Fudzilla confirms GT200 based cards are in terribly short supply

[Dark4ng3l]

http://www.fudzilla.com/content/view/18326/1/

Everyone was bashing Charlie when he said that GT200 were disappearing from the channels but this seems to confirm that the AIB partners have had almost no supply of them for months (probably preventing them from trying to compete with evergreen or R700 cards in terms of price) and that this has been severely hurting them.

I'm sure nvidia is doing alright with OEM sales of their lower to lower mid range cards but companies like XFX, BFG, etc. depend on having mid range and high end cards to sell at retail.

Makes you wonder about the "red BFG" rumors that Kyle from Hardocp commented on during CES. The profit margins on GTX4xx cards are probably going to be lower than expected 6 months ago and if you combine that with limited availability it might spell trouble for some card makers.

EDIT

http://www.shanebaxtor.com/2010/03/30/gtx-400-series-shipping-to-manufactures-after-easter/

I found this that seems to suggest another Fermi delay beyond the 2nd week of April.

File this under: Stuff We Already Know

-ViRGE

 

[Apocalypse23]

uh oh...Charlie has been spot on, no doubt.

 

[alyarb]

what a pity that is writing style must be so immature.

 

[Stoneburner]

Why does this matter? They are not price competitive so who is looking for them?

I suppose people who have a previous card and want to do SLI... that's about it.

 

[Dark4ng3l]

Why does this matter? They are not price competitive so who is looking for them?

I suppose people who have a previous card and want to do SLI... that's about it.

Well thats the point. They can't price their offerings competitively because they don't have any supply. If they started selling GTX285s for 200$ they would sell out in 4 days and then have nothing to sell at all. They are better off asking higher prices and selling the stock that they have slowly but at a higher price point.

If they had supply then they could compete on price.

 

[formulav8]

I'm really wondering what nVidia is telling their retail partners? nVidia has nothing above the $100 mark that wins in the bang for buck area (That I see currently) and has much of nothing to really even offer in the mid/upper area thats priced half way decently.

How can the nVidia onlys like BFG and eVGA keep doing business since mid-range is where their money is at? I guess they could be benefiting from the continuous renaming nvidia keeps doing but that will only go so far...


Jason

 

[happy medium]

I really don't think Nvidia's worried about it. Nvidia has there hand in so many other graphics markets and make so much more profit from them ,that discrete gamming gpu's for them is just like icing on the cake.

Looks like the gtx 480 delay screwed them up a bit.
If broke ass Ati can get over the 2900 card ,I'm sure a multy billion dollar company (that constistantly makes a profit) like Nvidia can overcome a delayed chip and short suppies.

I'm sure they will just make up for it in the 3rd and 4 quarters of this year.

Is AMD even turning in a profit yet? I think there still in the red right?

Edit: never mind it looks like after 13 months they did finally make a profit.
Well kind of, they made most of it on a law suit from Intel.

http://arstechnica.com/business/news/2010/01/amd-posts-first-profit-in-13-quarters.ars

 

[OCGuy]

They finished out the 09 with a strong profit, I'm sure they'll be fine

 

[Dark4ng3l]

Nowhere has anyone mentioned nvidia having large problems. The ones who are in trouble are their AIB partners as is mentioned in the OP.

Those guys can't survive with nothing competitive to sell because they don't have large deals with OEMs. They rely on retail sales of high end to mid range ad in boards.

 

[happy medium]

Nowhere has anyone mentioned nvidia having large problems. The ones who are in trouble are their AIB partners as is mentioned in the OP.

Those guys can't survive with nothing competitive to sell because they don't have large deals with OEMs. They rely on retail sales of high end to mid range ad in boards.

Partners ? there a dime a dozen . Nvidia has 14 of them.

And I'm sure many of them will make cards for both companies when the gtx 480,470 comes out in April and the rest of there chips that come out in June.

 

[happy medium]

I'm really wondering what nVidia is telling their retail partners? nVidia has nothing above the $100 mark that wins in the bang for buck area (That I see currently) and has much of nothing to really even offer in the mid/upper area thats priced half way decently.

How can the nVidia onlys like BFG and eVGA keep doing business since mid-range is where their money is at? I guess they could be benefiting from the continuous renaming nvidia keeps doing but that will only go so far...


Jason

Its been proven time and time again that Nvidia can sell there cards at a higher price/profit because they are the Ferrarii of the graphics world. And people always pay extra for the Ferrarii because it's the best. Or thought to be the best.

 

[OCGuy]

Is there any way to get Palit, Galaxy, etc to go to ATi exclusively?

 

[Dark4ng3l]

Is there any way to get Palit, Galaxy, etc to go to ATi exclusively?

You mean you don't want them to drag on the supply of boards that you want better companies to get (as in they suck?)

 

[happy medium]

Why does this matter? They are not price competitive so who is looking for them?

I suppose people who have a previous card and want to do SLI... that's about it.

People that want/need the fastest cards on the market, thats who.
Those who bought the fastest card every year for the past 4/5 years.
8800gtx, gtx 285.

All those who bought the 6800gt,7600gt,8800gt ,and the gtx 260 will buy from Nvidia again. And we all know how much those cards sold.

Those board partners made plenty of money and will make plenty more.

