Intel plans to get "Millions" of Arc GPUs into the hands of PC gamers every year

[WYP]

Intel plans to get "Millions" of Arc GPUs into the hands of PC gamers every year

The GPU market needs more supply, and Intel plans to deliver it.



Read more about Intel's plan to ship "millions" of ARC series GPUs to gamers yearly.

 

[dazbobaby]

Bloody hurry up then!

 

[Gothmoth]

one thing is for sure.....intel could not wish for a better time to step into the GPU market.

even a half decent GPU could gain them a lot of marketshare if they can deliver in volume.


how many people would consider buying a first generation intel GPU otherwise?

 

[dazbobaby]

one thing is for sure.....intel could not wish for a better time to step into the GPU market.

even a half decent GPU could gain them a lot of marketshare if they can deliver in volume.


how many people would consider buying a first generation intel GPU otherwise?

If they don't hurry up they'll be in trouble.
The miner market is dying, the price of coins fell off a cliff, making it unfeasible to mine any coin. Once these ex-miner cards flood the market, it's game over for new GPU's for at least 12 months.
https://coinmarketcap.com/


Expect to see ex-miner cards on ebay soon enough.

 

[NeverBackDown]

The crypto market will rebound. It's just like stocks.

 

[grec]

The value change is quite small and unlikely to affect things yeah, however the difficulty bomb intended to end Ethereum mining during the transition to PoS is supposedly due to detonate this year. That will wipe out the most profitable form of GPU mining, and likely lead to this "flooding" of the market with 2nd hand cards.

However, this isn't a huge amount of cards, at the end of the day the vast majority of gaming cards sold in late 2020 and 2021 were sold to gamers, only a fraction were found to have gone to miners, the graphics card stock issues in 2021 were primarily related to stock and shipping. NVidia did release cryptocurrency-specific cards using old dies to meet miner demand without impacting gamer demand and this seemed successful later in the year. Even then most of these cards will probably stay within Asian markets. So I doubt these ex mining cards hitting the market will mean much for sales of new cards in Western markets.

 

[AngryGoldfish]

The value change is quite small and unlikely to affect things yeah, however the difficulty bomb intended to end Ethereum mining during the transition to PoS is supposedly due to detonate this year. That will wipe out the most profitable form of GPU mining, and likely lead to this "flooding" of the market with 2nd hand cards.

However, this isn't a huge amount of cards, at the end of the day the vast majority of gaming cards sold in late 2020 and 2021 were sold to gamers, only a fraction were found to have gone to miners, the graphics card stock issues in 2021 were primarily related to stock and shipping. NVidia did release cryptocurrency-specific cards using old dies to meet miner demand without impacting gamer demand and this seemed successful later in the year. Even then most of these cards will probably stay within Asian markets. So I doubt these ex mining cards hitting the market will mean much for sales of new cards in Western markets.

Is this information available? I find it hard to believe. I know there are people with GPUs gaming right now, and many of them paid through the teeth to get them. But I SEE more GPUs in mining farms. You're probably quite right; I was just wondering whether it's information readily available.

 

[grec]

Yeah, essentially all data on the topic seems to indicate that sales of GPUs to dedicated cryptocurrency miners essentially fell off a cliff by the middle of 2021, likely due to national crackdowns and the sharp rise in mining difficulty and corresponding drops in profitability at the time, the announcements by Ethereum devs of their intention to end mining within a year (Yet to be seen if that stays true but the threat had a big impact on total Ethereum hashrate regardless) and that by this point it no longer made economic sense to the miners to buy gaming GPUs over the dedicated crypto CMP cards, due to the higher hash rates and much better availability of the latter (The CMP cards being made on older nodes and produced in excess).

Regarding that first quarter of the year Jon Peddie Research found that AIB sales to dedicated cryptocurrency miners accounted for around 25% of total AIB sales for Q1'21, worth around $500 million. In May NVidia announced they had a revenue of around $150 million from their CMP cryptocurrency cards for Q1'21, so it can be estimated that roughly 83% (1 - ( (500-150)/500) * 0.25 ) ) of gaming cards were going to gamers for the period of November 2020 - March 2021, and I think it can be concluded that the figure should be a higher proportion throughout the rest of 2021.

This combined with the fact that the electronics shortage in 2021 affected everything, and hit stuff completely unrelated to GPUs or crypto equally or harder than it did GPUs. As an electrical engineer a significant portion of the work I had in 2021 was redesigning PCBs to avoid out of stock components. These out of stock components were everything from 8-bit microcontrollers to DC-DC switching converters, batteries, and a wide range of passive components. The shortage impacted end products ranging from game consoles to cars and a wide range of electronic accessories and peripherals, and eventually the primary root causes of the shortage went on to affect many other things in Britain, such as food and fuel. Ultimately the key factors of the shortage of the last two years seems to be the pandemic, the surge in consumer demand caused by the pandemic, the consequential shipping crisis, and natural disasters/draughts in parts of Asia limiting silicon manufacturing

Not to say that the impact of crypto on top of all this was insignificant, but nothing indicates it's been a dominant factor at any point or a even a prominent factor for almost a year. I doubt it's something that will have much impact on Intel regardless of when they launch, whether directly of through resale of gaming cards by dedicated crypto miners.

