Chapter 700: Memory issue breaks out!
Chapter 700: Memory issue breaks out!
Yu Longxing projected his laptop onto the big screen in the conference room:
"Different media and digital enthusiasts in different countries have conducted a series of tests with different specifications, but the test results are basically the same."
"It is generally believed that the public version of the GTX 970 has a single fan with poor heat dissipation, and it is easy to drop frames when the temperature is high, and the performance is the worst."
"Our RTX 970 graphics card has excellent performance, excellent heat dissipation, and is not prone to frame drops. Its overall performance is 970%-5% stronger than that of the RTX 10!"
"Plus, the price is similar to our RTX 970, so the public version of GTX 970 has no advantages and is not a concern."
"The performance of the non-official GTX 970 graphics cards from brands such as MSI is close to that of our RTX 970, and they are at the same first-class level."
"Although the price is 970 yuan more expensive than ours, it is a product of an established manufacturer after all, and its market appeal is stronger than ours. Many users would rather spend yuan more to buy MSI's GTX graphics card."
Everyone nodded, this was normal.
After all, Xingyi Technology's graphics cards are the first generation, and many people are worried that they may fail during subsequent use.
Even if the performance is similar, even if the RTX 970 is two hundred dollars cheaper, many users prefer to buy the GTX 970 from veteran graphics card manufacturers such as MSI and Colorful!
There's nothing we can do about it.
Word of mouth and consumer recognition cannot be reversed overnight.
Especially when the gap between the two parties is not big, consumers are more likely to trust old graphics card brands.
Yu Longxing continued: "Gigabyte and Asus' GTX 970 retail non-public overclocked versions have overclocking support and the strongest performance, leading our RTX 970 by 5%!"
"Although the price is 970-5 yuan more expensive than our RTX , its % performance advantage still attracts many users!"
"As a result, our RTX 970 sales will be very pessimistic in the future, and most of the orders and users will be snatched away by the GTX 970 retail non-official version!"
Wang Yi nodded. "That's normal. Users who couldn't wait for the GTX 970 retail version have already purchased our RTX 970 in the past four weeks."
"Those who have been able to hold off on placing orders until now are either very determined and can wait, or they did not have sufficient funds and have to wait."
"But no matter which one it is, now that the non-official version of GTX 970 is on the market, these people will give priority to buying the non-official version of GTX 970 from the established graphics card manufacturers."
Others nodded. That’s consumer psychology.
Those who are in a hurry to act have already acted.
There is no rush. That means I am very determined and am just waiting for the non-official version of GTX 970!
Yu Longxing continued: "In October, our RTX 970 was a big success, with sales exceeding 150 million. But by next month, the GTX 970 retail non-official version will be fully available, and the situation will be completely reversed."
“我估计,十一月,我们GTX 970的月销量,可能会降到30-50万张。而GTX 970零售非公版销量会涨到70-90万张!”
Everyone's expression changed drastically, but no one doubted it.
This is very possible.
Most people will be skeptical about the first generation of graphics cards from a new brand.
"In order to change this situation, Chairman, I propose to implement the blasting plan and detonate the video memory door in advance!"
Yu Longxing's true intentions were exposed: "In the next few days, before all major manufacturers sell non-official versions of graphics cards, we will immediately trigger the memory scandal and kill all non-official graphics cards sold in retail!"
Zhu Changlin also nodded: "I support it. It's best to launch it now. We must not let GTX 970 take away our market and sales by claiming that it has better performance than us."
"I support it too."
"It's time to detonate early!"
Everyone spoke one after another.
Wang Yi waved his hand and said, "There's no rush for this. Let's prepare in advance and let our competitors get excited for a few more days and sell for a few more days."
"Chairman, why don't you just detonate it? Let the GTX 970 sell for a few more days, wouldn't we sell a lot less?"
Yu Longxing was full of confusion.
But Song Si Ning, who was in the video conference, immediately understood what Wang Yi meant:
"Of course, we will continue to set traps, so that graphics card manufacturers such as ASUS, MSI, and Gigabyte will see the crazy sales and bright future of GTX 970, so that they will frantically increase GPU chip orders from Nvidia. Let Nvidia see that the GTX 970 retail non-public version beats our RTX 970, so that they will frantically increase GPU orders from TSMC!"
After hearing this, everyone suddenly realized what was going on, and then they all showed an expression of "so that's it".
Yu Longxing was even more overjoyed: "Absolutely, absolutely absolutely!"
"In the past few days, seeing the GTX 970 selling like hot cakes, we are unable to resist. Graphics card manufacturers such as ASUS, GIGABYTE, and NVIDIA are all full of confidence, even over-inflated, and have placed orders one after another. After they place orders, we will make a decisive move, and the GTX 970 will be out of business in an instant. NVIDIA will have to starve! All major brands will suffer!"
"That's right. After all, we've placed an order with TSMC. TSMC has arranged production capacity and is ready for production. We can't cancel it!"
"Graphics card manufacturers such as Asus and MSI will also suffer. Once an order is placed, it will be difficult to refuse when the memory scandal breaks out."
"Haha, they can still put pressure on Nvidia and ask it to take responsibility. But Nvidia certainly doesn't want to take responsibility. How to deal with it at that time will depend on the wrangling between the two sides, haha!"
“No matter who is the one who suffers the tragedy in the end and who pays the bill, the one who benefits is Xingyi Semiconductor and our RTX 970!”
Wang Yi nodded: "That's right, but there is one more thing, that is to lure out the OEM graphics card manufacturer."
