Nvidia may begin shipping its new generation of Blackwell architecture GPUs, "the most powerful AI chip on the planet," in October. The industry has recently reported that Nvidia will significantly reduce the supply of gaming graphics cards such as the RTX 40 series. The reduction may be as high as 5%. Success has made graphics card quotations rise again recently.
According to the Economic Daily, news from Chinese media and channels came out that Huida has significantly reduced the supply of high-end graphics processors (GPUs), mainly the RTX 40 series. It is estimated that the supply of mid-to-high-end series graphics cards of RTX 4070 and above may appear. Severe shortage.
Some analysts pointed out that Huida's reduction in production of RTX 40 series gaming graphics cards may be related to the "tight supply of AI chips". It will convert the production capacity booked from TSMC to the production of AI chips, resulting in a crowding out effect; it may also be for the next generation RTX 50 The series of graphics cards will pave the way for the launch to avoid the increase in inventory of previous generation products.
Rejecting production cuts and price cuts, RTX 5090 looks at 100,000
The industry said that Huida's RTX 4060 and 4060 Ti series of graphics cards have experienced insufficient supply. In April, it was reported that entry-level series of graphics cards such as RTX 4060, 3050 and GTX 1650 began to increase in price. The increase has now spread to RTX 4070, 4080 and 4090. For mid-to-high-end series graphics cards, it is estimated that the supply of RTX 4070 and above graphics cards will be even more scarce than in July.
Since Huida increased GPU supply in May in response to the 618 E-commerce Shopping Festival promotions, Huida has changed its attitude since July, notifying partners that GPU supply will be significantly reduced by 30% to 50%. The reason for this is likely to be Huida uses volume reduction to suppress the weak sales of electronic products in the market, so as to achieve the purpose of not cutting prices.
As for how much the new graphics card RTX 5090 will cost? According to Huang Renxun's "ancestral sword skills", judging the price of graphics cards based on performance may be the most reliable price estimation method at present. According to the news, the RTX 5090 graphics card not only has a base clock speed more than 30% higher than that of the RTX 4090, but is also the first to do so. It is equipped with GDDR7. Based on the current RTX4090 price plus the premium of new memory and at least 30% performance increase, the price is estimated to be more than NT$100,000.
Regarding Huida's refusal to cut prices and cut the supply of RTX 40 graphics cards, some netizens commented, "This is an old trick, and this time it is also to make way for the 50 series", "AI makes a lot of money, who cares about your game graphics card", " Manufacturers are cutting production It’s really shameless to control prices. Can AMD catch up quickly?”
The 4090 currently sells for 60,000. If the price is not compressed, the 5090 may sell for 80,000 to 100,000, and the 5080 may sell for 40,000 to 50,000.
Game cards are originally leftovers from computing cards, and production capacity is squeezed out by companies in need. Of course, the whole situation is very tense.
Gigabyte and MSI Yellow Robe Plus
As Huida graphics card quotations are rumored to rise again, legal persons are optimistic that board manufacturers such as ASUS, MSI, Gigabyte, and ASRock will seize the business opportunities of price increases. If Huida launches the biennially revised model by the end of the year as expected by the market, The RTX 50 series graphics cards will drive an increase in shipments from card manufacturers and drive up the average unit price of graphics card products.
Card manufacturers including MSI and Gigabyte are optimistic about this year's performance and are optimistic that the performance in the second half of this year will be better than that in the first half.
