NVIDIA Warns of Headwinds Due to Lower Gaming Revenue in Preliminary Financial Results

LukeTbk said:
Apparently a TSMC 7nm wafer were getting up around $10,000 (in counter part I imagine yield got better over time has they raised their price) if Samsung is similar and if we use the 400mm square 3070 has the average chips size, if you do a raw attempt of 85 chips on them,

according to this:
http://www.silicon-edge.co.uk/j/index.php/resources/die-per-wafer

140 by wafer, with a 80% yield you have around $90 by 3070 type of GPU just there, if it is 85% of the raw cost of the GPU they sell what the foundry charge them in wafer cost and they want a 65% raw operating margin, maybe they charge around $170-$175 for a 3070 type GPU ? 60% more for a 3080 type of gpu ($280).

that could match the $200 cost of the fancy cooler + ram, a bit of the rest to end up with a $600 BOM cost of a 3080 a bit over $700 for the 3090 with more rams rumoured around.
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Nice analysis! Do you know who pays for the packaging of the die? I’d imagine that’s also NVidia, that they sell packaged chips not raw dies off the wafer. So there’s some cost there.
 
Varmint said:
Nice analysis! Do you know who pays for the packaging of the die? I’d imagine that’s also NVidia, that they sell packaged chips not raw dies off the wafer. So there’s some cost there.
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Yes my other cost (everything that get involved that is not the actual wafer adn its "cooking" by TSMC) of 15% is a made up number, I am just assuming that the vast majority of the raw cost of every new unit would be that part.
 
sfsuphysics said:
So where are miners listed in those revenue streams? Ones who actually bought mining cards clumped into "data centers" and every other card is "gamers" ?
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According to the previous Nvidia quarterly 8-K report, mining specific chip (aka CMP) revenue is lumped under "OEM and Other" revenue. The gaming specific chips and cards sold but used in mining by individuals/groups will be lumped under "Gaming" revenue. That's how I interpret it.
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DukenukemX said:
Looks like Nancy Pelosi is going to lose money this time with Nvidia.
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Don't worry Nancy never looses.
Nvidia bailout incoming.
Any day now you can count on it... some gov agency is going to announce a new NV powered super computer that will need 1.32 billion in GPUs.
 
The Switch sales would go down has well I imagine, has for a precise split of what those modern GPU will be used for when they sell them to Evga-Asus-MSI, etc... I am not sure what the AMD-Nvidia of the world could do, maybe the next generation will get better at it, but chance are people will find a way to make it complicated.

If we made a line in 2018 after the first crypto crash (Nvidia financial year seem quite ahead of us) of the "gaming" revenue of late 2022:

nvidia-q2-f2023-divisions.jpg



Maybe we would have put the point really close to their forecast.
 
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rinaldo00 said:
Many businesses saw Covid lockdowns cause a huge surge in sales and like idiots they extended the line on the graph for another 5 years. Now that people are going outside again they are scratching their heads at the downturn in sales.

Top Men
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With how idiotically many countries and states were (and are) handling Covid, can you really fully blame them for just assuming things will stay the same? I'm not even sure if our daily cases have gone down, it's just the newer strains are less deadly... so people seem to essentially be saying "screw it, I guess it doesn't matter if I get sick anyway, Covid is over because I say it is." At this point, I think almost everyone I know except me has gotten it.
 
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