Featured Articles

IHS teardown reveals Galaxy S5 BOM

IHS teardown reveals Galaxy S5 BOM

Research firm IHS got hold of Samsung’s new flagship smartphone and took it apart to the last bolt to figure out…

More...
Galaxy S5, HTC One M8 available selling well

Galaxy S5, HTC One M8 available selling well

Samsung’s Galaxy S5 has finally gone on sale and it can be yours for €699, which is quite a lot of…

More...
Intel lists Haswell refresh parts

Intel lists Haswell refresh parts

Intel has added a load of Haswell refresh parts to its official price list and there really aren’t any surprises to…

More...
Respawn confirms Titanfall DLC for May

Respawn confirms Titanfall DLC for May

During his appearance at PAX East panel and confirmed on Twitter, Titanfall developer Respawn confirmed that the first DLC pack for…

More...
KFA2 GTX 780 Ti Hall Of Fame reviewed

KFA2 GTX 780 Ti Hall Of Fame reviewed

KFA2 gained a lot of overclocking experience with the GTX 780 Hall of Fame (HOF), which we had a chance to…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Tuesday, 13 December 2011 11:32

Nvidia will have difficult quarter

Written by Nick Farell

nvidia

Supply chain troubles

Graphics chip maker Nvidia Inc. going through a "difficult" fourth quarter, hurt by supply chain issues according to  Susquehanna Financial analyst Chris Caso.

Caso wrote to his clients that after checking in Asia this week, he thinks that Nvidia 's January quarter is tracking below plan. The outfit's GeForce (GPU), Quadro, and Tesla businesses combined are down about 10-12 per cent with the Quadro/Tesla somewhat weaker than GPU.

In November, the company indicated that it expected Quadro to be up sequentially, Tesla to be flat, desktop GPU to be up sequentially and notebook GPU flat to slightly down. However Caso thinks the outfit is significantly below that plan at this point in the quarter.

Given that Chinese New Year is occurring in late January,the channel will be loathe to take on additional inventory ahead of the slowdown, preferring to work through existing inventory. It looks like lead times for the company's GTX570/580/590 are up, indicating strong demand, which should help average selling prices in the quarter.

Fortunately for Nvidia, AMD  is also having supply issues on its high-end GPU product, which theoretically could benefit Nvidia as a share gainer. However Caso believes the company has not been able to take advantage of AMD's struggles due to a lack of wafer supply.


Last modified on Tuesday, 13 December 2011 20:48

Nick Farell

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

Comments  

 
+4 #1 wetu 2011-12-13 11:55
Quote:
Financial analyst


Stopped reading here.
 
 
-1 #2 Vicar in a Tutu 2011-12-13 16:17
haha^

I'm not exactly helping their cause, skipped every card since 8800GT and waiting for 660 next year to go with my new Ivy Bridge build. Can't wait to play some games released in the last 3 years!
 
 
0 #3 Cartman 2011-12-20 13:28
Drop prices to make em sell like hoot cakes.
 

To be able to post comments please log-in with Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments