Nvidia to blame for its 600 shortage?

[Dark Shroud]

Probably because Intel invests billions of their own money into their fabs.

 

[Destiny]

Just FYI... most of these earnings reports are on revenue (revenue from GLOBAL & USA Sales) that are necessary for their investors and for USA tax purposes...

MOST of their global sales revenue are recorded, recognized, and kept in international bank accounts through their international subsidaries which is perfectly legal and done to avoid to pay corporate taxes in the USA... AND ARE NOT included in their earnings call/reports for USA...

EVERY MAJOR Company does this... i.e. Cisco, GE, Exxon Mobil, etc all keep billions of dollars of revenue (More in their internantional accounts than USA!) - if they report them and bring them over to USA to put in their USA bank accounts = tax hit!

But back on topic... I just received $70 worth of CC rebate cards today in the mail from other PC component purchases... used them to purchase AMAZON gift cards and apply them to my AMAZON account... and GTX 670 cards are now all out of stock and only price gougers are selling them!! Nvidia FAIL!! :'(

 

[3DVagabond]

Just FYI... most of these earnings reports are on revenue (revenue from GLOBAL & USA Sales) that are necessary for their investors and for USA tax purposes...

MOST of their global sales revenue are recorded, recognized, and kept in international bank accounts through their international subsidaries which is perfectly legal and done to avoid to pay corporate taxes in the USA... AND ARE NOT included in their earnings call/reports for USA...

EVERY MAJOR Company does this... i.e. Cisco, GE, Exxon Mobil, etc all keep billions of dollars of revenue (More in their internantional accounts than USA!) - if they report them and bring them over to USA to put in their USA bank accounts = tax hit!

But back on topic... I just received $70 worth of CC rebate cards today in the mail from other PC component purchases... used them to purchase AMAZON gift cards and apply them to my AMAZON account... and GTX 670 cards are now all out of stock and only price gougers are selling them!! Nvidia FAIL!! :'(

I know you didn'task for anyone's opinion, but here's something for free.

I would only recommend the Gigabyte or the Galaxy that use the 680 PCB. They're a bit more, but that little 1/2 of a board that comes on the reference design looks like it's just not up to the task. Also, I've read that the Gigabyte model has voltage control.

Hopefully these won;t be as difficult to find as the 680's are.

 

[Destiny]

I know you didn'task for anyone's opinion, but here's something for free.

I would only recommend the Gigabyte or the Galaxy that use the 680 PCB. They're a bit more, but that little 1/2 of a board that comes on the reference design looks like it's just not up to the task. Also, I've read that the Gigabyte model has voltage control.

Hopefully these won;t be as difficult to find as the 680's are.

I would consider Gigabyte because their USA office is just 3 minutes from my office so it would be an easy RMA if needed for warranty service (Yes, I live and work near NewEgg, EVGA, Gigabyte, MSI, and a bunch of tech firms that have USA branch offices in So Calif.)

I wonder if Gigabyte's card runs cooler and quiter than EVGA's... But I think they are sold out too! :'(

 

[3DVagabond]

I would consider Gigabyte because their USA office is just 3 minutes from my office so it would be an easy RMA if needed for warranty service (Yes, I live and work near NewEgg, EVGA, Gigabyte, MSI, and a bunch of tech firms that have USA branch offices in So Calif.)

I wonder if Gigabyte's card runs cooler and quiter than EVGA's... But I think they are sold out too! :'(

It would be a real shame for them to make a card to differentiate themselves from the rest and then not have stock. Hopefully nVidia has a decent supply of chips not already earmarked for reference boards.

Edit: The Windforce III cooler has received nothing but great reviews. Quiet and efficient.

 

[SirPauly]

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.

No one, that I recall, said there wasn't supply issues obviously because it was tough to get them but what some where clamoring was because of poor and crappy yields on 28nm. Get what?

 

[SirPauly]

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.

Or if AMD becomes a monopoly - makes no difference which company in my mind-set. It's strong competition and executing in similar windows that may offer some value to the consumer -- without it -- consumers usually have to pay added premiums for their performance, imho!

 

[PlasmaBomb]

Arcording to those stats, GTX 680 outsells HD7970 9 to 1.

Huh? The HD 7970 accounts for 0.36% of users and the GTX 680 only accounts for 0.22% of users. So the HD 7970 has sold ~164% better than the GTX680...

 

[hawtdawg]

Not surprising. AMD/ATI has always had a better handle on newer fab processes. It would explain why you can buy AMD's entire range of products while not being able to buy any 680's.

 

[3DVagabond]

No one, that I recall, said there wasn't supply issues obviously because it was tough to get them but what some where clamoring was because of poor and crappy yields on 28nm. Get what?

There have been many times when supply being an issue has been mentioned the response has been, "Only in the US." Or, "There just selling 9 to 1 over the 7970. There's no shortage." Come on SirPauly, don't act like you just showed up here or something.

 

[Dark Shroud]

I would consider Gigabyte because their USA office is just 3 minutes from my office so it would be an easy RMA if needed for warranty service (Yes, I live and work near NewEgg, EVGA, Gigabyte, MSI, and a bunch of tech firms that have USA branch offices in So Calif.)

