EVGA Announces Cancelation of NVIDIA Next-gen Graphics Cards Plans, Officially Terminates NVIDIA Partnership

[ARF]

This is a great news. We have been repeating all the time that nvidia is a dirty business and the people should open their eyes and start buying the superior Sapphire Radeon line.
Stop this silly fanboy love with nvidia. It's getting ridiculous!

 

[Valantar]

EVGA are/were poised to be the most exposed to the GPU crash as unlike the other brands they have a limited product stack. All of the other vendors have diversified their portfolio to include Monitors, Keyboards, Mice, Cases, Storage, PSU, MB and GPUs. Someone has to be left to pay for the premium that any GPU that was sourced in 2021 still holds. They would like it to be the consumer but who wants to pay 500+ Canadian for a 3060Ti /6700Xt. Even the 6600/3060 at 349 is still too expensive.

... and what is the main reason why GPU prices are rising? Oh, right: Nvidia pushing prices higher, demanding 60% margins on chips, etc. Yes, BOM costs of various kinds (VRAM, VRMs, PCB material etc.) and engineering costs have also risen, as have material prices in the past couple of years, but Nvidia pushing their margins higher is a major contributor to rising costs. Saying "well, if you want to sell GPUs, you have to expect this to not be profitable, but instead make your money elsewhere" is just an indictment of this industry in general if one is to accept that as an argument. If that's the case, then the entire industry might as well shut down, as it's not economically sustainable.

 

[RandallFlagg]

I think we just found out why EVGA ditched Nvidia.

4080 at $899. Their inventory of old 3080 3090 and 3090 Ti values are going to get shellacked.

This isn't Nvidia's fault really. EVGA just had too many cards, they probably wanted Nvidia to delay launch.

JayZ really screwed all those people he told to go out and buy last gen.

 

[Valantar]

I think we just found out why EVGA ditched Nvidia.

4080 at $899. Their inventory of old 3080 3090 and 3090 Ti values are going to get shellacked.

This isn't Nvidia's fault really. EVGA just had too many cards, they probably wanted Nvidia to delay launch.

... or they wanted Nvidia to give them a rebate, considering that they've been buying Ampere silicon from them at sky-high prices (with sky-high margins for Nvidia) right up until the run-up of Ampere - and, going by that Nvidia earnings call, are now being "incentivized" towards not flooding the channel with Ampere stock to rid themselves of excess inventory.

 

[Kapone33]

... and what is the main reason why GPU prices are rising? Oh, right: Nvidia pushing prices higher, demanding 60% margins on chips, etc. Yes, BOM costs of various kinds (VRAM, VRMs, PCB material etc.) and engineering costs have also risen, as have material prices in the past couple of years, but Nvidia pushing their margins higher is a major contributor to rising costs. Saying "well, if you want to sell GPUs, you have to expect this to not be profitable, but instead make your money elsewhere" is just an indictment of this industry in general if one is to accept that as an argument. If that's the case, then the entire industry might as well shut down, as it's not economically sustainable.

All I was doing was adding context to your statement. You are absolutely right in the first part and this though. Nvidia is if nothing else Greedy.

 

[Bomby569]

I think you don't understand that Samsung is not the first choice of leading fab less chip designers. Nvidia chose them because they were cheap and had sufficient capacity, not because they are in the same league as TSMC. Therefore, it is reasonable to assume that Nvidia has a different relationship with Samsung than the one they have with TSMC. Samsung needs Nvidia to provide the volume for the nodes that are suitable for high power GPUs, but TSMC doesn't care if Nvidia uses them or not.

So how does any of that translates to Nvidia vs AIB's? Let's see, they all need Nvidia. Sure there's AMD but they would sell a 1/10 or less without Nvidia. Your point is pointless.

Companies need each other, terms aren't set by the buyer, no one does favours because this is business and everyone is looking out for #1. More news at 11

 

[RandallFlagg]

... or they wanted Nvidia to give them a rebate, considering that they've been buying Ampere silicon from them at sky-high prices (with sky-high margins for Nvidia) right up until the run-up of Ampere - and, going by that Nvidia earnings call, are now being "incentivized" towards not flooding the channel with Ampere stock to rid themselves of excess inventory.

