【國際】NVIDIA中低階四箭齊發 力逼超微市佔退守2成
Date: 2019-03-11
News Type:
NVIDIA将在3月与4月推出中低阶两款绘图卡新品,睽违多年的价格战可能一触即发。受到挖矿退潮冲击,绘图卡产业自2018年下半迄今面临需求急跌与库存去化缓慢危机,获利表现呈现大起大落情况,其中,NVIDIA最新一季(2018年11月至2019年1月)获利更是腰斩,近期产品策略全面修正,其获利及目的备受市场关注。
绘图卡业者指出,继GeForce RTX 2080 Ti/RTX 2080/RTX 2070/TITAN RTX主流高阶新品后,NVIDIA于2019年1月中推出了349美元起跳的RTX 2060,2月下旬再开卖GTX 1660Ti,价格279美元起跳。
此外,预计在3月15日发布GTX 1660,价格约229美元起跳,4月30日还有179美元的GTX 1650登场, 4款新品价格带约在179~349美元,已可预见将对超微目前中低阶VEGA 64/56、RX 590/580/570等带来沉重价格压力。
随着挖矿需求消退,且2019年上半淡季效应显著,NVIDIA、超微及绘图卡业者业绩恐将明显衰退,其中,专攻超微绘图卡的撼讯,业绩跌幅超乎预期,其于2018年首季挖矿高峰时大赚逾1个股本,每股税后(EPS)冲上10.19元新高,第2季起逐季打回原形,第3季EPS转为亏损1.34元,第4季亦不乐观,2019年1月业绩不佳,税后亏损1,031万元,EPS亏损0.31元,与2018年12月合计已亏损4,471万元,EPS亏损2.4元。(新闻来源:DIGITIMES)
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