Little by little, the whole problem that NVIDIA and AMD have generated on the one hand, on the other hand wholesalers, retailers and users, and finally crypto-currencies, is visible. Now we know the impression AMD CEO Lisa Su has on this whole issue thanks to the statements in a meeting. Who is guilty? What is the limiting factor?
It is first the lack of stock that triggered the price, after having exhausted this possibility came the argument of the price of rare earths, materials and transport. After that, there is only pure speculation on cryptocurrencies, but it is a guess that we make from users and media seeing the data that is on offer, it is not as good or a lot. less than what AMD or NVIDIA can have. So what happens so that the prices are a 200%
Are the buyers primarily gamers?
What we’ve seen in recent weeks is illuminating, but Lisa Su doesn’t seem to have an equal or even close approach to it. His statements are really interesting and can generate quite a controversy:
We work really hard to make our graphics cards and they really get delivered to gamers, retail channels, and other strategically important areas. Buyers of AMD graphics cards are mainly gamers and the role of mining it’s exaggerated. This factor has not fueled the growth in sales of AMD graphics cards.
These data are difficult to justify if we look at the latest findings and conclusions of JPR, which indicate that during this last quarter the shipment of graphics cards was 12.7 million units, an increase from one year to the next 25.7% nothing less. By dissecting this data, we would find that AMD has increased the shipping of GPUs a 17.7%
An uncontrolled price and an explanation
The conclusions of this data are very simple and we all suffer from it: the user does not buy because the price is higher than the 200% of MSRP. Lisa Su doesn’t seem to have it so clear and less after the series of GPUs she silently launches for minors that she doesn’t hint at in her comments.
And it is that Su claims that the main reason for the increase of all series is precisely the increase in the price of high-end models for its RX 6000, HPC and server as such. Something of reason is certainly not lacking. If the high range costs more and more to launch and its MSRP continues to grow, the rest of the ranges gradually increase, since few models are launched to cover the market and finally we have the mid-range at a price of but when it does, the years were price extremes.
It’s a nice way to try to cover the sun with a finger while I’m not looking at it and from behind I sell GPUs to professional mining companies and create optimized models. NVIDIA at least officializes it with the HX and does not hide the current reality although it suffers from the same problem. On the other hand, the price escalation will have a small stop and even a huge drop at some point in 2022 or maybe 2023, where several factors will change prices. The problem is that we are still far from it.
