Nvidia to blame for its 600 shortage?

[boxleitnerb]

There is another possibility:

Nvidia supplies many parts to OEM partners (GK106/107). As the total capacity of 28nm wafers is limited, they might have known that their desktop chips will be in low supply and just given priority to the mobile space as they have contracts to fulfill. So rather than a manufacturing issue, it might be an allocation issue.

 

[blastingcap]

Given that GK110 is supposed to launch tomorrow and they've already taken like 150k preorders for Kepler-based Teslas, I bet they gave that high priority. The professional (HPC and pro graphics) cards are the big cash cows, not consumer stuff like GeForce gaming cards. http://vr-zone.com/articles/how-the...-prime-example-of-nvidia-reshaped-/15786.html Those lower-margin consumer cards may get lower priority and thus be more supply constrained.

 

[blackened23]

Oops, guess the GK110 isn't launching after all.

http://www.brightsideofnews.com/new...esla-card3b-8gb-ecc-gddr52c-weak-dp-rate.aspx

 

[boxleitnerb]

GK110 launching now was never a question. They will present the architecture of BigK, akin to September 2009 when they released a whitepaper on Fermi. No person in their right mind would think that GK110 would launch 2 months after tape out...

 

[3DVagabond]

GK110 launching now was never a question. They will present the architecture of BigK, akin to September 2009 when they released a whitepaper on Fermi. No person in their right mind would think that GK110 would launch 2 months after tape out...

Just shows, You can fool some of the people all of the time.

 

[SirPauly]

I'd like to point out, for the chaps debating the steam stats, that the 7970 saw the exact same rate of adoption, in the first two months after launch, as the 680

Glad you noticed. One launched early in the month; the other later in the month.

 

[SirPauly]

Oops, guess the GK110 isn't launching after all.

http://www.brightsideofnews.com/new...esla-card3b-8gb-ecc-gddr52c-weak-dp-rate.aspx

Interesting -- personally expected a deep dive discussion into Kepler's improvements with their double precision architecture from a performance and efficiency stand-point -- maybe there may be both. Interesting, wonder what nVidia can do with the GK-104 with compute?

 

[ShintaiDK]

Nothing against arabs but ME isn't exactly what I'd call Silicon Valley save maybe Israel. GF was doomed under that direction. Anyway what about Samsung?

I would place Samsung at 3½-4 years. People need to know priority 1 is to make money. And those chips Samsung produce will be sold for a very low price. Its basicly only x86 CPUs and GPUs that can fetch a high price. (Volume wise.)

 

[sontin]

Samsung is producing 32nm right now. They are on par with TSMC with the Low-Power process.

Samsung could be a future alternative for nVidia and Co if they are looking for another place to produce their chips.

 

[Grooveriding]

Oops, guess the GK110 isn't launching after all.

http://www.brightsideofnews.com/new...esla-card3b-8gb-ecc-gddr52c-weak-dp-rate.aspx

Wow, interesting.

Sounds like there have been some serious roadblocks and hurdles for nvidia in producing GK110 if they are going this route for their compute customers.

With the lack of much in the way of any compute prowess in GK104, can we assume the chips used will be an iteration of GK104, rather than the same chip we see in 680/670 ?

 

[3DVagabond]

Wow, interesting.

Sounds like there have been some serious roadblocks and hurdles for nvidia in producing GK110 if they are going this route for their compute customers.

With the lack of much in the way of any compute prowess in GK104, can we assume the chips used will be an iteration of GK104, rather than the same chip we see in 680/670 ?

There's probably some software crippling going on with GTX 670/680. It's pretty typical for them to do that. It's obviously not full blown GK110, but I'm sure it will be better than the Geforce cards.

 

[Lonbjerg]

Hint:
Cache

 

[sontin]

nVidia released their Q1 2013 financial:
Gross Margin at 50,1%, expected to grow between 50,2 - 52,2%.

