NVIDIA預測遊戲業務還會繼續增長 - 3C

By Carolina Franco
at 2018-06-28T18:10
at 2018-06-28T18:10
Table of Contents
NVIDIA預測遊戲業務還會繼續增長,三年來顯卡均價提升25%
http://www.expreview.com/62414.html
AMD已經在CPU領域給英特爾帶來很大的競爭壓力,但在GPU市場上,AMD還沒能扭轉與
NVIDIA競爭的頹勢,今年一年也不會有新架構產品,這給了NVIDIA一個機會。在2018財年
中NVIDIA遊戲業務營收55.1億美元,該公司預測未來游戲業務還會繼續增長,除了遊戲PC
銷量不斷增加之外,還有一個因素就是顯卡ASP均價提升,三年來已經增長了25%。
在過去兩年報導NVIDIA財報時,大家可以注意到NVIDIA每季度營收都在大幅增長,2018財
年全年營收達到了97.1億美元,同比增長了41%。在NVIDIA的業務構成中,儘管自動駕駛
、數據中心等業務聽上去讓人興奮,但是他們67%的營收都來自遊戲業務,這依然是他們
佔比最多的業務,其中PC遊戲市場營收46億美元,主機業務營收9.1億美元。
在持續多年的大增長之後,NVIDIA的遊戲GPU業務還會繼續增長嗎?在NVIDIA看來這沒什
麼疑問,首先PC遊戲市場還在增長,桌面GPU的出貨量還在增長中,畢竟現在的遊戲要求
越來越高,高性能顯卡受到遊戲玩家歡迎。
除了數量的增長,遊戲GPU的單價也在增加,2015財年中NVIDIA出貨的GPU ASP均價為160
美元,2018財年就達到了200美元,增長了25%。
200美元均價的顯卡是什麼概念呢?現在NVIDIA的顯卡中,不算Titan級別的,高端顯卡最
貴的是GTX 1080 Ti,價格在700-800美元之間,GTX 1080顯卡在500-600美元之間,GTX
1070顯卡在300-400美元之間,GTX 1060 3GB/6GB在200-300美元之間,GTX 1050 Ti在200
美元左右,最便宜的GTX 1050顯卡在150美元左右。
這麼算的話,ASP均價200美元代表著GTX 1050到GTX 1050 Ti級別的顯卡,這個範圍不低
了,而且NVIDIA的顯卡毛利率能達到60%,AMD這邊沒有公佈過顯卡單獨的毛利率,但是Q1
季度平均毛利率不過37%左右。
--
老黃:感謝遊戲玩家貢獻營收,我們會把賺到錢繼續投入車用和數據中心
玩家:?!
--
http://www.expreview.com/62414.html
AMD已經在CPU領域給英特爾帶來很大的競爭壓力,但在GPU市場上,AMD還沒能扭轉與
NVIDIA競爭的頹勢,今年一年也不會有新架構產品,這給了NVIDIA一個機會。在2018財年
中NVIDIA遊戲業務營收55.1億美元,該公司預測未來游戲業務還會繼續增長,除了遊戲PC
銷量不斷增加之外,還有一個因素就是顯卡ASP均價提升,三年來已經增長了25%。
在過去兩年報導NVIDIA財報時,大家可以注意到NVIDIA每季度營收都在大幅增長,2018財
年全年營收達到了97.1億美元,同比增長了41%。在NVIDIA的業務構成中,儘管自動駕駛
、數據中心等業務聽上去讓人興奮,但是他們67%的營收都來自遊戲業務,這依然是他們
佔比最多的業務,其中PC遊戲市場營收46億美元,主機業務營收9.1億美元。
在持續多年的大增長之後,NVIDIA的遊戲GPU業務還會繼續增長嗎?在NVIDIA看來這沒什
麼疑問,首先PC遊戲市場還在增長,桌面GPU的出貨量還在增長中,畢竟現在的遊戲要求
越來越高,高性能顯卡受到遊戲玩家歡迎。
除了數量的增長,遊戲GPU的單價也在增加,2015財年中NVIDIA出貨的GPU ASP均價為160
美元,2018財年就達到了200美元,增長了25%。
200美元均價的顯卡是什麼概念呢?現在NVIDIA的顯卡中,不算Titan級別的,高端顯卡最
貴的是GTX 1080 Ti,價格在700-800美元之間,GTX 1080顯卡在500-600美元之間,GTX
1070顯卡在300-400美元之間,GTX 1060 3GB/6GB在200-300美元之間,GTX 1050 Ti在200
美元左右,最便宜的GTX 1050顯卡在150美元左右。
這麼算的話,ASP均價200美元代表著GTX 1050到GTX 1050 Ti級別的顯卡,這個範圍不低
了,而且NVIDIA的顯卡毛利率能達到60%,AMD這邊沒有公佈過顯卡單獨的毛利率,但是Q1
季度平均毛利率不過37%左右。
--
老黃:感謝遊戲玩家貢獻營收,我們會把賺到錢繼續投入車用和數據中心
玩家:?!
--
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