 

[ArchAngel777]

This must have been what EVGA meant when they said they are out of stock on my RMA part (GTX 280). My RMA was received over 9 business days ago. So I called them and the customer support fellow told me they were having trouble getting those in stock... He said they also have no time-frame as to when I might get my replacement card. Makes me wonder... When I RMA'd my other GTX 280 9 months before this one, it was a speed turn-around. So they must have short supply, and also mention that I was not the only person whos RMA has been severely delayed...

 

[happy medium]

This must have been what EVGA meant when they said they are out of stock on my RMA part (GTX 280). My RMA was received over 9 business days ago. So I called them and the customer support fellow told me they were having trouble getting those in stock... He said they also have no time-frame as to when I might get my replacement card. Makes me wonder... When I RMA'd my other GTX 280 9 months before this one, it was a speed turn-around. So they must have short supply, and also mention that I was not the only person whos RMA has been severely delayed...

Sucks to hear that.
Hey, you might get lucky and get a gtx 4xxx series!
They should have plenty of gtx 470's in a week or two.

 

[shangshang]

Sucks to hear that.
Hey, you might get lucky and get a gtx 4xxx series!
They should have plenty of gtx 470's in a week or two.

yeah and they'll charge you for the difference. It ain't gonna be free bud.

 

[Udgnim]

Charlie did have some article talking about Nvidia EOLing the GTX 260+ line except for the GTX 295

 

[RussianSensation]

If broke ass Ati can get over the 2900 card ,I'm sure a multy billion dollar company (that constistantly makes a profit) like Nvidia can overcome a delayed chip and short suppies.

What are you talking about? Have you even looked at the financial results?

google finance your information to see how wrong you are.

AMD - Net Income for the year ending December 26, 2009: +$379 million
NVDA - Net Loss for the year ending January 31, 2010: -$68 million

AMD - Net Change in Cash for the year ending December 26, 2009: +$724 million
NVDA - Net Change in Cash for the year ending January 31, 2010:
+$30 million

AMD had $4.2B of long-term debt vs. $24 Million of total debt for NVDA. The absence of debt obligations is the only thing keeping NV's cash flow afloat right now. If NV had similar long-term debt obligations, they would be in a horrible state. Not to mention that AMD must allocate its R&D spending among its GPU and CPU divisions (i.e., more likely than not a disproportionate amount of funds is spent towards preparing for the launch of Bulldozer).

 

[Stoneburner]

People that want/need the fastest cards on the market, thats who.
Those who bought the fastest card every year for the past 4/5 years.
8800gtx, gtx 285.

All those who bought the 6800gt,7600gt,8800gt ,and the gtx 260 will buy from Nvidia again. And we all know how much those cards sold.

Those board partners made plenty of money and will make plenty more.

I cannot fathom your point. People who want the fastest card on the market are looking for a gtx285?

 

[happy medium]

What are you talking about? Have you even looked at the financial results?

google finance your information to see how wrong you are.

AMD - Net Income for the year ending December 26, 2009: +$379 million
NVDA - Net Loss for the year ending January 31, 2010: -$68 million

AMD - Net Change in Cash for the year ending December 26, 2009: +$724 million
NVDA - Net Change in Cash for the year ending January 31, 2010:
+$30 million

AMD had $4.2B of long-term debt vs. $24 Million of total debt for NVDA. The absence of debt obligations is the only thing keeping NV's cash flow afloat right now. If NV had similar long-term debt obligations, they would be in a horrible state. Not to mention that AMD must allocate its R&D spending among its GPU and CPU divisions (i.e., more likely than not a disproportionate amount of funds is spent towards preparing for the launch of Bulldozer).

ok, Consitantly except for a few quarters. Better?

 

[happy medium]

I cannot fathom your point. People who want the fastest card on the market are looking for a gtx285?

What you question that the 8800gtx and gtx 285 where not the fastest cards in the past few years? ANd now the gtx 480.

If you say dual gpu ,you have the 9800gx2 and the gtx 295 and ...yet to be announced gtx 4xxx.

Since the 1950xtx,they have had the fastest cards. Period end of story.
I don't count the fews months here and there that ATI held the crown.

 

[Stoneburner]

What you question that the 8800gtx and gtx 285 where not the fastest cards in the past few years? ANd now the gtx 480.

If you say dual gpu ,you have the 9800gx2 and the gtx 295 and ...yet to be announced gtx 4xxx.

WTF are you talking about!

My question: Who the fuck wants a gtx200 series card?

Your answer: People who want the best!

My response: WTF ARE YOU TALKING ABOUT!

Your surrebutal: GTX200 series were the fastest cards!

My latest response: WTF ARE YOU TALKING ABOUT!

 

[happy medium]

yeah and they'll charge you for the difference. It ain't gonna be free bud.

The difference? Whats the difference in msrp from a gtx 285 and a gtx 470?
They might owe you money?

edit: yea, I was right the gtx 285 launched at 399$ So yea a good even trade.

http://news.softpedia.com/news/NVIDIA-Unleashes-GTX-285-and-GTX-295-at-CES-101531.shtml

 

[huddy]

I don't count the fews months here and there that ATI held the crown.

I don't really count the few years here and there that intel has more 1337 cpus than AMD either...

lol fanboy.