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- HilsonlewHilsonlew
  ·2022-04-25
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  500 days of graphics card crisis: Only NVIDIA and AMD have won big.
  显卡价格最低的是哪一天？接下来的一天。过去的两个月里，这句段子每天都在应验着。坚挺了近一年的显卡高价，随着2022年春天的到来，终于彻底坐上了向下的过山车。4月20日，NVIDIA 的30系显卡代表型
  500 days of graphics card crisis: Only NVIDIA and AMD have won big.
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- HilsonlewHilsonlew
  ·2021-05-28
  $Genting 5xLongSG220225(DNEW.SI)$Z
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see","listText":"See see","text":"See see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084563157","repostId":"1190788090","repostType":4,"repost":{"id":"1190788090","kind":"news","pubTimestamp":1650891831,"share":"https://ttm.financial/m/news/1190788090?lang=en_US&edition=fundamental","pubTime":"2022-04-25 21:03","market":"us","language":"zh","title":"500 days of graphics card crisis: Only NVIDIA and AMD have won big.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190788090","media":"奇偶派","summary":"显卡价格最低的是哪一天？接下来的一天。过去的两个月里，这句段子每天都在应验着。坚挺了近一年的显卡高价，随着2022年春天的到来，终于彻底坐上了向下的过山车。4月20日，NVIDIA 的30系显卡代表型","content":"<p><html><head></head><body>Which day is the lowest price for graphics cards? The next day.</p><p>This joke has been true every day for the past two months. Graphics card prices, which had remained high for nearly a year, finally embarked on a downward rollercoaster with the arrival of spring 2022.</p><p>On April 20th, NVIDIA's 30-series graphics card representative model, the RTX 3070,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The representative model of the RX 6000 series graphics cards, the RX 6700XT, has all fallen to around 3,900 yuan. This is the first time since their release that the prices of the two graphics cards have fallen below the MSRP (suggested retail price) level.</p><p><img src=\"https://static.tigerbbs.com/3ee32df3ff5618552326c5bc39cf004b\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>RTX 30 series graphics cards are now on sale! Image/Novatech</p><p>It seems that this round of price increase farce that has spanned the lifecycle of graphics cards from N and A is finally coming to an official end. Players who have been holding coins and waiting for a long time seem to be about to usher in spring.</p><p>But the absurdity that has persisted for too long has already created irreparable cracks. Over the past year and a half, the graphics card market has been in chaos, with exorbitant prices exceeding double the initial price, mining bosses whose large-scale card purchases have been suppressed by policies, and upstream manufacturers hoarding inventory. Even if it returns to normal, it will be difficult to immediately regain people's trust.</p><p>Behind the massive player base, the personal assembled computer industry (hereinafter referred to as the PC DIY industry), which has been declining in recent years, is also at the center of turmoil. The past year and a half has not been as successful as outsiders imagine; they have also struggled in this sunset industry.</p><p>Therefore, we decided to explore the ins and outs of this \"graphics card crisis\" and its profound impact on the future from the perspectives of ordinary players and dealers, using the following three questions:</p><p><b>1. How has the graphics card market caused players to lose patience over the past two years?</b></p><p><b>2. Did the unscrupulous computer assembly merchant, whom players angrily denounced, really make a profit in this farce?</b></p><p><b>3. Price cuts have finally arrived. Can gamers and the PC DIY industry still usher in a spring?</b></p><p><b>1. A reasonably priced graphics card is unavailable for a year and a half.</b></p><p>Around October 2020, amidst the eager anticipation of gamers, the renowned PC graphics card manufacturer NVIDIA released its latest RTX 30 series graphics cards and announced that the RTX 3090, RTX 3080, and RTX 3070 graphics cards would be the first to be launched.</p><p>\"Wow, this price is reasonable!\" \"We can look forward to the 3060!\" When I looked through the chat logs from that year's launch event, my friends Li Pei and Sun Yang, who follow computer hardware, were obviously excited at the time.</p><p>Besides the RTX 3090 model, which is positioned as the highest-end flagship, the RTX 3080 and RTX 3070 graphics cards are priced at 5499 yuan and 3899 yuan respectively. In comparison, the previous generation of graphics cards, the RTX 2080 and RTX 2070, which were also positioned, were initially priced at 6499 yuan and 4799 yuan respectively.</p><p>Both the RTX 3080 and RTX 3070 outperform the previous generation's most powerful flagship card, the RTX 2080Ti. Considering that some computer sellers claimed that the RTX 30 series would see a significant price increase before the new graphics cards were launched. This move to increase volume while reducing prices has made Lao Huang (NVIDIA CEO Jensen Huang) seem truly conscientious.</p><p><img src=\"https://static.tigerbbs.com/0ba96a5c10d89946aceccb5dfde1ffbb\" tg-width=\"990\" tg-height=\"592\" referrerpolicy=\"no-referrer\"/></p><p>The 30 Series' performance and list price are both very \"conscientious,\" according to the odd-even table.</p><p>But before long, the \"illusion\" of conscientious pricing shattered. Li Pei, who originally planned to replace his computer's GTX 970 graphics card that had been in service for many years, ...<a href=\"https://laohu8.com/S/JD\">JD.com</a>I tried to grab a 3070 of different models three times but failed.</p><p>Meanwhile, rumors circulated in hardware forums such as Graphics Card Bar, NGA Hardware Zone, and Chiphell.<b>Due to the pandemic, graphics card production capacity was insufficient in the early stages, leading to rumors of a supply shortage. Some graphics cards that were snapped up were priced up by 300-400 yuan and appeared on Taobao and Xianyu.</b></p><p>Fortunately, despite the fierce competition, many players were lucky enough to snag the original price card at the time. After another failed buying attempt, Li Pei took advantage of the Double 11 promotion that year to pay an extra 200 yuan to buy a ZOTAC RTX 3070.</p><p>Little did he know at the time that the graphics card would skyrocket to an incredibly high price in the following year. Many players never had the chance to buy the graphics card they wanted at the original price for a long time afterward.</p><p>In November 2020, Bitcoin launched another bull market for cryptocurrencies such as Ethereum. At that time, Ethereum, which was around $400 per coin, doubled in one month, rising to nearly $800 per coin. After entering 2021, the price of Ethereum skyrocketed. In February, the price of Ethereum broke through $2,000 per coin, and in May, the price reached an astonishing $4,300 per coin.</p><p>As an important tool for mining cryptocurrencies, the RTX 30 series graphics card, with a computing power of 45-120MH/s, has become a revenue-generating tool in the eyes of miners (people who mine cryptocurrencies with graphics cards). With the frenzied purchasing and encouragement of miners and mine owners, the price of graphics cards has skyrocketed. The RTX 3080 once rose to over 16,000 yuan, and the RTX 3070 also set a price record of 11,000 yuan.</p><p>Driven by the mining boom, AMD, another major graphics card brand that went public in December of that year, also failed to maintain its suggested retail price. Although the first flagship card, the RX 6800XT, had a computing power of only 63MH/s, it was still driven up by miners from 4,599 yuan to 11,000 yuan.</p><p>In March of that year, Sun Yang, who was using a GTX 960 4G, finally received the RTX 3060 he had been looking forward to. However, just as it was launched, this \"dessert card\" with a suggested retail price of 2,499 yuan was resold for nearly 5,000 yuan, and in April it even rose to 8,000 yuan.</p><p>\"Buy XX, buy it, I'm waiting for the PS5!\" Sun Yang, annoyed by the frequent increases in card prices from mining, lost patience during the conversation. Having bought it mainly for playing games, he decided to give up the graphics card and turn his attention to the upcoming next-generation game console.</p><p><img src=\"https://static.tigerbbs.com/16ec416b9d4f768f9089a0a01750942d\" tg-width=\"1063\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><p>Sun Yang ultimately purchased a PS5 console. (Photo provided by the interviewee)</p><p><b>More and more players planning to replace their graphics cards are choosing to back down due to the high prices of graphics cards caused by the mining boom. \"1060 will fight for another three years,\" \"970 will kill all online games,\" and \"Why buy a new graphics card? It's just browsing online forums.\"</b>Given that card prices have nearly quadrupled, this decision is not surprising.</p><p>Meanwhile, some players are still waiting for a \"mining crash\" (a crash in cryptocurrency prices leading to a sharp drop in graphics card prices). They have experienced the soaring price of graphics cards caused by the cryptocurrency bull market at the end of 2017. After the cryptocurrency price crash in the second half of 2018, the GTX 10 series graphics cards at that time once fell to about 60% of the official price. They believe that this mining wave will also come soon.</p><p>The price decline came as expected in May 2021. Starting on May 12, in just 10 days, the price of Ethereum plummeted from a high of $4,300 to $2,300. Graphics card prices also fell that month, starting a downward trend.</p><p>In the same month, NVIDIA announced the launch of an LHR version of graphics cards that limits mining power, which will be gradually applied to all subsequent graphics card models. Graphics card prices finally began to decline. This round of decline came after the People's Bank of China and 10 other ministries issued a notice in September 2021, completely cutting off the channels of virtual currency exchanges in China.</p><p>To players' surprise, despite the significant drop in graphics card prices compared to their peak due to multiple factors such as the crash in coin prices and policy crackdowns, the prices of key graphics card models did not replicate the scene of the 2018 mining disaster. Instead, they were still 20% or more higher than the official prices.</p><p>In November 2021, the NVIDIA RTX 3070 remained stable at around 5,500 yuan, the RTX 3060Ti was still priced at 4,500 yuan, the AMD RX 6800XT hovered around 7,500 yuan, and the RX 6700 XT remained firmly at 5,300 yuan.</p><p>It's been a year since the release, so production capacity shouldn't be an issue anymore; The wicked miners and mine owners have been defeated to the point of disappearing, so why can't graphics card prices come down?</p><p>Players who couldn't understand it turned their attention to the distributors this time, saying, \"It's all the fault of unscrupulous merchants who hoard goods and lock in card prices.\" \"Be optimistic about the original price chart, and don't buy until the unscrupulous merchants spit out the original price cards\" became the main theme of the \"wait-and-see party\" on the forum after October 2021.</p><p>Regardless of their dissatisfaction, graphics card prices remained stable for four months. Over the past four months, these persistent players have awaited...<a href=\"https://laohu8.com/S/INTC\">Intel</a>The news of the upcoming launch of the ARC series discrete graphics cards also brought news that NVIDIA's new generation of RTX 40 series graphics cards will be released this year.</p><p>But they still couldn't buy the graphics card at the original \"reasonable price\".</p><p><img src=\"https://static.tigerbbs.com/d2856497deee975a8a1044b5a2a2d52a\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>Image showing the original price of less than 3899 from 3070.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>@Sword of Victory</p><p>Another group of people decided to give up the idea of buying this generation of graphics cards. At this point, the sharp drop in graphics card prices arrived late. Can<b>Most people's patience is exhausted in three different stages: insufficient capacity, rising mining prices, and continuous premiums in card prices.</b></p><p>A year and a half has passed. Some people have finally recognized their needs, some have bought game consoles, some have completely given up hope, and the last few have finally received graphics cards that are close to a \"reasonable price\". However, after being without a card for so long, it seems like it wouldn't hurt to be without it for a while longer?</p><p><b>2. The 500 days of \"unscrupulous merchants\" were equally difficult.</b></p><p>As one of the \"unscrupulous merchants\" mentioned by players, Zhang Bei felt that he was also having a hard time.</p><p>Before the launch of the RTX 30 series, Zhang Bei, who ran an online store, had just experienced his best year in nearly three years, as the demand for computers surged due to online education and office work caused by the pandemic. According to IDC data, China's computer shipments grew to 49.1 million units in 2020, marking the first time in nine years that China's computer shipments have grown.</p><p>The last time there was such a good market performance dates back to around 2016, when the game \"PlayerUnknown's Battlegrounds\" demanded high performance and its own optimization issues. The previous main graphics card models, the 750Ti and 760, encountered performance bottlenecks. This model almost has<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The popularity of the game once allowed Zhang Bei, a small and medium-sized merchant, to sell hundreds of GTX 10 series graphics cards in a month.</p><p><img src=\"https://static.tigerbbs.com/b2aeb60ab8a45fea7b3acf168c1a679c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>PlayerUnknown's Battlegrounds (PUBG), the savior game of the PC DIY industry in 2017</p><p>After the release of the \"reasonably priced\" RTX 30 series, Zhang Bei originally expected to see another wave of new phones. \"With such a big improvement, many old graphics cards have been discontinued.\" However, the shortage of graphics cards caught him off guard due to production capacity constraints in the early stages of its launch. Most players tended to buy phones on major e-commerce platforms such as JD.com and Tmall, while he could only find a way to distribute some of the goods from upstream distributors.</p><p>The scarcity of new graphics cards has led upstream distributors to require merchants like Zhang Bei to \"bundle their purchases,\" meaning that for every high-end RTX 30 series card they purchase, they must simultaneously purchase several low-end cards like the GT 1030, which have limited sales.</p><p>In the PC DIY market, apart from users who use coreless CPUs and only require a dedicated graphics card to power up their machines, low-end cards like the GT 1030 are rarely considered. But in order to get a high-end card and earn some money, Zhang Bei still gritted his teeth and accepted some GT 1030s.</p><p>After the initial difficulties of listing, the mining boom brought about by the cryptocurrency bull market caused an unprecedented imbalance in the graphics card market.<b>During the months when cryptocurrency prices were at their highest, even with unreasonable rules like \"bundled pickup,\" Zhang Bei, an ordinary merchant, could sometimes only receive a few cards a week.