If you believed the rumors, AMD and Nvidia was supposed to deliver a bunch of leading CES announcements. Rumors that Nvidia is going to announce an RTX 3080 Ti or an RTX 3070 Super. Rumors that AMD will launch its RX 6700 by the end of this month. Even Intel was silent about the status of its discrete Xe GPUs, although it still had a large number of announcements about new ones. CPUs for desktops and laptops. The manufacturers of laptops have had more confidence in their ability to meet the demand, at least in the next few months. availability. After that, it depends on how well each company has planned its production schedule to keep inventory on the shelves – and there I do not feel completely confident with a looming scarcity deficit and al.
During a normal CES year, we may have heard more about these MIA graphics cards, but to tease potential buyers if the chances are good that they will wait long after the launch date to get one? Not a good idea. Both AMD and Nvidia also announced all the biggest and best things before the new year, so there really wasn’t much left to announce that would yield excitement.
Most of AMD’s 50 Minutes Main Information was recorded with testimonials from the CEOs of other companies praising Ryzen CPUs and how it benefited their business. It’s no mystery that AMD has some processors, including graphics cards. But it looked like AMD’s Ryzen 4000 series processors got more fanfare last year. Maybe it was because some unique laptops, like the Asus ROG Zephyrus G14, would be the first to have it. Or it was the first time AMD had a strong, viable alternative to Intel’s mobile processors, even though the company made mobile processors years ago.
This time, it felt like AMD shone over the specs of its new mobile processors, and even its performance compared to the previous generation and Intel equivalents. The only announcement AMD made regarding graphics cards was the mobile versions of its new RDNA 2 cards, which will be released sometime in the first half of 2021.
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Nvidia’s formal CES announcement was shorter and more overwhelming than AMD’s. The only desktop GPU that announced it was the RTX 3060, which many people asked watch the stream on YouTube to type OFF STOCK OFF in the chat in. It was also largely assumed that the RTX 3080, 3070 and 3060 would come to laptops, so the announcement was not such a surprise when it hit. This is more or less expected.
Nvidia announced that some games have received DLSS and ray tracing, and it talked about Resizable bar on its 30-series cards – Nvidia and Intel’s response to AMD’s Smart Access Memory to increase the frame rate in some games – but nothing else turned up. (It would certainly be nice to have the option work on 20-series cards, since 30-series are so hard to find in anyone other than scalpers.)
The more interesting things came in the form of a Q&A round table with AMD CEO Lisa Su, to which only a certain number of presses were invited. According to Dr. Ian Cutress, however, many of the questions revolved around supply and demand. Su told attendees that the shortage of chips was “due to a demand-driven environment, rather than manufacturing issues.”
Su went on to say that she does not believe the shortfall could limit AMD’s market share, but the growing demand has not only put pressure on foundries to make more chips, but also a problem with sourcing raw materials – which according to Su could go on. until 2021. There are many priority logistics between how many chips these businesses are for end users and OEMs, but Su has ensured that AMD has a top priority in getting more chips into the hands of consumers.
Talk to the 19th JP Morgan Tech Auto Forum Conference On January 12, 2021, Nvidia also addressed the shortage of chips, saying it expects inventories to “remain lean” in both online and physical retail markets until the end of March 2021. “Our overall capacity could not meet the overall strong demand we saw,” said Colette Kress, Nvidia’s chief financial officer. Interestingly, Kress said crypto-miners did not play a major role in the GPU demand that is currently going on.
In some of our own conversations over the past week with laptops, most have said that there will be enough new products to provide in the first wave of purchases. However, a spokesman spoke to Acer and said that the supply after the initial wave could be strict. There is also again a similar problem with disk computers as with disk manufacturers. (Laptop suppliers do need the parts from the chipmakers.) In contrast, an MSI spokesperson told us that the supply of new laptops should not be an issue, as deliveries are planned on a weekly basis. MSI did not say how many weeks were sent there.
Logistically, as demand and supply begin to decline, it can take a while for consumers to see the products they want to buy become shelves full. Many companies prefer to ship their products via sea freight because it is cheaper, but it usually takes a month or a little longer before everything arrives in US ports. Freight by air is of course faster, but much more expensive, and depending on the weather conditions in the country as we get further into the winter, some areas may experience longer delays than others. (I did not take long to work in the semiconductor industry that part of shipping is perhaps the most important.)
But while many of our hardware enthusiasts are probably somewhat empty after this week’s CES announcements, it probably feels best that AMD and Nvidia have not raised our hopes too much – except for the big GPU and other announcements for when they “I will land harder. I expect the supply of the RTX 3060 GPUs to go just as fast as all the others before. Scalpers are likely to continue to exacerbate the supply / demand situation and anger legitimate computer builders and parents who are still trying to get a new laptop for their child’s virtual school. Crypto miners are also likely to fight hard to get any cards they can. This is currently the circle of silicon life. Only thing we can do, if we do not need a new GPU, CPU, laptop or whatever needs to be patient.