Probably nowhere in the industry is there a deficit so much as in the niche of video cards: miners buy everything in a row, gamers have little left. And if it does, it will be exorbitant. However, Nvidia is reporting an increase in 3D card shipments.
So, the CFO of Nvidia Colette Kress (Colette Kress) said at the Morgan Stanley Technology Conference that in the first quarter of this year, sales of Nvidia video cards increased by 40%. There are no absolute numbers, and the relative ones show only a not very large increase to the very low base of the fourth quarter of last year. Let us remind you that it was at the end of last year that reports began to appear on how many 3D-cards actually received by sellers: tens instead of the required thousands. To eliminate the deficit, at least an increase of 200-300% is needed, but this is not the case. There are only 40%. On the other hand, I am glad that supplies are generally growing.
In fact, there was a deficit in the market, and it still remains. And, according to forecasts of various analysts, it will last until 2022.
Colette Kress also reported that there are 200 million users of GeForce desktop video cards in the world. And there are about 50 million users of gaming laptops with GeForce. I wonder how many of them actually play, and how many are engaged in cryptocurrency mining?
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