I wonder if Gigabyte's card runs cooler and quiter than EVGA's... But I think they are sold out too! :'(

Newegg has the 7950 Windforce for $400 in stock. The 7970 model is currently sold out. Everyone who has these models seem to love them. They OC pretty high while staying cool & quiet as well. It really is a good cooler design.

 

[ShintaiDK]

Huh? The HD 7970 accounts for 0.36% of users and the GTX 680 only accounts for 0.22% of users. So the HD 7970 has sold ~164% better than the GTX680...

You look at lifetime sales rather than month.

 

[ShintaiDK]

Probably because Intel invests billions of their own money into their fabs.

And because Intel can tailor both design and processnode together for maximum efficiency in whatever they choose.

TSMC, GF etc is forced to use relatively generic nodes as a foundry.

 

[SirPauly]

There have been many times when supply being an issue has been mentioned the response has been, "Only in the US." Or, "There just selling 9 to 1 over the 7970. There's no shortage." Come on SirPauly, don't act like you just showed up here or something.

Ironically, remember posters clamoring the reasons for the lack of availability of the GTX 680 were because of poor and crappy yields with 28nm.

 

[3DVagabond]

Ironically, remember posters clamoring the reasons for the lack of availability of the GTX 680 were because of poor and crappy yields with 28nm.

So, do you think that there's less demand for the 670? Or do you think that maybe there are simply a lot more of them than fully functional 680's? Seeing as how stocks at this point are holding up much better than the 680's did. It all points to there not being as many fully functional chips, which would speak directly to yields.

 

[SirPauly]

Huh? The HD 7970 accounts for 0.36% of users and the GTX 680 only accounts for 0.22% of users. So the HD 7970 has sold ~164% better than the GTX680...

As of right now but when breaks down or looks at the first two months of each competitor -- they were virtually identical but the key is AMD had half-a-month more, no competitors with 28nm and nVidia was surrounded by 28nm competition and half-a-month less obviously.

The key is when AMD had competition with the GTX 680 in April, well, their growth hit a resistance wall, while nVidia did not. AMD may of witnessed similar official data and may be the reasons for the price-drops, adding gaming bundles, tweaking HD 7970's -- all potentially to help or spur AMD sales or growth.

Steam data should be looked at with caution but may offer some insight and certainly adds some value for forum discussions..

 

[3DVagabond]

As of right now but when breaks down or looks at the first two months of each competitor -- they were virtually identical but the key is AMD had half-a-month more, no competitors with 28nm and nVidia was surrounded by 28nm competition and half-a-month less obviously.

The key is when AMD had competition with the GTX 680 in April, well, their growth hit a resistance wall, while nVidia did not. AMD may of witnessed similar official data and may be the reasons for the price-drops, adding gaming bundles, tweaking HD 7970's -- all potentially to help or spur AMD sales or growth.

Steam data should be looked at with caution but may offer some insight and certainly adds some value for forum discussions..

There's no doubt in my mind that the 680 has a major negative impact on 7970 sales. Even if people couldn't get them many didn't want the 7970 anymore. Not at $550+. People who generally prefer nVidia totally lost any desire for it. There are a lot more people, who given the choice, will take nVidia over AMD than the other way around.

 

[SirPauly]

So, do you think that there's less demand for the 670? Or do you think that maybe there are simply a lot more of them than fully functional 680's? Seeing as how stocks at this point are holding up much better than the 680's did. It all points to there not being as many fully functional chips, which would speak directly to yields.

Talking out my *ss mode:

What I think is yields may be improved over time and nVidia is constrained with 28nm and would like more wafers. They're so constrained they may have to allocate the 28nm wafers where it makes the most sense to them -- this is the reason why there is a strong mix of mostly 40nm than 28nm.

The demand of the GTX 680 may of been higher than expected for nVidia but obviously nVidia has to do a better job of improving the supply to meet demand.

nVidia's margins were a bit above guidance for the 1st quarter of 2013, so things may be improving and may improve in the second quarter.

Personally don't expect to see constraints be alleviated to the fiscal fourth quarter and may see margins around 55 percent.

I don't believe yields were poor and crappy -- if they were, nVidia's numbers would be effected much more.

 

[sontin]

A small update to the topic:

http://store.steampowered.com/hwsurvey/videocard/

 

[Lonbjerg]

A small update to the topic:

http://store.steampowered.com/hwsurvey/videocard/

Kinda support the claim about NVIDIA moving large quanteties of GPU, but the demand is larger than production.

 

[Obsoleet]

Nvidia to blame for its 600 shortage?

Who else would be to blame? It's their product, they are in control of how to manage the production and release of it. Of course it's their fault.

 

[SirPauly]

nVidia is to blame -- they created a strong balanced product with strong demand.

 

[Jaydip]

Awesome Pauly

 

[Keysplayr]

nVidia is to blame -- they created a strong balanced product with strong demand.

Those bastages!

 

[tviceman]

A small update to the topic:

http://store.steampowered.com/hwsurvey/videocard/

But that can't be true. Nvidia is having massive yield issues and has barely shipped any gtx680's. Charlie said so himself. Steam's survey is horrible and should be discarded because it doesn't reflect what Charlie says.