</b></p><p><img src=\"https://static.tigerbbs.com/5185549d454866eeafc6b2490f0ec98d\" tg-width=\"1080\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/></p><p>The hardware boxes piled up in the store were photographed by Odd/Even Party.</p><p>\"There's no choice in terms of model; whatever model I give you, that's the model,\" Zhang Bei told me. In the past, merchants could choose graphics cards with different positioning when they picked up their goods. After all, there were demands for flagship cards, mid-range cards, and basic cards. But the virtual currency craze swallowed everything up, and having cards to sell was already a blessing at the time.</p><p>Even after obtaining the card at a purchase price far higher than the official retail price, Zhang Bei still faced a severe test. He doesn't run a physical store, so costs are slightly easier to control. However, if he doesn't sell dozens of machines a week, he will inevitably face losses. The price of graphics cards may seem high, but after deducting the already premium purchase price, he hasn't actually earned much.</p><p>Like many online sellers, Zhang Bei chose to sell graphics cards \"only with the whole machine\" for a period of time, and all the high-end graphics cards he received were not sold separately.<b>Only customers who install the complete machine can purchase the graphics card as an accessory. However, the high price also scared away many players, and sometimes he \"couldn't place an order in a day\".</b></p><p>“When card prices dropped slightly, some people were hoarding cards. I don’t know what happened next, afraid that there would be no cards to sell at all,” Zhang Bei did not deny that some well-off sellers were hoarding cards during that period. However, he believes that the hoarding of cards was more out of concern that there would be no cards to sell at all.</p><p>Days with only single-digit new orders a day are not easy to endure. Mid-to-high-end graphics cards have surged, and even the GT 1030, which was originally sold for less than 400 yuan in bundled purchases by Zhang Bei, has risen by 700 yuan. Some first-time users have even installed the GT 1030 and GT 730, which were previously difficult to sell, in order to show off their phones.</p><p>It wasn't until the cryptocurrency exchange \"earthquake\" in September 2021, when graphics card prices entered a downward cycle and the premium rate dropped from 200% to 20-30%, that online store business rebounded. However, the price still seems expensive, and coupled with many demands that have already been \"dissuaded\" by the market, his business is not even as good as the low point in 2018, let alone 2020.</p><p>Why do graphics cards, which have been separated from virtual currencies, still remain at a significantly high price premium? Zhang Bei believes<b>This is mainly attributed to upstream distributors and the two major manufacturers, NVIDIA and AMD, themselves.</b></p><p>After May last year, graphics card prices fell somewhat, but after the \"mining disaster\" in October, the purchase price of graphics cards from upstream distributors and brand manufacturers did not decline significantly. For example, the purchase price of the RTX 3060Ti fluctuated between 4,000 and 4,500 yuan for a long time, while the purchase price of the RTX 3070 remained stable at the 5,000 yuan range.</p><p>Therefore, the high prices of graphics cards since October 2021 may not be entirely due to dealers \"hoarding\" cards and raising prices in pursuit of higher profits.<b>The stable price controls of upstream factories and NVIDIA and AMD have resulted in high purchase prices for downstream distributors, which is one of the important reasons.</b></p><p>As for the distributors who were angrily denounced as \"unscrupulous merchants\" by players who couldn't buy cards, many of them have also experienced bundled delivery in the past year and a half, with almost no cards available for sale and very few orders due to upstream price controls.<b>The so-called \"making a fortune\" doesn't exist; surviving is extremely difficult.</b></p><p><b>3. After the farce, there is no spring in the industry.</b></p><p>Now, the \"graphics card crisis\" that has lasted for a year and a half is finally showing signs of coming to an end. Neither most enthusiastic gamers nor downstream small and medium-sized distributors have been able to gain any advantage in this crisis.</p><p>When the crisis is finally over, will spring come?</p><p>Sun Yang, who is still using a GTX 960 on his computer, doesn't plan to upgrade to a new graphics card in the short term. Now he only occasionally uses his computer to Photoshop images and play online games like League of Legends that don't require specifications. As for large-scale AAA games, he is used to playing them on the PS5.</p><p>At the beginning of the year, Chen Xiaohang finally decided to replace the computer that had been in service at home for nearly ten years. However, after browsing around forums such as graphics card forums, Tualatin forums, and PCEVA, he ultimately did not purchase the parts and assemble them himself as before, but instead ordered a complete Blade series machine directly from Lenovo's JD.com store.</p><p>In fact, Chen Xiaohang currently spends most of his gaming time on his phone. Mobile games such as \"Honor of Kings\", \"Peacekeeper Elite\", \"Genshin Impact\", and \"Harry Potter\" have developed rapidly in the past year and a half and also have outstanding playability. He bought a computer simply because he was used to having one at home.</p><p>According to statistics from Steam, a gaming platform where AAA titles gather, the highest-ranked RTX 30 series desktop graphics card is the mid-range dessert card RTX 3060, which ranks 8th, while the top-ranked card is still the GTX 1060 released by NVIDIA six years ago.</p><p><img src=\"https://static.tigerbbs.com/09771a06cc01b01a8549dd398e1daf83\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/></p><p>Screenshot of gamer graphics card statistics from Steam</p><p>At the computer market in Guangbutun, jioupai saw that a merchant's configuration list also listed Intel's 10th generation Core and AMD's Zen2 series CPUs, which were mainstream in 2019-2020. The graphics cards were also the previous generation RTX 20 series and RX 5000 series products, which clearly hadn't been updated for a long time.</p><p><img src=\"https://static.tigerbbs.com/d113723ecf00398f07006f1ea213e2bf\" tg-width=\"1080\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The PC configuration boards in the computer market haven't been updated in a long time. (Photo by Odd/Even Party)</p><p>Even in high-rise buildings where online sales are the main focus, a large number of merchants have their doors closed. In fact, since around 2012, the PC DIY industry has been declining and is regarded as a \"sunset industry\" with little prospect.</p><p>Every year in the past, a large number of businesses in the industry have withdrawn. During the relatively glorious years of 2017 and 2020, Tmall alone had the Yihua flagship store, Samer Digital flagship store, and Jin...<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Several well-known computer hardware stores, including computer accessories stores, that have been operating for more than a decade have announced their closure or changed industries.</p><p>At the same time, well-known computer manufacturers such as Lenovo, ASUS, and MSI have also begun to focus on their own complete computer products. In the past, a major advantage of PC DIY was that it was more cost-effective than these brand-name computers. However, as the computer market has \"boomed\", major manufacturers have not only caught up in terms of cost-effectiveness, but also have a significant advantage of 3-5 years of after-sales service for complete computers.