Featured Articles

Gainward GTX 970 Phantom previewed

Gainward GTX 970 Phantom previewed

Nvidia has released two new graphics cards based on its latest Maxwell GPU architecture. The Geforce GTX 970 and Geforce GTX…

More...
Snapdragon 400 is Qualcomm’s SoC for watches, wearables

Snapdragon 400 is Qualcomm’s SoC for watches, wearables

We wanted to learn a bit more about Qualcomm's plans for wearables and it turns out that the company believes its…

More...
Qualcomm sampling 20nm Snapdragon 810

Qualcomm sampling 20nm Snapdragon 810

We had a chance to talk to Michelle Leyden-Li, Senior Director of Marketing, QCT at Qualcomm and get an update on…

More...
EVGA GTX 970 SC ACX 2.0 reviewed

EVGA GTX 970 SC ACX 2.0 reviewed

Nvidia has released two new graphics cards based on its latest Maxwell GPU architecture. The Geforce GTX 970 and Geforce GTX…

More...
Nvidia GTX 980 reviewed

Nvidia GTX 980 reviewed

Nvidia has released two new graphics cards based on its latest Maxwell GPU architecture. The Geforce GTX 970 and Geforce GTX…

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

 

Facebook activity

Latest Commented Articles

Recent Comments