Jon Peddie Research: Q1 of 2022 Saw a Decline in GPU Shipments Quarter-to-Quarter

[ARF]

Historically, you don’t hear older GPUs getting produced after they get replaced. I suspect both AMD and Nvidia will stop production of their high end GPUs since they are likely to first release their high GPUs with next gen. Mid and lower end GPUs may happen quite a number of months later, which makes sense for the likes of RX 6700 series and RTX 3070 series and lower to co-exist with the next GPUs until their replacement gets announced. So I don’t think you will see the price crash, especially when AMD prefer to try and revitalise sale by giving free games, instead of lowering price. There is a floor as to how much they can reduce without taking a significant losses. That’s my opinion, though I may be wrong.

4. High supply - Due to Nvidia and AMD pushing very hard to increase supply, I think the supply is actually high, but they all got sold from the back door to miners in the past. So again with miners mostly gone, and the factories still churning out high volume of GPUs, we may be in a situation of over supply now.

This means that there will be many unsold boxes even after the introduction of the replacements, and the production stoppage.

Logically, the prices should go downward spiraling, as well.

 

[AusWolf]

Let me solve the mystery: Q4 has Christmas in it, Q1 doesn't. Nothing to see here, carry on.

 

[Vayra86]

Let me solve the mystery: Q4 has Christmas in it, Q1 doesn't. Nothing to see here, carry on.

Well played.

 

[64K]

There is nothing mysterious here.

Miners and the scalpers they created drove up prices in a massive way. They caused a massive increase in card production.

Ethereum is way down so the miners aren't buying cards. Prices for new cards have fallen in a big way but they can't fall much more because then retailers would be selling at a loss. Retailers buy from Distributors at a cost at the time.

Eventually retailers will sell at a loss. But it will happen fast so if you want a really good price on a 3xxx card then keep a close watch.

 

[KLiKzg]

I prefer that we may have more luck than this.

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Older GPUs will go down with price, only to be replaced by newer...which will costs the same or more, compared to card it is replacing!