</p><p><b>For the already struggling PC DIY industry, surrounded by formidable competitors, this year-and-a-half-long \"graphics card crisis\" has been the heaviest blow.</b></p><p>The not-so-large gamer base has lost patience, leading to an accelerated loss of players; Medium and large enterprises prefer large manufacturers with comprehensive after-sales service; Some small businesses with limited budgets, hit by the pandemic, also tend to choose computer rental platforms under uncertain circumstances; The AAA game market has been completely quiet during the pandemic. The only major title that had the potential to encourage players to upgrade their cards, Cyberpunk 2077, has seen its reputation plummet due to numerous bugs, failing to replicate the glorious history of PUBG driving the upgrade wave.</p><p>Even though graphics card prices have finally dropped, the audience for the PC DIY industry is still shrinking. In recent years, players have frequently discussed the prospects of the PC DIY industry in the hardware section of the NGA forum, which became popular due to the classic game Warcraft.</p><p>Some argue that, like other electronic devices, integration will become the future trend of personal computers, while forms like PC DIY, which are closer to modularity, may not disappear completely, but they are destined to become niche enough to become a belief similar to Hi-Fi.</p><p><img src=\"https://static.tigerbbs.com/76e76e0f6474f2bba87dba7427dbec1d\" tg-width=\"1080\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>NGA netizens are pessimistic about the prospects of PC DIY (Image/NGA Hardware Zone)</p><p>For most players, the need to play games that have disappeared or been transferred to laptops/phones is difficult to return; For PC DIY professionals like Zhang Bei,<b>The industry's downturn is already a foregone conclusion. These are not things that can be changed by resolving the \"graphics card crisis\" or lowering graphics card prices back to their original value. After the farce, spring will never come for either gamers or the industry.</b></p><p>Perhaps the only hardware sources that are always in the spring are Intel, NVIDIA, and AMD, where there is no need to worry about the future. Whether it's personal assembly, OEM complete machines from major manufacturers, or miners using graphics cards to mine coins, it doesn't affect their ability to make money.</p><p>In its annual report released in February this year, NVIDIA disclosed that, boosted by full-year graphics card sales, its revenue for fiscal year 2022 surged by 61%, reaching a record high of $26.91 billion. AMD announced that its full-year revenue for 2021 was $16.43 billion, a significant increase of 68% year-over-year.</p><p><b>4. Write at the end</b></p><p>Looking back at the chaos in the graphics card market over the past year and a half, it may not be a simple conflict between unscrupulous businessmen and consumers, but rather a story of NVIDIA, AMD, and many AIC graphics card manufacturers leveraging their upstream advantages to wantonly exploit mid-to-downstream distributors and consumers.</p><p>After exhausting the pond, what remains is the devastation of the sunset PC DIY industry. Players have either passively or voluntarily given up their gaming needs, and small and medium-sized distributors like Zhang Bei are barely surviving. It is unknown how long they can survive.</p><p>Even if the DIY computer industry eventually \"cools down,\" NVIDIA, AMD, and AIC graphics card manufacturers will still have a place in the future OEM and laptop market. Don't forget that NVIDIA has been involved in the fields of artificial intelligence and autonomous driving for a long time. Even without a single piece of hardware, people like Jensen Huang still have the ability to make a fortune.</p><p><b>The instigators of the graphics card farce earned the most and were least impacted during this chaotic year and a half; People who have endured the predicament of not being able to buy cards, not having cards to sell, and being ignored have only witnessed the fate of the PC DIY industry being exploited and destroyed.</b></p><p>But what can they change? The commercial battlefield revealed a helpless coldness at this moment.</p><p></body></html></p>","source":"lsy1606398076740","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>500 days of graphics card crisis: Only NVIDIA and AMD have won big.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n500 days of graphics card crisis: Only NVIDIA and AMD have won big.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">奇偶派</strong><span class=\"h-time small\">2022-04-25 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Which day is the lowest price for graphics cards? The next day.</p><p>This joke has been true every day for the past two months. Graphics card prices, which had remained high for nearly a year, finally embarked on a downward rollercoaster with the arrival of spring 2022.</p><p>On April 20th, NVIDIA's 30-series graphics card representative model, the RTX 3070,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The representative model of the RX 6000 series graphics cards, the RX 6700XT, has all fallen to around 3,900 yuan. This is the first time since their release that the prices of the two graphics cards have fallen below the MSRP (suggested retail price) level.</p><p><img src=\"https://static.tigerbbs.com/3ee32df3ff5618552326c5bc39cf004b\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>RTX 30 series graphics cards are now on sale! Image/Novatech</p><p>It seems that this round of price increase farce that has spanned the lifecycle of graphics cards from N and A is finally coming to an official end. Players who have been holding coins and waiting for a long time seem to be about to usher in spring.</p><p>But the absurdity that has persisted for too long has already created irreparable cracks. Over the past year and a half, the graphics card market has been in chaos, with exorbitant prices exceeding double the initial price, mining bosses whose large-scale card purchases have been suppressed by policies, and upstream manufacturers hoarding inventory. Even if it returns to normal, it will be difficult to immediately regain people's trust.</p><p>Behind the massive player base, the personal assembled computer industry (hereinafter referred to as the PC DIY industry), which has been declining in recent years, is also at the center of turmoil. The past year and a half has not been as successful as outsiders imagine; they have also struggled in this sunset industry.</p><p>Therefore, we decided to explore the ins and outs of this \"graphics card crisis\" and its profound impact on the future from the perspectives of ordinary players and dealers, using the following three questions:</p><p><b>1. How has the graphics card market caused players to lose patience over the past two years?</b></p><p><b>2. Did the unscrupulous computer assembly merchant, whom players angrily denounced, really make a profit in this farce?</b></p><p><b>3. Price cuts have finally arrived. Can gamers and the PC DIY industry still usher in a spring?</b></p><p><b>1. A reasonably priced graphics card is unavailable for a year and a half.</b></p><p>Around October 2020, amidst the eager anticipation of gamers, the renowned PC graphics card manufacturer NVIDIA released its latest RTX 30 series graphics cards and announced that the RTX 3090, RTX 3080, and RTX 3070 graphics cards would be the first to be launched.</p><p>\"Wow, this price is reasonable!\" \"We can look forward to the 3060!\" When I looked through the chat logs from that year's launch event, my friends Li Pei and Sun Yang, who follow computer hardware, were obviously excited at the time.