Haven't the price of graphics cards been falling in recent months?
In some well-known electronic cities, almost every day is in a state of "you don't buy me, tomorrow you can drop two hundred".
Compared to the price of last year's high point period, most graphics cards have dropped by 30%, or even more.
I wondered, isn't the price of this graphics card supposed to come down?
Before it was because of the virtual currency fever, the price soared, and now the virtual currency is not hot, and the demand for graphics cards is not so much.
Reducing the price or restoring the original price should be considered normal operation.
Why do experts always come out to warn that "there will be a bigger crisis when the price of graphics cards plummets"?
Recently, analysts at semiconductor research firm TechInsights believed:
The collapse in graphics card prices is due to the shift in semiconductor production capacity, which has been strained in the past two years, but manufacturers are also actively expanding investment and accelerating production capacity.
2022 is exactly the stage when production capacity begins to explode, and the price reduction of graphics cards means that the market is saturated, which is a greater trouble for graphics card manufacturers.
The meaning of this is a bit official, and the hero comes to explain it in layman's terms.
He means that due to the production capacity of graphics card manufacturers, the supply exceeded demand, which led to the graphics card being robbed by everyone.
See no, is not at all to mention the previous mining fever.
Because the market has exceeded demand in the past two years, major manufacturers have begun to expand production capacity, and 2022 is just the time when everyone is fully supplied and ready to do a big job.
However, at this time, the price of graphics cards suddenly plummeted...
The plunge means that the market is saturated, so for manufacturers who expand production capacity, it can lead to the accumulation of graphics cards again, and it is not conducive to capital recovery.
Actually, let's make a point clear.
At present, the price of graphics cards is falling sharply, and the fall is previously overflowing.
The current market price is still much higher than the price, and the price is not 5999 yuan, and now it has fallen to 599 yuan, so the cabbage price manufacturers must be damaged.
Not to mention that even the offer price has not recovered now, and most of the parties are in a state of daunting high prices for these two years.
Many people are waiting for a wave of the original price before they are ready to buy.
In this regard, restoring normal prices can stimulate the consumption of ordinary people and promote sales.
Moreover, this is not what the hero said casually, it is based on market research.
In March this year, the price of graphics cards dropped a lot compared to the previous high.
However, the performance of several graphics card manufacturers has not been greatly affected.
On April 9, according to statistics, ASUS announced that the group's total revenue in March was 55.034 billion yuan (NT$, the same below), an annual increase of nearly 20% and a monthly increase of nearly 37%.
MSI also had revenue of NT$17.78 billion in March, up 20% from February and 0.31% year-on-year. Q1 quarter revenue was NT$53 billion, up 10.5% year-on-year and a new record.
GIGABYTE's graphics card business accounted for 40%, so the impact in March was higher than the other two, with consolidated revenue of NT$9.5 billion.
It increased by 6.8% sequentially, but fell 13.7% year-on-year, but it was also the second highest revenue in March of the calendar year, and the revenue of 32.6 billion yuan in the entire Q1 quarter still increased by 15%.
The most critical thing is that the expectations of major manufacturers in the second half of this year are relatively optimistic.
AMD, Intel and NVIDIA are expected to launch a new generation of platforms, coupled with the price of graphics cards falling into a reasonable range, is expected to bring a wave of replacement tide.
People are not in a hurry, and this analyst is in a hurry here.
Don't underestimate the party, after all, it has been held back for two years, and when the price reaches a reasonable range, there will definitely be a tide of replacement.
Don't worry, the current momentum is really falling every day.
Strictly speaking, it can not be called a fall, it can only be said that it is called a return to parity, and it is not fragrant to start a new graphics card at that time?