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Tuesday, 13 December 2011 11:32

Nvidia will have difficult quarter

Written by Nick Farell


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

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

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

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.

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