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Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

author:Small sparker

The price of foreign high-end graphics cards rose by tens of thousands of yuan overnight, which is the price of the late development of the mainland graphics card market. For some reason, the mainland graphics card market was officially announced and "closed", which made the mainland graphics card market fall into the darkest moment.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

But for some bad businesses, this is simply a good time to get rich, high-end graphics card products were speculated to tens of thousands of yuan overnight, which makes foreign graphics card companies may lose the opportunity to generate large income, domestic companies are also directly delayed development opportunities.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

So, in response to such market chaos, why can't there be "fierce men from the sky" in China to cure these markets that arbitrarily increase prices? First, the graphics card market is closed for a short time, and the price of high-end graphics cards soars for graphics card sellers, whether the news is true or false, there is a benefit, that is, to increase the price as much as you like.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

The "price increase ranking" compiled by netizens shows that the current highest-equipped "consumer-grade" discrete graphics card RTX 4090, the lowest price increase also increased by 2,000 yuan, the highest price increase of 27,000 yuan, an increase of more than 300%, overnight from 12,999 yuan to 39,999 yuan.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

However, the money did not fall into the hands of graphics card manufacturers, but was made by middlemen. This is not good news for foreign graphics card manufacturers, because in fiscal 2023, according to the latest data of GPU leader NVIDIA, China's market share is as high as 47%, and we are NVIDIA's largest funder.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Once the news of the "closure" came out, NVIDIA's market value fell by 5%, and the market value evaporated 53.5 billion yuan, equivalent to 391.4 billion yuan according to the current exchange rate. Second, the development of domestic enterprises has been hindered, and the chaos in the graphics card market has been highlighted for a long time, and the development of the mainland graphics card market has been subject to many restrictions, including the lack of core technologies and patent infringement.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

This makes it difficult for domestic graphics card companies to compete with foreign companies and occupy a place in the market. The "closure" incident has made domestic graphics card companies lose a platform to show strength and innovation. And for those bad businesses, this is a good opportunity to make money.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

After the price of high-end graphics card products increases, their interests are also maximized, which makes the mainland graphics card market full of chaos. Compared with flash memory chips, the mainland graphics card market is more complex, so more policy guidance and norms are needed.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Third, to manage the chaos of the graphics card market, policy guidance and technological innovation are indispensable to control the chaos of the graphics card market, and policy guidance and technological innovation are needed to pay equal attention.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Policy guidance can start from two aspects: one is to formulate relevant laws and regulations to regulate market chaos, crack down on and punish bad businesses, and the other is to encourage domestic enterprises to increase investment in research and development, improve technical level and quality, and promote the healthy development of the graphics card market through policy support. In addition, technological innovation is also the key to managing the chaos in the graphics card market.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Only through technological innovation and improve the core technology and performance of graphics cards can we meet the needs of users and win the favor of the market, while also reducing costs and curbing market chaos. This requires joint input and efforts from governments and businesses.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In short, the current mainland graphics card market is still facing multiple difficulties and challenges, which require the joint efforts of the government and enterprises to promote the healthy and orderly development of the market. Only through policy guidance and technological innovation can we control the chaos of the graphics card market and improve the quality and competitiveness of the market. So, how should we look at this?

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In the view of netizens, with the rapid development of artificial intelligence, big data and other fields, the importance of the graphics card market is becoming increasingly prominent, so it is necessary for the government and enterprises to strengthen cooperation to promote the healthy development of the graphics card market. What do you think about this? China's graphics card market has experienced some volatility recently.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Some media reported that the price of the RTX 4090 graphics card will increase, which has led to some domestic graphics card dealers being very excited. However, it was quickly debunked that it was just a fake piece of news, much to the disappointment of those who hyped it. Although this price increase is just a rumor, it also reflects some problems in China's chip industry.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

The chip industry is a very important area that concerns the country's economy and security. However, there are still some problems in China's chip industry. First, China's chip manufacturing strength is relatively weak. Although some domestic companies have produced some chips, there is still a big gap in chip manufacturing technology.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Domestic enterprises need to increase investment in research and development and continuously improve chip manufacturing technology. Second, the domestic chip market is not mature enough. Although some companies produce some chips, their market share is not high. This has also led some companies to pursue too much short-term interests when producing chips, thus ignoring the quality of chips.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Third, there are still some non-standard phenomena in the domestic chip market. In the past few years, some companies have produced some unqualified chips, which may have some security risks and bring certain risks to users.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In this case, we need to increase support for the chip industry and encourage more companies to invest in chip research and development. At the same time, we also need to strengthen the supervision of the chip market, standardize the order of the market, and protect the interests of consumers. In short, China's chip industry faces some challenges, but there are also many opportunities.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

We need to increase investment in research and development, upgrade chip manufacturing technology, strengthen the supervision of the chip market, and promote the development of China's chip industry. The concept of "self-reliance" has always been the credo of the Chinese people, and in the chip industry, independent research and development is a national plan.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

