NVIDIA新品遲到 電競雙雄受拖累 - 3C
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By Eden
at 2018-07-23T10:58
at 2018-07-23T10:58
Table of Contents
〔記者陳柔蓁/台北報導〕
歐系外資出具報告指出,顯示卡晶片大廠輝達(NVIDIA)以「圖靈」為平台的新顯示卡晶片會在第三季上市,而終端品牌2019年上半年才會推出新品,電競雙雄微星(2377)、技嘉(2376)因此將受影響,遂調降對兩家公司今年度的獲利預期,昨日兩公司也進入外資賣超前十名之列。
資深玩家認為NVIDIA優化獲利,要把以Pascal架構的中階顯示卡庫存降低,才會推出以圖靈為平台的新顯示卡晶片上市,而圖靈會跳過12奈米、採用7奈米架構,效能提升50%以上,因此會刺激電競換機潮。但圖靈預期在8月德國遊戲大展Gamescom才會上市、第四季開始出貨,終端品牌設計、驗證出相應的主機板和筆電,因此將在明年上半年才開始貢獻營收與獲利。
挖礦商機的最新情況是,專用於挖比特幣、萊特幣的特殊應用晶片ASIC主要代工廠台積電(2330),於昨日釋出需求疲弱的說法,但ASIC僅能設定單一演算法,運轉時的噪音大、溫度高,整體耗電量較GPU礦機高8倍以上。因此顯示卡挖以太幣仍有市場,但在整體挖礦降溫的氣氛下,在年中報價曾一度飆高的顯示卡已經恢復原價。
但就長期而言,外資看好NVIDIA發展,NVIDIA股價也是呈現震盪上揚趨勢,且根據電競市場研究機構Newzoo指出,電競設備到2021年每年出貨年增率8.1%,因此微星、技嘉業績也將水漲船高,外資僅是短期進行評價調整。
來源:豬油財經 http://ec.ltn.com.tw/m/article/paper/1218062
心得:
7nm圖靈 八月展示 明年上市
跟一些乳摸有點出入 但用7nm感覺較合理
到底新卡啥時會出呢~ (=^・^=)
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Sent from JPTT on my Samsung SM-J5007.
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