Can the RTX40 series GPU be sold at $ 899, can it boost Nvida's weak game business?

On September 20, local time, the GPU giant Nvidia opened the veil to the GeForcertx 40 series products that have been heated for a long time at the autumn GTC conference. Among the first two products released this time, the RTX 4090 GPU performance is up to 4 times compared with the previous generation. The RTX 4080 will use two configuration versions, which starts at $ 899.

Photo by reporter Tan Yuhan

Huang Renxun, the founder and CEO of Nvidia, announced on the same day that H100 was fully mass -produced. This product is also one of the two models involving the "restrictions" storm. In this regard, Huang Renxun responded at the media Q & A meeting on the afternoon of September 21 that Nvidia would launch an unlimited alternative version, and said that even under the current restrictions, Nvidia's product line can meet most of the needs of customers.

In the second quarter, Nvidia's game business was weak, and the decrease exceeded the company's own expectations. In the view of Zhang Binlei, a senior analyst at Xinmou Research, affected by the previous sales storm, this new product may cause the "stock market" of domestic manufacturers; it is expected that the sales volume will have a fast climbing after the new product is launched; The price of the price should be seen after the third quarter.

It will be produced to TSMC

On September 20, local time, the GPU giant Nvidia officially launched the GeForcertx 40 series products at the GTC conference in the fall.

According to the introduction of Huang Renxun's live lecture on the same day, there are two first batch of products in the GeForcertx 40 series, both of which are the latest series graphics chips, which aims to provide revolutionary performance for gamers and creators. Among them, the performance of RTX4090 GPU has increased by up to 4 times compared with the previous generation. In modern games, the performance of RTX 4090 can be doubled.

The other is the RTX 4080 with two configuration versions. According to Huang Renxun, the performance of RTX4080 16GB in modern games can reach twice the GeForce RTX 3080 Ti.

For the market, in addition to performance, the price is more concerned. "Daily Economic News" reporter learned that the GeForce RTX 4090 will be listed on October 12 for $ 1599; the other two RTX4080 series will be available in November, priced at $ 899 and $ 1199, respectively. These new chips will be produced by TSMC in 4 nanometers.

Zhang Binlei said in a telephone interview with the reporter of "Daily Economic News" on the evening of September 21 that the price was slightly more expected than before. "Generally, the chip of the CPU is generally around hundreds of dollars, and it is already a higher price that can exceed 1,000 US dollars. In addition, because it is positioned in graphics and display fields, there may be greater demand in the design and development consumer groups." Zhang Binlei said.

In addition to the above -mentioned products, Nvidia also released the super -chip Drive Thor at the GTC conference in the fall. It is expected to be available in 2025. The AI ​​performance reaches 2000TOPS, pointing directly to the smart automobile industry. In addition, Nvidia also launched the AI ​​computing platform and solution based on the IGX edge.

Huang Renxun also announced that NVIDIA DLSS 3, Deep Learning Super Sampling deep learning for games and creative applications, will also be the next revolution in neural network graphics technology. He said that this technology -driven technology can generate new frames, which greatly improves gaming performance. DLSS 3 can also overcome games restricted by CPU by allowing GPU to generate new frames.

It is not as good as expected in the second quarter

In Nvidia, the RTX 40 series graphics card and NVIDIA Reflex will open the era of 1440P 360 FPS e -sports. But when it comes to games, Nvidia's game business did not perform well in the second quarter. According to the previous financial report, Nvidia's game revenue in the second quarter was 2.04 billion US dollars, a year -on -year decrease of 33%, and the decrease exceeded the company's own expectations. Gaming business revenue has declined sharply due to the decline in game products, and these products are mainly used for computer graphics cards.

Can it boost performance through new products? Zhang Binlei believes that under the previous restrictions, this new product may cause the "stock market" of domestic manufacturers; it is expected that the sales volume will have a faster climbing after the new product is launched; plus a relatively high price, in the third quarter, in the third quarter, the third quarter will be Later, you should see the significant booster effect on the company's performance.

Back to August 31, Nvidia issued an announcement saying that it received a new license request for the US government notice on the A100 A100 exported to China in the future and the upcoming H100 integrated circuit. Two days later, Nvidia issued another announcement saying that the U.S. government has authorized the company to continue to implement the required exports to support the A100 U.S. customers before March 1, 2023, as well as Kavi repair and services in China.

At that time (September 1st and September 2nd), Zhang Binlei accepted an interview with reporters of the Daily Economic News that the above measures were more like a "transition period". However, according to the gap between some GPUs and Nvidia, which are currently commercialized in China, it takes three to five years to "catch up" to meet market demand.

In this regard, Huang Renxun responded at the media Q & A on the afternoon of September 21, saying that Nvidia would launch an unlimited alternative version.At the same time, even under the current restrictions, Nvidia's product line can meet the majority of customers' needs.However, Zhang Binlei also pointed out that in terms of several new products, it can indeed replace the two limited products on some scenes.However, first of all, the cost will be improved. Secondly, the computing power of the new products is indeed greater, but it does not mean that it can really exert all the computing power. Even in some scenarios, it can meet the needs, and it cannot be regarded as completely universal.

Daily Economic News

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