顯示卡為何越來越貴?一圖或可說明! - 3C
By Isabella
at 2020-05-13T13:08
at 2020-05-13T13:08
Table of Contents
顯示卡為何越來越貴?一圖或可說明!
GARY 2020-05-12
最近幾年來,遊戲顯示卡的價格越來越貴,尤其是2018年NVIDIA推出Turing顯示卡之後,
旗艦顯示卡的價格飛漲。回頭來看的話,顯示卡的價格還真的是一路上漲,而20年來
NVIDIA的毛利率直接從30%翻倍至60%。
NVIDIA最近更新了四月的投資者報告,當中有一些很有意思的數據,可以從中看到NVIDIA
這幾年來的營收一路大漲,從2016財政年度的50億美元成長至2020財政年度的109億美元
。
此外,NVIDIA還公布了毛利率(Gross margin)這項指標,1999年之時,NVIDIA的毛利率
只有30%+,於半導體公司中並不算高,到了2014年就提升至50%+,2019年又進一步提升到
了60%+,等於20年來翻了一倍。
https://i.imgur.com/AeKkb2p.jpg
60%以上的毛利率於半導體公司中是相當高的了,蘋果iPhone的毛利率亦不過40%左右,單
從賺錢能力上來說,NVIDIA於此方面比蘋果還要厲害。
客觀而言,60%的毛利率不只是遊戲GPU,更大可能是資料中心及其它市場的貢獻,諸如
Tesla系列加速卡那樣動輒幾千美元的顯示卡,賺錢空間較消費級顯示卡要高,此亦為業
界慣例。
不過,遊戲卡目前仍為NVIDIA主力來源,超過一半的營收是來自遊戲GPU,所以遊戲卡這
幾年的漲價應亦為NVIDIA的毛利貢獻頗多,畢竟最近幾年的競爭可算是較不激烈,不漲價
才是不正常的。
來源
https://news.xfastest.com/others/80364/graphics-card-price/
心得
蘋果iPhone毛利率只有40% 英偉達卻高到60% Nvidia獲利如此巨大原因不出兩點:
1.市場沒有競爭對手 就只能由唯一廠商坐地喊價 予取予求
獨佔市場屬於賣方市場 不爽不要買 但沒其它廠商可選
高階顯卡市場就只有一間英偉達 沒有第二家 你不爽還是只能買 沒其它選擇
AMD不曉得還要再廢多久
2.老黃精湛刀法切割產品線 各階產品價格均只差一點 捏一下逼消費者興起貪念往上買
台語的「捏一下」 不是普通小力捏而已 【是很大力的猛捏】
單從國語可能體會不到這語意的意境
1660s捏一下上2060 反正也差不了多少 再捏一下2060s 反覆捏了好幾下 捏到2080s
利用消費者的貪念 捏一下 無形刺激消費 往更上一階的產品消費
無形中只留下過度消瘦的荷包 以及一顆被捏太多下 而被捏爆的懶趴 幫QQ"
--
GARY 2020-05-12
最近幾年來,遊戲顯示卡的價格越來越貴,尤其是2018年NVIDIA推出Turing顯示卡之後,
旗艦顯示卡的價格飛漲。回頭來看的話,顯示卡的價格還真的是一路上漲,而20年來
NVIDIA的毛利率直接從30%翻倍至60%。
NVIDIA最近更新了四月的投資者報告,當中有一些很有意思的數據,可以從中看到NVIDIA
這幾年來的營收一路大漲,從2016財政年度的50億美元成長至2020財政年度的109億美元
。
此外,NVIDIA還公布了毛利率(Gross margin)這項指標,1999年之時,NVIDIA的毛利率
只有30%+,於半導體公司中並不算高,到了2014年就提升至50%+,2019年又進一步提升到
了60%+,等於20年來翻了一倍。
https://i.imgur.com/AeKkb2p.jpg
60%以上的毛利率於半導體公司中是相當高的了,蘋果iPhone的毛利率亦不過40%左右,單
從賺錢能力上來說,NVIDIA於此方面比蘋果還要厲害。
客觀而言,60%的毛利率不只是遊戲GPU,更大可能是資料中心及其它市場的貢獻,諸如
Tesla系列加速卡那樣動輒幾千美元的顯示卡,賺錢空間較消費級顯示卡要高,此亦為業
界慣例。
不過,遊戲卡目前仍為NVIDIA主力來源,超過一半的營收是來自遊戲GPU,所以遊戲卡這
幾年的漲價應亦為NVIDIA的毛利貢獻頗多,畢竟最近幾年的競爭可算是較不激烈,不漲價
才是不正常的。
來源
https://news.xfastest.com/others/80364/graphics-card-price/
心得
蘋果iPhone毛利率只有40% 英偉達卻高到60% Nvidia獲利如此巨大原因不出兩點:
1.市場沒有競爭對手 就只能由唯一廠商坐地喊價 予取予求
獨佔市場屬於賣方市場 不爽不要買 但沒其它廠商可選
高階顯卡市場就只有一間英偉達 沒有第二家 你不爽還是只能買 沒其它選擇
AMD不曉得還要再廢多久
2.老黃精湛刀法切割產品線 各階產品價格均只差一點 捏一下逼消費者興起貪念往上買
台語的「捏一下」 不是普通小力捏而已 【是很大力的猛捏】
單從國語可能體會不到這語意的意境
1660s捏一下上2060 反正也差不了多少 再捏一下2060s 反覆捏了好幾下 捏到2080s
利用消費者的貪念 捏一下 無形刺激消費 往更上一階的產品消費
無形中只留下過度消瘦的荷包 以及一顆被捏太多下 而被捏爆的懶趴 幫QQ"
--
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