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- HilsonlewHilsonlew
  ·2022-04-25
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  500 days of graphics card crisis: only NVIDIA and AMD won
  显卡价格最低的是哪一天？接下来的一天。过去的两个月里，这句段子每天都在应验着。坚挺了近一年的显卡高价，随着2022年春天的到来，终于彻底坐上了向下的过山车。4月20日，NVIDIA 的30系显卡代表型
  500 days of graphics card crisis: only NVIDIA and AMD won
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- HilsonlewHilsonlew
  ·2021-05-28
  $Genting 5xLongSG220225(DNEW.SI)$Z
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The next day.</p><p>In the past two months, this paragraph has been fulfilled every day. The high price of graphics cards, which has been firm for nearly a year, has finally completely ridden a downward roller coaster with the arrival of the spring of 2022.</p><p>On April 20, NVIDIA's 30-series graphics card representative models RTX 3070,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The representative model of the RX 6000 series graphics card, the RX 6700XT, both dropped to around 3,900 yuan. This is the first time that the prices of the two graphics cards have dropped to the MSRP (suggested retail price) range since their release.</p><p><img src=\"https://static.tigerbbs.com/3ee32df3ff5618552326c5bc39cf004b\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>RTX 30 series graphics cards are on sale! Photo/Novatech</p><p>It seems that this round of price increase farce that runs through the life cycle of N and A graphics cards is finally coming to an official end. Players who have been waiting for coins for a long time seem to be about to usher in spring.</p><p>But the absurdity that lasted for too long had already created irreparable cracks. In the past year and a half, the sky-high price of graphics cards once exceeded double the initial price, the mining bosses who bought cards heavily and were suppressed by policies, and the upstream manufacturers who hoarded goods... It can be called the graphics card market that is dancing with demons. Even if it returns to normal, it is difficult to regain people's trust immediately.</p><p>Behind the huge group of players, the personal assembly computer industry (hereinafter referred to as the PC DIY industry), which has gone from bad to worse in recent years, is also at the center of shock. In the past year and a half, they have also struggled in this sunset industry, not as beautiful as the outside world imagined.</p><p>Therefore, we decided to explore the ins and outs of this \"graphics card crisis\" and its far-reaching impact on the future with the following three questions from the perspectives of ordinary players and dealers:</p><p><b>1. In the past two years, how has the graphics card market made players impatient?</b></p><p><b>2. Did the profiteers who assembled computers angrily denounced by the players really make a profit in this farce?</b></p><p><b>3. The price reduction is finally coming. Can players and the PC DIY industry still usher in spring?</b></p><p><b>1. A graphics card with a good price cannot be bought in a year and a half</b></p><p>Around October 2020, under the eagerness of gamers, NVIDIA, a well-known PC graphics card manufacturer, released the latest RTX 30 series graphics cards, and announced that three graphics cards, RTX 3090, RTX 3080, and RTX 3070, will be launched in the first batch.</p><p>\"Conscience, this price!\", \"You can look forward to the next 3060!\" When I looked through the chat records at the press conference that year, my friends Li Pei and Sun Yang, who were concerned about computer hardware, obviously couldn't restrain their excitement at that time.</p><p>In addition to the RTX 3090 model, which is positioned as the highest-end flagship, the RTX 3080 and RTX 3070 graphics cards are priced at 5,499 yuan and 3,899 yuan respectively. For comparison, the initial prices of RTX 2080 and RTX 2070 models with the same positioning of the previous generation graphics card are 6,499 yuan and 4,799 yuan respectively.</p><p>Whether it is the RTX 3080 or the RTX 3070, its performance surpasses the most powerful flagship card of the previous generation, the RTX 2080Ti. Considering that before the new graphics card is launched, some computer sellers claim that the price of the RTX 30 series will increase significantly. This wave of operations of increasing volume and reducing prices makes Lao Huang (NVIDIA CEO Huang Renxun) seem to have a real conscience.</p><p><img src=\"https://static.tigerbbs.com/0ba96a5c10d89946aceccb5dfde1ffbb\" tg-width=\"990\" tg-height=\"592\" referrerpolicy=\"no-referrer\"/></p><p>The performance and listing price of the 30 Series are very \"conscientious\", odd-even watchmaking</p><p>But it didn't take long for the \"illusion\" of conscience pricing to be shattered. Li Pei, who originally planned to replace the GTX 970 graphics card that has been in service for many years on his own computer,<a href=\"https://laohu8.com/S/JD\">JD.com</a>I grabbed the 3070 of different models three times and all failed.</p><p>At the same time, the graphics card bar, NGA hardware area, Chiphell and other hardware forums are circulating<b>Due to the epidemic, the initial production capacity of graphics cards was insufficient, leading to rumors that supply exceeds demand. Some grabbed graphics cards were increased by 300-400 yuan, which appeared on Taobao and Xianyu.</b></p><p>Fortunately, despite the fierce competition, many players were lucky enough to grab the original price card at that time. After another rush to buy failed, Li Pei took advantage of the opportunity of the Double 11 promotion that year and increased the price by 200 to buy a Zotac RTX 3070.</p><p>At that time, he didn't know that this graphics card would ride on a rocket and rise to an incredibly high price in the following year. Many players never have the opportunity to buy a graphics card they want at the original price for a long time.</p><p>In November 2020, virtual currencies such as Bitcoin and Ethereum started another round of bull market. At that time, Ethereum, which was around US $400 per coin, doubled in one month to nearly US $800 per coin. After entering 2021, the currency price is out of control. In February, the Ethereum currency price exceeded US $2,000 per coin, and in May, the currency price reached an astonishing US $4,300 per coin.</p><p>As an important tool for mining virtual currencies, the RTX 30 series graphics card with 45-120MH/s computing power has become a powerful income-generating tool in the eyes of miners (people who use graphics cards to mine virtual currencies). With the crazy purchasing and fueling of miners and mining bosses, The price of graphics cards has soared, RTX 3080 once rose to more than 16,000 yuan, and RTX 3070 also set a price record of 11,000 yuan.</p><p>Driven by the mining wave, AMD, another major graphics card brand launched in December of that year, failed to maintain the suggested retail price. Although the computing power of the first flagship card RX 6800XT was only 63MH/s, it was still speculated by miners from 4,599 yuan to 11,000 yuan.</p><p>In March of this year, Sun Yang, who was using GTX 960 4G, finally waited for the RTX 3060 he was looking forward to, but it had just been launched. This \"dessert card\" with a suggested retail price of 2,499 yuan was fired to nearly 5,000 yuan. It even rushed to 8,000 yuan in April.</p><p>\"Buy an XX, buy it, wait for the PS5.\" Sun Yang, who was annoyed by the frequently raised card price by mining, lost patience in the chat at that time. He bought it mainly to play games, so he decided to give up the graphics card and turn the goal to the next generation game console that will be launched soon.