</p><p>Besides the RTX 3090 model, which is positioned as the highest-end flagship, the RTX 3080 and RTX 3070 graphics cards are priced at 5499 yuan and 3899 yuan respectively. In comparison, the previous generation of graphics cards, the RTX 2080 and RTX 2070, which were also positioned, were initially priced at 6499 yuan and 4799 yuan respectively.</p><p>Both the RTX 3080 and RTX 3070 outperform the previous generation's most powerful flagship card, the RTX 2080Ti. Considering that some computer sellers claimed that the RTX 30 series would see a significant price increase before the new graphics cards were launched. This move to increase volume while reducing prices has made Lao Huang (NVIDIA CEO Jensen Huang) seem truly conscientious.</p><p><img src=\"https://static.tigerbbs.com/0ba96a5c10d89946aceccb5dfde1ffbb\" tg-width=\"990\" tg-height=\"592\" referrerpolicy=\"no-referrer\"/></p><p>The 30 Series' performance and list price are both very \"conscientious,\" according to the odd-even table.</p><p>But before long, the \"illusion\" of conscientious pricing shattered. Li Pei, who originally planned to replace his computer's GTX 970 graphics card that had been in service for many years, ...<a href=\"https://laohu8.com/S/JD\">JD.com</a>I tried to grab a 3070 of different models three times but failed.</p><p>Meanwhile, rumors circulated in hardware forums such as Graphics Card Bar, NGA Hardware Zone, and Chiphell.<b>Due to the pandemic, graphics card production capacity was insufficient in the early stages, leading to rumors of a supply shortage. Some graphics cards that were snapped up were priced up by 300-400 yuan and appeared on Taobao and Xianyu.</b></p><p>Fortunately, despite the fierce competition, many players were lucky enough to snag the original price card at the time. After another failed buying attempt, Li Pei took advantage of the Double 11 promotion that year to pay an extra 200 yuan to buy a ZOTAC RTX 3070.</p><p>Little did he know at the time that the graphics card would skyrocket to an incredibly high price in the following year. Many players never had the chance to buy the graphics card they wanted at the original price for a long time afterward.</p><p>In November 2020, Bitcoin launched another bull market for cryptocurrencies such as Ethereum. At that time, Ethereum, which was around $400 per coin, doubled in one month, rising to nearly $800 per coin. After entering 2021, the price of Ethereum skyrocketed. In February, the price of Ethereum broke through $2,000 per coin, and in May, the price reached an astonishing $4,300 per coin.</p><p>As an important tool for mining cryptocurrencies, the RTX 30 series graphics card, with a computing power of 45-120MH/s, has become a revenue-generating tool in the eyes of miners (people who mine cryptocurrencies with graphics cards). With the frenzied purchasing and encouragement of miners and mine owners, the price of graphics cards has skyrocketed. The RTX 3080 once rose to over 16,000 yuan, and the RTX 3070 also set a price record of 11,000 yuan.</p><p>Driven by the mining boom, AMD, another major graphics card brand that went public in December of that year, also failed to maintain its suggested retail price. Although the first flagship card, the RX 6800XT, had a computing power of only 63MH/s, it was still driven up by miners from 4,599 yuan to 11,000 yuan.</p><p>In March of that year, Sun Yang, who was using a GTX 960 4G, finally received the RTX 3060 he had been looking forward to. However, just as it was launched, this \"dessert card\" with a suggested retail price of 2,499 yuan was resold for nearly 5,000 yuan, and in April it even rose to 8,000 yuan.</p><p>\"Buy XX, buy it, I'm waiting for the PS5!\" Sun Yang, annoyed by the frequent increases in card prices from mining, lost patience during the conversation. Having bought it mainly for playing games, he decided to give up the graphics card and turn his attention to the upcoming next-generation game console.</p><p><img src=\"https://static.tigerbbs.com/16ec416b9d4f768f9089a0a01750942d\" tg-width=\"1063\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><p>Sun Yang ultimately purchased a PS5 console. (Photo provided by the interviewee)</p><p><b>More and more players planning to replace their graphics cards are choosing to back down due to the high prices of graphics cards caused by the mining boom. \"1060 will fight for another three years,\" \"970 will kill all online games,\" and \"Why buy a new graphics card? It's just browsing online forums.\"</b>Given that card prices have nearly quadrupled, this decision is not surprising.</p><p>Meanwhile, some players are still waiting for a \"mining crash\" (a crash in cryptocurrency prices leading to a sharp drop in graphics card prices). They have experienced the soaring price of graphics cards caused by the cryptocurrency bull market at the end of 2017. After the cryptocurrency price crash in the second half of 2018, the GTX 10 series graphics cards at that time once fell to about 60% of the official price. They believe that this mining wave will also come soon.</p><p>The price decline came as expected in May 2021. Starting on May 12, in just 10 days, the price of Ethereum plummeted from a high of $4,300 to $2,300. Graphics card prices also fell that month, starting a downward trend.</p><p>In the same month, NVIDIA announced the launch of an LHR version of graphics cards that limits mining power, which will be gradually applied to all subsequent graphics card models. Graphics card prices finally began to decline. This round of decline came after the People's Bank of China and 10 other ministries issued a notice in September 2021, completely cutting off the channels of virtual currency exchanges in China.</p><p>To players' surprise, despite the significant drop in graphics card prices compared to their peak due to multiple factors such as the crash in coin prices and policy crackdowns, the prices of key graphics card models did not replicate the scene of the 2018 mining disaster. Instead, they were still 20% or more higher than the official prices.</p><p>In November 2021, the NVIDIA RTX 3070 remained stable at around 5,500 yuan, the RTX 3060Ti was still priced at 4,500 yuan, the AMD RX 6800XT hovered around 7,500 yuan, and the RX 6700 XT remained firmly at 5,300 yuan.</p><p>It's been a year since the release, so production capacity shouldn't be an issue anymore; The wicked miners and mine owners have been defeated to the point of disappearing, so why can't graphics card prices come down?</p><p>Players who couldn't understand it turned their attention to the distributors this time, saying, \"It's all the fault of unscrupulous merchants who hoard goods and lock in card prices.\" \"Be optimistic about the original price chart, and don't buy until the unscrupulous merchants spit out the original price cards\" became the main theme of the \"wait-and-see party\" on the forum after October 2021.</p><p>Regardless of their dissatisfaction, graphics card prices remained stable for four months. Over the past four months, these persistent players have awaited...<a href=\"https://laohu8.com/S/INTC\">Intel</a>The news of the upcoming launch of the ARC series discrete graphics cards also brought news that NVIDIA's new generation of RTX 40 series graphics cards will be released this year.</p><p>But they still couldn't buy the graphics card at the original \"reasonable price\".</p><p><img src=\"https://static.tigerbbs.com/d2856497deee975a8a1044b5a2a2d52a\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>Image showing the original price of less than 3899 from 3070.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>@Sword of Victory</p><p>Another group of people decided to give up the idea of buying this generation of graphics cards. At this point, the sharp drop in graphics card prices arrived late. Can<b>Most people's patience is exhausted in three different stages: insufficient capacity, rising mining prices, and continuous premiums in card prices.</b></p><p>A year and a half has passed. Some people have finally recognized their needs, some have bought game consoles, some have completely given up hope, and the last few have finally received graphics cards that are close to a \"reasonable price\". However, after being without a card for so long, it seems like it wouldn't hurt to be without it for a while longer?</p><p><b>2. The 500 days of \"unscrupulous merchants\" were equally difficult.</b></p><p>As one of the \"unscrupulous merchants\" mentioned by players, Zhang Bei felt that he was also having a hard time.</p><p>Before the launch of the RTX 30 series, Zhang Bei, who ran an online store, had just experienced his best year in nearly three years, as the demand for computers surged due to online education and office work caused by the pandemic. According to IDC data, China's computer shipments grew to 49.1 million units in 2020, marking the first time in nine years that China's computer shipments have grown.</p><p>The last time there was such a good market performance dates back to around 2016, when the game \"PlayerUnknown's Battlegrounds\" demanded high performance and its own optimization issues. The previous main graphics card models, the 750Ti and 760, encountered performance bottlenecks. This model almost has<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The popularity of the game once allowed Zhang Bei, a small and medium-sized merchant, to sell hundreds of GTX 10 series graphics cards in a month.</p><p><img src=\"https://static.tigerbbs.com/b2aeb60ab8a45fea7b3acf168c1a679c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>PlayerUnknown's Battlegrounds (PUBG), the savior game of the PC DIY industry in 2017</p><p>After the release of the \"reasonably priced\" RTX 30 series, Zhang Bei originally expected to see another wave of new phones. \"With such a big improvement, many old graphics cards have been discontinued.\" However, the shortage of graphics cards caught him off guard due to production capacity constraints in the early stages of its launch. Most players tended to buy phones on major e-commerce platforms such as JD.com and Tmall, while he could only find a way to distribute some of the goods from upstream distributors.</p><p>The scarcity of new graphics cards has led upstream distributors to require merchants like Zhang Bei to \"bundle their purchases,\" meaning that for every high-end RTX 30 series card they purchase, they must simultaneously purchase several low-end cards like the GT 1030, which have limited sales.</p><p>In the PC DIY market, apart from users who use coreless CPUs and only require a dedicated graphics card to power up their machines, low-end cards like the GT 1030 are rarely considered. But in order to get a high-end card and earn some money, Zhang Bei still gritted his teeth and accepted some GT 1030s.</p><p>After the initial difficulties of listing, the mining boom brought about by the cryptocurrency bull market caused an unprecedented imbalance in the graphics card market.<b>During the months when cryptocurrency prices were at their highest, even with unreasonable rules like \"bundled pickup,\" Zhang Bei, an ordinary merchant, could sometimes only receive a few cards a week.</b></p><p><img src=\"https://static.tigerbbs.com/5185549d454866eeafc6b2490f0ec98d\" tg-width=\"1080\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/></p><p>The hardware boxes piled up in the store were photographed by Odd/Even Party.</p><p>\"There's no choice in terms of model; whatever model I give you, that's the model,\" Zhang Bei told me. In the past, merchants could choose graphics cards with different positioning when they picked up their goods. After all, there were demands for flagship cards, mid-range cards, and basic cards. But the virtual currency craze swallowed everything up, and having cards to sell was already a blessing at the time.</p><p>Even after obtaining the card at a purchase price far higher than the official retail price, Zhang Bei still faced a severe test. He doesn't run a physical store, so costs are slightly easier to control. However, if he doesn't sell dozens of machines a week, he will inevitably face losses. The price of graphics cards may seem high, but after deducting the already premium purchase price, he hasn't actually earned much.</p><p>Like many online sellers, Zhang Bei chose to sell graphics cards \"only with the whole machine\" for a period of time, and all the high-end graphics cards he received were not sold separately.<b>Only customers who install the complete machine can purchase the graphics card as an accessory. However, the high price also scared away many players, and sometimes he \"couldn't place an order in a day\".</b></p><p>“When card prices dropped slightly, some people were hoarding cards. I don’t know what happened next, afraid that there would be no cards to sell at all,” Zhang Bei did not deny that some well-off sellers were hoarding cards during that period. However, he believes that the hoarding of cards was more out of concern that there would be no cards to sell at all.</p><p>Days with only single-digit new orders a day are not easy to endure. Mid-to-high-end graphics cards have surged, and even the GT 1030, which was originally sold for less than 400 yuan in bundled purchases by Zhang Bei, has risen by 700 yuan. Some first-time users have even installed the GT 1030 and GT 730, which were previously difficult to sell, in order to show off their phones.</p><p>It wasn't until the cryptocurrency exchange \"earthquake\" in September 2021, when graphics card prices entered a downward cycle and the premium rate dropped from 200% to 20-30%, that online store business rebounded. However, the price still seems expensive, and coupled with many demands that have already been \"dissuaded\" by the market, his business is not even as good as the low point in 2018, let alone 2020.</p><p>Why do graphics cards, which have been separated from virtual currencies, still remain at a significantly high price premium? Zhang Bei believes<b>This is mainly attributed to upstream distributors and the two major manufacturers, NVIDIA and AMD, themselves.</b></p><p>After May last year, graphics card prices fell somewhat, but after the \"mining disaster\" in October, the purchase price of graphics cards from upstream distributors and brand manufacturers did not decline significantly. For example, the purchase price of the RTX 3060Ti fluctuated between 4,000 and 4,500 yuan for a long time, while the purchase price of the RTX 3070 remained stable at the 5,000 yuan range.</p><p>Therefore, the high prices of graphics cards since October 2021 may not be entirely due to dealers \"hoarding\" cards and raising prices in pursuit of higher profits.<b>The stable price controls of upstream factories and NVIDIA and AMD have resulted in high purchase prices for downstream distributors, which is one of the important reasons.</b></p><p>As for the distributors who were angrily denounced as \"unscrupulous merchants\" by players who couldn't buy cards, many of them have also experienced bundled delivery in the past year and a half, with almost no cards available for sale and very few orders due to upstream price controls.<b>The so-called \"making a fortune\" doesn't exist; surviving is extremely difficult.</b></p><p><b>3. After the farce, there is no spring in the industry.