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ASUS blames Nvidia on declined Q1 GPU sales - cites "lower yields upstream"

tommybhoy

tommybhoy

tommybhoy

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In Q1 2021, ASUS sold fewer graphics cards than they did in Q4 2020, and ASUS blames this decline on Nvidia. ASUS could manufacture more graphics cards, and those graphics cards would sell. Right now, Nvidia is unable to manufacture enough RTX 30 series GPUs to meet the market's seemingly unsatisfiable demand.

In a conference call with investors, as cited by Tom's Hardware ASUS representatives speculated that "the gap [between supply and demand] might have been caused by lower yields upstream". This means that Nvidia may be facing manufacturing issues with Samsung's 8nm lithography process, giving the company less usable chips per silicon wafer than expected.

If Nvidia could manufacture more 8nm RTX 30 series chips to ASUS, ASUS believes that they could manufacture more graphics cards and sell them to retailers/consumers. Based on ASUS' assertations, the GPU manufacturing bottleneck lies with Nvidia, not ASUS.
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https://www.overclock3d.net/news/gp..._q1_gpu_sales_-_cites_lower_yields_upstream/1



Asus pinning the lack of actual gpu's from Nv to blame, rather than lack of all the rest of the components, also imo puts to bed the unprecedented demand of supply to myth considering they sold more 'less popular' gpu's earlier.
 
Why would have yields have dropped from Q4 to Q1?

The bottleneck has always been with nvidia, in Q4 and Q1, so not sure I quite understand the news.
 
muon said:
Why would have yields have dropped from Q4 to Q1?

The bottleneck has always been with nvidia, in Q4 and Q1, so not sure I quite understand the news.
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well they gave the workers 2 weeks off at xmas and then chinese new year pops around so more time off and then nvidia just sells its cards direct to miners so nothing left for partners
 
Alt0153 said:
well they gave the workers 2 weeks off at xmas and then chinese new year pops around so more time off and then nvidia just sells its cards direct to miners so nothing left for partners
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also they would have built up stock pre launch. just look at the 3080 pre order thread on here, people still waiting from oct :O
 
Nvidia predicted bigger sales than Turing, so they ordered more wafers than they did with Turing.

2080 and 2080ti sales were very very poor. The demand for 3080 has been unprecedented.

If somebody at an Nvidia board meeting suggested they should make xx number of GPUs, they'd be thrown out the meeting for such a ridiculous suggestion.

People don't realise the insane scale of extra sales that lockdown + mining has caused compared to any other release.

Nvidia and AMD couldn't possibly have known. When it happened, it was too late. TSMC already sold the spare capacity to other chip makers.

Nvidia can't order a huge quantity of oversupply 'just in case' because orders from TSMC must be purchased. They'd loose a fortune if they ordered too many and didn't sell them. It's such a gamble when companies use a 3rd party fab. Intel don't have that problem and they still messed it up.
 
CuriousTomCat said:
2080 and 2080ti sales were very very poor.
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Amazes me though that NVIDIA never realised that the sales were poor because the value for money over the 10 series was just not there. ( Although in fact the 20 series were good, their reputation was wrecked in the early days. ).
 
Worth remembering that there are car plants going on shutdown due to lack of chips, and if it's a choice between cars and graphics cards, we're at the back of the queue.

Never mind graphics cards, if Suzuki can't get me a Hayabusa next month there will be tantrums before bed time :D
 
I had a build waiting for a 30 series strix card so I was following their PR closely. At launch the software was in beta, review samples were limited and production cards were non existent. The cards are arguably better than most of the other AIBs but they were definitely behind the curve. It's not all on Nvidia.
 
CrazyGreggy said:
Never mind graphics cards, if Suzuki can't get me a Hayabusa next month there will be tantrums before bed time :D
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A local person in one of my Facebook groups posted this yesterday
Not my kind of bike these days, 15+ years ago i was into sports bikes (Now i own an MT10SP)

L8R7LW5.png
 
chaparral said:
A local person in one of my Facebook groups posted this yesterday
Not my kind of bike these days, 15+ years ago i was into sports bikes (Now i own an MT10SP)
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You'd think Suzuki could afford to deliver their bikes in a van or something.
I've got an MT03, we can be MT buddies! My dealer keeps trying to get me to test ride an MT10, I tell him what I have is scary enough thanks.
 
It isn't so much a yield issue or so much component shortage - Samsung simply doesn't have the ramp up capibilities to match demand.
 
pp111 said:
Amazes me though that NVIDIA never realised that the sales were poor because the value for money over the 10 series was just not there. ( Although in fact the 20 series were good, their reputation was wrecked in the early days. ).
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The 30 series isn't any better on VFM though with 3060s going for over 500 quid, 3070@£800+ and 3090s @£2400, even 3080s are going for over £1000 now.

Alt0153 said:
probably but i didnt want an egg fryer that sounds like a hovercraft :D
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Better than starving in silence though.
 
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