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New graphics cards are bad, but Nvidia's revenue has skyrocketed. Isn't he going to abandon players?

【CNMO】To be honest, I am a little worried about the mental state of PC DIY users now.

Recently, as the world's largest independent graphics card manufacturer, Nvidia launched their latest “dessert card” – the RTX 4060 Ti. Netizens who are concerned about the independent graphics card consumer market may know that the 60 series graphics card is quite special and is generally the most popular among consumers, such as the previous generations of 3060 series and 2060 series. Previously, 3060 even briefly became the number one graphics card for Steam players' hardware.

New graphics cards are bad, but Nvidia's revenue has skyrocketed. Isn't he going to abandon players?

Generally speaking, the 60 series graphics cards perform well in terms of cost-effectiveness, and can provide a good gaming experience so that consumers will not bear too much expenses. They are the first choice for many ordinary users to install the computer. Therefore, since the 40 Series graphics card was launched, 4060 is the product that countless consumers are most looking forward to. But now, reality has broken their fantasies. According to relevant information, the RTX 4060 Ti has 4352 CUDA cores, equipped with 8GB/16GB GDDR6 video memory, and the bit width is128bit(3060 is 192bit, 3060 Ti is 256bit), TGP power consumption is 160W/165W.

According to the tests of many bloggers, compared with the RTX 3060 Ti G6X version, the RTX 4060 Ti has an increase of less than 10%, which is “humble”! Moreover, Matt Wuebbling, vice president of global marketing at NVIDIA, commented on this card: “It's a good idea to have it.”incredibleof1080PGame performance. You should know that the previous generation of 3060 Ti is positioned as a 2K entry-level card. Today's 4060 Ti is directly labeled as a 1080P card. In addition, the operation of driving and reversing the position is really making many people: the day school in the turtle office – the turtle (shoulder) can't stay in the school (laughs).

New graphics cards are bad, but Nvidia's revenue has skyrocketed. Isn't he going to abandon players?

The launch of such a graphics card is obvious. Before it was officially launched, Yingchi lowered its official sales price. On the second day of the sale, the RTX 4060 Ti broke the price on Xianyu. Many netizens also gave pessimistic comments on this graphics card: “I feel like I'm still alive in the mine tide.” “Old Huang (Huang Renxun, the head of Nvidia) wants to abandon PC players”, and similar remarks are emerging one after another.

In the mobile phone market, consumers will not be pessimistic if a new phone is not competitive, because there are many cost-effective manufacturers such as Redmi and realme. In the independent graphics card market, Nvidia is the absolute controller, and most of the market is occupied by it. AMD has almost no advantage from products to technology and then to market. Therefore, Nvidia's strategy can greatly influence the entire market. Nowadays, many consumers are feeling panic because of Nvidia's performance, and they also have anger that they are not valued/abandoned.

A bad 40 series graphics card

Since 2020, the independent graphics card market has been full of chaos. Due to the popularity of virtual currencies, Nvidia's 30 Series graphics cards and AMD's 6000 Series graphics cards have both experienced shortages and price increases for nearly two years. Many consumers have been shattered in the price war with manufacturers, scalpers and miners. At that time, many consumers compared themselves to “monkeys”, and the act of buying graphics cards at prices higher than the original release price was nicknamed “down the mountain”, and many consumers despise themselves as “giving money to scalpers/prodigal merchants.” Perhaps it was from that time that the mental state of this group was no longer optimistic.

Now, after a long period of “mining wave”, manufacturers such as Nvidia and AMD have begun to update 40 Series and 7000 Series graphics cards. Even Intel has made a big move to make independent graphics cards, which should have been a gratifying start. However, when new graphics cards came out, all ordinary consumers were expecting disappointment.

New graphics cards are bad, but Nvidia's revenue has skyrocketed. Isn't he going to abandon players?

Before the RTX 4060 Ti, Nvidia wanted to release the RTX 4070 under the name of RTX 4080 12G, but was scolded by angry players and then quickly took it back and changed its name to 4070. Even so, the RTX 4070 disappointed many people, and its evaluation when it was launched was roughly consistent with the animation version of “Three-Body Problem”. At the same time, AMD, a competitor, has not yet reached the forefront. The 7000 series graphics cards are currently slowly updated. In terms of popularity, the 7900 XT and 7900 XTX that have been launched are also half a dozen of yuan compared to the RTX 4070. A well-known digital blogger on a certain B station evaluated the 7900 series as: it is not worthy of making flagship graphics cards. This shows this.

New graphics cards are bad, but Nvidia's revenue has skyrocketed. Isn't he going to abandon players?

Although the independent graphics card market is large, there are not many manufacturers. Whether it is Nvidia or AMD, the author believes that they have indeed failed the expectations of countless players and consumers during the period after the mining tide.

Nvidia, which is deploying AI

However, the reason why the majority of independent graphics card users are uneasy about Nvidia is mainly because this company has now found a new development path, that is, artificial intelligence.