Zhu Changlin suddenly realized: "During this period, Lenovo and other manufacturers have insufficient confidence in GTX 970 and have not continued to place orders for GTX 970 OEM graphics cards."
"Now that GTX 970 is selling like hot cakes, Lenovo and other brands must think that GTX 970 is good again and has a bright future, so they will definitely increase their orders!"
"This will also cause Nvidia to continue to place additional orders with TSMC and increase OEM graphics card production capacity."
"When they have placed all the orders and increased their production capacity, the memory scandal will only make the situation even more tragic and drag down the entire industry."
"After producing so many GPU chips with memory problems at one time, Nvidia wants to fully launch them in the future. It will be more costly and difficult to fix the memory controller defects from the GPU chip architecture and completely solve the memory gate problem."
Wang Yi smiled faintly: "That's right, the key is to wait for large-scale orders for this batch of problematic GPU chips to be placed and mass-produced, preferably in the millions. By then, it will be difficult for Nvidia to tear down, repair, and start over. It is impossible for millions of problematic GPU chips to be scrapped!"
“This is a complete chess game.”
“Now that the chess game is set, let NVIDIA make a few more moves!”
"Chairman, Gao!"
Everyone was full of praise.
Compared to letting Nvidia mass-produce millions of disabled GPU chips and never recover, it’s no big deal if Xingyi Technology sells fewer graphics cards now.
It's all worth it!
Sure enough, NVIDIA has fallen into the trap!
While Xingyi Technology is waiting for its chance to make its move, NVIDIA is making rapid progress.
On the 28th, Xingyi Technology's RTX 970 daily sales were only 3.1 units.
The daily sales volume of NVIDIA GTX 970 retail non-official version has increased to 6!
On the 29th, the daily sales of RTX 970 of Xingyi Technology had dropped to 2.4 units.
The daily sales volume of NVIDIA GTX 970 retail non-official version directly exceeded 7!
Looking at such results, the entire NVIDIA was excited.
Old Huang was so happy that he couldn't stop smiling, and asked people to open champagne to celebrate:
"I said that Xingyi Technology's RTX 970 is no match for our GTX 970!"
"The reason why we sold so many RTX 970s before was purely because we were out of stock of the non-official version of GTX 970."
"Now, the supply of GTX 970 non-official versions is sufficient, and major brands have successively realized spot stocks. The sales of RTX 970 of Xingyi Technology have been sluggish, and they have been sluggish across the board."
"Look at yesterday's sales, there were only over 20,000, hahaha!"
Charles, the marketing director, came in holding a bottle of champagne:
"Chairman, I knew Xingyi Technology was not doing well. The RTX 970 was just taking advantage of the shortage of our GTX 970, so it was barely selling well."
"Now they are done for. I estimate that today's sales of RTX 970 will fall below !"
"That's for sure. It will definitely drop below 20,000." Kolster also said, "Charles, you won't bet more than 30,000 this time?"
"Are you stupid?" Charles rolled his eyes. "RTX 970 sales yesterday were less than , and today will be even less. I bet it will be less than , between and !"
"Then I'll bet 1 to !" Colster said with a smile.
Francis also became interested: "I am even less optimistic about the sales of RTX 970. I bet that the sales of RTX 970 today will be less than !"
"Okay, the three of us lost the bet last time, so one of us will definitely win this time." Charles said with a smile.
Huang also got interested: "I'm joining this time too. I'm also betting that the sales volume of RTX 970 today will fall to to !"
"Okay, let's close the market and see the results tomorrow!" Charles was in a good mood.
Huang changed the subject: "GTX 970 retail non-official version is now hot-selling around the world, beating RTX 970. But this is not enough, especially since RTX 970 sales in October were too high, probably more than 160 million units."
"Oh, Xingyi Technology is really damned. They took advantage of the shortage of our GTX 970 retail non-official version and sold 160 million copies. Damn it!"
"But that's all in the past. Now is our NVIDIA era, and the future will also be our NVIDIA era."
Huang nodded, then became serious: "Yes, this is NVIDIA's era! But we have to save face. Xingyi Technology's RTX 970 sold 970 million units in October. So in November, we have to sell 170 million units of the GTX retail version. Otherwise, we won't lose face."
"This..." Charles was silent.
As the marketing director, he is very clear about the current market conditions.
Colster and Francis also frowned.
"What? Is it difficult?" Old Huang said in a deep voice.
Xia Er frowned and said, "Chairman, if we open up the supply in October and have sufficient production capacity, we can sell 970 million GTX 200 retail non-official versions in a month. There is no pressure and we can do it."
"But now, there are more than 160 million potential users who have purchased Xingyi Technology's RTX 970 in October. If we lose 160 million users all of a sudden, it will be very difficult to increase sales in November."
"Yes, Chairman, 170 million is simply unrealistic. It's too unrealistic." Kolster also said:
"Don't be fooled by the 70,000 copies sold per day now. By mid-November, I'm afraid that 40,000 copies will be gone."
"I can't help it. I used up too much purchasing power during the National Day holiday. I bought all the RTX 970s!"
“It’s hard to achieve 120 million sales in the whole of November.”
"Fuck! It's all damn Xingyi Technology!"
Old Huang was furious, but he also knew that the goal of 170 million was too difficult and even unrealistic.
But I felt aggrieved: "Doesn't that mean that even though our GTX 970 is more powerful, it will never beat the sales record of RTX 970? The sales record of more than 160 million units per month?"
"This..." The three of them were speechless for a moment, but could only nod.
Graphics cards, like mobile phones, have the highest sales in the first month of their launch.
By the second month, there will be a big discount.
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