</b></p><p>Now, the \"graphics card crisis\" that has lasted for a year and a half is finally showing signs of coming to an end. Neither most enthusiastic gamers nor downstream small and medium-sized distributors have been able to gain any advantage in this crisis.</p><p>When the crisis is finally over, will spring come?</p><p>Sun Yang, who is still using a GTX 960 on his computer, doesn't plan to upgrade to a new graphics card in the short term. Now he only occasionally uses his computer to Photoshop images and play online games like League of Legends that don't require specifications. As for large-scale AAA games, he is used to playing them on the PS5.</p><p>At the beginning of the year, Chen Xiaohang finally decided to replace the computer that had been in service at home for nearly ten years. However, after browsing around forums such as graphics card forums, Tualatin forums, and PCEVA, he ultimately did not purchase the parts and assemble them himself as before, but instead ordered a complete Blade series machine directly from Lenovo's JD.com store.</p><p>In fact, Chen Xiaohang currently spends most of his gaming time on his phone. Mobile games such as \"Honor of Kings\", \"Peacekeeper Elite\", \"Genshin Impact\", and \"Harry Potter\" have developed rapidly in the past year and a half and also have outstanding playability. He bought a computer simply because he was used to having one at home.</p><p>According to statistics from Steam, a gaming platform where AAA titles gather, the highest-ranked RTX 30 series desktop graphics card is the mid-range dessert card RTX 3060, which ranks 8th, while the top-ranked card is still the GTX 1060 released by NVIDIA six years ago.</p><p><img src=\"https://static.tigerbbs.com/09771a06cc01b01a8549dd398e1daf83\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/></p><p>Screenshot of gamer graphics card statistics from Steam</p><p>At the computer market in Guangbutun, jioupai saw that a merchant's configuration list also listed Intel's 10th generation Core and AMD's Zen2 series CPUs, which were mainstream in 2019-2020. The graphics cards were also the previous generation RTX 20 series and RX 5000 series products, which clearly hadn't been updated for a long time.</p><p><img src=\"https://static.tigerbbs.com/d113723ecf00398f07006f1ea213e2bf\" tg-width=\"1080\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The PC configuration boards in the computer market haven't been updated in a long time. (Photo by Odd/Even Party)</p><p>Even in high-rise buildings where online sales are the main focus, a large number of merchants have their doors closed. In fact, since around 2012, the PC DIY industry has been declining and is regarded as a \"sunset industry\" with little prospect.</p><p>Every year in the past, a large number of businesses in the industry have withdrawn. During the relatively glorious years of 2017 and 2020, Tmall alone had the Yihua flagship store, Samer Digital flagship store, and Jin...<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Several well-known computer hardware stores, including computer accessories stores, that have been operating for more than a decade have announced their closure or changed industries.</p><p>At the same time, well-known computer manufacturers such as Lenovo, ASUS, and MSI have also begun to focus on their own complete computer products. In the past, a major advantage of PC DIY was that it was more cost-effective than these brand-name computers. However, as the computer market has \"boomed\", major manufacturers have not only caught up in terms of cost-effectiveness, but also have a significant advantage of 3-5 years of after-sales service for complete computers.</p><p><b>For the already struggling PC DIY industry, surrounded by formidable competitors, this year-and-a-half-long \"graphics card crisis\" has been the heaviest blow.</b></p><p>The not-so-large gamer base has lost patience, leading to an accelerated loss of players; Medium and large enterprises prefer large manufacturers with comprehensive after-sales service; Some small businesses with limited budgets, hit by the pandemic, also tend to choose computer rental platforms under uncertain circumstances; The AAA game market has been completely quiet during the pandemic. The only major title that had the potential to encourage players to upgrade their cards, Cyberpunk 2077, has seen its reputation plummet due to numerous bugs, failing to replicate the glorious history of PUBG driving the upgrade wave.</p><p>Even though graphics card prices have finally dropped, the audience for the PC DIY industry is still shrinking. In recent years, players have frequently discussed the prospects of the PC DIY industry in the hardware section of the NGA forum, which became popular due to the classic game Warcraft.</p><p>Some argue that, like other electronic devices, integration will become the future trend of personal computers, while forms like PC DIY, which are closer to modularity, may not disappear completely, but they are destined to become niche enough to become a belief similar to Hi-Fi.</p><p><img src=\"https://static.tigerbbs.com/76e76e0f6474f2bba87dba7427dbec1d\" tg-width=\"1080\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>NGA netizens are pessimistic about the prospects of PC DIY (Image/NGA Hardware Zone)</p><p>For most players, the need to play games that have disappeared or been transferred to laptops/phones is difficult to return; For PC DIY professionals like Zhang Bei,<b>The industry's downturn is already a foregone conclusion. These are not things that can be changed by resolving the \"graphics card crisis\" or lowering graphics card prices back to their original value. After the farce, spring will never come for either gamers or the industry.</b></p><p>Perhaps the only hardware sources that are always in the spring are Intel, NVIDIA, and AMD, where there is no need to worry about the future. Whether it's personal assembly, OEM complete machines from major manufacturers, or miners using graphics cards to mine coins, it doesn't affect their ability to make money.</p><p>In its annual report released in February this year, NVIDIA disclosed that, boosted by full-year graphics card sales, its revenue for fiscal year 2022 surged by 61%, reaching a record high of $26.91 billion. AMD announced that its full-year revenue for 2021 was $16.43 billion, a significant increase of 68% year-over-year.</p><p><b>4. Write at the end</b></p><p>Looking back at the chaos in the graphics card market over the past year and a half, it may not be a simple conflict between unscrupulous businessmen and consumers, but rather a story of NVIDIA, AMD, and many AIC graphics card manufacturers leveraging their upstream advantages to wantonly exploit mid-to-downstream distributors and consumers.</p><p>After exhausting the pond, what remains is the devastation of the sunset PC DIY industry. Players have either passively or voluntarily given up their gaming needs, and small and medium-sized distributors like Zhang Bei are barely surviving. It is unknown how long they can survive.</p><p>Even if the DIY computer industry eventually \"cools down,\" NVIDIA, AMD, and AIC graphics card manufacturers will still have a place in the future OEM and laptop market. Don't forget that NVIDIA has been involved in the fields of artificial intelligence and autonomous driving for a long time. Even without a single piece of hardware, people like Jensen Huang still have the ability to make a fortune.</p><p><b>The instigators of the graphics card farce earned the most and were least impacted during this chaotic year and a half; People who have endured the predicament of not being able to buy cards, not having cards to sell, and being ignored have only witnessed the fate of the PC DIY industry being exploited and destroyed.