"Kepler GPUs are accelerating our business," said Jen-Hsun Huang, president and chief executive officer of NVIDIA. "Our newly launched desktop products are winning some of the best reviews we've ever had. Notebook GPUs had a record quarter.

http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1695050&highlight=

And revenue should go up between 7% and 13,5%. They are on track for a record year. And think about this: What a year would it if they could produce Kepler?

 

[SirPauly]

Yep, must be all those poor and crappy yields and extreme fear mongering, while nVidia's margins were above guidance.

 

[Lonbjerg]

Yep, must be all those poor and crappy yields and extreme fear mongering, while nVidia's margins were above guidance.

I find it funny, in a morbid way, to look at all the negative posts dooming NVIDIA...just to be pwned by reality...as NVIDIA approch a record year.

Char-lie must be really mad today

 

[ShintaiDK]

I find it funny, in a morbid way, to look at all the negative posts dooming NVIDIA...just to be pwned by reality...as NVIDIA approch a record year.

Char-lie must be really mad today

Oh indeed!

I just bought a Zotac GTX 670 2GB today for the GF. You know, this second fastest single GPU in the world from this dying company with faulty chips and low yields that sells like hotcakes and reap in huge profits. Unlike a certain other company.

Charlie is so bad he couldnt even work for Se og Hør :biggrin:

 

[coffey]

nVidia released their Q1 2013 financial:
Gross Margin at 50,1%, expected to grow between 50,2 - 52,2%.

http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1695050&highlight=

And revenue should go up between 7% and 13,5%. They are on track for a record year. And think about this: What a year would it if they could produce Kepler?

Don't post BS.

Nowhere on that site do they claim what you write. A clear error in your quotes is that you have used , for a decimal separator, in the US . is used to signify decimals.

You have angered me enough to register on this forum. I am a happy NVIDIA user and I am ashamed someone like you spreads lies of such a shameful calibre.

NVIDIA is doing fine, but they are not experiencing the growth you stupid fanboi brain is imagining.

Because of you people in Denmark have to suffer pain and agony from random forum trolls who quote at random, just look how fast your BS ended up in a danish forum:
http://newz.dk/amd-goer-klar-til-ny-version-af-radeon-hd-7970-grafikkort/page2

 

[3DVagabond]

• GAAP Quarterly Financial Comparison (in millions except per share data)
  ----------------------------------------------------------------------------
  Q1 FY13 Q4 FY12 Q/Q
  ----------------------------------------------------------------------------
  Revenue $924.9 $953.2 down 3%
  ----------------------------------------------------------------------------
  Gross margin 50.1% 51.4% down 1.3 p.p.
  ----------------------------------------------------------------------------
  Operating expenses $390.5 $367.7 up 6.2%
  ----------------------------------------------------------------------------
  Net income $60.4 $116.0 down 47.9%
  ----------------------------------------------------------------------------
  Earnings per share $0.10 $0.19 down 47.4%
  ----------------------------------------------------------------------------
  
  
  ---------------------------------------------------------------------
  Non-GAAP Quarterly Financial Comparison* (in millions except per share data)
  ---------------------------------------------------------------------
  Q1 FY13 Q4 FY12 Q/Q
  ---------------------------------------------------------------------
  Revenue $924.9 $953.2 down 3%
  ---------------------------------------------------------------------
  Gross margin 50.4% 52.5% down 2.1 p.p
  ---------------------------------------------------------------------
  Operating expenses $348.0 $325.2 up 7%
  ---------------------------------------------------------------------
  Net income $97.5 $158.1 down 38.3%
  ---------------------------------------------------------------------
  Earnings per share $0.16 $0.26 down 38.5%
  ---------------------------------------------------------------------

The only figure that's higher is operating expenses. Doesn't look so rosey from these figures. Am I reading something wrong?

 

[Lonbjerg]

Oh indeed!

I just bought a Zotac GTX 670 2GB today for the GF. You know, this second fastest single GPU in the world from this dying company with faulty chips and low yields that sells like hotcakes and reap in huge profits. Unlike a certain other company.

