*** NVIDIA GEFORCE RTX 3080 SERIES STOCK SITUATION - NO COMPETITOR DISCUSSION ***

[matty007]

Tbf companies like Apple seem to manage ok especially considering more people buy phones than high end Gpus.

My wife recently ordered the new 12 pro max. had a choice of spec and colour, paid msrp and arrived a coulple of days later. No need for bot alerts or spamming F5.

These companies have had 5 months to sort out GPU supply issues and yet some people who ordered 1 hour after release are still waiting for their cards, it's a disgrace really.

Completely agree, and yes, it's a total disgrace. Ordering on release day and still not having a card five whole months later is simply unacceptable. I mean, you can get a custom Ferrari built and shipped internationally quicker than that. There is simply no excuse.

Yes, there are factors of course. However, a blind man could have seen the high demand that would follow release. High performance to price ratio, Covid causing people to work from home, inflation in bitcoin etc etc. SURELY it was obvious that demand would be higher than usual, and they had AMPLE time to stockpile before release. And even if not, I still stand by the fact that if they knew they didn't have sufficent units, they should have delayed lauch by a couple of months.

There have been many supply issues on GPU's in history, and the mining craze. Companies should have learnt from these by now. And regardless of what anyone says, service like this DOES affect sales because many people get sick and tired of waiting and jumping through ridiclious hoops to get a GPU, and give up. Even though demand is high now, they have lost MANY sales due to their lack of planning and shoddy shipping.

 

[matty007]

I mean, is a like-for-like now vs then comparison not a bit of an oversimplification? There's a lot of stuff happening now that is unique to now and probably increasing manufacturing or procurement delays. Off the top of my head:
1. global pandemic
2. eth values skyrocketing
3. Console launches.
4. TSMC's chip fab capacity basically being usurped by the new Apple M1 chips.

And then all that being exacerbated by bot reselling.

There are probably genuine failures and oversights on the manufacturers behalves. Also maybe some are underhandedly selling to miners or whatever. But there's a lot of stuff happening right now that isn't intrinsically evil or easy to plan for.

Agree somewhat, but at the end of the day, the pandemic came long before the cards were released. This is not a sufficent excuse for such delays. And we seem to be forgetting that Covid in Asia has largely been quite dormant for some time now. Honestly, companies are using Covid as a crutch/excuse to be inefficent. You're either operating, or you're not. If you're, then there is no real reason why Covid should delay anything. It's a shoddy excuse.

Console launches? Yeah. They likely slow things a little bit, but I had no issues getting a card following the Xbox 360/PS3 and XBOX One/PS4 release.

We are all entitled to our opinion, and it's my opinion that these delays largely stem from poor planning by the manafacturers and a lack of supply. You can blame bots sure, but at the end of the day, bots will only add to a shortage if there isn't enough supply in the first place. Good supply? Then bots will not cause prices to increase because there is still ample stock .

Sorry, but this joke of a delay largely stems from the production line.

 

[Ploddles]

Even though demand is high now, they have lost MANY sales due to their lack of planning and shoddy shipping.

They haven't lost any sales though. If they are selling all that they can produce there is no lost sale. They may have lost you as a purchaser but there are many many more that will take your place.

Delaying launch also wouldn't have made any difference. If they still can't supply all the current demand that would still be the case if they had delayed. If they can only produce say 1 million cards per month then delaying launch by 5 months would just mean there are only 5 million cards ready for sale at launch. However, demand is far outstretching that supply, by many times, and the only people to lose out are those that received their card in that 5 month time frame. Everybody else would still be in a queue, just as they are now.

 

[Ploddles]

And we seem to be forgetting that Covid in Asia has largely been quite dormant for some time now. Honestly, companies are using Covid as a crutch/excuse to be inefficent. You're either operating, or you're not. If you're, then there is no real reason why Covid should delay anything. It's a shoddy excuse.

But do you believe everything that the Chinese government tell you? It could still be killing 10s or 100s of thousands of people every day/week/month, but they are hardly likely to tell the world.

 

[Joxeon]

I mean, is a like-for-like now vs then comparison not a bit of an oversimplification? There's a lot of stuff happening now that is unique to now and probably increasing manufacturing or procurement delays. Off the top of my head:
1. global pandemic
2. eth values skyrocketing
3. Console launches.
4. TSMC's chip fab capacity basically being usurped by the new Apple M1 chips.

Nvidias dies are made by Samsung so TSCM/consoles shouldn't effect nvidias card production. Also a lot of the GPU PCB components are also on motherboards and we haven't seen massive shortages / price rises for those so what is causing the shortages?

 

[matty007]

They haven't lost any sales though. If they are selling all that they can produce there is no lost sale. They may have lost you as a purchaser but there are many many more that will take your place.

Delaying launch also wouldn't have made any difference. If they still can't supply all the current demand that would still be the case if they had delayed. If they can only produce say 1 million cards per month then delaying launch by 5 months would just mean there are only 5 million cards ready for sale at launch. However, demand is far outstretching that supply, by many times, and the only people to lose out are those that received their card in that 5 month time frame. Everybody else would still be in a queue, just as they are now.

They may be be selling out, but that is on a vastly lower production amount. And many people are sick and tired of waiting and will wait until the next gen of cards and sit with their current GPU. What I am saying is, that they have likely lost sales this gen, and their reputation has been heavily affected.

You're right, it may not have helped much, but at least by delaying,the whole situation would have been less embarrasing for them, and more people would have had a chance to get a card. It would have been evident to them that this situation would arise and they did it anyway. But, this is besides the point anyhow. They had ample time to produce more units or at least expand production. The previous post about Iphones is perfectly true. Apple has FAR higher demand, and still create ample stock. And guess what? They do it during a pandemic too. Largely because Covid isn't even an issue in Asia anymore, and they're an efficent company that don't use excuses for delays. The GPU market is TINY in comparison to Apple, and yet, here we are 5 months later and most people still don't have a card.

The entire situation is like an insult at this point.

 

[matty007]

But do you believe everything that the Chinese government tell you? It could still be killing 10s or 100s of thousands of people every day/week/month, but they are hardly likely to tell the world.

Not just the Chinese. I have many friends in Asia and my wife's parents live in Thailand. There are light restrictions, but very very few cases and life is largely like normal. Has been for some time now. If there were masses dying, it would have been exposed on the internet by now. Fact is, Covid has been a mild inconvience in Asia rather than the huge thing it's made out to be here. Largely because they stopped it before it got bad, and secondly because they're a culture that places high importance in money and don't slow to a halt due to a virus which is very mild in the grand scheme of things. This country? I have had deliveries delayed for two weeks sometimes even though the company is operating and shipping. If you want to slow down and can't provide a good service? Sure, close. But don't stay open and then use it as an excuse to give terrible service and shipping. I fail to see how a virus can cause delays in physically shipping items. As said before, you're either working or you're not. If you are, then why the delay?

This pandemic was a major problem in Asia at the start of 2020. Nearly a year later it's hardly active at all, so nobody can use this a credible excuse. The pandemic peaked in Asia in Jan-Feb, and was all but dead come spring/summer, the cards lauched in Oct-November. It can't be used as an excuse for delays as long as this.

 

[matty007]

And just to clarify, I'm not blaming OC at all. They can only ship what's been sent to them. I am blaming the extremely poor planning and supply from the manufacturers who obviosuly grossly underestimated the demand there would be, even though it was plainly obvious the demand would be high. It's not Covid, trust me on that. Covid in Asia is not seen as a threat anymore, and certainly wouldn't stop the money orientated culture from producing units. They simply underestimated demand heavily, and have been caught with their pants down.

Is Covid affecting things once the cards are actually shipped into Europe etc? Yes, quite possibly. Because companies/couriers have grinded themselves to a halt.

 

[AndreMcG]

Is there any news on the shipping and VAT situation for ROI?

bump...

 

[interpol24]

There's currently a global semiconductor shortage for reasons I don't know and have not looked into. My best guess is it's due to bottlenecks introduced to the supply chain by Covid, but you can take that for what it's worth. All electronics are affected, some sectors and companies more so than others. Apple appear to be doing ok because they bought most of the components they use in bulk some time ago. I don't know but I guess that they're simply willing to pay more than others to keep their production moving and ultimately protect their brand. Nvidia can't be blamed for the shortage and I don't think they can be blamed for not delaying the launch of the 30 series cards either. If they had delayed we would all quite possible be in the queue for AMD cards right now.

They do deserve some criticism for setting a supposedly unrealistic MSRP, though I'm still not convinced it would have been unrealistic if supply had been normal. That increased demand for cards and increased customer outrage when AIBs and therefore retailers inevitably had to increase prices. They also do not seem to have communicated clearly to those AIBs and retailers just how slow the supply of stock would be. I have to presume that the supply is even less than they expected but they must have had a fair idea of the vast gulf between supply and demand even before launch.

 

[Moeks]

I'm in stitches after reading this and then seeing the quote in your signature

I am glad I could make someone laugh at least.

And there are 10s of thousands of other shops all over the world all vying for these cards. Factories can only produce so many cards per day and are probably doing their best to distribute them fairly between all these shops. OCUK may have 10,000 units on order but Newegg may have 1,000,000 on order. Do you think that they should fully supply OCUK with all their order and leave Newegg on the sideline until that has been fulfilled? Shops in Germany, France, Japan, Mexico, South Africa and all over the world are all just waiting as we have to do.

Whatever industry you work in, I'm sure there are limints on how much can be done every day by that comapany. What if your customers demanded that you supply 100 times what you could physically do every day and then started moaning about it because you couldn't do it immediately. They can't just hire more staff, there are fabrication limits etc and I'm pretty sure they would have been working 24/7 to produce and ship as many units as physically possible. You really need a reality check.

Did my post strike you as though I am in the mood to be 'reasonable' ...no sir, not a bit, I'm looking to place blame and collect heads. Which I can't do of course but I can type angry things on the internet at least.

Truth be told it doesn't have to be a 3080 anymore as actually being able to pick the one I want is a dream of a bygone era it seems ...can you believe I actually had the audacity to want a specific 3080 originally... but now I'd take an AMD or an Nvidia card and any of the 3070, 3080, 6800 or 6800XT series of cards even, whatever I could actually buy really.

 

[Joxeon]

There's currently a global semiconductor shortage for reasons I don't know and have not looked into. My best guess is it's due to bottlenecks introduced to the supply chain by Covid, but you can take that for what it's worth. All electronics are affected, some sectors and companies more so than others. Apple appear to be doing ok because they bought most of the components they use in bulk some time ago. I don't know but I guess that they're simply willing to pay more than others to keep their production moving and ultimately protect their brand. Nvidia can't be blamed for the shortage and I don't think they can be blamed for not delaying the launch of the 30 series cards either. If they had delayed we would all quite possible be in the queue for AMD cards right now.

They do deserve some criticism for setting a supposedly unrealistic MSRP, though I'm still not convinced it would have been unrealistic if supply had been normal. That increased demand for cards and increased customer outrage when AIBs and therefore retailers inevitably had to increase prices. They also do not seem to have communicated clearly to those AIBs and retailers just how slow the supply of stock would be. I have to presume that the supply is even less than they expected but they must have had a fair idea of the vast gulf between supply and demand even before launch.

Motherboards memory SSDs phones TVs etc all use semiconductors yet they seem to arrive in decent amounts and haven't doubled in prices.

 

[petpetpet]

Nvidias dies are made by Samsung so TSCM/consoles shouldn't effect nvidias card production. Also a lot of the GPU PCB components are also on motherboards and we haven't seen massive shortages / price rises for those so what is causing the shortages?

Yeah the TSMC stuff was referring to AMD, but I think NV was having issues on the Samsung line too.

In any event, my point is just that the logistics of all this stuff is hard, and there's objectively a confluence of extraordinary factors over the last period that even with the best management would make it a challenging time to buy GPUs.

 

[interpol24]

Motherboards memory SSDs phones TVs etc all use semiconductors yet they seem to arrive in decent amounts and haven't doubled in prices.

No idea why some products are more affected than others, but similar to what I said about Apple above I would guess big companies are willing to spend more on components to maintain supply for their most popular items while manufacturers of more specialised products can't afford to pay more without raising prices. Take that with a grain of salt though.

 

[ScottiB]

Motherboards memory SSDs phones TVs etc all use semiconductors yet they seem to arrive in decent amounts and haven't doubled in prices.

SSDs, Motherboards and RAM are all in extreme shortage too. TeamGroup, our main memory supplier usually, hasn't been able to deliver anything since early December. B460, Z490, B450, X570, all difficult to get hold of at the moment. Also, pricing has increased on these, not to the same extent admittedly but motherboard price increases started in November.

the main difference that we're dealing with here is that the stockpiles of memory, SSD, motherboard etc were quite high late last year so we've were consuming these stockpiles over the 'peak' period and now they are drying up. GPU supply has been dry for over six months.

 

[Flake87]

I wonder if Apple switching away from Intel has anything to do with this, and the fact that Intel are no longer the force they once were. Their wafer fab is in Manila and so far as I know doesn't produce for anyone else.
Apple just booked half of TSMC's 5nM production for this year and Qualcom took another quarter, If Apple aren't buying from Intel and volumes haven't changed then the silcon has to come from the foundries other manufacturers use. There seems to be chronic underestimation of just how big Apple is in terms of manufacturing and how their decisions affect the market.

Meanwhile Zotac hasn't exactly impressed gamers with its tweet towards crypto miners:

They removed the Tweet pretty quick after receiving an 'avalanche' of criticism, but it shows the way GPU makers are thinking.

 

[petpetpet]

i still can't get over the pcMasterRace hashtag. like what the actual ****.

 

[Joxeon]

SSDs, Motherboards and RAM are all in extreme shortage too. TeamGroup, our main memory supplier usually, hasn't been able to deliver anything since early December. B460, Z490, B450, X570, all difficult to get hold of at the moment. Also, pricing has increased on these, not to the same extent admittedly but motherboard price increases started in November.

the main difference that we're dealing with here is that the stockpiles of memory, SSD, motherboard etc were quite high late last year so we've were consuming these stockpiles over the 'peak' period and now they are drying up. GPU supply has been dry for over six months.

Nvidia posted record earnings for 2020 Q3 and is set to do the same again for Q4 so production can't be that slow and the cards must be going somewhere.

 

[Goosy]

I wonder if Apple switching away from Intel has anything to do with this, and the fact that Intel are no longer the force they once were. Their wafer fab is in Manila and so far as I know doesn't produce for anyone else.
Apple just booked half of TSMC's 5nM production for this year and Qualcom took another quarter, If Apple aren't buying from Intel and volumes haven't changed then the silcon has to come from the foundries other manufacturers use. There seems to be chronic underestimation of just how big Apple is in terms of manufacturing and how their decisions affect the market.

Meanwhile Zotac hasn't exactly impressed gamers with its tweet towards crypto miners:

They removed the Tweet pretty quick after receiving an 'avalanche' of criticism, but it shows the way GPU makers are thinking.

I regret wanting to know more about why there are no Zotac cards, ignorance was bliss.

 

[dvinell]

Try buying any of the following:

XBox Series X
Lay-z-spa hot tub
RTX-3080
Cannondale Synapse Carbon Disc 105 Road Bike (larger size)
Yamaha Digital Piano CLP-745
Porsche 911 GT3

Those with jobs have money to spend, but there’s nothing in stock to spend it on other than booze and ready meals.