Average selling price of high-end graphics cards More than doubled in recent quarters Due to the growing demand from gamers and miners, the supply of GPUs and components is insufficient. However, as the supply improves and miner demand declines, it is expected that graphics card prices will start to fall this quarter.
demand Modern high-end graphics card based on AMD’s RDNA 2 And NVIDIA Ampere architecture In the next few quarters, revenue from gamers will remain high.But as the Chinese government does its best Cracking down on cryptocurrency mining According to supply chain sources, in terms of transactions and transactions, demand from mines will inevitably drop.This is based on Digital ageIn addition, due to Ethereum mining No longer as profitable as before, individual miners will be less willing to buy new graphics cards.
Now that mining is not profitable, many miners and even mining farms tend to sell their hardware when they can still. Flooding the second-hand market Used graphics cards will inevitably affect the pricing of new boards, which is not particularly good for graphics card manufacturers and distributors.
Sources in the supply chain believe that graphics card prices will return to normal levels in the second half of the year, and the same will be true in the coming months. This will help attract gamers’ demand for additional boards (AIB) and other PC components, including motherboards, CPUs, memory modules and storage devices. Therefore, although the profitability of Asus, ASRock, Gigabyte, MSI and other companies will decline in the second half of the year because their products will not be able to charge the same high premiums, they will still enjoy sales growth.
Under normal circumstances, the sales of graphics cards in the third quarter increased compared to the second quarter, so prices may generally decline.
It is worth noting that some people in the supply chain believe that with the unusually high price of graphics cards, the cryptocurrency mining boom will make a comeback. At the same time, as companies such as AMD and Nvidia improve their GPU supply, we can at least expect that even if the mining frenzy returns, price increases will be moderate.