However, in this industry, there are always some enterprises under the banner of "independent research and development", but they are actually "branded" and "copycat". The emergence of these companies has not only hit the domestic chip industry, but also shaken people's confidence in independent research and development.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

How to cultivate independent chip companies and promote the development of the chip industry has become an important topic in front of us. Looking back, the exposure of the Chen Jin incident in 2006 made the world see the embarrassment of China's chip industry. Chen Jin's "brilliance" has dealt a serious blow to the domestic chip industry, and the research and development progress has been delayed for several years.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Although the relevant units quickly dealt with it, Chen Jin has already run away and is still at large. Nowadays, there are still many companies that only focus on the pursuit of subsidies, and lack of real independent research and development, this kind of "borrowing chickens and laying eggs" behavior, not only does not help the development of the chip industry, but also makes people angry.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In May this year, a company released a "burst core" chip that claimed to be self-developed, but it was found by netizens that it was just changing the label. This deceptive behavior not only loses the trust of consumers, but also makes people doubt the independent research and development capabilities of the chip industry.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In this industry, there are still some enterprises under the banner of "independent research and development", but they are actually "branded" and "copycat". The existence of these enterprises not only squeezes out the market share of truly independent research and development enterprises, but also damages the reputation of the entire industry. Under such circumstances, to promote the development of the chip industry, more independent research and development enterprises are needed.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

However, the chip industry is an industry that requires high research and development, high investment, and no return in a short period of time, and even suppressed by some forces. This has discouraged many companies from investing money in these bottomless pits. In this context, companies like Moore Thread that focus on graphics cards are particularly valuable.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Discrete graphics cards are a segment of the graphics card space, with only 6.4 million units shipped worldwide in the second quarter of this year. In this relatively small market, NVIDIA has a monopoly of 88% of the market, while others have only a few fragmented market shares.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Under such an absolute disadvantage, it is especially rare for an enterprise like Moore thread to dare to give itself strength. Although many domestic companies are rushing for subsidies, there are still some companies with feelings and dreams that want to make some name for themselves in the field of graphics cards. However, independent research and development is not an overnight thing.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In recent years, China's chip industry has made great progress, but there is still a big gap compared with foreign manufacturers. Independent research and development requires the support and cooperation of the government, enterprises, academia and other aspects.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

The government needs to increase support for the chip industry and support enterprises to carry out independent research and development; Enterprises need to strengthen internal management and encourage employees to carry out innovative research and development; Academia needs to strengthen cooperation with enterprises and promote the transformation of scientific research results into industrialization. Only the cooperation of all parties can promote the healthy development of the chip industry.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In short, independent research and development is the key to the development of China's chip industry. We must be wary of those enterprises that are under the banner of "independent research and development" but are actually "branded" and "copycat", and support those enterprises that truly carry out independent research and development. Only by strengthening independent research and development can we continuously improve the core competitiveness of the chip industry and realize the dream of a chip power.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Moore thread: Break the dilemma of domestic graphics cards? Recently, the Moore thread has become a hot topic and has attracted a lot of attention. As a former vice president whose founder worked at NVIDIA, his motivation to leave NVIDIA to start his own business was reverie. And this time, the Moore thread was included in the "list of strong people in the United States", which made more people pay attention to this company.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In fact, as early as the end of last year, Moore thread's graphics card was already available for mass production and sale. However, despite the strong support from the relevant departments, Moore threaded graphics cards still face some challenges in the market. This also caused many netizens to question the Moore thread, who picked up a magnifying glass and professional evaluation tools to carefully evaluate its performance.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Although Moore thread claims that the self-developed graphics card has entered mass production, each release is limited, which has led some people to wonder whether it is fake mass production. Although the Moore thread's graphics card claims to be comparable to the mainstream graphics card of two years ago, in the performance test of some software, it can only be compared with the mainstream graphics card of ten years ago.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In fact, it can be seen from the announcement on the official website of Moore Thread that their goal is not to break into the domestic market in one fell swoop, but to prove to the market and consumers that they are really doing graphics cards, not just PPT.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Moore thread not only relies on subsidies to maintain operations, but also does not have the possibility of cheating, they have invested a lot of time, financial resources, manpower and energy to develop domestic graphics cards. Although it claims to be comparable to the RTX 3060, in practice, there is still a gap between the Moore-threaded graphics card and the RTX 3060.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

This gap is not a gap in graphics card production technology, but a gap in driver and software ecology. As a small manufacturer, Moore threads may not be willing to adapt to them, which makes Moore threads have to adapt to different ecological environments on their own. However, the Moore thread is not entirely hopeless.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Despite the difficulties and challenges, they have successfully launched several graphics cards, and in June this year, they launched the gaming computer "Smart Entertainment Motorcycle Fang" equipped with these graphics cards. This shows that the Moore thread is steadily evolving and that their efforts have received some recognition and support.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

