Read more.Gaming revenue was up 85 per cent YoY, but CMP mining cards were less popular than expected.
Read more.Gaming revenue was up 85 per cent YoY, but CMP mining cards were less popular than expected.
Eh? Total Eth mining hashrate is very nearly back up to its peak.Chief Analyst at SemiAnalysis, reckons this is due to crypto slowdown.
I think it is more likely that a crypto optimised card is just a stupid product. I'm frankly surprised they sold $266M worth of them. Eth mining is soon to go away, the return on investment isn't there even on standard GPUs so buying one that you can't re-sell when Eth 2.0 comes out is just dumb for miners.
It also seems that there are now tweaks to run on mining software that gets the LHR standard GPUs to mine at 70% of their full rate on Ethereum.
Nice if we could have a more detailed breakdown of the actual gaming cards numbers sold. And in which regions.
Because they are of unicorn status here in the UK.
Can anyone explain why on pcpartpicker the 3080ti and 3080 both fetch roughly the same amount.
If that's the case why are people buying the 3080?
CAT-THE-FIFTH (19-08-2021)
The UK is by far the easiest country to get them due to scans anti-bot measures and 1 card per address system.
You do need some free time. Sit in the PartAlert discord after you setup the relevant notifications. https://partalert.net/join-discord
They usually 'drop' around 9am-12 click link add to basket, once it's in your basket you have around 10mins to checkout.
It seems like these companies are all announcing record revenues all the time, lately...
_______________________________________________________________________
Originally Posted by Mark Tyson
Nvidia would never want to reveal that much info unless during an investor conference some analyst tricked it out of them.
But from the various JPR reports, e.g.
https://hexus.net/business/news/comp...ys-jpr-report/
or
https://www.tomshardware.com/uk/news...-million-units
it looks like standalone Add-In-Boards were 11.77 million in 2021-Q1
and Nvidia have around 81% of that so around 9.5 million.
Nvidia stopped making Turing around when Ampere was introduced.
We have no idea how those 9.5 million are broken down in terms of low/mid/high end etc., but 9 million in Q1 and around similar in 2020Q4 is potentially a lot of Ampere cards.
How many went to miners is unknown but Ampere has made it into the Steam survey, so lots are in gamer's hands too.
I don't think the shortage is a totally shortage but prices are crazy; way past what would make sense from miners only. Or at least miners who aren't totally caught up in hype and are able to add a few figures together as the RoI isn't that great and risky at the high prices.
CAT-THE-FIFTH (19-08-2021)
But,but all the materials are 1000x more expensive,so prices all need to rise past RRP in 2021,and RRPs for GPUs released in 2021 need to rise massively(I am looking at you RTX3070TI,RTX3080TI and RX6600XT)!
Sony announced recently,that a PS5 with a 300MM2~400MM2 SOC,16GB of GDDR6,a PCI-E 4.0 SSD,PSU,case,disk drive,etc is profitable at £450. So its quite clear even an RTX3060TI FE or RTX3070 FE is profitable at RRP using a cheaper process node. Its why I don't buy the excuses of GPUs having to be massively over RRP in 2021,or 2021 GPUs like the RTX3070TI/RTX3080TI/RX6600XT having very poor RRPs compared to 2020 releases. It seems PCMR,are the first to get ripped off all the time.
All these companies are doing is pricing stuff for the miners in 2021,just like they did even a few years ago. You could see that when the GTX1080 could be had cheaper than GTX1070TI GPUs,because GDDR5X wasn't great for mining at the time.
Last edited by CAT-THE-FIFTH; 19-08-2021 at 03:52 PM.
ohmaheid (19-08-2021)
Oh I think the start of it was all down to mining. All component supply was limited, but I could get some sort of CPU, ram, power supply, case etc. But no GPU, that was the only component that was just impossible to order.
GPUs started becoming available around the London fork for Ethereum, but we shall see what happens as total Eth hash rate seems to be right back up again atm
The thing is you can still get literally every other PC component at around RRP or slightly less. Laptops(both with IGPs and dGPUs) seem mostly OK to find,smartphones,cameras,TVs,etc all which should affected by the current issues are not too badly affected. I and others around me had no problems finding those parts in 2021. I have seen laptops with an RTX3060 and a 6 core CPU for as "low" as £900ish(might have been in the late £800 range IIRC) this year,and the mobile RTX3060 isn't a salvaged part like the desktop model. I would find it hard to believe an OEM is paying £500 for an RTX3060 card.
GPUs seem to be the only part which are massively affected,and if you look at the number made,its much more than normal. The only time we have seen a similar thing happen,with similar amount of GPUs shipped was the last mining boom. So,its not really a shortage of production(at least in the case of Nvidia),but more miners taking significant volume of retail GPUs. Only miners would be organised enough to do all the botting,because they did it last time too.
AMD,OTH,has diverted a lot of capacity towards consoles,so any AMD "shortage" has been planned by AMD,because they put dGPU production at a lower priority,over consoles and CPUs/APUs.
It wouldn't surprise me one bit if Nvidia/AMD marketing is just seeding information about "costs being higher" to justify the RRP and pricing increases. These RRPs were set during a pandemic in late 2020! People forget this,and Nvidia/AMD know very well what their production partners are doing for the next 12 months ahead(after all they are signing longterm contracts with them). Remember what happened with Fermi?? TSMC had to eat costs when they had yield problems,as Nvidia signed a per chip contract AFAIK(not per wafer).
Nvidia infact might have done something similar when the first Titan launched with its high RRP,ie,all of a sudden there was a "leaked" Nvidia document which had 28NM costs being "too high". That is the start point of when Nvidia really started to grow in revenue.
Last edited by CAT-THE-FIFTH; 20-08-2021 at 09:51 AM.
That also convinces me that this was originally all about mining. Right now I don't think it is, there has been so much pent up demand created that it will take a while to get GPUs back to a street price under RRP. The likes of an 8GB RX570 for £140 (which I got quite happily used to for a while) seems like an impossible dream at this point. My boss was considering getting an Nvidia card to replace his RX570 so he can do some stuff that is only on CUDA for example, and I wonder how many others there are out there in that position on top of the obvious gamers wanna and people getting ready for a new term (though from what I've seen new school/university year purchases are mostly laptops).
I look forwards to the leaked document saying that thanks to EUV simplifications costs are now too low![]()
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