</p><p><img src=\"https://static.tigerbbs.com/16ec416b9d4f768f9089a0a01750942d\" tg-width=\"1063\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><p>Sun Yang finally bought the PS5 console. Photo courtesy of the interviewee</p><p><b>More and more players who plan to replace new graphics cards choose to retreat in the face of the high graphics card price caused by the mining tide. The arguments of \"1060 will fight for another three years\", \"970 online games will be killed\", and \"what new graphics card to buy is also a swipe post bar when you buy it\" are in the dust.</b>In the face of nearly quadrupling the card price, such a decision is not surprising.</p><p>At this time, there are still some players waiting for the \"mining disaster\" (the collapse of currency prices caused the price of graphics cards to plummet). They have experienced the soaring price of graphics cards caused by the virtual currency bull market at the end of 2017. After the collapse of currency prices in the second half of 2018, the GTX 10 series graphics cards at that time once fell to about 60% of the official pricing. They believe that this mining tide will soon come one day.</p><p>The decline in currency prices came as expected in May 2021. Starting from May 12, it took only 10 days for the price of Ethereum to plummet from a high of $4,300 to $2,300. The price of graphics cards also dropped that month, starting a downward trend.</p><p>In the same month, NVIDIA announced the launch of the LHR version of the graphics card that limits mining computing power, and will gradually apply it to all subsequent graphics card models. The price of graphics cards has finally begun to decline all the way. This round of decline has played the strongest voice with the notice of 10 ministries and commissions including the central bank in September 2021 to completely cut off the domestic channels of virtual currency exchanges.</p><p>To the surprise of players, despite repeated effects such as the plunge in currency prices and policy crackdowns, the price of graphics cards has dropped significantly compared with the peak, but the price of graphics cards of key models has not reproduced the scene of the mining disaster in 2018, but is still 20% or more expensive than the official price.</p><p>In November 2021, the NVIDIA RTX 3070 is stable at around 5,500 yuan, the RTX 3060Ti is still priced at 4,500 yuan, the AMD RX 6800XT is priced at around 7,500 yuan, and the RX 6700 XT is firm at 5,300 yuan.</p><p>It's been a year since it was released, so production capacity should not be a problem; The evil miners and mine bosses have also been hit to disappear. Why can't the price of graphics cards still come down?</p><p>Players who can't figure it out, this time point the finger at the dealers, \"It's all blame the profiteers for hoarding goods and locking the card price\", \"Be optimistic about the original price chart, and don't buy it until the profiteers spit out the original price card\" became the main theme of the forum \"Wait for the Party\" after October 2021.</p><p>But no matter how dissatisfied they were, the price of graphics cards remained stable for four months. In these four months, these players who have been persisting have waited<a href=\"https://laohu8.com/S/INTC\">Intel</a>The news that the ARC series of discrete graphics cards are about to be launched is also waiting for the news that NVIDIA's new generation RTX 40 series graphics cards will debut this year.</p><p>But they still didn't buy the original \"conscience price\" graphics card.</p><p><img src=\"https://static.tigerbbs.com/d2856497deee975a8a1044b5a2a2d52a\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>3070 is less than the original price chart of 3899/<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>@ Pledge Sword of Victory</p><p>Some people decided to give up the idea of buying this generation of graphics cards. At this time, this round of sharp drop in graphics card prices is long overdue. Can<b>The patience of most people has been exhausted in three different stages: insufficient production capacity-rising mining prices-continuous premium of card prices.</b></p><p>After a year and a half of times, some people finally recognized their needs, some people bought game consoles instead, some people completely stopped thinking about it, and the last few people finally waited for a graphics card close to the \"conscience price\". However, after being short of cards for so long, it seems that it doesn't hurt to lack them for a while?</p><p><b>2. The 500 days of \"profiteers\" are also not easy</b></p><p>As a member of the \"profiteer\" in the mouth of the players, Zhang Bei felt that he was not having a good time either.</p><p>Before the launch of the RTX 30 series, Zhang Bei, who opened an online store, had just experienced the best year in the past three years. The online education and office work caused by the epidemic drove a surge in computer demand. IDC data shows that China's computer shipments will increase to 49.1 million units in 2020, which is the first time in nine years that China's computer shipments have increased.</p><p>The last time there was such a good market, it has to be traced back to around 2016. The game \"PlayerUnknown's Battlegrounds-Battle Royale\" required high performance and its own optimization problems. The previous main graphics card models 750Ti and 760 encountered performance bottlenecks. This one almost has<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The popular game once made Zhang Bei, a small and medium-sized merchant, sell hundreds of GTX 10 series graphics cards in a month.</p><p><img src=\"https://static.tigerbbs.com/b2aeb60ab8a45fea7b3acf168c1a679c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>PlayerUnknown's Battlegrounds, the savior game of the PC DIY industry in 2017</p><p>After the release of the \"conscience price\" RTX 30 series, Zhang Bei originally expected to usher in another wave of new phones. He was caught off guard. Most players tend to buy phones on big e-commerce platforms such as JD.com and Tmall, and he can only find a way to distribute some goods from upstream dealers.</p><p>The new graphics card that is rare has caused upstream dealers to begin to ask merchants like Zhang Bei to \"pick up goods in a bundled manner\", that is, every time you take an RTX 30 series high-end card, you must take several GT 1030 cards at the same time, which are not well sold enough. low-end card.</p><p>In the PC DIY market, except for users who use a coreless display CPU and only require an independent display to light up the machine, few people care about low-end cards like the GT 1030. But in order to earn some money by getting high-end cards, Zhang Bei bite the bullet and picked up some GT 1030s.</p><p>After the dilemma at the beginning of listing, the mining tide brought about by the virtual currency bull market made the graphics card market unprecedentedly unbalanced.<b>In the months when the price of virtual currency was the highest, even with unreasonable rules such as \"bundled delivery\", Zhang Bei, an ordinary merchant, sometimes could only get a few cards a week.</b></p><p><img src=\"https://static.tigerbbs.com/5185549d454866eeafc6b2490f0ec98d\" tg-width=\"1080\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/></p><p>Shooting of hardware boxes piled up in the store</p><p>\"You don't have to choose the model, the model I give you is the model.\" Zhang Bei told me that in the past, merchants could choose graphics cards with different positionings when picking up goods. After all, flagship cards, mid-range cards, and beggar cards have their own needs, but virtual The currency craze swallowed up everything, and having cards to sell was already a blessing at that time.