Nvidia is in no rush to boost RTX 40-series graphics card shipments
Recently, NVIDIA released the GeForce RTX 4070 based on the Ada Lovelace architecture, with numerous products from its partners already on the market, starting at a price of $599. Aside from a few reference models, the majority of custom versions are readily available.
To date, NVIDIA has launched products featuring the AD102, AD103, AD104, AD106, and AD107 chips, encompassing both desktop and mobile platforms. Rumors suggest that NVIDIA will unveil the GeForce RTX 4060 and RTX 4060 Ti by the end of May, further expanding its product lineup. Many believe that NVIDIA should seize the opportunity to increase sales of the GeForce RTX 40 series graphics cards and reverse the downtrend in gaming business performance over the past few quarters.
However, according to a Digitimes report, NVIDIA appears to be exercising caution in the sluggish market environment, with no plans to increase orders for GeForce RTX 40 series GPUs, as they are content with the existing production capacity arrangements. Since NVIDIA prepaid TSMC for a substantial portion of its custom 4N process capacity fees between 2021 and 2022, this should be sufficient to support their plans.
The current NVIDIA GeForce RTX 40 series graphics card product line covers a large portion of the segmented market. With the release of the 60 and 70 series, the mainstream market will gradually transition to Ada Lovelace architecture-based products. Industry insiders suggest that one reason NVIDIA is not eager to introduce new products is to allow its partners sufficient time to clear the remaining GeForce RTX 30 series graphics card inventory before replacing them with new models.
Historically, PC component shipments have increased in the third quarter. If there is a need to augment orders, manufacturers typically place orders several weeks in advance to prepare. However, following a period of the significant decline in the PC industry, many businesses are facing numerous uncertainties in the market, leading to more conservative strategic choices.