For the market and consumers, the development of Moore thread represents the rise and breakthrough of the domestic graphics card industry, and also provides consumers with more opportunities to choose. In order to truly achieve the breakthrough of domestic graphics cards, Moore threads need to solve the problems of drivers and software ecology.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

This requires better partnerships with game vendors and software developers to get more adaptability and support. At the same time, Moore Thread also needs to strengthen its own R&D strength and continuously improve the performance and stability of products. Only by making progress on these two fronts can the Moore thread truly compete with the international giants and gain a larger share of the domestic market.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

In general, Moore thread, as an emerging force in the domestic graphics card industry, faces difficulties and challenges, but also has the potential for development. Their efforts and breakthroughs will promote the progress of the entire domestic graphics card industry.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

As consumers, we should give Moore threads more support and encouragement, and also hope that they can make breakthroughs in the driver and software ecology to provide us with better products and services. What do you think about domestic graphics cards? What advice do you have for the development of Moore threads? Welcome to leave a message to share your views and ideas.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

The product applicability of domestic graphics cards Moore thread has recently achieved a qualitative leap, but the latest product has lagged behind mainstream graphics cards by two years. In addition, the gap in software adaptability also makes Moore threads not comparable to companies such as Nvidia.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Although the company has launched graphics card products, it does not call itself a "domestic graphics card", but a "national tide graphics card", which has caused speculation among some netizens. Moore thread has not yet become a leading semiconductor company, and has encountered many difficulties.

Graphics card ban, NVIDIA crash! Billions of dollars annihilated!

Although the graphics card performance of the Moore thread has not yet reached the international level, it has begun to win some market share, making companies such as Nvidia wary. However, Moore threads still take time to develop to reach international levels. The adaptation advantage of Moore thread still needs to be improved, and at the same time, the company needs to start from scratch and independently develop itself in order to catch up with the international trend.

The script that is always the same in the field of domestic chips has once again played out in the field of graphics cards that have just started. Yangtze River Storage, like the Kirin 9000S, was targeted after the technology reached the world's leading level and created a "miracle". The Moore thread does not have such a low-key development time, has not yet become a leading semiconductor company, has suffered a disaster.

After the Moore thread mentioned the "strong authentication", the restrictions increased, which was not conducive to the progress of technology and the adaptation of the driver. Moore thread's graphics card products have brought some "concessions from friends" to the domestic market, such as the price reduction of NVIDIA 30 series graphics cards, but this is not enough to cover up the company's shortcomings.

Moore thread needs to strengthen its own technical strength and adaptability in order to win more market share and support in the international market. In general, although the Moore thread has launched a graphics card product, the performance of the product still needs to be strengthened, and the adaptability also needs to be improved. Moore thread needs to start from scratch and independently develop itself in order to catch up with the international trend.

At the same time, the government and enterprises should also increase support for the domestic chip field, encourage more enterprises to join this field, and jointly promote the development of China's chip industry. What do you think is the future direction of China's chip industry? What do you suggest?

The development process of the domestic chip and graphics card market China's semiconductor industry has long been monopolized by foreign companies, but with the strong support of the government and the independent innovation of local enterprises, domestic solid-state drives have become the pride of the Chinese people. However, the development of the domestic graphics card market is still in its infancy. So, when will domestic graphics cards rise?

Changjiang Storage has successfully independently developed technology-leading flash memory particles and achieved mass production, allowing foreign companies to monopolize the market and jointly increase prices, and the global solid-state drive has been slashed in price with the power of one enterprise. However, the first flash memory particle that can be mass-produced relatively up-to-date with the mainstream was in 2018.

And to really keep up with international trends, and even stand in the ranks of technological leadership, it will be by the end of 2022. From the initial mass production to the complete surpassing, it took 4 years for Yangtze River Storage. In contrast, the development of graphics cards is full of crises, and it has received relatively less support, which may take more time to grow than Yangtze River Storage.

Although some domestic companies have begun to explore independent research and development of graphics cards, they still need to accumulate and develop in terms of technology and production scale. Therefore, the domestic graphics card market still needs time to develop. Of course, with the strong support of governments at all levels and the continuous innovation of local enterprises, in the near future, the domestic graphics card market will usher in a rising moment.

We look forward to China's semiconductor industry to continue its efforts to accelerate innovation so that we can use more affordable domestic graphics cards as soon as possible! Conclusion In general, the development process of the domestic chip and graphics card market is difficult and tortuous.

Although we have achieved some phased results, it still takes time and effort to achieve complete independent innovation and market rise. We should see the urgency and importance of this issue, increase investment and support, encourage local enterprises to continue to innovate in technology and production scale, and promote the continuous development and growth of China's semiconductor industry.

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