Why can’t Nvidia supply Kepler/GK104/GTX680? TSMC is blameless, Kepler is a self-infl

ProjectVRD · 4 May 2012 at 13:09

kitch9 said:
Americans are known for thinking theirs is the only market that exists.

Fixed.

Gregster · 4 May 2012 at 14:50

^^ so true

panyan · 4 May 2012 at 14:55

PGdude · 4 May 2012 at 15:12

KillBoY_UK said:
The same article also said there were only 1000 units at lunch for the GTX 680, which seems like total bull.

Anyway Charlie has been know for having a hate hard on for nVidia for a few years now

He said 1000 shipments, not units.

If Nvidia shipped 1000 units at launch, that would be...

That just wouldn't be.

Gregster · 4 May 2012 at 18:35

PGdude said:
He said 1000 shipments, not units.

If Nvidia shipped 1000 units at launch, that would be...

That just wouldn't be.

In that case, NVIDIA could have released millions on day 1 as 'shipments' could mean a 50ft container full with them.

so 1000 x 50ft containers filled with 680's = lots and lots

Kribby2006 · 4 May 2012 at 19:59

Rusty0611 said:
"that's how you don't it ok"

What? What does that even mean? This article is pretty tosh to be fair.

Lol indeed

xsistor · 4 May 2012 at 20:06

I'm currently also reading the Harry Potter book series and other assorted works of fiction.

Also

Gregster · 4 May 2012 at 20:35

xsistor said:
I'm currently also reading the Harry Potter book series and other assorted works of fiction.

Also

Too funny

MichaelM · 4 May 2012 at 21:13

So if we ignore Charlie, what is the real reason for Kepler's short supply?

Gibbo · 4 May 2012 at 21:35

bru said:
Hold on didn't Gibbo say that they had over 100 units in stock on the day they went live, that would have been 10% of the worldwide launch stock for just this one company, I don't think so somehow. That article smacks of Charlie...ness

Can't remember the exact figure at time of launch but we had circa 200pc for launch. In total we've now shipped close to 1500 units of GTX 680 and at present have 100+ in stock with 500 due next week

I've also got 1000+ GTX 670 in stock ready for the 10th

Stock is tight but OcUK is doing the best job sourcing and getting stock in the UK

Stanners · 4 May 2012 at 21:52

MichaelM said:
So if we ignore Charlie, what is the real reason for Kepler's short supply?

Sales?

Mario · 4 May 2012 at 22:23

Final8y said:
semiaccurate.com/2012/05/01/why-cant-nvidia-supply-keplergk104gtx680/

That may explain a few things with perception of stock selling out between the brands and why.

total bull
and who made this thread? oh, i see

Cyber-Mav · 4 May 2012 at 23:13

MichaelM said:
So if we ignore Charlie, what is the real reason for Kepler's short supply?

its the best single gpu card on the market with ton loads of new tech and features with lower power consumption than competition. its simply selling very well even at its rip off prices.

funny thing is that its a GK104, gpu, so its a upper mid range card. im waiting for the full on kepler gpu.

HornyRhino · 5 May 2012 at 05:47

cant see that appearing this year

if its gonna take anther couple of months before stock is really flowing it would be silly to then start a new card series.

i think feb/march

drunkenmaster · 5 May 2012 at 09:16

MichaelM said:
So if we ignore Charlie, what is the real reason for Kepler's short supply?

Cyber-Mav said:
its the best single gpu card on the market with ton loads of new tech and features with lower power consumption than competition. its simply selling very well even at its rip off prices.

funny thing is that its a GK104, gpu, so its a upper mid range card. im waiting for the full on kepler gpu.

Gibbo's just told you they've sold less than 1500, in what, a month? UK/US are two places they target HEAVILY for launch(I guess both because both get a lot of trade shows, lots of the AIB's are from both regions and, really, both sets of people are the loudest

). 1500 is tiny, like tiny tiny supply.

One wafer "should" be putting out 120-130 cores of which a huge number of them should be high end cards. Production usually starts 2-3 months before launch at least, and getting several thousand wafers a month shouldn't be a problem for AMD/Nvidia. 3000 wafers should be giving you in the region of 375,000 cores between 680gtx's and its salvaged parts, 670gtx's.

How many 7970, 7950, 7870, 7850, 7770, 7750's do you think have shipped to this point?

Nvidia aren't making the midrange cards yet, the smaller parts with higher volume, so there is nothing they are producing in insane quantities instead of the 680gtx, yet with months of production they can supply incredibly little.

It's not sales, sales has no bearing on the stock coming in. Gibbo could have had 20,000 680gtx's in stock and either 1, or 20k of them could have sold. Supply and sales aren't remotely connected, except that in, as you say its one of the single most in demand cards, if it was yielding heavily then it would also be one of their most profitable cards in the desktop market ever, so why can't they get the numbers out?

It's really as simple as this, production is there, no one else, literally no one else has yield problems so its not a TSMC problem, Nvidia are the only company who can't supply 28nm in volume.

andybird123 · 5 May 2012 at 10:16

1500 may be a tiny amount, but 1500 GTX680's as a % of OCUK's turnover is not, extrapolate that across other etailers and it adds up real quick

yes nvidia have problems but i don't think they are anywhere near as bad as the article makes out, we also have literally no idea how many GK104's are being held back got 670/660, it may well be that 680 has a yeild problem but the market is about to get flooded with the mid range cards

as mentioned above, lots of retailers both in the US and UK DO have stock, albeit at a 5-10% premium on price... but that is purely supply and demand, when demand outstrips supply you get price bumps

I would wait to see on 670/660 supply before damning nvidia too heavily

MichaelM · 5 May 2012 at 12:54

Stanners said:
Sales?

Cyber-Mav said:
its the best single gpu card on the market with ton loads of new tech and features with lower power consumption than competition. its simply selling very well even at its rip off prices.

funny thing is that its a GK104, gpu, so its a upper mid range card. im waiting for the full on kepler gpu.

So it's the consumers fault that the 680 launched with ~200 unit's here while the 7900's first shipment was ~900 unit's? Same foundry and same process..

From that argument and xsistor/gregster's silence I will assume that Charlie is the more credible source on this subject.

Stanners · 5 May 2012 at 14:16

MichaelM said:
So it's the consumers fault that the 680 launched with ~200 unit's here while the 7900's first shipment was ~900 unit's? Same foundry and same process..

From that argument and xsistor/gregster's silence I will assume that Charlie is the more credible source on this subject.

Did Ocuk get 900 units on launch day?

And to suggest it is correct because two forum members have not posted is at best laughable. You know they maybe out in the big bad world doing something.

Stanners · 5 May 2012 at 14:19

xsistor said:
I'm currently also reading the Harry Potter book series and other assorted works of fiction.

Also

Just checked and seen as though you seem to think you need his blessing for it to be true. Here is xsistor's post

MichaelM · 5 May 2012 at 14:58

Stanners said:
Did Ocuk get 900 units on launch day?

And to suggest it is correct because two forum members have not posted is at best laughable. You know they maybe out in the big bad world doing something.

Logic Exam

Question 1:
Based on reports of Nvidia claiming/complaining of low yields and the perceived worldwide stock shortages in comparison to the main competitor using the same process from the same foundry, explain how Charlie is wrong.