Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizen OC_Formula for the clue delivery! CTOnews.com Sept. 14, in the latest Goldman Sachs technology conference, Nvidia new CFO Klaette-Crixus (Colette Kress) delivered a 40-minute speech, in which almost half of the content stressed the "need to solve the crisis of overproduction in the game graphics card field."

She said that the price of graphics cards has reached almost normal levels, and by next spring, the company's product delivery volume will be able to resume growth. She also confirmed that Nvidia will launch a new graphics architecture soon.

According to reports, in the past five years, the revenue of Nvidia's game division has grown by an average of 20% a year, of which about half comes from the increase in the average price of graphics cards and half from the increase in the number of graphics cards sold. Since the outbreak, Nvidia's gaming division has seen a 70% increase in revenue, mainly due to an increase in average prices and, of course, shipments.

In the long run, Nvidia management believes that the average selling price of game graphics cards has a chance to increase further, but the current conditions are not conducive to this.

First of all, they have accumulated a lot of current generation graphics cards in their warehouse. Second, when the epidemic is serious, and during the period of mining tide, they have formed such a high foundation that it is difficult to surpass the achievements made at that time under the current economic conditions.

With regard to the consequences of the mine tide, Klaette-Crixus dared not quantify the impact of this factor on the company's sales in 2021, despite her analysis after the last wave of cryptocurrency fever.

The new chief financial officer of Nvidia believes that the impact of after-sale graphics cards on current sales is limited. But unlike the used car market, it is very difficult to assess the status of used graphics cards, which is why players are more willing to buy new graphics cards.

Ms. Crixus mentioned that demand for GPU is already very high, but many finished products are still overstocked in warehouses, which is why the company has been forced to reduce shipments.

Our ultimate goal is to meet this demand and let those people understand that GPU prices are now close to normal levels, which is what we expect.

Nvidia's financial director said the company is trying to get rid of excess inventory through pricing to stimulate demand and is expected to return to normalization in a few quarters.

Kress said that by the end of the fourth business quarter (that is, January), it will be possible to talk about the normalization of graphics card inventory in the warehouse. Shipments of Nvidia's game graphics chips are expected to grow again between February and April.

CTOnews.com has reported that Nvidia will do well in this month's GTC 2022, when you will see the next generation of Ada Lovelace series GPU products. According to previous revelations, there is a good chance that RTX 4090 will go first, then RTX 4080 will be launched next month, and RTX 4070 will be seen in an optimistic case.

"the main graphics cards released by AMD and Nvidia in 2020 have now returned to the" original price ".

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