking a Relaxed Approach with RTX 40-Series Production

Two of NVIDIA's providers of Outsourced Semiconductor Assembly and Test (OSAT) services are of the opinion that Team Green is happy to stay the course with its Ada Lovelace GPU production schedule. The backend providers Siliconware Precision Industries (SPIL) and King Yuan Electronics (KYEC) have not been given any new instructions with regard to shifts (up or down) in component assembly output. It is theorized that NVIDIA is aiming to clear any stock backlogs of graphics card models featuring previous generation architecture - namely the second gen GeForce RTX 30-series, built on Ampere.

The retail demand for the newly released GeForce RTX 4070 cards has been mild, to say the least - with plenty of inventory remaining on the shelves in the States. Critical reception of the midweight GeForce RTX GPU has also been middling - many have advised that budget conscience buyers should potentially look elsewhere. The market for discrete graphics card is in a fairly healthy state at the moment, with major production issues and fractured supply chains becoming lesser concerns for electronics manufacturers. NVIDIA has the advantage of being a market leader, and seems to be quite content with proceedings - but their analysts are very likely keeping an eye on the RTX 4070 sales figures. Its products are out and readily available - no need to change direction too sharply.
Source: DigiTimes
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33 Comments on Component Suppliers Suggest That NVIDIA is Taking a Relaxed Approach with RTX 40-Series Production

#26
mechtech
www.newegg.ca/asus-geforce-rtx-4070-tuf-rtx4070-o12g-gaming/p/N82E16814126637

$930 CAD then slap 13% tax on that for $1051 CAD

ya........keep relaxing..........................
Dr. DroI don't know about you man, but I don't think these qualify as cheap toys any longer... An RTX 4090 costs as much as an used entry-level car in most of the world. Or I could pay practically half of a brand new popular vehicle here.

Long gone are the days that I paid $125 USD on a mint condition R9 Fury X, even in the richer nations, I doubt most people have $2000 to throw around like it's nothing.
While I don't disagree, I wish vehicles were like that here, a new pickup truck pretty basic, as in no cruise control (but crew cab 4x4), I'm looking at $64,000 ish (CAD) w/o 13% tax and the winters here will completely destroy it in 10 years................................. :|

www.chevrolet.ca/en/trucks/silverado-1500

I really hate how they charge almost $6k for 3 more seats.........................bs
Posted on Reply
#27
nguyen
mechtechwww.newegg.ca/asus-geforce-rtx-4070-tuf-rtx4070-o12g-gaming/p/N82E16814126637

$930 CAD then slap 13% tax on that for $1051 CAD

ya........keep relaxing..........................


While I don't disagree, I wish vehicles were like that here, a new pickup truck pretty basic, as in no cruise control (but crew cab 4x4), I'm looking at $64,000 ish (CAD) w/o 13% tax and the winters here will completely destroy it in 10 years................................. :|

www.chevrolet.ca/en/trucks/silverado-1500

I really hate how they charge almost $6k for 3 more seats.........................bs
Even my 12-year-old Honda Civic are selling for 15k usd here (new one are 40k usd), people who have access to cheap cars are so privileged that the existent of 2000usd GPU is a threat to their privilege :D
Posted on Reply
#28
Dr. Dro
It's not that cars are cheap, it's that I picked an absolute lowest common denominator (a subcompact two-door with a 1.0L engine) and we have a lower median income to boot.
Posted on Reply
#29
DrCR
@Dr. Dro
You’re not wrong about the limited utility and driving those away from the hobby. I’m honestly at the point where if Intel or AMD can’t give us a good value option in a couple of years (Nvidia won’t) then my pre-Covid era aged card may be the last proper gaming card I buy. I’d rather try a different hobby like motorcycles or rifles or something.
Posted on Reply
#30
Owen1982
Gotta keep those GPU prices high!
Posted on Reply
#31
mrnagant
A large chunk of Nvidia's revenue comes from gaming. It is their second highest revenue stream. Last quarter almost $2B. Down 46% from a year ago and down $9B for the 2023 fiscal year which is down almost 30%. Gaming has been a strong sector for them.

Datacenter revenue grew, but overall they are still down YoY largely driven by their gaming sector. Its something for Nvidia to keep an eye on.
Posted on Reply
#32
R0H1T
The enterprise/HPC is their biggest profit maker & it's not even close wrt gaming!
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