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Geforce RTX 30 series: Lagerproblemer indtil 2022

Ifølge en pressemeddelelse fra Digitimes (via Sweclockers), og på trods af NVIDIAs forsøg på at forbedre situationen, vil grafikkortsmanglen på RTX 30-seriens vare til 3. kvartal i år. Så vi kan forvente, at denne tendens fortsætter indtil næste år, dvs. 2022.

Vi kan derfor skimte et lys forude, selvom meget kan nå at ændre sig inden.

“Digitime’s report is in line with the recent SweClockers talks with industry insiders, which flag that there are increasing indications that the shortage will remain throughout 2021.”

Via Sweclockers

Allerede i 2018 kigger vi ind i problemet med manglende grafikkort

Men Digitimes rapporterer også, at Samsungs 8nm produktion af NVIDIAs Ampere GPU'er gået ned i kadence, eftersom den koreanske producent har problemer nok chips.

“In several places, however, there have been problems with Samsung, whose 8-nanometer technology is used for Nvidia’s latest generation of graphics circuits. This is reinforced by Digitimes, which claims that Samsung has difficulty producing enough working circuits (yield).”

Tilbage i januar 2021 forklarede NVIDIAs CFO, Collette Kress:

“Supply does remain tight at this time. We expect the overall channel inventories, meaning the inventories that are with our AIC partners as well as in our e-tail and retail channels will likely remain lean throughout Q1.”

Kilde: SeekingAlpha

Men hvis denne rapport fra Digitimes holder stik, er dette bestemt skuffende nyheder for gamerfolket, da den kommende Q2 / Q3 periode så også vil være vidne til samme tendens.

Som Collette Kress forklarede:

“Our overall capacity has not been able to keep up with that overall strong demand that we have seen. We’ve seen in terms of constraints, constraints really from the overall global surge of compute and the overall capacity, capacity that may be necessary for assembly and test and/or sub trades as well.

But again, we remain focused on this and working each day to improve our overall supply situation.”

Ifølge flere brancheanalytikere vil GPU-lagrene lide under indtil 2022, og fordi efterspørgslen efter chips nu overstiger udbuddet med ca. 30%, vil det tage tre eller fire kvartaler for udbuddet at indhente efterspørgslen.

Manglen på semiconductors er på sit højeste niveau. Desuden bliver disse chips mere komplekse såvel som sværere at producere. Dette kombineret med en global timeout rent økonomisk, er noget nær værst tænkelig scenarie for hardwareindustrien inden for grafikkort.