</b></p><p>But what can they change? The commercial battlefield revealed a helpless coldness at this moment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/lnkdb1nbter3HKrBgP28sw\">奇偶派</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09d83d2965047c6ca5349f3d0b3f1301","relate_stocks":{"BK4566":"资本集团","BK4579":"人工智能","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","GFS":"GLOBALFOUNDRIES Inc.","NVDA":"英伟达","BK4551":"寇图资本持仓","BK4573":"虚拟现实","AMD":"美国超微公司","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念"},"source_url":"https://mp.weixin.qq.com/s/lnkdb1nbter3HKrBgP28sw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190788090","content_text":"显卡价格最低的是哪一天？接下来的一天。过去的两个月里，这句段子每天都在应验着。坚挺了近一年的显卡高价，随着2022年春天的到来，终于彻底坐上了向下的过山车。4月20日，NVIDIA 的30系显卡代表型号RTX 3070、AMD RX 6000系显卡代表型号RX 6700XT齐刷刷跌至3900元左右，这是自发售以来，两款显卡的价格第一次跌到MSRP（建议零售价）档位。RTX 30系显卡全面在售啦！图/Novatech看上去，这一轮贯穿N、A两家显卡生命周期的涨价闹剧，终于要正式落下帷幕了。持币等待了很长时间的玩家们，似乎也将要迎来春天。但持续太久的荒诞，早已制造出难以弥补的裂痕。过去的一年半里，一度超出首发价一倍的天价显卡，大手笔买卡又被政策打压下去的挖矿老板，囤货可居的上游厂商…堪称群魔乱舞的显卡市场，即便恢复了正常，也难立即重获人们信任。庞大的玩家群体背后，近些年每况愈下的个人组装电脑行业（下称 PC DIY行业）同样身处震荡中心。过去的一年半里，不若外界想象般风光，他们同样在这个夕阳行业中挣扎。因此，我们决定借普通玩家和经销商两个视角，用以下三个问题，来探寻这场“显卡危机”的来龙去脉，以及它将对未来产生的深远影响：1.过去两年，显卡市场是如何让玩家们失去耐心的？2.玩家口中怒斥的组装电脑奸商，在这场闹剧中真赚到了？3.降价终于来临，玩家和PC DIY行业还能迎来春天吗？1、良心价的显卡，一年半买不到2020年10月前后，在游戏玩家的翘首以盼下，著名PC显卡厂商NVIDIA发布了最新的RTX 30系列显卡，并宣布RTX 3090，RTX 3080，RTX 3070三款显卡将首批上市。“良心啊这价格！”，“可以期待下3060了！”当我翻阅那年发布会时的聊天记录，关注电脑硬件的好友李培和孙洋，在当时显然都难捺激动之情。除了定位最高端旗舰的RTX 3090型号，RTX 3080和RTX 3070显卡的定价分别是5499元和3899元。作为对比，上一代显卡同样定位的型号RTX 2080和RTX 2070首发定价分别是6499元和4799元。而无论是RTX 3080还是RTX 3070，其性能都超越了上一代的最强旗舰卡RTX 2080Ti，考虑到在新显卡上市前，还有一些电脑卖家声称RTX 30系列会大涨价。这波加量还减价的操作，让老黄（NVIDIA CEO黄仁勋）看上去是真的良心了一回。30系的性能和上市价都很“良心” 奇偶派制表但没过多久，良心定价的“幻象”便破碎了。原本打算换下自家电脑服役多年GTX 970显卡的李培，在京东上抢了三次不同型号的3070均告失败。与此同时，显卡吧、NGA硬件区，Chiphell等硬件论坛中流传着因为疫情原因，显卡初期产能不足，导致供不应求的传言，一些被抢到的显卡则被加价300-400元，出现在淘宝和闲鱼上。好在尽管抢购竞争激烈，在当时仍有不少玩家幸运地抢到了原价卡。而在又一次抢购失败后，李培趁着当年双11大促的机会，加价200购入了一张索泰的RTX 3070。当时的他还不知道，这张显卡将在随后的一年里坐上火箭，涨到令人难以置信的高价。许多玩家在之后很长一段时间里再也没有机会，以原本的价格买到一张自己想要的显卡。2020年11月，比特币，以太坊等虚拟货币开启了又一轮牛市，当时400美元左右一枚的以太坊1个月便翻了一番，涨到近800美元/枚。进入2021年后，币价一发不可收拾，2月以太坊币价突破2000美元/枚，5月币价更是达到了惊人的4300美元/枚。作为挖掘虚拟币的重要工具，拥有45-120MH/s算力的RTX 30系显卡，成了矿工（用显卡挖虚拟币的人）眼中的创收利器，在矿工和矿老板的疯狂采购和推波助澜下，显卡价格一路飞涨，RTX 3080一度涨至16000元以上，RTX 3070也创下了11000元的价格纪录。挖矿潮的带动下，当年12月上市的另一大显卡品牌AMD也没能保住建议零售价，尽管首发旗舰卡RX 6800XT的算力仅有63MH/s，仍被矿工们从4599元一路炒到11000元。这一年3月，用着GTX 960 4G的孙洋终于等来了他期待的RTX 3060，但才刚刚上市，这张建议零售价2499元的“甜品卡”就被炒到了近5000元，4月更是冲到了8000元。“买个XX啊买，等PS5了”，被挖矿频频拉高的卡价惹恼的孙洋，在当时的聊天中就失去了耐心，买来主要为了玩游戏的他，决定放弃显卡，将目标转向即将上市的次世代游戏主机。孙洋最后购入了PS5主机 受访者供图越来越多打算更换新显卡的玩家，在挖矿潮导致的高昂显卡价格面前选择退却。“1060再战三年”，“970网游通杀”，“买什么新显卡，买来也是刷贴吧”的论调喧嚣尘上。在翻了近两番的卡价面前，这样的决定并不令人意外。而在此时，仍然有一些玩家在等待“矿难”（币价崩盘导致显卡价格大跌），他们曾经历过2017年底虚拟货币牛市导致的显卡飞涨，在2018年下半年币价崩盘后，当时的GTX 10系显卡一度跌到官方定价的60%左右，他们相信，这次挖矿潮也很快会有那么一天。币价下跌在2021年5月如愿而来，5月12日开始，仅用了10天，以太坊的币价从4300美元高点暴跌至2300美元。当月显卡价格也应声而降，开启下跌走势。同一个月，NVIDIA宣布推出限制挖矿算力的LHR版本显卡，并将逐步应用到随后的所有显卡型号上。显卡价格终于开始一路下行，这一轮下跌随着2021年9月，央行等10部委通知，彻底断绝虚拟货币交易所在国内的渠道奏响最强音。可出乎玩家意料之外的是，尽管受到币价暴跌，政策打击等多番影响，显卡价格相比最高峰有了明显下降，但重点型号的显卡价格并未重现2018年矿难的景象，而是仍然比官方价格贵出20%甚至更多。2021年11月，NVIDIA RTX 3070稳定在5500元左右，RTX 3060Ti依然要价4500元，AMD RX 6800XT售价在7500元左右徘徊，RX 6700 XT则坚挺在5300元价位。发布都一年了，产能不该是问题了；万恶的矿工和矿老板，也被打击到销声匿迹了，为什么显卡价格还是下不来？想不通的玩家们，这次将矛头对准了经销商，“都怪奸商囤货锁卡价”，“看好原价图，不等到奸商把原价卡吐出来不买”成了2021年10月后论坛“等等党”的主旋律。但不论他们如何表示不满，显卡价格依旧稳定了四个月。在这四个月里，这些一直坚持的玩家们等来了英特尔ARC系列独立显卡即将上市的消息，也等来了NVIDIA新一代RTX 40系显卡在今年登场的新闻。但他们仍然没有买到当初“良心价”的显卡。3070回不到3899的原价 图/知乎@誓约胜利之剑又一部分人，决定断了买这一代的显卡的念头。此时，显卡价格的这一轮大跌姗姗来迟。可大部分人的耐心在产能不足-矿潮涨价-卡价持续溢价的三个不同阶段中被消耗殆尽。一年半时间斗转星移，有人终于认清了需求，有人改买了游戏主机，有人彻底断了念想，而剩下最后一些人，终于等到了接近“良心价”的显卡。只是，缺卡这么久，再缺一会儿好像也无妨？2、奸商”的500天，同样不好过作为玩家口中的“奸商”一员，张北觉得自己也不好过。在RTX 30系列上市前，开网店的张北刚刚经历了近三年里业绩最好的一年，疫情导致的在线教育和办公推动电脑需求大涨。IDC数据显示，2020年中国电脑出货量增长至4910万台，这是9年来中国电脑出货量首次实现增长。上次有这么好的行情，还得追溯到2016年前后，游戏《绝地求生-大逃杀》需求的高性能和自身的优化问题，此前的主力显卡型号750Ti，760遭遇性能瓶颈。这款几乎拥有全民热度的游戏，一度让作为中小商户的张北，一个月就卖出了几百张GTX 10系列显卡。《绝地求生》，2017年PC DIY行业的救星游戏“良心价”的RTX 30系列发售后，张北本来预计又能迎来一波新机潮，“提升这么大，老显卡蛮多又停产了。”但上市初期受困于产能导致的显卡缺货让他措手不及，玩家大多倾向于在京东、天猫等大电商平台购机，而他只能想办法从上游经销商手中分点货。奇货可居的新显卡，让上游经销商开始要求张北这样的商户“捆绑式提货”，即每拿一张RTX 30系列高端卡，就必须要同时提走几张GT 1030这样销路不够广的低端卡。在PC DIY市场上，除了用无核显CPU，只要求一张独显点亮机器的用户，GT 1030这样的低端卡鲜有人问津。但为了拿到高端卡赚点钱，张北还是硬着头皮接下了一些GT 1030。上市初期的窘境过后，虚拟货币牛市带来的挖矿潮，让显卡市场空前失衡。虚拟币价格最高的几个月里，即便是有“捆绑式提货”这样的不合理规则，作为普通商户的张北，有时一周也只能拿到几张卡。卖场内堆积的硬件盒子 奇偶派拍摄“型号没得挑，给你么型号就是么型号”，张北告诉我，以往商户们提货还能选择下不同定位的显卡，毕竟旗舰卡、中端卡，丐版卡各有需求，但虚拟货币热潮吞噬了一切，有卡可卖，在当时就已是幸事。但即便以远高于官方零售价的进货价格拿到了卡，张北仍然面临着严峻的考验。他不做实体店，成本稍好控制，可一周不卖出几十台机器也必然面临亏损，显卡售价看似高昂，但扣掉本就溢价的拿货价，他实际也没能赚到太多。和许多网店卖家一样，张北在一段时间里选择了显卡“仅随整机销售”的方式，所有拿到的高端显卡都不单卖，只有装整机的客户才能选购显卡这一配件。然而高昂的价格同样吓退了不少玩家，有时他“一天也开不了单”。“卡价稍微下来点的时候，是有人囤卡，不晓得后面什么情况，怕彻底没卡卖了”，张北并不否认，那段时间有家底厚的卖家进行囤卡，不过他认为，囤卡更多的是出于彻底无卡可卖的担忧。一天只有个位数新单的日子并不好熬，中高端显卡大涨，连带着张北之前捆绑提货，本来只卖400元不到的GT 1030都涨上了700元，有些刚需用户为了亮机，甚至装上了此前很难卖掉的GT 1030和GT 730。直到2021年9月的虚拟货币交易所“大地震”，显卡价格步入下行周期，溢价率从200%一路降至20-30%，这才让网店的生意有所回升。不过，依然显得昂贵的价格，加上许多已经被行情“劝退”的需求，他的生意别说赶上2020年，连2018年的低谷期都不如。为什么脱离了虚拟货币的显卡，依旧保持在明显溢价的价格高位？张北认为这主要归咎于上游经销商和NVIDIA、AMD两大厂商自身。去年5月后，显卡价格跌掉了一部分，但在10月“矿难”后上游经销商和品牌厂的显卡拿货价再未明显下滑，比如RTX 3060Ti的进货价很长一段时间内都在4000元-4500元之间波动，RTX 3070的进货价也稳定在5000元档位。因此，2021年10月以来显卡维持的高价，或许并非全是经销商为了追求更高利润而“囤卡”加价导致的。上游工厂和NVIDIA、AMD的稳定控价，使得下游经销商的进货价依然偏高，也是重要原因之一。而那些被买不到卡的玩家怒斥为“奸商”的经销商们，其中不少人在过去一年半同样经历了捆绑提货，几乎无卡可售，以及因为上游控价导致寥寥无几的订单量。所谓的大赚特赚并不存在，能存活下来就殊为不易了。3、闹剧过后，行业没有春天如今，这场持续了一年半的“显卡危机”终于显现出落幕的迹象，无论是大多数热枕的玩家还是下游的中小经销商们，都没能在这场危机中占得什么便宜。当危机终于结束，春天便来了吗？电脑上仍然用着GTX 960的孙洋，短期内不打算再换新显卡了，如今他只偶尔会用电脑PS点图片，玩一下LOL之类不吃配置的网游。至于大型的3A游戏，他已经习惯了用PS5玩。陈晓航在年初终于决定换掉家中服役近十年的电脑。不过，在逛了一圈显卡吧，图拉丁吧，PCEVA等论坛后，最终他没有像之前一样自己采购配件组装，而是直接在联想的京东店下单了一台刃系列整机。其实，陈晓航目前大部分的游戏时间，已经被手机占去。《王者荣耀》、《和平精英》、《原神》、《哈利波特》这些手游在过去一年半里快速发展，同样具有较为出众的可玩性。他购买电脑的原因，仅仅是觉得习惯了家中有一台。在3A大作汇聚的游戏平台Steam的统计中，排名最高的RTX 30系桌面显卡是位列第8的中端甜品卡RTX 3060，而排名第一的仍然是NVIDIA在六年前发售的GTX 1060。游戏玩家显卡统计 截图自Steam在位于广埠屯的电脑市场，奇偶派（jioupai）看到，一家商户展示的配置单上，还写着2019-2020年主流的Intel的10代酷睿和AMD的Zen2系列CPU，显卡也都是上一代的RTX 20系列和RX 5000系列产品，显然已经很久没有更新。电脑市场的装机配置板久未更新 奇偶派拍摄即便是以网店销售为主力的高楼层处，也有大量商户紧闭着大门。实际上自2012年前后，PC DIY行业早已每况愈下，被视为难有前景的“夕阳行业”。过去每一年，行业都有大量的商家撤退。近十年内相对辉煌的2017年和2020年期间，仅天猫就有易华旗舰店，萨姆尔数码专营店，金百度电脑配件店等多家经营了十余年的知名电脑硬件大店宣布关店或转行。与此同时，联想，华硕，微星等著名电脑大厂也先后开始发力自有的电脑整机产品，以往PC DIY存在的一大优势，是相比这些品牌机更有性价比，但随着电脑市场“卷”起来，大厂们不仅性价比赶了上来，还有着整机3-5年售后的显著优势。对强敌环伺，本就过得颇为挣扎的PC DIY行业来说，这场持续一年半的“显卡危机”可谓是最为沉重的一次打击。不算庞大的游戏玩家群体被透支了耐心，从而加速流失；中大型企业更青睐售后完善的大厂；还有一些受疫情打击，预算有限的小企业，在不确定的前景下也倾向选择电脑租用平台；疫情下的3A游戏市场万籁俱寂，唯一有望推动玩家换卡的大作《赛博朋克2077》因为Bug众多而风评急跌，未能重现当年《绝地求生》推动换卡潮的光辉历史。即便如今显卡终于降价，PC DIY行业的受众群体也还在不断萎缩。在因经典游戏《魔兽争霸》而兴起的NGA论坛硬件区，近些年常有玩家讨论PC DIY行业的前景。有观点认为，与其他的电子设备一样，集成化将成为个人电脑未来的趋势，而像PC DIY这样更接近模块化的形式，虽不至于彻底消亡，但注定会小众到变成一个类似Hi-Fi的信仰。NGA网友看衰PC DIY前景 图/NGA硬件区对大部分玩家来说，消失或转移到笔记本/手机上的游戏需求很难再回来；对张北这样的PC DIY行业从业者来说，这个行业的萎靡也已成定势。这些都不是“显卡危机”解除，显卡降回原价所能改变的，闹剧过后，无论是对玩家还是行业，春天都不会来。或许唯一永远处在春天的，只有Intel、NVIDIA和AMD这些无需担忧未来的硬件源头。无论是个人组装还是大厂OEM整机，抑或是用显卡来挖币的矿工们，都不影响他们赚钱。NVIDIA在今年2月发布的年报中披露，受全年显卡销量助益，其2022财年全年营收大增61%，创下269.1亿美元的历史纪录；AMD则公布，2021年全年营收为164.3亿美元，同比大增68%。4、写在最后此刻再回顾过去一年半的显卡市场乱象，这一切可能并不是一个简单的奸商-消费者之间的冲突，而是NVIDIA、AMD、众多AIC显卡厂们借助身处行业上游的优势，对中下游的经销商和消费者完成肆意收割的故事。竭泽而渔过后，留下的是PC DIY这个夕阳行业的一片狼藉。玩家或被动或主动的放弃了自己的游戏需求，如张北这样的中小经销商勉强苟着，不知道还能苟多久。而纵使DIY电脑行业终将“凉透”，NVIDIA、AMD和AIC显卡厂们仍会在今后的OEM整机、笔记本电脑市场拥有一席之地。别忘了，NVIDIA还在人工智能和自动驾驶领域布局已久，少了单一硬件，黄仁勋们依旧有能力赚得盆满钵满。显卡闹剧的始作俑者，在这混乱的一年半里赚得最多，受到的冲击最小；经受了买不到卡，没卡可卖，无人问津困境的人们，却只有目睹PC DIY行业被收割和覆灭的命运。但他们又能改变什么呢？商业战场在这一刻透露出一种令人无奈的冷酷。","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135737773,"gmtCreate":1622183477492,"gmtModify":1704181053416,"author":{"id":"3578508818428826","authorId":"3578508818428826","name":"Hilsonlew","avatar":"https://static.tigerbbs.com/ee92c6cd41a9601d4376eaa607db0509","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578508818428826","authorIdStr":"3578508818428826"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DNEW.SI\">$Genting 5xLongSG220225(DNEW.SI)$</a>Z","listText":"<a href=\"https://laohu8.com/S/DNEW.SI\">$Genting 5xLongSG220225(DNEW.SI)$</a>Z","text":"$Genting 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