How out of stock graphics cards? Securities Times reporter in Shenzhen Huaqiangbeis Huaqiang electronic world saw that a number of file outlets were placed in a prominent position with popular graphics card packaging boxes, but they were all empty. No goods for sale is the unanimous voice of shop owners.
In a well-known brand of video card shop, the reporter asked a number of models of video card, the boss said there was no goods. The reporter then asked, what do you sell in this shop now? The proprietress was stunned for a moment, and then replied with a bitter smile: maybe, sell a lonely bar! She told reporters that it has been several days since the arrival of goods, to order goods have been ordered in advance, it is difficult to buy spot goods.
You can get two or three pieces, but if you order more than five pieces in advance, you may not be able to order them. Mr. Li, the owner of another stall, told reporters that since this year, the supply of video cards has been in short supply. Let alone the price hike, it is impossible to buy them with money.
When the reporter said that he wanted 50 rtx3080 graphics cards, Mr. Li called the general agent of the brand company for consultation, but then told the reporter that the general agent did not have any goods. After confirming the quantity and model, we would consult the manufacturer whether to order it. Now the manufacturers are short of chips, and the production capacity can not keep up. We can only try to order for you, and it is certainly not the same brand. If we want to select brand manufacturers, it is certainly not enough. You can accept the full payment now. Mr. Li said. Serious shortage, the price will rise. The official price of rtx3080 is 5499 yuan, and Mr. Lis offer is 7000 yuan.
As long as one person buys in large quantities, the market price goes up immediately. Shop owner Mr. Wang said that now the stock is already tight, so the market is very sensitive to prices.
Take the gtx1660 model as an example. At the beginning of the year, it only sold more than 1100 yuan, and now it has increased to more than 1800 yuan; rtx2060 and rtx20700 were only more than 1800 yuan at the beginning of the year, and now they are 2800 yuan, up 70%.
The reporter searched rtx3080 on the e-commerce platform and found that most brands need to make an appointment or participate in the rush purchase, or only a few pieces are left.
Graphics giant falls into productivity bottleneck
NVIDIA and AMD, the two largest video card manufacturers in the world, have mastered the leading video memory technology and basically monopolized the mainstream video card market. The two manufacturers released new products in September and November one after another, which not only greatly improved the performance, but also did not raise the price. The high cost performance led to a large number of market demand.
To what extent has the performance price ratio of the two video cards reached? Some netizens concluded that:
N card (NVIDIA): now you can buy the performance of my previous flagship at half the price;
A card (AMD): now I use the price of N 100 yuan cheaper than n card to suppress his new generation of graphics card.
A person in the industry told reporters: the competition between a and N is fierce. The situation is that whoever can take out the card will have the advantage, and the one who can take out the card will have more market share. However, it still cant get out, which shows that the production capacity cant keep up with it.
So, when can this shortage be improved? According to the semiconductor research office of trendforce, the semiconductor OEM capacity is expected to be tight until at least the first half of 2021.
With its outstanding performance in the rtx30 series game video card market, NVIDIAs Q3 game service revenue in fiscal year 2021 was $2.27 billion, a year-on-year increase of 37%. NVIDIA said the revenue was a record, largely due to the sale of graphics cards to computer and game console manufacturers.
Mining big guy centralized procurement?
In the process of interview in Huaqiangbei, most of the shopkeepers said that an important reason for the shortage of video cards was the centralized purchase of mining magnates.
Since December 25, Ethereum 4G mining machines will be eliminated, so before that, miners need to upgrade their graphics cards to 8g. A miner needs at least 6-8 video cards. This demand is too large. Heyang (not his real name) is mainly engaged in the installation (computer assembly) business. He usually buys the second-hand video cards that have been eliminated from mining machines for assembly. He expects that a large number of 4G second-hand video cards will flow into the market, and the price will double compared with the current situation. After the end of the year, there will be about 250 second-hand graphics cards, which will rise to 700 at the end of the year, and now it will remain around 500.
A number of installed file owners said that the demand for replacing graphics cards in mining machines was too large, resulting in insufficient graphics cards installed. A file owner told reporters that not long ago, a mine owner did not select brands regardless of the cost, and swept 200 pieces of 3080 graphics cards nationwide, which directly led to the market price of the series of video cards jumped by hundreds of yuan. The technical director of a medium-sized board and card design enterprise in Shenzhen told the reporter that two or three years ago, the main business of their company was to produce mining machines, but because the graphics card was too difficult to buy, they had turned their direction and made some customized graphics cards with high added value, the quantity is small, but the service is fine, the product is professional, and the profit will be better. It has little impact on Chinas relevant industrial chain. The domestic GPU market has been monopolized by NVIDIA and AMD video cards for a long time. In this field, the participation of domestic companies is very low, and there is no harm to the benefits. At this stage, some game players, miners, Internet bar operators, assembly computer operators, etc., as well as some video card extension industries, will be affected in the short-term Analysis of well-educated professionals. Source: Securities Times editor in charge: Zhong Qiming_ NF5619
The technical director of a medium-sized board and card design enterprise in Shenzhen told the reporter that two or three years ago, the main business of their company was to produce mining machines, but because the graphics card was too difficult to buy, they had turned their direction and made some customized graphics cards with high added value, the quantity is small, but the service is fine, the product is professional, and the profit will be better.