Nvidia to blame for its 600 shortage?

[KompuKare]

Why do I get the feeling that you'd need thick skins to participate in Danish forums?

 

[Jaydip]

Don't draw such a hasty conclusion,I don't think the danish guys appreciate him very much either

 

[SirPauly]

Jen-Hsun Huang

Yields of 28 are probably the best of any new node that TSMC has ever done. They've done a great job with 28, and I think that it also explains the demand on their 28. It's yielding wonderfully at this point in its ramp.

http://seekingalpha.com/article/581...3-results-earnings-call-transcript?part=qanda

 

[Lonbjerg]

Why do I get the feeling that you'd need thick skins to participate in Danish forums?

The language is much more free than here eg. in most of Denmark.
That forum is unmoderated.
Staff will very rarely step in...so yeah...thick skin required if you are from the US
But hardware prices much higher here

 

[Gloomy]

http://seekingalpha.com/article/581...3-results-earnings-call-transcript?part=qanda

They're just playing nice now that mommy decided to step in and give them the ball.

five hours in mspaint

 

[SirPauly]

I've offered this link a few times:

Morris Chang of TSMC with Jen-Hsun Huang of nVidia:

http://www.youtube.com/watch?v=u-x7PdnvCyI

An older video but certainly a nice watch from a computer history point-of-view.

 

[coffey]

[redacted]

Coffey, what happened at newz.dk needs to stay at newz.dk. We do not tolerate posters bringing over baggage from other forums. You need to resolve your problems over there as we sure as heck don't want them over here. And Lon, if you're reading this that goes for you too.

Furthermore we do not allow profanity.

-Thanks
ViRGE

 

[exar333]

[redacted]

Posts like this calling-out members is not allowed here. Reported.

Edit: If you have issues with members, take it to the mods.

 

[SirPauly]

And I still find that sontin writes a load of BS, because he draws conclutions from his own opinions and links to a quarterly result that is worse than the one before, and he calims that is great news.

Sontin is using official guidance data from nVidia themselves. Offered a link to you.

 

[coffey]

#ExarKun333

OK, I will not repeat it. That guy has created enough bad mood on one forum, and I will not allow him to pull me into arguing with him here.

#SirPauly

I think I should keep quiet on that topic, as I am biased due to activities on an unrelated forum.

On Topic:

I don't think NVIDIA has any more problems than everybody else at 28 nm. Supply is very limited and charlie has grabbed a chance to write a long rant because the cards are selling like hot cakes.

NVIDIA had problems at 40 nm and people will easily believe they are having problems at 28 nm.

 

[krumme]

Okey so NV started their record year by halfing net income YY.

The rest of the year must be pretty rosy then. So you expect q2 to be fine then because of 28nm capacity skyrocketed in may?

And the HTC X and tablets and windows 8 will save q3 because Samsungs ambitions and 32nm hkmg will suddenly die, and the rest is saved by desktop 660ti sold in "i can not give you the numbers but its in the thousands"?

Explain to me where the record come from, because i can not understand it?

This business is just turning more and more red. No more wood screews flying here, pilots and biceps in t-shirts, instead a quiet JHH.

 

[krumme]

"Our GAAP and non‐GAAP gross margins were negatively impacted in the first quarter as a result of the lack of 28nm supply for our new Kepler generation GPU products. With limited supply of our new highend Kepler generation GPU in desktop, mix shifted to our mainstream business, particularly to our OEM customers. The result was a higher mix of mainstream GPU product sales and a decrease to our gross margins, as compared with the prior quarter. "

Jen-Hsun Huang

"Yields of 28 are probably the best of any new node that TSMC has ever done. They've done a great job with 28, and I think that it also explains the demand on their 28. It's yielding wonderfully at this point in its ramp. "

Ohh- i am so sorry i stabbed you in the back

 

[sontin]

Non-Gaap net income was $96 Millions, 60% higher than analysts expected.

