Lors de la présentation des résultats financier, portant sur le second trimestre 2022, le CEO de Nvidia, Jensen Huang, a logiquement évoqué le marché des cartes graphiques grand public. N'éludant pas une réalité flagrante, Jensen Huang a reconnu que les stocks de cartes RTX 3000 étaient conséquents, Nvidia serait en train de travailler avec ses divers partenaires, afin de baisser les tarifs des produits disponibles, cela permettrait de faire baisser les stocks excédentaires et d'amorcer l'arrivée de la nouvelle génération.
Our strategy is to reduce the sell-in this quarter and next quarter to let channel inventory correct. Obviously, we’re off the highs, and the macro condition turned sharply worse. And so, our first strategy is to reduce sell-in in the next couple of quarters to correct channel inventory. We’ve also instituted programs to price position our current products to prepare for next-generation products.
Ampere is the most popular GPU we’ve ever created. It is in the top 15 most popular gaming GPUs on Steam. And it remains the best GPUs in the world, and it will be very successful for some time. However, we do have exciting new next-generation coming and it’s going to be layered on top of that. And so, we’ve taken — we’ve done two things. We’ve reduced sell-in to let channel inventory correct and we’ve implemented programs with our partners to price position the products in the channel in preparation for our next generation.
All of this we anticipate were working towards a path to being in a good shape going into next year. Okay? So, that’s what our game plan is.
— Jensen Huang, NVIDIA CEO at Q2 2022 Earnings Call
En ce qui concerne la nouvelle génération, Jensen Huang nous fixe un rendez-vous, peu lointain, la GTC 2022, prévue du 19 au 22 septembre 2022, qui rimera donc avec une annonce officielle. Le CEO précise également que les deux génrations, actuelle et future, sont appelées à cohabiter, ce qui renforcerait l'idée d'une première carte RTX 4000 très haut de gamme, disponible en 2022, suivie des diverses itérations, durant l'année 2023.
We’ll get through this over the next few months and go into next year with our new architecture. I look forward to telling you more about it at GTC next month.
I look forward to next month’s GTC conference, where we will share new advances of RTX reinventing 3D graphics and gaming.
— Jensen Huang, NVIDIA CEO at Q2 2022 Earnings Call
Our strategy is to reduce the sell-in this quarter and next quarter to let channel inventory correct. Obviously, we’re off the highs, and the macro condition turned sharply worse. And so, our first strategy is to reduce sell-in in the next couple of quarters to correct channel inventory. We’ve also instituted programs to price position our current products to prepare for next-generation products.
Ampere is the most popular GPU we’ve ever created. It is in the top 15 most popular gaming GPUs on Steam. And it remains the best GPUs in the world, and it will be very successful for some time. However, we do have exciting new next-generation coming and it’s going to be layered on top of that. And so, we’ve taken — we’ve done two things. We’ve reduced sell-in to let channel inventory correct and we’ve implemented programs with our partners to price position the products in the channel in preparation for our next generation.
All of this we anticipate were working towards a path to being in a good shape going into next year. Okay? So, that’s what our game plan is.
— Jensen Huang, NVIDIA CEO at Q2 2022 Earnings Call
En ce qui concerne la nouvelle génération, Jensen Huang nous fixe un rendez-vous, peu lointain, la GTC 2022, prévue du 19 au 22 septembre 2022, qui rimera donc avec une annonce officielle. Le CEO précise également que les deux génrations, actuelle et future, sont appelées à cohabiter, ce qui renforcerait l'idée d'une première carte RTX 4000 très haut de gamme, disponible en 2022, suivie des diverses itérations, durant l'année 2023.
We’ll get through this over the next few months and go into next year with our new architecture. I look forward to telling you more about it at GTC next month.
I look forward to next month’s GTC conference, where we will share new advances of RTX reinventing 3D graphics and gaming.
— Jensen Huang, NVIDIA CEO at Q2 2022 Earnings Call
source : Videocardz
Marque : NVIDIA
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Posté le 25 Août 2022 à 14:21 par Jonathan Riemain