Charlie is so bad he couldnt even work for Se og Hør :biggrin:

Or Ekstrabladet...his "articles" look like something from Nationen

 

[Genx87]

nVidia released their Q1 2013 financial:
Gross Margin at 50,1%, expected to grow between 50,2 - 52,2%.

http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1695050&highlight=

And revenue should go up between 7% and 13,5%. They are on track for a record year. And think about this: What a year would it if they could produce Kepler?

Clearly a company on the way out. Maybe 2 years tops!

 

[SirPauly]

Don't post BS.

Nowhere on that site do they claim what you write. A clear error in your quotes is that you have used , for a decimal separator, in the US . is used to signify decimals.

You have angered me enough to register on this forum. I am a happy NVIDIA user and I am ashamed someone like you spreads lies of such a shameful calibre.

NVIDIA is doing fine, but they are not experiencing the growth you stupid fanboi brain is imagining.

Because of you people in Denmark have to suffer pain and agony from random forum trolls who quote at random, just look how fast your BS ended up in a danish forum:
http://newz.dk/amd-goer-klar-til-ny-version-af-radeon-hd-7970-grafikkort/page2

Good Grief! It was in the conference call and this is the data in a transcript:

Outlook

Our outlook for the second quarter of fiscal 2013 is as follows:

Revenue is expected to be between $990 million and $1.05 billion.

GAAP gross margin is expected to be 51.2 percent, plus or minus one percentage point. Non-GAAP gross margin is expected to be 51.5 percent, plus or minus one percentage point.

http://seekingalpha.com/news-articl...al-results-for-first-quarter-fiscal-year-2013

 

[Jaydip]

Don't post BS.

Nowhere on that site do they claim what you write. A clear error in your quotes is that you have used , for a decimal separator, in the US . is used to signify decimals.

You have angered me enough to register on this forum. I am a happy NVIDIA user and I am ashamed someone like you spreads lies of such a shameful calibre.

NVIDIA is doing fine, but they are not experiencing the growth you stupid fanboi brain is imagining.

Because of you people in Denmark have to suffer pain and agony from random forum trolls who quote at random, just look how fast your BS ended up in a danish forum:
http://newz.dk/amd-goer-klar-til-ny-version-af-radeon-hd-7970-grafikkort/page2

Check ur anger man, u are not helping.On ur very first post u are accusing someone of a fanboy?classy.I dislike that word pretty much.We can have a civilized conversation can't we?

 

[Lonbjerg]

He is really mad...he is on a danish froum I am on too..and he registered just because he is mad I refuted his links to Char-lie...and want to do some cyberstalking...because he is mad NVIDIA is not really in trouble...like Char-lie claimed.

That his first post then is a foot-in-mouth moment is just hillarious.

He is the user "mee" in this thread:

http://newz.dk/amd-goer-klar-til-ny-version-af-radeon-hd-7970-grafikkort#70

 

[Jaydip]

He is really mad...he is on a danish froum I am on too..and he registered just because he is mad I refuted his links to Char-lie...and want to do some cyberstalking...because he is mad NVIDIA is not really in trouble...like Char-lie claimed.

That his first post then is a foot-in-mouth moment is just hillarious.

He is the user "mee" in this thread:

http://newz.dk/amd-goer-klar-til-ny-version-af-radeon-hd-7970-grafikkort#70

I read his posts,I just can't understand how can someone be so angry with some company's financial result?Did NV's financial result adversely affected amd's share in any way?may be he is a share holder in amd who knows.

 

[Lonbjerg]

I read his posts,I just can't understand how can someone be so angry with some company's financial result?Did NV's financial result adversely affected amd's share in any way?may be he is a share holder in amd who knows.

He is mad at me...for riddiculing him on the newz forum, for using Char-lie as a "source" on NVIDIA related stuff.
He thought he would pwn me back hereby screaming wildy about missing numbers here...I guess that backfired.

By yeah...very strange first post...:hmm: