EVGA terminates relationship with NVIDIA

[GAC]

EVGA Abandons the GPU Market, Reportedly Citing Conflicts With Nvidia

A huge shift in the GPU business.

www.tomshardware.com

yeah "suggesting" im sure they have a big chunk but 40% does seem rather large.

do get the feeling evga just painted themselves in to a corner with what they offered as far as support and the step up program, at least in the states and maybe its just a case of it was too much hassle to do it anymore for what little reward there is maybe.

i guess we will find out come next years financial fillings and the like whats actually gone on.

 

[G J]

So Nvidia where undercutting AIB's so much that it was not worth their time selling though at one point they where selling 3090's for nearly double the price of a 3090 FE but then FE cards where hard to buy as people had to wait for drops to buy them.

Where tf did the extra 1200-1500 cost over a 3090 FE go.

 

[Besty]

i guess we will find out come next years financial fillings and the like whats actually gone on.

We don't need to, the graph shown earlier in the thread demonstrates the problem over time, its not a new problem, its been brewing for years.

 

[Chuk_Chuk]

So Nvidia where undercutting AIB's so much that it was not worth their time selling though at one point they where selling 3090's for nearly double the price of a 3090 FE but then FE cards where hard to buy as people had to wait for drops to buy them.

Where tf did the extra 1200-1500 cost over a 3090 FE go.

Between NVidia at the purchaser there are about 3 entities that get a cut (AIB, distributor and the store). So about £400-£500 each. Assuming Nvidia didn't decide to increase the price of boards when they saw all the scalping going on.

Gamersnexus stated that EVGA said, they were losing hundreds per 3090 at MSRP. So they were potentially breaking even or pulling a normal profit per 3090 sold.

 

[MartinPrince]

We don't need to, the graph shown earlier in the thread demonstrates the problem over time, its not a new problem, its been brewing for years.

Yes it has, compounded in recent years with the Founders Editions cards actually being very decent and in some senses more desirable and at the same time remaining the cheapest ones; by some margin during the mining boom.

 

[Nexus18]

Yes it has, compounded in recent years with the Founders Editions cards actually being very decent and in some senses more desirable and at the same time remaining the cheapest ones; by some margin during the mining boom.

Exactly.

As I said a couple pages back, this can go 2 ways if nvidia axe other/all AIBs, which could be possible given how they have been making their reference design far better to the point of it matching and even beating some AIB cooler designs:

- they price highly to be greedy and get as much money as possible, they won't care if they lose some customers/market share if it means their profits will be higher overall

- they remain competitive and possibly price even less than their competition since their margins will be much higher, they have the ability to do this whilst still making a killer profit per a gpu sold, which will allow them to become even more of a monopoly and start to focus on an ecosystem where they can lock people into the "brand/feature set" and monopolize on this

AMD better hope they don't do the second option but it's unlikely nvidia will do this as they are wanting to be the apple of the gpu market and they know people will pay a certain premium for the "brand" so I suspect there might be some trial and error from nvidia over the next couple of years.

 

[Twinz]

If AMD's chiplet approach works, it's Nvidia who should worry about a price war.

 

[BigBANGtheory]

So Nvidia where undercutting AIB's so much that it was not worth their time selling though at one point they where selling 3090's for nearly double the price of a 3090 FE but then FE cards where hard to buy as people had to wait for drops to buy them.

Where tf did the extra 1200-1500 cost over a 3090 FE go.

Yeah because the FE cards were in effect used as a marketing, PR and control point for the market.

The extra cost went into Nvidia selling the silicon to the AIB at whatever price they wanted and then the AIB having to turn a profit on it. At points I do agree the AIBs behaved appallingly, added huge markups and sold their product not on the open market. They are not entirely innocent... but the root cause still comes down to Nvidia margins we really shouldn't get distracted by other factors imho.

 

[Nexus18]

If AMD's chiplet approach works, it's Nvidia who should worry about a price war.

That's where having total control/profit without the middle man could allow Nvidia to compete if amds chiplet is as good as hyped but that will also mean amd having to sacrifice their bigger margins/profits too, which they could very well do given they have their fingers in many pies.

 

[sparkymark75]

Again not disagreeing but it's not the other side of the story, it's his opinion.

He also contradicts himself by saying EVGA didn’t innovate or build anything then goes on to say they had to find loopholes to bring out their Kingpin cards. Sounds like he’s still pi***d at what happened when he reviewed their PSUs.

 

[Joxeon]

If AMD's chiplet approach works, it's Nvidia who should worry about a price war.

AMD are unlikely to start a price war, just look at their new chiplet based CPU prices which is cheaper to produce than Intels monolithic dies. £300 will buy you a hex core that only just beats Intels year older 12600k in SC while still losing in MT.

IMO they will take the equivalent SKU and price it 50 quid cheaper than nvidia so if nvidia jack up prices then AMD will follow suit.

 

[Twinz]

AMD are unlikely to start a price war, just look at their new chiplet based CPU prices which is cheaper to produce than Intels monolithic dies. £300 will buy you a hex core that only just beats Intels year older 12600k in SC while still losing in MT.

IMO they will take the equivalent SKU and price it 50 quid cheaper than nvidia so if nvidia jack up prices then AMD will follow suit.

They have Intel on the back foot now. Look at what they did when they were working to dethrone Intel.

They aren't on top of the GPU pile. (Yet) If they are looking to dethrone Nvidia, they have demonstrated a willingness to undercut their competition when they are the challenger.

In the end, companies control their products and we control or wallets. The Mining boom may have given some of us the impression that we had no say in pricing, but now that the mining boom has crashed, well, look at the 3090Ti.

Nvidia doesn't hold all the cards in this game.

 

[Joxeon]

They have Intel on the back foot now. Look at what they did when they were working to dethrone Intel.

They aren't on top of the GPU pile. (Yet) If they are looking to dethrone Nvidia, they have demonstrated a willingness to undercut their competition when they are the challenger.

I would love to see them do something radical to shake things up but just can't see it myself.

 

[Poneros]

He also contradicts himself by saying EVGA didn’t innovate or build anything then goes on to say they had to find loopholes to bring out their Kingpin cards. Sounds like he’s still pi***d at what happened when he reviewed their PSUs.

That's not a contradiction, but you have to understand context. The context for the first statement is in relation to Nvidia, i.e what EVGA is doing (in fact, what any AIB could do) is nothing special compared to the efforts of Nvidia as a chip-maker. As for Kingpin (& Co., incl. HOF etc.) that's marked as a marketing stunt more than a real innovation for the mass product, which is factually true - there's only a couple of Kingpin cards made & sold, and the rest of EVGA's mass market cards are not particularly special compared to the other AIBs. Not sure what's so surprising about any of this, it's been very clear that EVGA's model revolved around CS & warranty rather than anything else.

 

[Twinz]

One could argue that it's TSMC doing the real innovating and Nvidia is just building on that.....just as AIB's are just building on Nvidia...who is building on TSMC.

 

[humbug]

https://twitter.com/x/status/1571730752047353862

EVGA pulls the plug with a loud bang, but it has been stewing for a long time | Editorial | igor´sLAB

If you want to (or have to) separate, then there are two ways to announce this: one emotionless and one where you once again seek the big stage. EVGA chose, what a coincidence, the time shortly before…

www.igorslab.de

Nvidia’s Rules and AMD’s Protectionism – Clever Quality Management, Profit Maximization and Niche Manufacturers – Behind-the-scenes Insights

Nvidia’s Rules and AMD’s Protectionism - Clever Quality Management, Profit Maximization and Niche Manufacturers - Behind-the-scenes Insights

amd, green light, nvidia, produktion, qualitätssicherung, GPU, grafikkarte, herstellung, fehler, china, asrock

www.igorslab.de

• EVGA should be happy with 5% margins. if they had mass they would be fine, (EVGA alone have 40% of Nvidia market share in the US)
• They should stop offering such good warranties.
• Stop innovating, Nvidia provide you with everything you need
• Just follow Nvidia's rules.

An Interesting conclusion from Igor that, its exactly the same perspective Jenson has. It's is also a very stereo typically German perspective.

 

[humbug]

If AMD's chiplet approach works, it's Nvidia who should worry about a price war.

If rumours are true RDNA 4 will use very much less power, but also not be the fastest, this is very deliberate, Jenson has a sociopathic need to win, AMD will allow him to win, but push him to where there is a very high cost to that win, that is very high power consumption resulting in very high board and cooler costs.

So they and their board partners are on the back foot with those costs in a global reaccession and spiralling energy costs, AMD will have been very aware of the politics between Nvidia and board partners for longer than anyone in the press, are making calculated moves to take advantage of those politics? IMO they would be daft not to.

AMD are smart enough to realise its not about winning on the bar charts, they have been losing on the bar charts for a decade, they are used to it, they know its not as important in the long run as the politics, and when you know people with a sociopathic personality just can't help themselves you can manipulate the situation.

 

[Tired9]

If rumours are true RDNA 4 will use very much less power, but also not be the fastest, this is very deliberate, Jenson has a sociopathic need to win, AMD will allow him to win, but push him to where there is a very high cost to that win, that is very high power consumption resulting in very high board and cooler costs.

So they and their board partners are on the back foot with those costs in a global reaccession and spiralling energy costs, AMD will have been very aware of the politics between Nvidia and board partners for longer than anyone in the press, are making calculated moves to take advantage of those politics? IMO they would be daft not to.

AMD are smart enough to realise its not about winning on the bar charts, they have been losing on the bar charts for a decade, they are used to it, they know its not as important in the long run as the politics, and when you know people with a sociopathic personality just can't help themselves you can manipulate the situation.

So he is a sociopath now? It's as if they are not at all linked to each other and are competing, if they are Nvidia winning though!!!!! Sociopath. LOL

 

[humbug]

So he is a sociopath now? It's as if they are not at all linked to each other and are competing, if they are Nvidia winning though!!!!! Sociopath. LOL

I didn't say he was a sociopath, lots of people can be sociopathic about something they are passionate about without being actual sociopaths.

Jensons need to win is sociopathic.

 

[Tired9]

I didn't say he was a sociopath, lots of people can be sociopathic about something they are passionate about without being actual sociopaths.

You just said, AMD are smart, Nvidia is lead by a sociopathic personality.

You were also overly defending AMD when people such as myself spoke of subjective experiences of Radeon drivers.

Keep it up, next you may buy some stock or already have?