The other day, thanks to a report from Jon Peddie Research (JPR), we learned that shipments of all types of graphics processors collapsed by 25% in the third quarter.Now, thanks to the same analysts, we know how the discrete graphics card market changed over the same period.In short - it fell even more, and AMD gave NVIDIA a serious share of this market.Image source: WCCFTechThe discrete graphics market sagged very strongly.In the third quarter of 2022, the supply of graphics cards was only 14 million units, a drop of 41.6% compared to the same period last year, when the supply was 24 million graphics cards.Even a quarter earlier the situation on the market was much better - in the second quarter of 2022 was delivered 19 million discrete graphics cards.Shipments of mobile and desktop graphics cards were divided equally - in each segment was delivered 7 million cards.However, desktop cards previously dominated the market, with 10 million desktop boards shipped in the quarter versus 8.6 million mobile boards, and 13 million desktop boards versus 11.6 million mobile discrete graphics cards shipped in the third quarter of 2021.NVIDIA saw its share of the discrete graphics market grow to 88% in the third quarter, up 8 percentage points from the quarter before.As a result, AMD had only 8 percent of the discrete graphics market, down from 15 percent in the second quarter.And the remaining 4 percent was taken by Intel.In the desktop segment, AMD is doing slightly better - here it took 10 percent.The remaining nine tenths of the market were divided between NVIDIA with 86% share and Intel with the same 4%.As for the mobile segment, NVIDIA's dominance is even stronger - the company owns 90% of the market, while Intel and AMD equally shared the remaining 10%.Overall supply of graphics processors, both discrete and embedded, both mobile and desktop, is rapidly decreasing since the second quarter of 2021.Then a sharp decline occurred in the third quarter, then in 2022, the market was relatively stable until the first quarter of this year, but after that again began to actively decline.This is likely due to the economic and geopolitical instability in the world.Analysts expect that next year, sales of graphics processors will fall even more.In 2024 the market will be steadily low, and the recovery will begin only in 2025.But the growth will not be too significant.These are tough times for the PC market: demand for PCs soared during the pandemic, and now the need for them is severely diminished.The GPU market has been heavily influenced by mining, which has driven high discrete graphics sales.Now the market is flooded with cheap used video cards from miners, and there are a lot of new gas pedals in stores now, but some are asking too much.
Back in spring NVIDIA announced the cessation of direct product supplies to Russia, and the company's local office has been operating in a state of uncertainty ever since.In the quarterly report on Form 10-Q published this week, information about NVIDIA terminating its operations in Russia is stated directly.Source image: NVIDIA In July, the renewal of licenses for proprietary software for Russian customers was terminated.By early October, rumors emerged about NVIDIA's readiness to reduce its Russian staff or offer relocation to those wishing to do so.In the latter case, the specialists could move to another country and continue working outside of Russia.It was reported that employees who refused to change their place of residence at the NVIDIA representative office in Russia were offered to terminate the contract with payment of the severance pay.In the text of the quarterly report on Form 10-Q risks associated with Russia for NVIDIA activities were highlighted in a separate paragraph.The company reminded that it did not sell almost anything directly to Russia, in any case direct sales in the last fiscal year ended January 30 this year were \"insignificant\".Basically, the company made money in Russia on graphics processors sold as part of graphics cards of its partners.And because gaming cards are still supplied to Russia through parallel imports, NVIDIA's withdrawal from Russia should have almost no impact on gaming revenue.The company notes that the Russian market in the last fiscal year formed no more than 2% of its total revenue, and the share in the gaming segment was 4%.Thus, in the last fiscal year Russia brought NVIDIA about $500 million in the gaming segment.The amount seems to be decent, but on the background of total revenue of $12.5 billion the potential loss of Russian gaming market will not be a tragedy for NVIDIA.In reality, there will be no reduction in the gaming segment as supplies of video cards from NVIDIA's partners continue to be shipped to Russia.Perhaps only a minimal reduction in total revenue due to the cessation of supply of professional cards and gas pedals.As highlighted in the quarterly report published this week, in the third quarter of this fiscal year NVIDIA phased out all of its activities in Russia.In the company's calendar the corresponding reporting period ended on October 30, so the rumors about closing the Russian office, which appeared at the beginning of the same month, fit into that period.In the comments of NVIDIA CFO on the results of the third quarter even indicated the amount of losses related to business restructuring in Russia and closing the local office - it reached $16 million.Recall that as of the beginning of this year NVIDIA had over 300 employees in Russia, and it was previously reported that they were offered relocation.
The flagship member of the 40th GeForce series, the RTX 4090, has taken its place among NVIDIA's most impressive releases on par with legends such as the GeForce GTX 980 Ti and GTX 1080 Ti.Because the creators of the Ada architecture focused on GPU power efficiency and processing power, the RTX 4090 was a true leap forward in gaming performance, outperforming the previous generation 90 model by 62-72%.In most titles, it doesn't even need frame scaling to get framerates above 60 FPS in 4K with rares.And most importantly, the performance to price ratio has also moved up compared to the older representatives of the 30-series.Nevertheless, even at the recommended price of $1,599 without taking into account the hype boosts (this time surely short-lived) the GeForce RTX 4090 is extremely expensive.We advised not to rush into a purchase, because usually the top models are not the most profitable.But after getting acquainted with the RTX 4080, the impression is that we will have to wait a little longer. ⇡#Technical specifications, pricesThe new NVIDIA consumer graphics cards are based on Ada Lovelace silicon, which is produced by Taiwanese TSMC using 4N process technology.The latter, contrary to its name, is a kind of 5nm N5 node, tailored specifically for \"green\" chips.Nevertheless, the transition from 8nm norm, which NVIDIA used before, provided enormous growth of transistor density and allowed to create such a GPU, as AD102 - its component budget is no less than 76.3 billion transistors.It is on the scale, as well as high clock frequencies based performance chips Ada, because compared with Ampere \"green\" GPU architecture has not undergone major structural changes.Only the increased throughput of raytracing blocks, tensor cores and the ability to encode AV1 video by a dedicated ASIC can be highlighted.Otherwise, Ada is a product of extensive development - so much so that NVIDIA engineers neglected two expected features: fifth-generation PCI Express support and DisplayPort 2.0 outputs.Whatever it was, judging by the achievements of the flagship GeForce RTX 4090, contribution to the net GPU performance has paid off handsomely.However, a side effect of the extremely high computing power was the fact that even advanced desktop CPUs are not able to unlock the potential of RTX 4090 in any mode, except for playing on the 4K screen (and better yet with ray tracing).The solution to this problem was found in the DLSS version 3.0 algorithm, which not only scales frames, passed the full rendering pipeline, but also generates intermediate frames using the optical flow - specifically for this block Optical Flow in Ada chips has been strengthened, and with the last generation GPU (at least formally) DLSS 3.0 is not compatible.Key features and some other not so noticeable innovations architecture Ada Lovelace we discussed in detail in the review of GeForce RTX 4090.Today we will focus on the features and performance of the second oldest model in the series, GeForce RTX 4080.ManufacturerNVIDIANameAD104AD103AD102Where to useN/DGeForce RTX 4080GeForce RTX 4090MicroarchitectureAda LovelaceAda LovelaceTechnology process, nm5nm (4N)5nm (4N)5 nm (4N)Number of transistors, billion35,845,976.3Chip area, mm2295378,6608, 6Number of SM/TPC/GPCStreaming Multiprocessors (SM)6084144Thread Processing Clusters (TPC)304272Graphics Processing Clusters (GPC)5712Streaming Multiprocessor (SM)CUDA Cores FP16NoNoNoCUDA Cores FP324 × 324 × 324 × 324CUDA FP64222CUDA cores INT324 × 164 × 164 × 164 × 16ALU special purpose units (SFU)4 × 44 × 44 × 4Tensor cores4 × 14 × 14 × 1RT cores111Texture mapping units (TMU)444Register file size, Kbytes256256256L1 cache size/divisible memory, Kbytes128128128Programmable Computing Units GPUCUDA Cores FP16NoNoNoCUDA Cores FP327 68010 75218 432CUDA Cores FP64120168288CUDA Cores INT323 8405 3769 216ALU Special Function Units (SFU)9601 3442 304Tensor Cores240336576RT- cores6084144GPU fixed function blocksTexture mapping units (TMU)240336576Rasterization operation units (ROP)80112192Memory configurationL2 cache size, Mbytes486496RAM Bus size, bits192256384RAM chip typeGDDR6X SGRAMGDDR6X SGRAMGDDR6X SGRAMInterface NVLINKNoNoNoInterface PCI Express4.0 x164.0 x164.0 x16Unlike the 30th series, whose entire top tier is packed with GA102 crystals, the 80th and 90th new generation positions rely on different GPUs: AD102 and AD103 respectively.The second echelon chip contains only 62% of the component budget of AD102 - 45.9 billion transistors, which is nevertheless 62% more than Ampere's largest chip, GA102.At the same time, the AD103 fully replicates the formula of the GA102's main computing blocks: 84 stream multiprocessors and, respectively, 10,752 CUDA cores of standard precision, as well as 256 block
NVIDIA - about burnt-out RTX 4090 connectors: 50 known cases, users' fault, but the case is under warranty
NVIDIA finally issued an official statement regarding the problem with melting 12VHPWR power connectors plugged into GeForce RTX 4090 graphics cards.After weeks of investigation, the company said the source of the problem was mating connectors improperly.NVIDIA said it knows of about 50 cases of melted connectors around the world.To date, the company has concluded that the common cause of the problem is that \"the connector was not fully inserted into the video card.\" In fact, similar conclusions were reached the other day by the experts of the YouTube channel GamersNexus, who conducted their own independent investigation.Above - incompletely inserted connector, below - fully inserted connectorThe company noted that it is studying different approaches that would allow users to make sure that the connector is connected correctly before turning on the video card.So far, NVIDIA recommends first plugging the power connector into the graphics card, making sure it is fully inserted and has no gaps, and then plugging the graphics card into a PCIe slot on the motherboard.NVIDIA also noted that it is committed to supporting customers and providing a fast warranty process for graphics cards, \"regardless of the cable or card used.\"NVIDIA is still reviewing reports of melted connectors and looking for ways to ensure the card is properly connected to the power supply.At the same time, the company did not specify whether the latter would entail changes to the existing design or some other drastic measures.Also note that NVIDIA's statement about 50 cases indicates that the problem is not that widespread, given that NVIDIA and its partners have clearly sold tens, if not hundreds of thousands of GeForce RTX 4090s worldwide.
At yesterday's quarterly event, NVIDIA management admitted to being quite pleased with the market debut of the first two members of the Ada Lovelace gaming architecture in the form of GeForce RTX 4090 and GeForce RTX 4080 graphics cards, but is soon going to introduce new models in the family.Now we found out that the next NVIDIA presentation will be held on January 3, at CES 2023.Source image: NVIDIAOn the eve of NVIDIA sent out the invitations to the press at a virtual event, which will be held during CES 2023 in Las Vegas, reports news resource PCMag.The presentation will be broadcasted on January 3 at 8 am local time.The only thing mentioned is NVIDIA's willingness to share information about \"cutting-edge innovations made possible by accelerated computing\".You can watch the broadcast directly on the official NVIDIA website.It is possible that the event in early January, among other things, will allow NVIDIA to bring back the relevance of GeForce RTX 4080 graphics card with 12 GB of memory, whose announcement was hastily canceled earlier.Most likely, this graphics solution will debut under another name, because earlier NVIDIA employees acknowledged the mistake of using the designation \"GeForce RTX 4080\" for two different graphics cards.It is assumed that the said graphics card with 12 GB of memory can go under the name GeForce RTX 4070 Ti with a price lower than the initially planned $ 899.The launch of AMD Radeon RX 7900 XTX ($999) and Radeon RX 7900 XT ($899) next month forces NVIDIA to think about countermeasures, which would not undermine profitability of GeForce RTX 4090 and GeForce RTX 4080.The appearance of a third video card in the family could well restore the balance of power.