 

[AlienALX]

Yeah mining is not the huge problem it was.

I've been watching stock on OCUK and they have had the 6800XT and 6900XT in stock for months. Even the 6500XT seems plentiful. I've not used them as "tell all" though because Nvidia cards have been gone. However, a quick look today and...

Literally a full page of 3060s in stock. The issue? the prices. IMO GPUs are finally starting to come into supply and sitting in stock. This means that either the demand has dropped to the point where stock remains *or* people have decided they are not going to pay those prices no matter what.

I'm the latter. For me to upgrade it would have to be either a 3080Ti or 6900XT but I am simply not prepared to pay those prices.

Nvidia claimed that last year was their most successful year ever. Like, whilst we were being told that Ampere cards were simply not able to be made in large volume? apparently that was wrong and they have sold more Ampere cards than any other generation. So there were no huge supply issues. The problem was demand. And a combination of other factors.

Covering the demand? well yeah, mining obs. Thing is? that wasn't the only issue. The other issue was many people were told by reviewers that RT was bunk (and I agree totally) and thus the 20 series being so over priced (because they were using TSMC and Turing was really expensive) avoided the 20 series completely. Which makes sense, as I did that for ages before finally getting so bored with my Titan XP that I bought a 2070 Super. For literally no reason at all.

Problem is people had been waiting since the 900 series to upgrade and Ampere sounded perfect. Which is what led to the huge delirium over it and why so many over paid for gaming cards, not mining cards.

Nvidia did this the last time mining was a thing. Whipped up hype and created huge demand for products you just couldn't get. They did this to make money sure, but also to cover themselves for the fallout. IE, when the bomb has exploded and the hype dies down you are left with the fallout where you will make FAR less money than you were. Hence getting the money in so you can survive the fallout.

Which IMO? hasn't fully started to settle yet. When it does though? yeah, you will see the shelves filled with crap and eventually as it starts to stagnate the prices will fall.

So IMO AMD could have made as much money as they wanted at the end of 2021 Q4. They are going to need that for the coming fallout. And it is coming, because like I said OCUK have had stock of their over priced cards for months now. Not days or weeks, but months.

 

[grec]

Nvidia claimed that last year was their most successful year ever. Like, whilst we were being told that Ampere cards were simply not able to be made in large volume? apparently that was wrong and they have sold more Ampere cards than any other generation. So there were no huge supply issues. The problem was demand. And a combination of other factors

To be fair, both NVidia having a successful year and Ampere cards being supply constrained can be true, a good portion of that demand wasn't just in Western markets where people demand RTX3000s, a lot of NVidia's increased sales were met with older RTX2000 and GTX cards from people on a budget or in the large emerging nation markets (China, India, ect) that demand lower prices and would accept slightly older generation stock, often still in production for these markets.

 

[AlienALX]

To be fair, both NVidia having a successful year and Ampere cards being supply constrained can be true, a good portion of that demand wasn't just in Western markets where people demand RTX3000s, a lot of NVidia's increased sales were met with older RTX2000 and GTX cards from people on a budget or in the large emerging nation markets (China, India, ect) that demand lower prices and would accept slightly older generation stock, often still in production for these markets.

The whole IT industry was hit. Other industries were hit with the same demand too.

Web cams, dang even hair clippers were like gold at one point. My mother misplaced mine (been buzz cutting myself for about 12 years) and I almost had to pay a ransom to get a bloody set. Because every one was at home cutting their own hair.

Pandemics are a time of uncertainty and when that happens? people spend big. Like at the beginning of it people were blowing all of their furlough pay on luxury items, somewhat out of panic. For me? nothing changed. I've been agoraphobic for most of my life so life just went on as normal for me with me isolating any way.

People wanted things to do at home. And gaming was high up there. The new consoles were just as hard to get (and still are) as GPUs. And were being gouged exactly the same. Still are to an extent.

Makes me laugh. Like, if the world is headed for crap what good is money to you? you can't eat it and you can't take it with you when you die ffs.

I don't care what happens to the GPU market now. I briefly got excited when I bought my 2080Ti but now I feel the same way as I did when I owned my Titan XP for a couple of years. Meh.

It doesn't make games any better and it doesn't make the quality of games any better and that has been an issue for way longer than I can remember. You can have all of the GPU horse power in the world but if the games coming out are all regurgitated crap what's the point?