As interest in cryptocurrency mining has declined, graphics card sales have also fallen. Thus, the manufacturers were left with unsold stocks of graphics chips of the current generation in their warehouses. Nvidia is rumored to have delayed the availability of the GeForce RTX 4000 because of them / Lovelace from July to the beginning of autumn (according to some sources it will be the second half of September, according to others to October) and AMD release of Radeon RX 7000 from October to November.
Already from the difference in the length of the delay, one could conclude that the drop in sales is not the same for both manufacturers, and the drop for Nvidia will be roughly 3x more noticeable. This was basically confirmed by Jon Peddie Research’s analysis, according to which in the second quarter AMD’s graphics chip sales (compared to the first quarter) fell by 7.6% and Nvidia by 25.7%.
Furthermore, JPR has prepared a graph that provides a picture of the market from the point of view of the share of individual brands. It compares the current situation (in the third column) with the previous quarter (second column), or with the same quarter in the previous year (first column).
In addition to the slowdown in mining, the Russia-Ukraine conflict also affected the market. The processor market is also affected, which, in addition to the two mentioned events, was also affected by the fact that the current generations of processors are aging and the release of new ones is approaching, when the user will get up to ~40% more performance for the same money. The processor market shrank by 7.0% quarter-on-quarter and even by 33.7% year-on-year. The graphics card market (overall and related to finished cards, not just GPUs) lost 22.6% quarter-on-quarter.
Source: Diit.cz by diit.cz.
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