NVIDIA says huge demand for RTX 4090 and RTX 4080 - the company is preparing many new GeForce RTX 40-series products
CFO Colette Kress took the opening remarks at the quarterly reporting conference NVIDIA called the past stages of debut of graphics cards with GPUs based on Ada Lovelace architecture extremely successful.GeForce RTX 4090 has been sold out in many markets since mid-October, the GeForce RTX 4080 is already on sale, and in general, NVIDIA is ready to offer \"many new products\" with this gaming architecture.Image source: NVIDIAThe last promise was made by the founder and permanent head of NVIDIA Jensen Huang (Jensen Huang).He stressed that now Ada Lovelace architecture carriers are positioned in the upper price segment.GeForce RTX 4090 graphics cards were released in large quantities, but this did not prevent customers from buying out their first batch in just minutes, as stated by the CEO of NVIDIA.The market, he said, has received both the GeForce RTX 4090 and GeForce RTX 4080 very favorably, and therefore management is very enthusiastic about this debut.In addition, it proves the strength, resilience and transparency of the gaming segment of the market, as summarized by the company's founder.In the third quarter of the current fiscal year, as explained by NVIDIA management in response to a related question from analysts at the quarterly event, the value equivalent of product inventory increased by $560 million sequentially.According to the company's CFO, this increase was only partly due to the need to accumulate a certain inventory of new architecture media: Ada Lovelace in the gaming segment and Hopper in c The networking segment, which is chiefly served by Mellanox products, also had a significant impact on the stock growth.The company had to write off $702 mn of stocks, but the bulk of these losses were accounted for by A100 computing gas pedals.Recall, the latter were intended for use in server systems by Chinese customers, but in the third quarter, after the new U.S.sanctions the company hastily offered them a replacement in the form of a chip A800, whose performance is limited at the hardware level, and therefore avoids the U.S.sanctions.As a result, demand from Chinese customers switched to new \"alternative solutions\" and part of the stock of old A100s had to be written off.As noted by NVIDIA executives at the quarterly event, the negative impact of sanctions in the third quarter was largely offset by the introduction of gas pedals A800 to the Chinese market, clearly adapted to the new U.S.export control requirements.
NVIDIA gaming revenue collapsed by more than half, but server revenue grew by 31%--the company's net income fell by 72%
NVIDIA's long-awaited quarterly report was not a complete disappointment for analysts, as revenue of $5.93 billion slightly exceeded their expectations, and only earnings per share of $0.27 missed forecasts.On the other hand, NVIDIA expects revenue in the fourth quarter not to exceed $6 billion, while investors were expecting a little more at $6.09 billion.Only the server and automotive segments maintained positive year-over-year revenue dynamics.Source image: NVIDIAIn this area NVIDIA's revenue in the third quarter rose by 31% compared to the same period last year to $3.833 billion.In fact, about 65% of all revenue in the last quarter the company received exactly from sales of components for data centers, and the presence of positive Consistent growth was hampered by weak demand in China, but even so, revenue increased by 1%.As for the impact of U.S.sanctions on the supply of calculator gas pedals in China, NVIDIA managed to largely offset it by the supply of alternative solutions to the PRC market - we are talking about recently introduced A800.The total revenue of the company at the same time decreased by 17% year-on-year, to $5.931 billion.Consistent decline reached 12 %.In the gaming segment, the company generated only $1.574 billion in revenue, down 51% from the same quarter last year, and down 23% from the second fiscal quarter.By the way, the fourth quarter of fiscal 2023 is already on the NVIDIA calendar, so the captions in the table may be confusing to the uninformed reader.Image source: NVIDIAAccording to NVIDIA representatives, the dynamics of gaming revenue in the third quarter reflected the decline in supply of GPUs to its partners, who had to find ways to reduce accumulated inventory as quickly as possible.Demand for graphics cards was undermined by both macroeconomic problems and the impact of lockdowns in China.While a 51 percent year-over-year decline in gaming revenue was blamed on declines in both desktop and mobile graphics