Constant attempts to demonize one company over another get tiresome. It's not reflective of reality. Prices will go to whatever the market will bear, no matter who makes what.

Where are all your posts slamming AMD for inflating Zen 3 prices for two years? Yeah, that's right, there aren't any are there?

 

[Kapone33]

So how does any of that translates to Nvidia vs AIB's? Let's see, they all need Nvidia. Sure there's AMD but they would sell a 1/10 or less without Nvidia. Your point is pointless.

Companies need each other, terms aren't set by the buyer, no one does favours because this is business and everyone is looking out for #1. More news at 11

It will be interesting to see if EVGA does develop a relationship with AMD what kinds of numbers they would sell.

 

[Valantar]

So how does any of that translates to Nvidia vs AIB's? Let's see, they all need Nvidia. Sure there's AMD but they would sell a 1/10 or less without Nvidia. Your point is pointless.

Companies need each other, terms aren't set by the buyer, no one does favours because this is business and everyone is looking out for #1. More news at 11

.... but if Samsung needs Nvidia, then the terms will be set by the buyer. And that's the problem with your logic here: you're arguing as if there's some inherent logic to markets that isn't about power, but about the direction of the sale. This is simply not true. If the buyer has more power, they will have the most say about the sale terms. If not, then the seller will have so. In Nvidia's case, they are the most powerful in all such negotiations, save for with TSMC where they are likely on quite equal footing, if not at a slight disadvantage. But still: this is about who has power, not who is selling vs. who is buying.

 

[TheoneandonlyMrK]

does Nvidia sets the terms when it goes to buy fab space on TSMC or Samsung? didn't TSMC just increased the price period.

>Nvidia: I want x wafers, but if i can't sell them i want a discount.
<TMSC: so you don't want wafers, got it.

So what.

Tsmc doesn't then ship Nvidia chips from its own company undercutting Nvidia, do they.

They're not the same thing.

Plus one minute you argue bad management, Evga should have set better terms, though they can't.
Then pull the whataboutism of nvidia's contact with Tsmc et al, disingenuous.

 

[Kapone33]

Constant attempts to demonize one company over another get tiresome. It's not reflective of reality. Prices will go to whatever the market will bear, no matter who makes what.

Where are all your posts slamming AMD for inflating Zen 3 prices for two years? Yeah, that's right, there aren't any are there?

The prices were a slap in the face but not worse than the abandonment that those of us who jumped onto TR4. I did enjoy my 2950X and wanted a 3960X but the cost was way too high even though some TRX40 MBs were the same price or less than a high end X570.

 

[Valantar]

Constant attempts to demonize one company over another get tiresome. It's not reflective of reality. Prices will go to whatever the market will bear, no matter who makes what.

Where are all your posts slamming AMD for inflating Zen 3 prices for two years? Yeah, that's right, there aren't any are there?

I really can't be bothered to look them up, but unfortunately for you there are quite a few of them on these forums. Funny, that. Almost as if not everyone is a heavily biased fanboy?

I'm not "attempting to demonize" Nvidia - I'm stating facts and my analysis of those facts. You're entirely welcome to disagree, but then you actually have to be able to argue against said analysis, or disprove said facts. If the facts make Nvidia look bad, then that's really not my problem.

 

[AnotherReader]

So how does any of that translates to Nvidia vs AIB's? Let's see, they all need Nvidia. Sure there's AMD but they would sell a 1/10 or less without Nvidia. Your point is pointless.

Companies need each other, terms aren't set by the buyer, no one does favours because this is business and everyone is looking out for #1. More news at 11

Valantar already gave a good response to this comment, but to make it clear, I was responding to your comment about Nvidia's relationship with its foundry partners

does Nvidia sets the terms when it goes to buy fab space on TSMC or Samsung? didn't TSMC just increased the price period.

>Nvidia: I want x wafers, but if i can't sell them i want a discount.
<TMSC: so you don't want wafers, got it.

