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How is this possible during a chip shortage? The current price levels correspond to the late 2020 pricing. Since January this year, both the AMD and NVIDIA GPUs are dropping. Are there a surplus of these chips or are they making room for new ones?
NVIDIA GeForce RTX 30 and AMD Radeon RX 6000 GPU are now ‘just’ 25% more expensive than MSRP in Germany and Austria A fresh report from 3DCenter team shows historically the lowest GPU prices for current-gen GPUs. Ever since 3DCenter started analyzing graphics card pricing (January 2021), the...
videocardz.com
Asus says it's 'reducing MSRP aggressively' for graphics cards 'across all SKUs'
"Asus has been dropping pricing across all SKUs," an Asus representative tells us. we're now seeing pricing coming down across a host of different GPUs.
It may have something to do with the Ethereum "merge".
Ethereum, the second most valuable crypto, and the most profitable for GPU mining is set to shift from proof-of-work to proof-of-stake in June. GPU demand for crypto is set to decline significantly.
Russia is one of the biggest mining market. All brands have lots of inventory prepared to get into Russia. Right now those inventory have to sell to other European countries. At the same time, gas price is expensive especially in Europe. European spend $150 to fill up the gas. So most people will restrict unnecessary spending.
AMD new GPU and nvidia new GPU will launch in the second half of the year. (also Intel GPU). Most people will wait for the new product or old product price down in Q3.
PC sales also cooled down quite a lot in Q1.
Xbox supply is a lot better now while PS5 still in shortage.
Russia is one of the biggest mining market. All brands have lots of inventory prepared to get into Russia. Right now those inventory have to sell to other European countries. At the same time, gas price is expensive especially in Europe. European spend $150 to fill up the gas. So most people will restrict unnecessary spending.
AMD new GPU and nvidia new GPU will launch in the second half of the year. (also Intel GPU). Most people will wait for the new product or old product price down in Q3.
PC sales also cooled down quite a lot in Q1.
Xbox supply is a lot better now while PS5 still in shortage.
With rising interest rates, fuel prices, food prices and inflation generally it would be surprising if discretionary spending doesn't get squeezed over the next couple of years.
And quite frankly a good proportion of semiconductor demand is discretionary spending.
I don't see how semiconductor TAM continues going ever up and to the right without some correction given this backdrop.
videocardz.com