/edit: Comparing with last year there is no real difference: $962 Millions revenue, 50.4% marge: http://seekingalpha.com/article/269...sses-q1-2012-results-earnings-call-transcript

 

[krumme]

Anandtech:
"For the first quarter of FY2013 NVIDIA booked $924M in revenue, with a net income of $60M. This is compared to $962M in revenue with $135M in net income for Q1 of FY2012, meaing for a year-over-year basis NVIDIA’s revenue is slightly down while their net income has taken a larger hit."

That was better than analyst expected. But is that nessesary a good sign? If its because more than expected of income is from lower end, where is the progress to come from? IB and Trinity is comming big time?, and pitcarn is very effective mm2/perf.

I have trouble seeing how both NV and AMD can earn any serious margins in this compettitive market. They are both hard pressed now.

Earning is just down the drain now, the good times is over. For most that just means the prices will stay high for the new gfx

 

[sontin]

nVidia is in a transition phase. Last year they had the full Fermi v2 lineup on the market. nVidia said that their gross margins are higher with Kepler than with Fermi. What they need is more supply.

The guidance for Q2 is higher than last year - even at the lower end. So the gap between the revenue will decrease. Right now they are on the track for a $4+ Billions year.

 

[krumme]

The gross margins is perhaps better for kepler than fermi, even regardless of wafer pricing model, but the kepler line, is tied to a very little segment of the market. And besides 28nm demand will continue to be strong. And the 40nm tegra 3 is comming into competion over its head.

The revenue will probably be 4+ and so what? The net income is going down. I fail to see where they will get the income. ?? i dont care about guidance, but there must be something in it or what?

Income is what its about, and what NV have been good at. Earning money (hell they used to be a money cannon ). Now they are just getting into the same highly compettive mess as AMD.

Where is the transistion leading?

 

[f1sherman]

you fail to see where they will get the income.

boo-hooo cry me a river

in an extremely difficult and supply constrained transitional quarter they earned $60M net income

look at the 670 and you will see that margins will be higher then Fermi, once supply issue is dealt with

 

[krumme]

you fail to see where they will get the income.

boo-hooo cry me a river

in an extremely difficult and supply constrained transitional quarter they earned $60M net income

look at the 670 and you will see that margins will be higher then Fermi, once supply issue is dealt with

once supply issue is dealth with...

boo-hooo cry me a river

They should be glad they have 40nm on friends price as this is where the money is earned now. What about next q? Shall we have a guess, income from 40nm...? What about q3?

Perhaps its not a transitional quarter.

 

[sontin]

The gross margins is perhaps better for kepler than fermi, even regardless of wafer pricing model, but the kepler line, is tied to a very little segment of the market. And besides 28nm demand will continue to be strong. And the 40nm tegra 3 is comming into competion over its head.

They are selling every 28nm GPU. The Kepler market is big enough that they expect a lack of supply until end of the year.

The revenue will probably be 4+ and so what? The net income is going down. I fail to see where they will get the income. ?? i dont care about guidance, but there must be something in it or what?

Lol? They made $60 Millions last quarter. So what is the problem? nVidia has nearly $3 Billions in Cash and no debt.

Income is what its about, and what NV have been good at. Earning money (hell they used to be a money cannon ). Now they are just getting into the same highly compettive mess as AMD.

Where is the transistion leading?

nVidia is increasing their revenue and their gross margin. AMD did not archived this over the last few years. Now they have more money to spend. That's the reason why the opex increased.

 

[3DVagabond]

They are selling every 28nm GPU. The Kepler market is big enough that they expect a lack of supply until end of the year.



Lol? They made $60 Millions last quarter. So what is the problem? nVidia has nearly $3 Billions in Cash and no debt.



nVidia is increasing their revenue and their gross margin. AMD did not archived this over the last few years. Now they have more money to spend. That's the reason why the opex increased.

The point is the $60M is down on last year and the last quarter. That is bad, no matter how much lipstick you put on it. I'm not saying they are going out of business. I promise you though, Jensen isn't dancing in the street about it.

From Krumme:
"Our GAAP and non‐GAAP gross margins were negatively impacted in the first quarter as a result of the lack of 28nm supply for our new Kepler generation GPU products. With limited supply of our new highend Kepler generation GPU in desktop, mix shifted to our mainstream business, particularly to our OEM customers. The result was a higher mix of mainstream GPU product sales and a decrease to our gross margins, as compared with the prior quarter. "

Jen-Hsun Huang

He says that supply for 28nm is a problem. He doesn't say what caused those supply problems. All those who say supply of the 680 isn't an issue though, please read this until you get it.

