. How long has your computer not been updated?
Take Guozi itself as an example. The computer is still the i5 6500+1060 6 years ago. It’s okay to play LOL, but it’s difficult to run mainstream 3A games. I don’t know if it’s because the hard drive is aging or CPU is outdated. The response to turning on multiple web pages will become particularly slow.
It is said that it is all like this, it is time to change to a new machine.
But everyone knows the market in the past two years. The mine boss has made the market chaotic. The leather-clad swordsman Lao Huang also ignored the players' lives and death. The three 40-series graphics cards released first were sold for 7199, 9499 and 12999 yuan respectively.
graphics card cannot be afforded, so how can I just pretend to be a good one? Players can only wait. If you don’t buy it, I won’t buy it. It will be reduced by 200 tomorrow.
But this makes hardware manufacturers feel uncomfortable.
According to the latest data from research agency Gartner, global PC shipments totaled 68 million units in the third quarter of 2022, a decrease of 19.5% compared with the third quarter of 2021, which is the largest decline in more than 20 years.
With the huge economic pressure brought by global inflation, consumers' demand for PC has dropped sharply, such as CPUs and graphics cards.
Therefore, the performance of manufacturers is relatively ugly and even layoffs are required.
Intel , it is reported that in order to cut costs and cope with the slowing PC processor market, the company plans to lay off employees on a large scale, including Intel's sales and marketing departments, with the number of people likely to reach thousands.
It is obvious that the 12th generation squeezed a tube of toothpaste, but it still cannot solve the problem of slowing down in PC computer growth. It can be seen that the entire cold winter of the PC industry can no longer be solved by improving cost-effectiveness.
And in the recent closing day, the share price of AMD plummeted 13.87%, reaching its lowest level since July 2020. At the same time, AMD also adjusted its third-quarter earnings warning for 2022, from the $6.7 billion forecast given in early August to $5.6 billion.
Nvidia, the stock price of the 40 series graphics card fell by more than 1.5% on the day the graphics card was released, and the price broke the issue before the graphics card was listed.
Not only that, Nvidia's earnings fell by more than 70% in the third quarter of this year, and the total inventory accumulation reached US$3.89 billion, compared with US$2.11 billion in the same period last year.
In addition, Nvidia's market value has also shrunk by more than 55% this year to US$288.4 billion, while the highest market value last year was US$860 billion. In just one year, the market value has fallen by an epic scale.
I don’t know why, but I suddenly want to laugh.
I just want to say one thing about this fruit. If Nvidia has the ability, don’t lower the price, see if you can stabilize or the stock price can stabilize.
In addition to CPU and graphics card manufacturers, flash memory suppliers are not having a good time. Of course, this is a good thing for users who have urgent needs.
Because since this year, the price of NAND flash memory has been falling, and it has become a well-known fact that flash memory particles are oversupply.
mainstream PCI-E 4.0 solid-state drive has dropped from above 1500 yuan to below 1000 yuan, while PCI-E 3.0 solid-state drive 1TB version, you can buy original granules in less than 500 yuan.
, the world's third largest DRAM manufacturer, has decided to cut capital expenditures by up to 30% in the next fiscal year and up to 50% in terms of chip equipment. Kioxia, the second largest NAND flash maker, will also cut production from this month.
As for the number one flash memory , Samsung , was not spared. On October 7, it released its third-quarter performance forecast, with operating profit of 10.8 trillion won, down 31.73% in the same period compared with last year, a decrease of 23.4% from the previous quarter.
(of course, although Samsung's price has been reduced, given the 0E gate incident, it is better not to buy Samsung in the near future).
Overall, the average contract price for two main types of memory, DRAM and NAND flash, decreased by 15% and 28% respectively from the previous quarter, respectively.
So if you have fox friends , you can start paying attention to the price trend. Because many solid-state drives have reached the lowest prices in history, the memory stick price is also very cheap.
In addition, there are further reports that as inventory continues to accumulate, the prices of these two memory chips will decline quarter by quarter in the fourth quarter and next year, which means that the prices will reach the lowest in the future. Now, it’s time to buy Double 11 or the end of the year, it depends on whether you are in a hurry to use it.
Also due to the cold weather in the semiconductor industry, as one of the pillar industries of the South Korean economy, South Korea has experienced continuous trade deficits for many months this year. This situation is the first time since the international financial crisis in 2008.
According to data, the shipments of South Korea's semiconductor chip began to decline for the first time in the past three years, down 22.7% from the same period last year; the year-on-year decrease in August was 30.5%, showing a continued decline.
You just finished singing and I will appear. This situation has caused the position of the leader of Samsung industry to be insured. Samsung Semiconductor's revenue in Q2 was US$22.623 billion, while TSMC's revenue was US$18.164 billion. However, TSMC also surpassed Intel in Q2 and jumped to second place in the world. Combined with the recent Apple agreed to TSMC's price increase requirements, it is not impossible to surpass Samsung in the next third quarter.
In addition to the manufacturers of these eight computers, even the laptop sold in the whole machine has not had an ideal sales volume. According to a report by Canalys, notebook shipments have declined for three consecutive quarters, with Q2 falling 18.6% to 54.5 million units.
To put it bluntly, in fact, the economy of all industries is in a downturn, and the electronics industry seems even more difficult for many reasons.
Of course, this also leads to a new question: are these products themselves overpriced?
Because under the normal economic situation, although there is a premium, it is not impossible to grit your teeth. Nowadays, most people have tight wallets, and the problem of high pricing is becoming more and more serious, because this is indeed not in line with the actual consumption capacity of the public.
Of course, then again, whether it is graphics cards, CPUs, DRAM or NAND flash memory, the price reduction promotions made by manufacturers in the future to clear inventory and return funds will be the general trend, which is also a good thing. At that time, fox friends who have been waiting like fruit for a long time can also find a suitable opportunity to buy it.
However, even if the market still shows a trend of oversupply at that time, I just want to applaud these manufacturers and say that I deserve it.
After all, you like to ignore me at the beginning, but now you can't afford to climb.
reference:
Quick Technology: PC sales are really cool: user demand has dropped sharply. CPU/graphics card/SSD and other manufacturers are going to cut prices and clear goods
Gartner , Canalys
pic source network
edited by: Huizai
