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Monday | June 14, 2021
35% more GPUs in 2021… But where are they?

35% more GPUs in 2021… But where are they?

Year on year, GPU shipments have exploded. If we need a comparison between Q1 2020 and Q1 2021, the increase is almost 35%. At least that’s what analyst firm Jon Peddie Research was able to measure. Rupture Nvidia If we compare the fourth quarter of 2020 with the first quarter of 2021, we find ourselves in a relatively stable situation since global GPU shipments have decreased by -0.3% compared to the last quarter. We must also take into account the impact of the growth of the notebook market. Year-over-year growth in this market was 49%, the highest year-over-year growth on record, despite supply chain disruptions. A situation obviously “distorted” by the boom in schoolchildren’s equipment with Chromebooks and the like, as well as purchases related to work-at-home rules due to the COVID-19 pandemic.

GPU market in 2021: figures that should make us ask the right questions

Let’s not forget that in the first quarter of 2020, the supply situation was already tense. But objectively, the consumer has only experienced a steady deterioration in GPU (and other component) supply. It is important to note that JPR’s analysis shows a strong increase in volumes and does not talk about turnover. To put it simply, there have been many, many more cards put on the market, that’s for sure. We now know that 119 million GPUs were sold in Q1 2021. If many people are dwelling on the distribution of this “cake”, we prefer to ask ourselves about the impact of these tensions on our hardware consumption habits. We have already talked about it here, but we believe that this episode will profoundly change the structure of hardware distribution. As we can see, there are definitely more cards being sold on the market. However, “we”, our environment, our community, are experiencing it even more than a year ago. Why is that?

The DIY, upgrade and spare parts scene clearly sacrificed

If we are suffering so much it is clearly because the announced volumes did not reach us. Clearly, the upgrade and DIY community is being squeezed dry and only the “big” manufacturers are doing well. In our discussions with Nvidia and AMD’s partner brands, we always received the same answer: “we primarily serve PC assemblers/manufacturers”. Regional wholesalers, small stores are clearly the last thing on the brands’ minds at this point. In France, some merchant sites that claim to be “assemblers” are taking advantage of this to capture volumes and clearly benefit from the price increase. We have several examples of margins exceeding 30% on certain references. DIY Upgrade GPU

Towards a hardware world without upgrades and DIY?

It’s not surprising that we no longer hear about Amazon, which a few months ago was the “great danger” for the hardware ecosystem, but which is now also on its knees (except for some third-party vendors, of course). The question we have to ask ourselves is simple: what will be left of the distribution network and the upgrade market afterwards? AMD RX 6800 RX 6900 ruptures

Mining, Nvidia, Covid, drought, etc… To the brands to take their responsibilities

Have the brands understood this problem when it is already difficult to swallow that an RTX XYZ card is now differentiated only by its marketing and its RGB density? Yet it is the upgrade market that has always kept the hardware ecosystem alive… Today it is clearly under threat. The main risk is that brands but also some distributors think that this boosted demand will last forever, as if Covid had suddenly created a mass of customers coming from another planet and wishing to equip themselves with complete PCs. Mining is conveniently thrown out as the source of all the ills in the market… Nvidia’s changes with its LHR series will be a moment of truth. In a few weeks, the masks will come off and we’ll have a clearer idea of who is really benefiting from the situation.

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OCC_FrTeam

Edited by Calliers

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