According to the report, Nvidia's revenue in the first quarter was US$7.192 billion, an increase of 19% from US$6.051 billion in the previous quarter; net profit was US$2.043 billion, an increase of 44% from US$1.414 billion in the previous quarter. Such data is beautiful. At the same time, Nvidia's stock price has been soaring. On May 29, Nvidia's stock price rose by more than $200 billion in a single day (which is equivalent to one AMD or two Intels), and the market approached the trillion dollar mark, and may become the first chip company to achieve this achievement. It can be said that the future development path of this company is “bright”.

Huang Renxun presented OpenAI supercomputer computer (picture source network)
Huang Renxun presented OpenAI supercomputer computer (picture source network)

After 2020, first there was the “mining wave” and then “AI”, Nvidia encountered two waves of once-in-a-lifetime growth opportunities. If virtual currency is only an accident for Nvidia, then today's artificial intelligence is the result that it deserves after many years of pre-launch layout. Because many years ago, when OpenAI had not reached its current height, Nvidia's head Huang Renxun saw the huge potential of the company and gave Nvidia's AI supercomputer computer to OpenAI. At that time, Musk, who was still an OpenAI executive, was also present.

Huang Renxun presented OpenAI's supercomputer computer (photo source network)
Huang Renxun presented OpenAI's supercomputer computer (photo source network)

Compared with the field of artificial intelligence that may change the entire human society, the “game graphics card” market is really a bit insignificant. Although Nvidia has reached its current position and has the ability to influence the entire field of artificial intelligence, the gaming graphics card market has made an indelible contribution. But it is foreseeable that Nvidia's future emphasis on this market will definitely not be compared with before. It is precisely because of this that I discovered that the 40-series graphics card has become a prop for Nvidia to harvest users, and today's independent graphics card users will feel panic.

Where can the installed users go

Today, the situation in the independent graphics card market is very complicated. Consumers hope that manufacturers can launch more cost-effective products, and at the same time they are angry that their expectations are disappointed again and again; Nvidia has found the opportunity of “artificial intelligence” and plans to sell “hoes” next to the gold mine. It does not seem to have much motivation for the independent graphics card market. Anyway, it can be controlled at will, and at most it will be scolded; AMD has accepted the fact that it is difficult to compete with Nvidia, and the 7000 series graphics card reveals their attitude of being bad and the possibility of reaching a tacit understanding with Nvidia; although Intel has launched the A380/750/770 graphics card, although the future is promising, this is obviously not what users need now.

Where will the installed users go? Seeing that the performance has almost not improved, but the starting price has further increased to 3,199 yuan, the RTX 4060 Ti “dessert card”, I believe many people are thinking about this issue. Looking to the future, it has to be said that the probability of the so-called “conscientious graphics card” being released is getting smaller and smaller. Can consumers only tolerate this behavior of manufacturers and pay more money obediently? In fact, the author believes that things still do not have to be too pessimistic.

Judging from Nvidia's financial report, its single-quarter revenue was US$7.2 billion, and its gaming business was US$2.24 billion, accounting for about 30%. It can be seen that the independent graphics card market is still a very important sector for Nvidia. At least Huang Renxun does not have the need to “cut off his arm” like his old classmate EVGA (formerly the largest independent graphics card agent in North America, but suddenly announced that he would completely interrupt the business). Moreover, the US$2.24 billion fell by 38% compared with the same period last year. It is impossible for them to not realize the market's resistance to Nvidia's new products. Part of the reason why 40 Series graphics cards look like today is that the previous “mining wave” has too many problems – a large number of mining cards are circulated on the market; a 30 Series inventory of dealers is backlogged, etc.

New graphics cards are bad, but Nvidia's revenue has skyrocketed. Isn't he going to abandon players?

Moreover, the independent graphics card market is ushering in more players. The first is Intel. The performance of the A380/750/770 graphics cards is mainly due to the driver problem. In fact, their cost-effectiveness is completely acceptable. Among them, the A750 has performance that theoretically surpasses the RTX 3060, but the price is only about 1,400 yuan (brand new). It can be said that as long as the driver's shortcomings are filled, the A750 is now the kind of “conscientious graphics card” that many consumers expect.

Moore thread MTT S80
Moore thread MTT S80

At the same time, domestic manufacturer Moore Thread also brought a MTT S80 graphics card not long ago, which is priced at 2,999 yuan. It should be pointed out that many people did not find that the price actually included a B660 motherboard. Therefore, the cost-effectiveness of the MTT S80 graphics card is not as unbearable as many people think. Although Moore threads have greater problems and difficulties in drivers than Intel, referring to the current situation in the PC memory and solid-state drive market, the entry of domestic manufacturers is not bad news anyway.

Written at the end

Consumers have been waiting for about three years for a normal graphics card market. Now it seems that they may have to continue waiting. No matter how long it takes to wait, the author believes that the future of the independent graphics card market is worth looking forward to.

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