Relationships aren't symmetrical. With TSMC, Nvidia can't set the terms, because they need them more than TSMC needs them; the A100 and H100 would have been slower and smaller (in terms of transistors and SMXs) on any other node available at the time. However, Samsung needs Nvidia desperately; Nvidia could have ditched them for TSMC if they didn't agree to Nvidia's terms. Samsung's foundry doesn't have a lot of top tier customers; Apple ditched them a long time ago, AMD never relied on them directly, and even Qualcomm has left them for their newest products.

 

[Bomby569]

.... but if Samsung needs Nvidia, then the terms will be set by the buyer. And that's the problem with your logic here: you're arguing as if there's some inherent logic to markets that isn't about power, but about the direction of the sale. This is simply not true. If the buyer has more power, they will have the most say about the sale terms. If not, then the seller will have so. In Nvidia's case, they are the most powerful in all such negotiations, save for with TSMC where they are likely on quite equal footing, if not at a slight disadvantage. But still: this is about who has power, not who is selling vs. who is buying.

Balance of power is one thing, and it's like EVGA is the only company in the world having to deal with a bigger partner, it's the end of the world, the endless internet drama here.

The terms of sale, like not getting back inventory because the client can't manage it, it is not set in terms by the buyer, at most the seller would not sell. You'd have to be a very deep pocket company, dumb, and private, because no shareholders would accept that. Or it was just that one buyer that could abuse the relationship, clearly not the case here, Nvidia can just sell to countless others AIB's that already buy and more would happily line up.

 

[Tek-Check]

Balance of power is one thing, and it's like EVGA is the only company in the world having to deal with a bigger partner, it's the end of the world, the endless internet drama here.

The terms of sale, like not getting back inventory because the client can't manage it, it is not set in terms by the buyer, at most the seller would not sell. You'd have to be a very deep pocket company, dumb, and private, because no shareholders would accept that. Or it was just that one buyer that could abuse the relationship, clearly not the case here, Nvidia can just sell to countless others AIB's that already buy and more would happily line up.

True, but EVGA has been a role model of quality builds in recent decade, a true leader in PC environment. Losing such a partner does not happen for petty reasons. There must have been a serious fall out.

 

[Bomby569]

True, but EVGA has been a role model of quality builds in recent decade, a true leader in PC environment. Losing such a partner does not happen for petty reasons. There must have been a serious fall out.

you never heard about the 1080 EVGA disaster? or the recent one with that Amazon game. sure "role model of quality"

 

[Dragokar]

you never heard about the 1080 EVGA disaster? or the recent one with that Amazon game. sure "role model of quality"

That is true, also the whole ICX drama, but you did not have any trouble to get it changed.

I am still mad that I got no card from the EU-”queue” though, and this long warranties are expensive af. I guess they just got greedy with stock, like NV is undercutting the AIBs with the FE-modells

 

[lexluthermiester]

This one was clearly not on the EVGA payroll like GN or Jayz.

Your understanding of how things work needs refreshing.

That guy is probably among the worst sources for an unbias / unemotional analysis re:EVGA in particular.

You're of course welcome to your opinion. Don't expect many to agree though. Jay is WELL known for laying down the reality of things, being a straight shooter and not holding his punches. I'm not going to respond to the rest of your nonsense statement because I don't want the TPU mods getting angry at me, and they would.

you never heard about the 1080 EVGA disaster?

It was a problem, swiftly solved, not a disaster. For perspective, Gigabyte's PSU and RMA crap was a disaster. EVGA has never had anything that qualifies as a disaster because the have ALWAYS been customer service oriented.

I'm with many on being an EVGA "fanboy". They have EARNED the respect and loyalty they command. For perspective, if Gigabyte or MSI had dropped out of the GPU race, I would not be lamenting, instead I would likely be very happy and say good riddance..

 

[80-watt Hamster]

Your understanding of how things work needs refreshing.


You're of course welcome to your opinion. Don't expect many to agree though. Jay is WELL known for laying down the reality of things, being a straight shooter and not holding his punches. I'm not going to respond to the rest of your nonsense statement because I don't want the TPU mods getting angry at me, and they would.

Jay has a self-admitted soft spot for EVGA. That does not however, mean that he is wrong. Though I'd trust Steve's take first, because he hates everything more-or-less equally.

(Of course, Steve not liking anything was the reason I basically stopped paying attention to GN...)

 

[RandallFlagg]

You're of course welcome to your opinion. Don't expect many to agree though. Jay is WELL known for laying down the reality of things, being a straight shooter and not holding his punches. I'm not going to respond to the rest of your nonsense statement because I don't want the TPU mods getting angry at me, and they would.

Yes there are many lemmings in the world.

I think it's a biological thing, they believe safety in numbers applies to facts somehow.

 

[lexluthermiester]

Stop lying. If you had watched GN's video you would have seen that, at multiple points during the video, he stresses to take the information with a grain of salt as we only have EVGA's perspective for now.

Well said!

Yes there are many lemmings in the world.

Perhaps I was being too subtle. Put a cork in it...

Jay has a self-admitted soft spot for EVGA. That does not however, mean that he is wrong. Though I'd trust Steve's take first, because he hates everything more-or-less equally.

(Of course, Steve not liking anything was the reason I basically stopped paying attention to GN...)

True, and he open states that, but this does not stop him from being objective.

 

[RandallFlagg]

Perhaps I was being too subtle. Put a cork in it...

And who are you?

It's kind of funny you seem to respect this guy, JayzTwoCents...

The guy that just about 6 weeks ago told everyone that they should run out and buy a high end GPU because prices were not going any lower, that was it, the best deal ever. Apparently after some contacts at EVGA told him so... It looks to me like he has had to pull that video.

That was right after late July, when he said his sources told him that RTX 4000 series wouldn't launch until summer 2023.

But you go ahead, kneel down, pucker up. Or should I say, bend over? What ever it is you just keep on enjoying it bro. Keep doing you.

 

[lexluthermiester]

And who are you?

It's kind of funny you seem to respect this guy, JayzTwoCents...

The guy that just about 6 weeks ago told everyone that they should run out and buy a high end GPU because prices were not going any lower, that was it, the best deal ever. Apparently after some contacts at EVGA told him so... It looks to me like he has had to pull that video.

That was right after late July, when he said his sources told him that RTX 4000 series wouldn't launch until summer 2023.

But you go ahead, kneel down, pucker up. Or should I say, bend over? What ever it is you just keep on enjoying it bro. Keep doing you.

Seriously, you're embarrassing yourself with your ignorance. Shut your pie-hole.

 

[Bomby569]

That is true, also the whole ICX drama, but you did not have any trouble to get it changed.

I am still mad that I got no card from the EU-”queue” though, and this long warranties are expensive af. I guess they just got greedy with stock, like NV is undercutting the AIBs with the FE-modells

i got one personally, gave to my brother as i got the unexpected email right after i got my card. He is still happy, at the time it was insanely cheap.

It was a problem, swiftly solved, not a disaster. For perspective, Gigabyte's PSU and RMA crap was a disaster. EVGA has never had anything that qualifies as a disaster because the have ALWAYS been customer service oriented.

I'm with many on being an EVGA "fanboy". They have EARNED the respect and loyalty they command. For perspective, if Gigabyte or MSI had dropped out of the GPU race, I would not be lamenting, instead I would likely be very happy and say good riddance..

The best RMA is the one you never have to use, not the one that replaces your cards 5 times like happened to a lot of people on the EVGA forums. And mind you in the US you have to pay shipping so it's not like it doesn't involve costs, man i would be so pissed if it happened to me. But sure they clearly always did good by their customers. But the claim of "role model of quality" simply is untruth.

 

[lexluthermiester]

The best RMA is the one you never have to use, not the one that replaces your cards 5 times like happened to a lot of people on the EVGA forums.

No company is perfect. Mistakes and defects WILL happen. Always, no matter what is being made. What sets EVGA apart from the rest is their exceptional RMA process, which is the most painless I've ever dealt with, and I've dealt with everyone at one point or another. Par for the course when you run a PC shop.

But the claim of "role model of quality" simply is untruth.

I disagree, it is well earned. I would say EVGA is the golden standard everyone should model their returns and RMA's from.