</p><p>But even if he got the card at a purchase price much higher than the official retail price, Zhang Bei still faced a severe test. He doesn't run a physical store, and the cost is slightly easier to control, but if he doesn't sell dozens of machines a week, he will inevitably face losses. The price of the graphics card seems to be high, but after deducting the already premium price, he can't actually make too much money.</p><p>Like many online store sellers, Zhang Bei chose the method of \"selling graphics cards only with the whole machine\" for a period of time, and all the high-end graphics cards he got were not sold alone.<b>Only customers who install the whole machine can purchase the accessory of graphics card. However, the high price also scared off many players, and sometimes he \"couldn't open an order in a day\".</b></p><p>\"When the card price dropped a little, someone hoarded the card. I didn't know what would happen later, and I was afraid that there would be no card to sell at all.\" Zhang Bei did not deny that there were sellers with rich wealth who hoarded the card during that time, but he believed that hoarding cards was more due to the fear that there was no card to sell at all.</p><p>It's not easy to have only single-digit new orders a day. The mid-to-high-end graphics cards have soared. Even the GT 1030, which was originally sold for less than 400 yuan, has risen to 700 yuan. Some users who just need it in order to light up the machine, and even installed the GT 1030 and GT 730, which were difficult to sell before.</p><p>It was not until the \"big earthquake\" of virtual currency exchanges in September 2021 that the price of graphics cards entered a downward cycle, and the premium rate dropped from 200% to 20-30%, which allowed the business of online stores to rebound. However, the price still appears to be expensive, coupled with many demands that have been \"dissuaded\" by the market, his business is not even as good as the trough period in 2018, let alone catch up with 2020.</p><p>Why does the graphics card separated from virtual currency still remain at a high price with an obvious premium? Zhang Bei believes<b>This is mainly attributed to upstream dealers and the two major manufacturers NVIDIA and AMD themselves.</b></p><p>After May last year, the price of graphics cards fell part, but after the \"mining disaster\" in October, the price of graphics cards from upstream dealers and brand manufacturers did not drop significantly. For example, the purchase price of RTX 3060Ti has been 4,000 yuan for a long time.-Fluctuating between 4,500 yuan, the purchase price of RTX 3070 is also stable at the 5,000 yuan range.</p><p>Therefore, the high price of graphics cards maintained since October 2021 may not be entirely caused by dealers' \"hoarding cards\" and increasing prices in pursuit of higher profits.<b>The stable price control of upstream factories, NVIDIA, and AMD makes the purchase price of downstream dealers still high, which is also one of the important reasons.</b></p><p>And those dealers who are angrily denounced as \"profiteers\" by players who can't buy cards, many of whom have also experienced bundled delivery in the past year and a half, with almost no cards to sell, and few orders due to upstream price control. volume.<b>The so-called big profit does not exist, and it is not easy to survive.</b></p><p><b>3. After the farce, there is no spring in the industry</b></p><p>Now, this \"graphics card crisis\" that lasted for one and a half years is finally showing signs of coming to an end. Neither most hot pillow players nor downstream small and medium-sized dealers have been able to take advantage of this crisis.</p><p>When the crisis is finally over, will spring come?</p><p>Sun Yang, who still uses GTX 960 on his computer, doesn't plan to change his graphics card in the short term. Now he only occasionally uses his computer PS to order pictures and play online games such as LOL that don't eat configuration. As for the big triple-A games, he's used to playing them on the PS5.</p><p>At the beginning of the year, Chen Xiaohang finally decided to replace the computer that had been in service at home for nearly ten years. However, after visiting forums such as graphics card bar, Tualatin bar, PCEVA, etc., in the end, instead of purchasing accessories and assembling them himself as before, he placed an order for a blade series machine directly at Lenovo's JD.COM store.</p><p>In fact, most of Chen Xiaohang's current game time has been occupied by mobile phones. Mobile games such as \"Honor of Kings\", \"Peace Elite\", \"Genshin Impact\", and \"Harry Potter\" have developed rapidly in the past year and a half, and they also have outstanding playability. The reason why he bought a computer was simply that he felt used to having one at home.</p><p>In the statistics of Steam, a game platform where 3A masterpieces are gathered, the highest-ranked RTX 30 series desktop graphics card is the mid-range dessert card RTX 3060 ranked No. 8, while the number one is still the GTX 1060 released by NVIDIA six years ago.</p><p><img src=\"https://static.tigerbbs.com/09771a06cc01b01a8549dd398e1daf83\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/></p><p>Gamer graphics card statistics screenshot from Steam</p><p>In the computer market located in Guangbutun, jioupai saw that the configuration sheet displayed by a merchant also stated that the mainstream Intel's 10th-generation Core and AMD's Zen2 series CPUs in 2019-2020, and the graphics cards were also The previous generation RTX 20 series and RX 5000 series products have obviously not been updated for a long time.</p><p><img src=\"https://static.tigerbbs.com/d113723ecf00398f07006f1ea213e2bf\" tg-width=\"1080\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The installed configuration board of the computer market has not been updated for a long time. Odd and even shooting</p><p>Even on the high floors where online store sales are the main force, there are a large number of merchants with their doors closed. In fact, since around 2012, the PC DIY industry has gone from bad to worse, and is regarded as a \"sunset industry\" with little prospects.</p><p>Every year in the past, a large number of merchants in the industry have retreated. During the relatively brilliant period of 2017 and 2020 in the past ten years, Tmall alone has the Yihua flagship store, the Samuel digital franchise store, and the gold<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Many well-known computer hardware stores, such as computer accessories stores, that have been in operation for more than ten years, announced their closure or career change.</p><p>At the same time, famous computer manufacturers such as Lenovo, ASUS, and MSI have also begun to develop their own complete computer products. In the past, a major advantage of PC DIY was that it was more cost-effective than these brand machines. However, with the computer market \"rolling up\", the big manufacturers not only caught up with the cost performance, but also had the significant advantage of 3-5 years after-sales of the whole machine.</p><p><b>For the PC DIY industry, which is already struggling, surrounded by strong enemies, this \"graphics card crisis\" that lasted for one and a half years can be described as the heaviest blow.