 

[ShintaiDK]

Did anyone remember AMDs result?

http://www.anandtech.com/show/5764/amd-q112-earnings-report-158b-revenue-590m-net-loss

Or Intel?
http://newsroom.intel.com/community...-reports-first-quarter-revenue-of-129-billion

I would say nVidias look very good.

 

[blastingcap]

From a consumer standpoint, you should hope that AMD continues to put up a good fight, even if you prefer NV. Else NV gets a monopoly and monopoly pricing.

 

[Danik]

Anandtech:
"For the first quarter of FY2013 NVIDIA booked $924M in revenue, with a net income of $60M. This is compared to $962M in revenue with $135M in net income for Q1 of FY2012, meaing for a year-over-year basis NVIDIA’s revenue is slightly down while their net income has taken a larger hit."

That was better than analyst expected. But is that nessesary a good sign? If its because more than expected of income is from lower end, where is the progress to come from? IB and Trinity is comming big time?, and pitcarn is very effective mm2/perf.

I have trouble seeing how both NV and AMD can earn any serious margins in this compettitive market. They are both hard pressed now.

Earning is just down the drain now, the good times is over. For most that just means the prices will stay high for the new gfx

Better than analysts expectations is not necessarily a good sign, however, if people priced in financials that were far worse it is great if you own stock in the company. Fundamentally I see no reason why Nvidia is out of the game. While 680 GTX cards have been in short supply, it seems like there was quite a bit of supply of 670s that for the most part are trailing the 680 while beating a 7970 stock. The OC potential is also good enough that it hangs with the big boys for a normal gamer resolution of 1920x1080 or 1200. The only downside is the questionable performance in 3d surround in the future, which for a majority of people is not a factor.

 

[RussianSensation]

I have trouble seeing how both NV and AMD can earn any serious margins in this compettitive market. They are both hard pressed now. Earning is just down the drain now, the good times is over. For most that just means the prices will stay high for the new gfx

PC Gaming Hardware Market to Hit $23.6 Billion in 2012 Says Jon Peddie Research

"In its 33 country analysis of the gamer market, JPR has found very strong demand in the BRIC countries for systems, accessories, and upgrades approaching $4.7 billion in 2012 and growing to $7.7 billion by 2015. the financial engine of the world's most elite gaming platform is fully fueled and will drive the global market to $32 billion by 2015. "

54 million PC gamers in the world
"Jon Peddie Research are estimating that there are 54 million Performance and Enthusiast class PC gamers worldwide. JPR thinks that by 2015 there will be 72 million PC gamers by 2015, by whichs it means enthusiast and performance class PC gamers spend more than $1000 on near gear."

Regarding margins, 294mm^2 chip for $400-500 is a lot cheaper to produce than 520 mm^2 chip at $500 even if wafer prices rose 20% (this is a very simplistic though since NV/AMD don't sell chips for $400 to AIBs, but you get the picture that manufacturing costs would be lower vs. gross margins since die sizes are shrinking). Also, don't forget NV has very high margins on their Tesla and Quadro lines that help increase overall margins.

AMD also raised prices on GPUs across the board. Their margins should be at least as good as during HD4800/5800/6900 generations. With <$100 desktop discrete GPU market pretty much dead, we can expect the average selling prices of GPUs to increase in the next 3-5 years, where mid-range market will shift from the historical $200 price bracket to $250-350. We are starting to see that now. When we are competing for limited resources/supply with the rest of the world, $300-400 GPUs may seem cheap to millions of people in emerging markets.

 

[3DVagabond]

Regarding margins, 294mm^2 chip for $400-500 is a lot cheaper to produce than 520 mm^2 chip at $500 even if wafer prices rose 20%

This is assuming yields allow them to take advantage of the increased number of chips per wafer. Remember, these chips have to be working.

I honestly think that compared to Intel, they're making crap. Nobody seems outraged with Intel's margins though.