chip sales, the 23 percent sequential decline was primarily driven by mobile graphics solutions.There were few comments from the CFO about the impact of the cryptocurrency sector on NVIDIA's business.According to Colette Kress, the transition of Ethereum to a new mathematical model reduced the degree of suitability of video cards for cryptocurrency mining.In turn, this contributed to the influx of used graphics cards in the secondary market and reduced the demand for new graphics cards in some regions of the world, especially in its budget part, according to NVIDIA.In the direction of professional visualization NVIDIA's revenue decreased by 60% to $ 200 million, in annual comparison, the decline reached 65%.In contrast, the automotive segment increased 86 percent to $251 million in year-over-year revenue and 14 percent in sequential revenue - primarily due to demand for autopilot systems.For OEM and other, NVIDIA revenue decreased 69% year-over-year to $73 million and sequential revenue decreased 48%.Sequential decrease in NVIDIA explain the decline in demand for Jetson platforms and components for notebooks, and revenue from sales of CMP gas pedals for cryptocurrency mining in the past quarter was negligible, although a year ago, reached $ 105 million.Operating expenses of NVIDIA in the third quarter rose by 7% sequentially to $ 2.576 billion and by 31% year on year.Operating income increased 20% sequentially to $601 million, but was down 77% year over year.Net income rose 4 percent sequentially to $680 million, but was down 72 percent year over year.NVIDIA's revenue per share also fell proportionally, from $0.97 last year to $0.27 this year.It is noteworthy that NVIDIA's overall revenue in the segment of computing and network solutions grew by 27% year over year to $3.816 billion, although as you can guess in this case, the company helped the server segment.Graphics sales alone were 24 percent less than the previous quarter, and 48 percent less than the year before - only $2.115 billion.As a side note, NVIDIA was forced to write off $702 million in the third quarter due to a backlog in its inventory, but it was mainly due to problems with its server component A100 sales in China.The breakdown was as follows: $354 million was for products that were already in stock, while $34 million was for products that were out of stock.
Late last month some owners of NVIDIA GeForce RTX 4090 graphics cards reported that their power adapters with four 8-pin connectors on one side and 12+4 pin 12VHPRW connector on the other side burnt out.Now on Reddit and Facebook* there were reports about cases of melting of not only adapters, but also of native 12VHPRW power cables from ATX 3.0 power supplies.Image source: Ricky TO / Facebook*Despite quite a high price of GeForce RTX 4090, the gas pedal is one of the best options for gamers.However, against this backdrop, it's not the price of the graphics card that scares consumers away, but the fact that the included 12+4-pin power adapter could be dangerous.Only on Reddit there were 18 such cases with video cards from different vendors.NVIDIA responded to these reports and launched an investigation, instructing vendors to return faulty graphics cards to the lab to investigate the problem.One Reddit community member was using an MSI GeForce RTX 4090 Gaming X Trio 24G graphics card and a MED Ai1300P power supply.At that time there were some reports on the Internet about possible melting of the video card adapter, so he decided to use an ATX 3.0 power supply with a native 12VHPWR connector.However, after a short period of use, the power connector of the graphics card still melted, which can be seen in the photos posted by the user.MSI has reportedly contacted the user and offered to replace the video card and power supply.NVIDIA has not yet made an official statement following the investigation.Perhaps, the manufacturer is still trying to figure out the causes of the problem.At the moment we know about the cases of 12+4-pin connector melting, but it can't be excluded that the problem is not in the connector design.It could be that the cause of the meltdown is the 12VHPWR connector, poor quality components or the video card itself in combination with different factors.* Included in the list of public associations and religious organizations in respect of which there is an enforceable court decision to liquidate or ban their activities on the grounds provided by Federal Law No.114-FZ of July 25, 2002 \"On Counteracting Extremist Activity\".
AMD will unveil Radeon RX 7000 graphics cards on the latest RDNA 3 architecture graphics processors tonight. The start of the presentation,...