Report: GPU, Motherboard Shipments Hitting Record Lows in Wake of Coronavirus Outbreak
A report via DigiTimes paints a bleak image on shipments for motherboards and GPUs. According to the publication, citing sources close to motherboard makers, the initial impact of the outbreak severely affected production - and the entire supply chain ecosystem needed to ferry these across the world. Alongside reduced demand in China (reported to be down 50% YoY and unlikely to pick up until July at the earliest) and other countries, the stage is set for a record low in some of our most favored hardware pieces.
Market observers had expected a seasonal increase in demand entering Q3 2020 which may never come to fruition, as DigiTimes also mentions AMD, Intel and NVIDIA as being unlikely to achieve their target sales for this time period. The reduced demand could see prices come down on components and various hardware pieces, should it linger for longer than the fabrication bottlenecks factories are currently facing. Some publications are pointing towards this drop in demand as a reason for NVIDIA to delay their expected GTC announcements, which the company's CEO, Jensen Huang, has already come out saying "Could wait".
Market observers had expected a seasonal increase in demand entering Q3 2020 which may never come to fruition, as DigiTimes also mentions AMD, Intel and NVIDIA as being unlikely to achieve their target sales for this time period. The reduced demand could see prices come down on components and various hardware pieces, should it linger for longer than the fabrication bottlenecks factories are currently facing. Some publications are pointing towards this drop in demand as a reason for NVIDIA to delay their expected GTC announcements, which the company's CEO, Jensen Huang, has already come out saying "Could wait".