RTX 30 is hard to find, reflecting that Nvidia’s gaming business is returning to the top of revenue in the new quarter. There was Mellanox before and Arm mergers and acquisitions later. Under the business synergy effect, NVIDIA is expected to surprise the market again.
RTX 30 is hard to find.
On September 2, NVIDIA officially released three graphics cards, RTX 3070, 3080 and 3090. The RTX 30 series is based on a new ampere architecture, adopts Samsung's 8nm process, and is equipped with real-time ray tracing, which helps maintain the graphics competitiveness of PCs to meet the challenges of new game consoles from Microsoft and Sony.
From the perspective of pricing, the RTX 3080, which is only 1,000 yuan cheaper than the previous generation, makes enthusiasts unable to help shouting "Nvidia YES!" A number of analysis agencies said that the new graphics card cost performance exceeds market expectations and will effectively drive demand. After
was introduced to the market, the RTX 30 series soon ushered in a rush to buy. Whether in foreign channels such as Amazon and Newegg, or in domestic e-commerce pre-orders, RTX 3080 was quickly wiped out. On eBay, RTX 3080 was auctioned for more than 50,000 yuan, and the price directly increased tenfold. An RTX 3090FE was sold at an auction price of about 540,000 yuan. As NVIDIA’s "fastest-selling graphics card in history",
, RTX 30, was even more praised. In the analyst conference call, Nvidia founder and CEO Huang Renxun said: The industry has strong demand for the company's new RTX 30 series of game graphics cards.
Source: NVIDIA’s official website
However, due to the poor yield of the upstream manufacturer Samsung’s 8nm process, NVIDIA has encountered supply problems. Regarding Nvidia’s unexpected OEM for Samsung this time, some foreign media analyzed that Nvidia itself changed the manufacturer for reasons of supply stability. On the one hand,
has strong demand, and on the other hand, it is difficult to produce in the manufacturing process. This is where Nvidia has responded to the shortage of RTX 30 series. Compared with the official response, more positive news comes from the supply chain. According to the latest report from Digitimes, Nvidia plans to switch to TSMC 7nm next year to deal with Samsung’s 8nm yield problem.
game business returns to the top
On November 19, NVIDIA announced its third-quarter financial report. Nvidia's revenue in the quarter reached US$4.726 billion, a year-on-year increase of 57%, mainly due to strong demand for new game hardware and AI products.
game business and data center business are the two main revenue pillars of NVIDIA. In the second quarter, Nvidia's data center business revenue increased significantly and exceeded the gaming industry for the first time. This also means that Nvidia's strategy of accelerating its advancement into data centers and other businesses has been verified by performance.
However, in the past three quarters, revenue from the gaming sector returned to the top position-data center revenue was US$1.9 billion, a year-on-year increase of 162%; game revenue was US$2.27 billion, a year-on-year increase of 37%. Nvidia said that the record game revenue was mainly attributable to graphics card products for computer and game console manufacturers. Colette Kress, Chief Financial Officer of NVIDIA, said: "As we continue to add new RTX 30 series products, we expect games to generally rise in a seasonally declining quarter." The merger effect can be expected to be
Huang Renxun in a statement Said: NVIDIA is going all out to create record-breaking revenue in games, data centers and overall categories. Colette Kress said, "We expect the data center to decline slightly compared to the third quarter." In the short term, the revenue of the data center department is likely to decline. In the medium and long term, the data center and game market that Nvidia is currently working on, Both are regarded as high-certainty growth tracks. In addition to the prospects for the terminal market, NVIDIA’s recent mergers and acquisitions, especially the synergies brought about by it, have attracted the attention of the industry.
In April this year, NVIDIA acquired the Israeli network equipment vendor Melox for US$6.9 billion. Provide a large number of data center products, both of which can be used in the data centerEffectively integrate technical solutions in the field, and complement Nvidia’s shortcomings in cloud data center architecture.
Melox has become NVIDIA's growth engine, and the financial statements are visible. Nvidia recently stated that the acquisition of Melox brings a one-third revenue contribution to the data center field.
also reported in the third quarter financial report, Nvidia said: It is expected to complete the acquisition of ARM in the first quarter of 2022. Utilizing ARM processors, NVIDIA's ambition to attack the data center market will undoubtedly add further assistance.
TrendForce analyst Yao Jiayang told Global Semiconductor Observation that if NVIDIA can effectively integrate the resources accumulated in the existing game field with Arm's GPU IP resources and related ecosystems, there will be a significant bonus effect.
"In terms of data center, Nvidia has always been providing graphics card products. After acquiring Arm, it has a greater opportunity to strengthen the lack of CPU. In addition, Arm’s efforts in data center in recent years have gradually appeared, and then cooperate The accumulated ecosystem resources in the data center field can also be helpful."
Source: NVIDIA's official website
Around the data center, DPU, which is NVIDIA’s latest layout for the third member of the accelerated computing model, cannot be ignored. Some analysts said: Once Nvidia formally completes the acquisition of ARM, the DPU integrated with the ARM core will become the first entry point for Nvidia to enter the data center inventory market to replace x86 CPUs. What is the synergy of
's acquisition of Arm? Huang Renxun himself has responded: Arm architecture has a very good performance-to-power ratio, and there is room for a very high level of computing in the future.
Is the $500 billion market value dream far?
In July of this year, Nvidia's total market value reached 251.3 billion US dollars, surpassing Intel for the first time, and the most expensive semiconductor company in the United States changed its face for the first time in six years. As of November 20, US Eastern Time, Nvidia's market value has broken through the $300 billion barrier. Z1z
After NVIDIA is worth more than the old company, a more gorgeous vision is described by Bank of America analysts. Vivek Arya analyst team believes that with the help of data center and gaming business, Nvidia is expected to become the first semiconductor company with a market value of US$500 billion.
The "bow" of the global technology industry is heading towards the era of big data. A more detailed picture relates to how Nvidia imagines the future-"The computing unit is no longer a microprocessor, server or server cluster, but an entire data center. Future computing The company will be a data center acceleration company." Is the $500 billion market value dream of
far? At least Huang already knew the route.