</b></p><p>The not-so-huge group of gamers has been overdrawn patiently, thus accelerating the loss; Medium and large enterprises prefer large manufacturers with complete after-sales services; There are also some small businesses with limited budgets hit by the epidemic, and they also tend to choose computer rental platforms under uncertain prospects; The 3A game market under the epidemic is silent. The only masterpiece \"Cyberpunk 2077\" that is expected to promote players to change cards has suffered a sharp drop in reputation due to numerous bugs, and failed to reproduce the glorious history of \"PlayerUnknown's Battlegrounds\" promoting the card change tide.</p><p>Even now that the price of graphics cards has finally been reduced, the audience of PC DIY industry is still shrinking. In the hardware area of NGA Forum, which arose due to the classic game Warcraft, players often discuss the prospect of PC DIY industry in recent years.</p><p>Some people think that, like other electronic devices, integration will become the future trend of personal computers, and a form closer to modularity like PC DIY, although it will not completely die out, is destined to become a niche and become a belief similar to Hi-Fi.</p><p><img src=\"https://static.tigerbbs.com/76e76e0f6474f2bba87dba7427dbec1d\" tg-width=\"1080\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>NGA netizens look down on PC DIY prospects/NGA hardware area</p><p>For most players, the game demand that disappears or shifts to laptops/mobile phones is difficult to come back; For PC DIY industry practitioners like Zhang Bei,<b>The malaise of this industry is also a set. These are not things that can be changed by the lifting of the \"graphics card crisis\" and the reduction of the graphics card to the original price. After the farce, spring will not come for players or the industry.</b></p><p>Perhaps the only ones that are always in spring are Intel, NVIDIA and AMD, hardware sources that don't need to worry about the future. Whether it is personal assembly, OEM complete machines from large manufacturers, or miners who use graphics cards to dig coins, it does not affect their money.</p><p>NVIDIA disclosed in its annual report released in February this year that, helped by annual graphics card sales, its annual revenue in fiscal year 2022 increased by 61%, setting a historical record of US $26.91 billion; AMD announced that its full-year revenue in 2021 will be US $16.43 billion, a year-on-year increase of 68%.</p><p><b>4. Write at the end</b></p><p>Looking back at the chaos in the graphics card market in the past year and a half at this moment, all this may not be a simple conflict between profiteers and consumers, but a story of NVIDIA, AMD, and many AIC graphics card manufacturers taking advantage of being in the upstream of the industry. The story of dealers and consumers in the middle and lower reaches completing the wanton harvest.</p><p>After fishing, what is left behind is a mess in the sunset industry of PC DIY. Players either passively or voluntarily give up their game needs, and small and medium-sized dealers like Zhang Bei barely hold on to it. I don't know how long they can hold on.</p><p>Even if the DIY computer industry will eventually be \"cool\", NVIDIA, AMD and AIC graphics card manufacturers will still have a place in the future OEM complete machine and notebook computer markets. Don't forget, NVIDIA has been in the field of artificial intelligence and autonomous driving for a long time. Without a single piece of hardware, Huang Renxun and others still have the ability to make a lot of money.</p><p><b>The initiator of the graphics card farce made the most money and suffered the least impact in this chaotic year and a half; People who have experienced the predicament of not being able to buy cards, no cards to sell, and no one cares about it can only witness the fate of the PC DIY industry being harvested and destroyed.</b></p><p>But what can they change? At this moment, the commercial battlefield revealed a helpless coldness.</p><p></body></html></p>","source":"lsy1606398076740","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>500 days of graphics card crisis: only NVIDIA and AMD won</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n500 days of graphics card crisis: only NVIDIA and AMD won\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">奇偶派</strong><span class=\"h-time small\">2022-04-25 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>What day is the lowest price for graphics cards? The next day.</p><p>In the past two months, this paragraph has been fulfilled every day. The high price of graphics cards, which has been firm for nearly a year, has finally completely ridden a downward roller coaster with the arrival of the spring of 2022.</p><p>On April 20, NVIDIA's 30-series graphics card representative models RTX 3070,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The representative model of the RX 6000 series graphics card, the RX 6700XT, both dropped to around 3,900 yuan. This is the first time that the prices of the two graphics cards have dropped to the MSRP (suggested retail price) range since their release.</p><p><img src=\"https://static.tigerbbs.com/3ee32df3ff5618552326c5bc39cf004b\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>RTX 30 series graphics cards are on sale! Photo/Novatech</p><p>It seems that this round of price increase farce that runs through the life cycle of N and A graphics cards is finally coming to an official end. Players who have been waiting for coins for a long time seem to be about to usher in spring.</p><p>But the absurdity that lasted for too long had already created irreparable cracks. In the past year and a half, the sky-high price of graphics cards once exceeded double the initial price, the mining bosses who bought cards heavily and were suppressed by policies, and the upstream manufacturers who hoarded goods... It can be called the graphics card market that is dancing with demons. Even if it returns to normal, it is difficult to regain people's trust immediately.</p><p>Behind the huge group of players, the personal assembly computer industry (hereinafter referred to as the PC DIY industry), which has gone from bad to worse in recent years, is also at the center of shock. In the past year and a half, they have also struggled in this sunset industry, not as beautiful as the outside world imagined.</p><p>Therefore, we decided to explore the ins and outs of this \"graphics card crisis\" and its far-reaching impact on the future with the following three questions from the perspectives of ordinary players and dealers:</p><p><b>1. In the past two years, how has the graphics card market made players impatient?</b></p><p><b>2. Did the profiteers who assembled computers angrily denounced by the players really make a profit in this farce?</b></p><p><b>3. The price reduction is finally coming. Can players and the PC DIY industry still usher in spring?</b></p><p><b>1. A graphics card with a good price cannot be bought in a year and a half</b></p><p>Around October 2020, under the eagerness of gamers, NVIDIA, a well-known PC graphics card manufacturer, released the latest RTX 30 series graphics cards, and announced that three graphics cards, RTX 3090, RTX 3080, and RTX 3070, will be launched in the first batch.</p><p>\"Conscience, this price!\", \"You can look forward to the next 3060!\" When I looked through the chat records at the press conference that year, my friends Li Pei and Sun Yang, who were concerned about computer hardware, obviously couldn't restrain their excitement at that time.</p><p>In addition to the RTX 3090 model, which is positioned as the highest-end flagship, the RTX 3080 and RTX 3070 graphics cards are priced at 5,499 yuan and 3,899 yuan respectively. For comparison, the initial prices of RTX 2080 and RTX 2070 models with the same positioning of the previous generation graphics card are 6,499 yuan and 4,799 yuan respectively.</p><p>Whether it is the RTX 3080 or the RTX 3070, its performance surpasses the most powerful flagship card of the previous generation, the RTX 2080Ti. Considering that before the new graphics card is launched, some computer sellers claim that the price of the RTX 30 series will increase significantly. This wave of operations of increasing volume and reducing prices makes Lao Huang (NVIDIA CEO Huang Renxun) seem to have a real conscience.</p><p><img src=\"https://static.tigerbbs.com/0ba96a5c10d89946aceccb5dfde1ffbb\" tg-width=\"990\" tg-height=\"592\" referrerpolicy=\"no-referrer\"/></p><p>The performance and listing price of the 30 Series are very \"conscientious\", odd-even watchmaking</p><p>But it didn't take long for the \"illusion\" of conscience pricing to be shattered. Li Pei, who originally planned to replace the GTX 970 graphics card that has been in service for many years on his own computer,<a href=\"https://laohu8.com/S/JD\">JD.com</a>I grabbed the 3070 of different models three times and all failed.</p><p>At the same time, the graphics card bar, NGA hardware area, Chiphell and other hardware forums are circulating<b>Due to the epidemic, the initial production capacity of graphics cards was insufficient, leading to rumors that supply exceeds demand. Some grabbed graphics cards were increased by 300-400 yuan, which appeared on Taobao and Xianyu.</b></p><p>Fortunately, despite the fierce competition, many players were lucky enough to grab the original price card at that time. After another rush to buy failed, Li Pei took advantage of the opportunity of the Double 11 promotion that year and increased the price by 200 to buy a Zotac RTX 3070.</p><p>At that time, he didn't know that this graphics card would ride on a rocket and rise to an incredibly high price in the following year. Many players never have the opportunity to buy a graphics card they want at the original price for a long time.</p><p>In November 2020, virtual currencies such as Bitcoin and Ethereum started another round of bull market. At that time, Ethereum, which was around US $400 per coin, doubled in one month to nearly US $800 per coin. After entering 2021, the currency price is out of control. In February, the Ethereum currency price exceeded US $2,000 per coin, and in May, the currency price reached an astonishing US $4,300 per coin.</p><p>As an important tool for mining virtual currencies, the RTX 30 series graphics card with 45-120MH/s computing power has become a powerful income-generating tool in the eyes of miners (people who use graphics cards to mine virtual currencies). With the crazy purchasing and fueling of miners and mining bosses, The price of graphics cards has soared, RTX 3080 once rose to more than 16,000 yuan, and RTX 3070 also set a price record of 11,000 yuan.</p><p>Driven by the mining wave, AMD, another major graphics card brand launched in December of that year, failed to maintain the suggested retail price. Although the computing power of the first flagship card RX 6800XT was only 63MH/s, it was still speculated by miners from 4,599 yuan to 11,000 yuan.</p><p>In March of this year, Sun Yang, who was using GTX 960 4G, finally waited for the RTX 3060 he was looking forward to, but it had just been launched. This \"dessert card\" with a suggested retail price of 2,499 yuan was fired to nearly 5,000 yuan. It even rushed to 8,000 yuan in April.</p><p>\"Buy an XX, buy it, wait for the PS5.\" Sun Yang, who was annoyed by the frequently raised card price by mining, lost patience in the chat at that time. He bought it mainly to play games, so he decided to give up the graphics card and turn the goal to the next generation game console that will be launched soon.</p><p><img src=\"https://static.tigerbbs.com/16ec416b9d4f768f9089a0a01750942d\" tg-width=\"1063\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><p>Sun Yang finally bought the PS5 console. Photo courtesy of the interviewee</p><p><b>More and more players who plan to replace new graphics cards choose to retreat in the face of the high graphics card price caused by the mining tide. The arguments of \"1060 will fight for another three years\", \"970 online games will be killed\", and \"what new graphics card to buy is also a swipe post bar when you buy it\" are in the dust.</b>In the face of nearly quadrupling the card price, such a decision is not surprising.</p><p>At this time, there are still some players waiting for the \"mining disaster\" (the collapse of currency prices caused the price of graphics cards to plummet). They have experienced the soaring price of graphics cards caused by the virtual currency bull market at the end of 2017. After the collapse of currency prices in the second half of 2018, the GTX 10 series graphics cards at that time once fell to about 60% of the official pricing. They believe that this mining tide will soon come one day.</p><p>The decline in currency prices came as expected in May 2021. Starting from May 12, it took only 10 days for the price of Ethereum to plummet from a high of $4,300 to $2,300. The price of graphics cards also dropped that month, starting a downward trend.</p><p>In the same month, NVIDIA announced the launch of the LHR version of the graphics card that limits mining computing power, and will gradually apply it to all subsequent graphics card models. The price of graphics cards has finally begun to decline all the way. This round of decline has played the strongest voice with the notice of 10 ministries and commissions including the central bank in September 2021 to completely cut off the domestic channels of virtual currency exchanges.</p><p>To the surprise of players, despite repeated effects such as the plunge in currency prices and policy crackdowns, the price of graphics cards has dropped significantly compared with the peak, but the price of graphics cards of key models has not reproduced the scene of the mining disaster in 2018, but is still 20% or more expensive than the official price.</p><p>In November 2021, the NVIDIA RTX 3070 is stable at around 5,500 yuan, the RTX 3060Ti is still priced at 4,500 yuan, the AMD RX 6800XT is priced at around 7,500 yuan, and the RX 6700 XT is firm at 5,300 yuan.</p><p>It's been a year since it was released, so production capacity should not be a problem; The evil miners and mine bosses have also been hit to disappear. Why can't the price of graphics cards still come down?</p><p>Players who can't figure it out, this time point the finger at the dealers, \"It's all blame the profiteers for hoarding goods and locking the card price\", \"Be optimistic about the original price chart, and don't buy it until the profiteers spit out the original price card\" became the main theme of the forum \"Wait for the Party\" after October 2021.</p><p>But no matter how dissatisfied they were, the price of graphics cards remained stable for four months. In these four months, these players who have been persisting have waited<a href=\"https://laohu8.com/S/INTC\">Intel</a>The news that the ARC series of discrete graphics cards are about to be launched is also waiting for the news that NVIDIA's new generation RTX 40 series graphics cards will debut this year.</p><p>But they still didn't buy the original \"conscience price\" graphics card.</p><p><img src=\"https://static.tigerbbs.com/d2856497deee975a8a1044b5a2a2d52a\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>3070 is less than the original price chart of 3899/<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>@ Pledge Sword of Victory</p><p>Some people decided to give up the idea of buying this generation of graphics cards. At this time, this round of sharp drop in graphics card prices is long overdue. Can<b>The patience of most people has been exhausted in three different stages: insufficient production capacity-rising mining prices-continuous premium of card prices.</b></p><p>After a year and a half of times, some people finally recognized their needs, some people bought game consoles instead, some people completely stopped thinking about it, and the last few people finally waited for a graphics card close to the \"conscience price\". However, after being short of cards for so long, it seems that it doesn't hurt to lack them for a while?</p><p><b>2. The 500 days of \"profiteers\" are also not easy</b></p><p>As a member of the \"profiteer\" in the mouth of the players, Zhang Bei felt that he was not having a good time either.</p><p>Before the launch of the RTX 30 series, Zhang Bei, who opened an online store, had just experienced the best year in the past three years. The online education and office work caused by the epidemic drove a surge in computer demand. IDC data shows that China's computer shipments will increase to 49.1 million units in 2020, which is the first time in nine years that China's computer shipments have increased.</p><p>The last time there was such a good market, it has to be traced back to around 2016. The game \"PlayerUnknown's Battlegrounds-Battle Royale\" required high performance and its own optimization problems. The previous main graphics card models 750Ti and 760 encountered performance bottlenecks. This one almost has<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>The popular game once made Zhang Bei, a small and medium-sized merchant, sell hundreds of GTX 10 series graphics cards in a month.</p><p><img src=\"https://static.tigerbbs.com/b2aeb60ab8a45fea7b3acf168c1a679c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>PlayerUnknown's Battlegrounds, the savior game of the PC DIY industry in 2017</p><p>After the release of the \"conscience price\" RTX 30 series, Zhang Bei originally expected to usher in another wave of new phones. He was caught off guard. Most players tend to buy phones on big e-commerce platforms such as JD.com and Tmall, and he can only find a way to distribute some goods from upstream dealers.</p><p>The new graphics card that is rare has caused upstream dealers to begin to ask merchants like Zhang Bei to \"pick up goods in a bundled manner\", that is, every time you take an RTX 30 series high-end card, you must take several GT 1030 cards at the same time, which are not well sold enough. low-end card.</p><p>In the PC DIY market, except for users who use a coreless display CPU and only require an independent display to light up the machine, few people care about low-end cards like the GT 1030. But in order to earn some money by getting high-end cards, Zhang Bei bite the bullet and picked up some GT 1030s.</p><p>After the dilemma at the beginning of listing, the mining tide brought about by the virtual currency bull market made the graphics card market unprecedentedly unbalanced.<b>In the months when the price of virtual currency was the highest, even with unreasonable rules such as \"bundled delivery\", Zhang Bei, an ordinary merchant, sometimes could only get a few cards a week.</b></p><p><img src=\"https://static.tigerbbs.com/5185549d454866eeafc6b2490f0ec98d\" tg-width=\"1080\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/></p><p>Shooting of hardware boxes piled up in the store</p><p>\"You don't have to choose the model, the model I give you is the model.\" Zhang Bei told me that in the past, merchants could choose graphics cards with different positionings when picking up goods. After all, flagship cards, mid-range cards, and beggar cards have their own needs, but virtual The currency craze swallowed up everything, and having cards to sell was already a blessing at that time.</p><p>But even if he got the card at a purchase price much higher than the official retail price, Zhang Bei still faced a severe test. He doesn't run a physical store, and the cost is slightly easier to control, but if he doesn't sell dozens of machines a week, he will inevitably face losses. The price of the graphics card seems to be high, but after deducting the already premium price, he can't actually make too much money.</p><p>Like many online store sellers, Zhang Bei chose the method of \"selling graphics cards only with the whole machine\" for a period of time, and all the high-end graphics cards he got were not sold alone.<b>Only customers who install the whole machine can purchase the accessory of graphics card. However, the high price also scared off many players, and sometimes he \"couldn't open an order in a day\".</b></p><p>\"When the card price dropped a little, someone hoarded the card. I didn't know what would happen later, and I was afraid that there would be no card to sell at all.\" Zhang Bei did not deny that there were sellers with rich wealth who hoarded the card during that time, but he believed that hoarding cards was more due to the fear that there was no card to sell at all.</p><p>It's not easy to have only single-digit new orders a day. The mid-to-high-end graphics cards have soared. Even the GT 1030, which was originally sold for less than 400 yuan, has risen to 700 yuan. Some users who just need it in order to light up the machine, and even installed the GT 1030 and GT 730, which were difficult to sell before.</p><p>It was not until the \"big earthquake\" of virtual currency exchanges in September 2021 that the price of graphics cards entered a downward cycle, and the premium rate dropped from 200% to 20-30%, which allowed the business of online stores to rebound. However, the price still appears to be expensive, coupled with many demands that have been \"dissuaded\" by the market, his business is not even as good as the trough period in 2018, let alone catch up with 2020.</p><p>Why does the graphics card separated from virtual currency still remain at a high price with an obvious premium? Zhang Bei believes<b>This is mainly attributed to upstream dealers and the two major manufacturers NVIDIA and AMD themselves.</b></p><p>After May last year, the price of graphics cards fell part, but after the \"mining disaster\" in October, the price of graphics cards from upstream dealers and brand manufacturers did not drop significantly. For example, the purchase price of RTX 3060Ti has been 4,000 yuan for a long time.-Fluctuating between 4,500 yuan, the purchase price of RTX 3070 is also stable at the 5,000 yuan range.</p><p>Therefore, the high price of graphics cards maintained since October 2021 may not be entirely caused by dealers' \"hoarding cards\" and increasing prices in pursuit of higher profits.<b>The stable price control of upstream factories, NVIDIA, and AMD makes the purchase price of downstream dealers still high, which is also one of the important reasons.</b></p><p>And those dealers who are angrily denounced as \"profiteers\" by players who can't buy cards, many of whom have also experienced bundled delivery in the past year and a half, with almost no cards to sell, and few orders due to upstream price control. volume.<b>The so-called big profit does not exist, and it is not easy to survive.</b></p><p><b>3. After the farce, there is no spring in the industry</b></p><p>Now, this \"graphics card crisis\" that lasted for one and a half years is finally showing signs of coming to an end. Neither most hot pillow players nor downstream small and medium-sized dealers have been able to take advantage of this crisis.</p><p>When the crisis is finally over, will spring come?</p><p>Sun Yang, who still uses GTX 960 on his computer, doesn't plan to change his graphics card in the short term. Now he only occasionally uses his computer PS to order pictures and play online games such as LOL that don't eat configuration. As for the big triple-A games, he's used to playing them on the PS5.</p><p>At the beginning of the year, Chen Xiaohang finally decided to replace the computer that had been in service at home for nearly ten years. However, after visiting forums such as graphics card bar, Tualatin bar, PCEVA, etc., in the end, instead of purchasing accessories and assembling them himself as before, he placed an order for a blade series machine directly at Lenovo's JD.COM store.</p><p>In fact, most of Chen Xiaohang's current game time has been occupied by mobile phones. Mobile games such as \"Honor of Kings\", \"Peace Elite\", \"Genshin Impact\", and \"Harry Potter\" have developed rapidly in the past year and a half, and they also have outstanding playability. The reason why he bought a computer was simply that he felt used to having one at home.</p><p>In the statistics of Steam, a game platform where 3A masterpieces are gathered, the highest-ranked RTX 30 series desktop graphics card is the mid-range dessert card RTX 3060 ranked No. 8, while the number one is still the GTX 1060 released by NVIDIA six years ago.</p><p><img src=\"https://static.tigerbbs.com/09771a06cc01b01a8549dd398e1daf83\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/></p><p>Gamer graphics card statistics screenshot from Steam</p><p>In the computer market located in Guangbutun, jioupai saw that the configuration sheet displayed by a merchant also stated that the mainstream Intel's 10th-generation Core and AMD's Zen2 series CPUs in 2019-2020, and the graphics cards were also The previous generation RTX 20 series and RX 5000 series products have obviously not been updated for a long time.</p><p><img src=\"https://static.tigerbbs.com/d113723ecf00398f07006f1ea213e2bf\" tg-width=\"1080\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The installed configuration board of the computer market has not been updated for a long time. Odd and even shooting</p><p>Even on the high floors where online store sales are the main force, there are a large number of merchants with their doors closed. In fact, since around 2012, the PC DIY industry has gone from bad to worse, and is regarded as a \"sunset industry\" with little prospects.</p><p>Every year in the past, a large number of merchants in the industry have retreated. During the relatively brilliant period of 2017 and 2020 in the past ten years, Tmall alone has the Yihua flagship store, the Samuel digital franchise store, and the gold<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Many well-known computer hardware stores, such as computer accessories stores, that have been in operation for more than ten years, announced their closure or career change.</p><p>At the same time, famous computer manufacturers such as Lenovo, ASUS, and MSI have also begun to develop their own complete computer products. In the past, a major advantage of PC DIY was that it was more cost-effective than these brand machines. However, with the computer market \"rolling up\", the big manufacturers not only caught up with the cost performance, but also had the significant advantage of 3-5 years after-sales of the whole machine.</p><p><b>For the PC DIY industry, which is already struggling, surrounded by strong enemies, this \"graphics card crisis\" that lasted for one and a half years can be described as the heaviest blow.</b></p><p>The not-so-huge group of gamers has been overdrawn patiently, thus accelerating the loss; Medium and large enterprises prefer large manufacturers with complete after-sales services; There are also some small businesses with limited budgets hit by the epidemic, and they also tend to choose computer rental platforms under uncertain prospects; The 3A game market under the epidemic is silent. The only masterpiece \"Cyberpunk 2077\" that is expected to promote players to change cards has suffered a sharp drop in reputation due to numerous bugs, and failed to reproduce the glorious history of \"PlayerUnknown's Battlegrounds\" promoting the card change tide.</p><p>Even now that the price of graphics cards has finally been reduced, the audience of PC DIY industry is still shrinking. In the hardware area of NGA Forum, which arose due to the classic game Warcraft, players often discuss the prospect of PC DIY industry in recent years.</p><p>Some people think that, like other electronic devices, integration will become the future trend of personal computers, and a form closer to modularity like PC DIY, although it will not completely die out, is destined to become a niche and become a belief similar to Hi-Fi.</p><p><img src=\"https://static.tigerbbs.com/76e76e0f6474f2bba87dba7427dbec1d\" tg-width=\"1080\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>NGA netizens look down on PC DIY prospects/NGA hardware area</p><p>For most players, the game demand that disappears or shifts to laptops/mobile phones is difficult to come back; For PC DIY industry practitioners like Zhang Bei,<b>The malaise of this industry is also a set. These are not things that can be changed by the lifting of the \"graphics card crisis\" and the reduction of the graphics card to the original price. After the farce, spring will not come for players or the industry.</b></p><p>Perhaps the only ones that are always in spring are Intel, NVIDIA and AMD, hardware sources that don't need to worry about the future. Whether it is personal assembly, OEM complete machines from large manufacturers, or miners who use graphics cards to dig coins, it does not affect their money.</p><p>NVIDIA disclosed in its annual report released in February this year that, helped by annual graphics card sales, its annual revenue in fiscal year 2022 increased by 61%, setting a historical record of US $26.91 billion; AMD announced that its full-year revenue in 2021 will be US $16.43 billion, a year-on-year increase of 68%.</p><p><b>4. Write at the end</b></p><p>Looking back at the chaos in the graphics card market in the past year and a half at this moment, all this may not be a simple conflict between profiteers and consumers, but a story of NVIDIA, AMD, and many AIC graphics card manufacturers taking advantage of being in the upstream of the industry. The story of dealers and consumers in the middle and lower reaches completing the wanton harvest.</p><p>After fishing, what is left behind is a mess in the sunset industry of PC DIY. Players either passively or voluntarily give up their game needs, and small and medium-sized dealers like Zhang Bei barely hold on to it. I don't know how long they can hold on.</p><p>Even if the DIY computer industry will eventually be \"cool\", NVIDIA, AMD and AIC graphics card manufacturers will still have a place in the future OEM complete machine and notebook computer markets. Don't forget, NVIDIA has been in the field of artificial intelligence and autonomous driving for a long time. Without a single piece of hardware, Huang Renxun and others still have the ability to make a lot of money.</p><p><b>The initiator of the graphics card farce made the most money and suffered the least impact in this chaotic year and a half; People who have experienced the predicament of not being able to buy cards, no cards to sell, and no one cares about it can only witness the fate of the PC DIY industry being harvested and destroyed.</b></p><p>But what can they change? At this moment, the commercial battlefield revealed a helpless coldness.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/lnkdb1nbter3HKrBgP28sw\">奇偶派</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09d83d2965047c6ca5349f3d0b3f1301","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","NVDA":"英伟达","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4566":"资本集团","AMD":"美国超微公司","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","GFS":"GLOBALFOUNDRIES Inc.","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念"},"source_url":"https://mp.weixin.qq.com/s/lnkdb1nbter3HKrBgP28sw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190788090","content_text":"显卡价格最低的是哪一天？接下来的一天。过去的两个月里，这句段子每天都在应验着。坚挺了近一年的显卡高价，随着2022年春天的到来，终于彻底坐上了向下的过山车。4月20日，NVIDIA 的30系显卡代表型号RTX 3070、AMD RX 6000系显卡代表型号RX 6700XT齐刷刷跌至3900元左右，这是自发售以来，两款显卡的价格第一次跌到MSRP（建议零售价）档位。RTX 30系显卡全面在售啦！图/Novatech看上去，这一轮贯穿N、A两家显卡生命周期的涨价闹剧，终于要正式落下帷幕了。持币等待了很长时间的玩家们，似乎也将要迎来春天。但持续太久的荒诞，早已制造出难以弥补的裂痕。过去的一年半里，一度超出首发价一倍的天价显卡，大手笔买卡又被政策打压下去的挖矿老板，囤货可居的上游厂商…堪称群魔乱舞的显卡市场，即便恢复了正常，也难立即重获人们信任。庞大的玩家群体背后，近些年每况愈下的个人组装电脑行业（下称 PC DIY行业）同样身处震荡中心。过去的一年半里，不若外界想象般风光，他们同样在这个夕阳行业中挣扎。因此，我们决定借普通玩家和经销商两个视角，用以下三个问题，来探寻这场“显卡危机”的来龙去脉，以及它将对未来产生的深远影响：1.过去两年，显卡市场是如何让玩家们失去耐心的？2.玩家口中怒斥的组装电脑奸商，在这场闹剧中真赚到了？3.降价终于来临，玩家和PC DIY行业还能迎来春天吗？1、良心价的显卡，一年半买不到2020年10月前后，在游戏玩家的翘首以盼下，著名PC显卡厂商NVIDIA发布了最新的RTX 30系列显卡，并宣布RTX 3090，RTX 3080，RTX 3070三款显卡将首批上市。“良心啊这价格！”，“可以期待下3060了！”当我翻阅那年发布会时的聊天记录，关注电脑硬件的好友李培和孙洋，在当时显然都难捺激动之情。除了定位最高端旗舰的RTX 3090型号，RTX 3080和RTX 3070显卡的定价分别是5499元和3899元。作为对比，上一代显卡同样定位的型号RTX 2080和RTX 2070首发定价分别是6499元和4799元。而无论是RTX 3080还是RTX 3070，其性能都超越了上一代的最强旗舰卡RTX 2080Ti，考虑到在新显卡上市前，还有一些电脑卖家声称RTX 30系列会大涨价。这波加量还减价的操作，让老黄（NVIDIA CEO黄仁勋）看上去是真的良心了一回。30系的性能和上市价都很“良心” 奇偶派制表但没过多久，良心定价的“幻象”便破碎了。原本打算换下自家电脑服役多年GTX 970显卡的李培，在京东上抢了三次不同型号的3070均告失败。与此同时，显卡吧、NGA硬件区，Chiphell等硬件论坛中流传着因为疫情原因，显卡初期产能不足，导致供不应求的传言，一些被抢到的显卡则被加价300-400元，出现在淘宝和闲鱼上。好在尽管抢购竞争激烈，在当时仍有不少玩家幸运地抢到了原价卡。而在又一次抢购失败后，李培趁着当年双11大促的机会，加价200购入了一张索泰的RTX 3070。当时的他还不知道，这张显卡将在随后的一年里坐上火箭，涨到令人难以置信的高价。许多玩家在之后很长一段时间里再也没有机会，以原本的价格买到一张自己想要的显卡。2020年11月，比特币，以太坊等虚拟货币开启了又一轮牛市，当时400美元左右一枚的以太坊1个月便翻了一番，涨到近800美元/枚。进入2021年后，币价一发不可收拾，2月以太坊币价突破2000美元/枚，5月币价更是达到了惊人的4300美元/枚。作为挖掘虚拟币的重要工具，拥有45-120MH/s算力的RTX 30系显卡，成了矿工（用显卡挖虚拟币的人）眼中的创收利器，在矿工和矿老板的疯狂采购和推波助澜下，显卡价格一路飞涨，RTX 3080一度涨至16000元以上，RTX 3070也创下了11000元的价格纪录。挖矿潮的带动下，当年12月上市的另一大显卡品牌AMD也没能保住建议零售价，尽管首发旗舰卡RX 6800XT的算力仅有63MH/s，仍被矿工们从4599元一路炒到11000元。这一年3月，用着GTX 960 4G的孙洋终于等来了他期待的RTX 3060，但才刚刚上市，这张建议零售价2499元的“甜品卡”就被炒到了近5000元，4月更是冲到了8000元。“买个XX啊买，等PS5了”，被挖矿频频拉高的卡价惹恼的孙洋，在当时的聊天中就失去了耐心，买来主要为了玩游戏的他，决定放弃显卡，将目标转向即将上市的次世代游戏主机。孙洋最后购入了PS5主机 受访者供图越来越多打算更换新显卡的玩家，在挖矿潮导致的高昂显卡价格面前选择退却。“1060再战三年”，“970网游通杀”，“买什么新显卡，买来也是刷贴吧”的论调喧嚣尘上。在翻了近两番的卡价面前，这样的决定并不令人意外。而在此时，仍然有一些玩家在等待“矿难”（币价崩盘导致显卡价格大跌），他们曾经历过2017年底虚拟货币牛市导致的显卡飞涨，在2018年下半年币价崩盘后，当时的GTX 10系显卡一度跌到官方定价的60%左右，他们相信，这次挖矿潮也很快会有那么一天。币价下跌在2021年5月如愿而来，5月12日开始，仅用了10天，以太坊的币价从4300美元高点暴跌至2300美元。当月显卡价格也应声而降，开启下跌走势。同一个月，NVIDIA宣布推出限制挖矿算力的LHR版本显卡，并将逐步应用到随后的所有显卡型号上。显卡价格终于开始一路下行，这一轮下跌随着2021年9月，央行等10部委通知，彻底断绝虚拟货币交易所在国内的渠道奏响最强音。可出乎玩家意料之外的是，尽管受到币价暴跌，政策打击等多番影响，显卡价格相比最高峰有了明显下降，但重点型号的显卡价格并未重现2018年矿难的景象，而是仍然比官方价格贵出20%甚至更多。2021年11月，NVIDIA RTX 3070稳定在5500元左右，RTX 3060Ti依然要价4500元，AMD RX 6800XT售价在7500元左右徘徊，RX 6700 XT则坚挺在5300元价位。发布都一年了，产能不该是问题了；万恶的矿工和矿老板，也被打击到销声匿迹了，为什么显卡价格还是下不来？想不通的玩家们，这次将矛头对准了经销商，“都怪奸商囤货锁卡价”，“看好原价图，不等到奸商把原价卡吐出来不买”成了2021年10月后论坛“等等党”的主旋律。但不论他们如何表示不满，显卡价格依旧稳定了四个月。在这四个月里，这些一直坚持的玩家们等来了英特尔ARC系列独立显卡即将上市的消息，也等来了NVIDIA新一代RTX 40系显卡在今年登场的新闻。但他们仍然没有买到当初“良心价”的显卡。3070回不到3899的原价 图/知乎@誓约胜利之剑又一部分人，决定断了买这一代的显卡的念头。此时，显卡价格的这一轮大跌姗姗来迟。可大部分人的耐心在产能不足-矿潮涨价-卡价持续溢价的三个不同阶段中被消耗殆尽。一年半时间斗转星移，有人终于认清了需求，有人改买了游戏主机，有人彻底断了念想，而剩下最后一些人，终于等到了接近“良心价”的显卡。只是，缺卡这么久，再缺一会儿好像也无妨？2、奸商”的500天，同样不好过作为玩家口中的“奸商”一员，张北觉得自己也不好过。在RTX 30系列上市前，开网店的张北刚刚经历了近三年里业绩最好的一年，疫情导致的在线教育和办公推动电脑需求大涨。IDC数据显示，2020年中国电脑出货量增长至4910万台，这是9年来中国电脑出货量首次实现增长。上次有这么好的行情，还得追溯到2016年前后，游戏《绝地求生-大逃杀》需求的高性能和自身的优化问题，此前的主力显卡型号750Ti，760遭遇性能瓶颈。这款几乎拥有全民热度的游戏，一度让作为中小商户的张北，一个月就卖出了几百张GTX 10系列显卡。《绝地求生》，2017年PC DIY行业的救星游戏“良心价”的RTX 30系列发售后，张北本来预计又能迎来一波新机潮，“提升这么大，老显卡蛮多又停产了。”但上市初期受困于产能导致的显卡缺货让他措手不及，玩家大多倾向于在京东、天猫等大电商平台购机，而他只能想办法从上游经销商手中分点货。奇货可居的新显卡，让上游经销商开始要求张北这样的商户“捆绑式提货”，即每拿一张RTX 30系列高端卡，就必须要同时提走几张GT 1030这样销路不够广的低端卡。在PC DIY市场上，除了用无核显CPU，只要求一张独显点亮机器的用户，GT 1030这样的低端卡鲜有人问津。但为了拿到高端卡赚点钱，张北还是硬着头皮接下了一些GT 1030。上市初期的窘境过后，虚拟货币牛市带来的挖矿潮，让显卡市场空前失衡。虚拟币价格最高的几个月里，即便是有“捆绑式提货”这样的不合理规则，作为普通商户的张北，有时一周也只能拿到几张卡。卖场内堆积的硬件盒子 奇偶派拍摄“型号没得挑，给你么型号就是么型号”，张北告诉我，以往商户们提货还能选择下不同定位的显卡，毕竟旗舰卡、中端卡，丐版卡各有需求，但虚拟货币热潮吞噬了一切，有卡可卖，在当时就已是幸事。但即便以远高于官方零售价的进货价格拿到了卡，张北仍然面临着严峻的考验。他不做实体店，成本稍好控制，可一周不卖出几十台机器也必然面临亏损，显卡售价看似高昂，但扣掉本就溢价的拿货价，他实际也没能赚到太多。和许多网店卖家一样，张北在一段时间里选择了显卡“仅随整机销售”的方式，所有拿到的高端显卡都不单卖，只有装整机的客户才能选购显卡这一配件。然而高昂的价格同样吓退了不少玩家，有时他“一天也开不了单”。“卡价稍微下来点的时候，是有人囤卡，不晓得后面什么情况，怕彻底没卡卖了”，张北并不否认，那段时间有家底厚的卖家进行囤卡，不过他认为，囤卡更多的是出于彻底无卡可卖的担忧。一天只有个位数新单的日子并不好熬，中高端显卡大涨，连带着张北之前捆绑提货，本来只卖400元不到的GT 1030都涨上了700元，有些刚需用户为了亮机，甚至装上了此前很难卖掉的GT 1030和GT 730。直到2021年9月的虚拟货币交易所“大地震”，显卡价格步入下行周期，溢价率从200%一路降至20-30%，这才让网店的生意有所回升。不过，依然显得昂贵的价格，加上许多已经被行情“劝退”的需求，他的生意别说赶上2020年，连2018年的低谷期都不如。为什么脱离了虚拟货币的显卡，依旧保持在明显溢价的价格高位？张北认为这主要归咎于上游经销商和NVIDIA、AMD两大厂商自身。去年5月后，显卡价格跌掉了一部分，但在10月“矿难”后上游经销商和品牌厂的显卡拿货价再未明显下滑，比如RTX 3060Ti的进货价很长一段时间内都在4000元-4500元之间波动，RTX 3070的进货价也稳定在5000元档位。因此，2021年10月以来显卡维持的高价，或许并非全是经销商为了追求更高利润而“囤卡”加价导致的。上游工厂和NVIDIA、AMD的稳定控价，使得下游经销商的进货价依然偏高，也是重要原因之一。而那些被买不到卡的玩家怒斥为“奸商”的经销商们，其中不少人在过去一年半同样经历了捆绑提货，几乎无卡可售，以及因为上游控价导致寥寥无几的订单量。所谓的大赚特赚并不存在，能存活下来就殊为不易了。3、闹剧过后，行业没有春天如今，这场持续了一年半的“显卡危机”终于显现出落幕的迹象，无论是大多数热枕的玩家还是下游的中小经销商们，都没能在这场危机中占得什么便宜。当危机终于结束，春天便来了吗？电脑上仍然用着GTX 960的孙洋，短期内不打算再换新显卡了，如今他只偶尔会用电脑PS点图片，玩一下LOL之类不吃配置的网游。至于大型的3A游戏，他已经习惯了用PS5玩。陈晓航在年初终于决定换掉家中服役近十年的电脑。不过，在逛了一圈显卡吧，图拉丁吧，PCEVA等论坛后，最终他没有像之前一样自己采购配件组装，而是直接在联想的京东店下单了一台刃系列整机。其实，陈晓航目前大部分的游戏时间，已经被手机占去。《王者荣耀》、《和平精英》、《原神》、《哈利波特》这些手游在过去一年半里快速发展，同样具有较为出众的可玩性。他购买电脑的原因，仅仅是觉得习惯了家中有一台。在3A大作汇聚的游戏平台Steam的统计中，排名最高的RTX 30系桌面显卡是位列第8的中端甜品卡RTX 3060，而排名第一的仍然是NVIDIA在六年前发售的GTX 1060。游戏玩家显卡统计 截图自Steam在位于广埠屯的电脑市场，奇偶派（jioupai）看到，一家商户展示的配置单上，还写着2019-2020年主流的Intel的10代酷睿和AMD的Zen2系列CPU，显卡也都是上一代的RTX 20系列和RX 5000系列产品，显然已经很久没有更新。电脑市场的装机配置板久未更新 奇偶派拍摄即便是以网店销售为主力的高楼层处，也有大量商户紧闭着大门。实际上自2012年前后，PC DIY行业早已每况愈下，被视为难有前景的“夕阳行业”。过去每一年，行业都有大量的商家撤退。近十年内相对辉煌的2017年和2020年期间，仅天猫就有易华旗舰店，萨姆尔数码专营店，金百度电脑配件店等多家经营了十余年的知名电脑硬件大店宣布关店或转行。与此同时，联想，华硕，微星等著名电脑大厂也先后开始发力自有的电脑整机产品，以往PC DIY存在的一大优势，是相比这些品牌机更有性价比，但随着电脑市场“卷”起来，大厂们不仅性价比赶了上来，还有着整机3-5年售后的显著优势。对强敌环伺，本就过得颇为挣扎的PC DIY行业来说，这场持续一年半的“显卡危机”可谓是最为沉重的一次打击。不算庞大的游戏玩家群体被透支了耐心，从而加速流失；中大型企业更青睐售后完善的大厂；还有一些受疫情打击，预算有限的小企业，在不确定的前景下也倾向选择电脑租用平台；疫情下的3A游戏市场万籁俱寂，唯一有望推动玩家换卡的大作《赛博朋克2077》因为Bug众多而风评急跌，未能重现当年《绝地求生》推动换卡潮的光辉历史。即便如今显卡终于降价，PC DIY行业的受众群体也还在不断萎缩。在因经典游戏《魔兽争霸》而兴起的NGA论坛硬件区，近些年常有玩家讨论PC DIY行业的前景。有观点认为，与其他的电子设备一样，集成化将成为个人电脑未来的趋势，而像PC DIY这样更接近模块化的形式，虽不至于彻底消亡，但注定会小众到变成一个类似Hi-Fi的信仰。NGA网友看衰PC DIY前景 图/NGA硬件区对大部分玩家来说，消失或转移到笔记本/手机上的游戏需求很难再回来；对张北这样的PC DIY行业从业者来说，这个行业的萎靡也已成定势。这些都不是“显卡危机”解除，显卡降回原价所能改变的，闹剧过后，无论是对玩家还是行业，春天都不会来。或许唯一永远处在春天的，只有Intel、NVIDIA和AMD这些无需担忧未来的硬件源头。无论是个人组装还是大厂OEM整机，抑或是用显卡来挖币的矿工们，都不影响他们赚钱。NVIDIA在今年2月发布的年报中披露，受全年显卡销量助益，其2022财年全年营收大增61%，创下269.1亿美元的历史纪录；AMD则公布，2021年全年营收为164.3亿美元，同比大增68%。4、写在最后此刻再回顾过去一年半的显卡市场乱象，这一切可能并不是一个简单的奸商-消费者之间的冲突，而是NVIDIA、AMD、众多AIC显卡厂们借助身处行业上游的优势，对中下游的经销商和消费者完成肆意收割的故事。竭泽而渔过后，留下的是PC DIY这个夕阳行业的一片狼藉。玩家或被动或主动的放弃了自己的游戏需求，如张北这样的中小经销商勉强苟着，不知道还能苟多久。而纵使DIY电脑行业终将“凉透”，NVIDIA、AMD和AIC显卡厂们仍会在今后的OEM整机、笔记本电脑市场拥有一席之地。别忘了，NVIDIA还在人工智能和自动驾驶领域布局已久，少了单一硬件，黄仁勋们依旧有能力赚得盆满钵满。显卡闹剧的始作俑者，在这混乱的一年半里赚得最多，受到的冲击最小；经受了买不到卡，没卡可卖，无人问津困境的人们，却只有目睹PC DIY行业被收割和覆灭的命运。但他们又能改变什么呢？商业战场在这一刻透露出一种令人无奈的冷酷。","news_type":1,"symbols_score_info":{"AMD":0.9,"GFS":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135737773,"gmtCreate":1622183477492,"gmtModify":1704181053416,"author":{"id":"3578508818428826","authorId":"3578508818428826","name":"Hilsonlew","avatar":"https://static.tigerbbs.com/ee92c6cd41a9601d4376eaa607db0509","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578508818428826","idStr":"3578508818428826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DNEW.SI\">$Genting 5xLongSG220225(DNEW.SI)$</a>Z","listText":"<a href=\"https://laohu8.com/S/DNEW.SI\">$Genting 5xLongSG220225(DNEW.SI)$</a>Z","text":"$Genting 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