TGDaily: Nvidia to miss out on holiday sales. 40,000 GT's vs. 250,000 38x0's

Nvidia to miss out on holiday sales
By Aiden Wilson
Monday, November 12, 2007 19:07

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Culver City (CA) - On October 29th Nvidia introduced its GeForce 8800GT targeting the mid-range enthusiast segment. Demand has been high and within days the shelves of retailers were emptied of the cards. Two weeks later we are still in the same situation. Although a new shipment hit the stores last night, this supply appears to be limited. After our initial probe into the premium on the new product we unearthed more information regarding supplies.

In conversations with industry sources, 40,000 units of the GeForce 8800GT have shipped worldwide. To put these volume numbers into perspective, other sources have stated that AMD has already fulfilled orders for 250,000 of its Radeon HD 3850 and 3870 models for its launch later this week. It was stated that an additional 150,000 will ship before year end. Prices for 3800 series cards should ship between $180-220.

Sources told TG Daily that performance difference between AMD and Nvidia’s newest cards are within 10% in some cases and on par in other metrics. If AMD can deliver a high performance part for 2/3 the cost in volume, it could mean the graphics pendulum is about to swing the other direction. With holiday shopping ramping up, a lack of supply and new competition, Nvidia might be getting a lump of coal in its stocking this year.
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So sad that Nvidia is having these supply issues, there is HUGE money to be made this holiday season with their 8800GT considering the enormous punch it packs while sipping on the funds from the wallet.

Bye bye NVIDIA profits :rofl:

edit: That might be why NVIDIA tanked today in the stock market...

I somehow thing that nVidia knew that ATI had the upperhand on the midrange (As in had it planned better, more inventory, cost effective) and rushed out the 8800GT to attempt to keep some market share. Although it does perform better according to leaked results, I will not pay the ridiculous premium on it.

.................and the PR WARS begin ;) ....................

:D

there is still some time left for nvidia to increase their supply...the question is whether they will choose to do it or not...

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Originally Posted by 96redformula7

I somehow thing that nVidia knew that ATI had the upperhand on the midrange (As in had it planned better, more inventory, cost effective) and rushed out the 8800GT to attempt to keep some market share. Although it does perform better according to leaked results, I will not pay the ridiculous premium on it.

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I agree, except for the

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I will not pay the ridiculous premium on it.

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part. ;)

Remains to be seen. At this point there are neither GT's nor HD's on the market.

wait a minute, there is a seasonal pattern to computer hardware sales???? really? REALLY!???
i just buy things when they come out instead of waiting for some arbitrary holiday.

wait... ATi is ahead on manufacturing as compared to nVidia... WOW.

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Originally Posted by grimREEFER

wait a minute, there is a seasonal pattern to computer hardware sales???? really? REALLY!???
i just buy things when they come out instead of waiting for some arbitrary holiday.

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you're forgetting that there are a lot of 7-20 year olds who get their hardware from mommy and daddy and christmas is a good time for christmas presents.

Source of this news?

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Originally Posted by hecktic

there is still some time left for nvidia to increase their supply...the question is whether they will choose to do it or not...

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Ahhh but the question is whether they will do it at a reasonable price. Not the current premium they want over the ATI cards.

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Originally Posted by HKPolice

Source of this news?

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Read the threadtitle... :D

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Originally Posted by Zytek_Fan

Bye bye NVIDIA profits :rofl:

edit: That might be why NVIDIA tanked today in the stock market...

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Every thing tanked today pretty much, I have lost over $1000 in profits just today.

On a side note, the 8800gt is WAY to hard to find. I bought one that was a customer return yesterday. It was returned because it was Dead on arrival. BFG has a life time warranty though so I'm just going to RMA it. I also got a nice deal on it just $223. I'm going to ship it out tomorrow.

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Originally Posted by HKPolice

Source of this news?

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My bad, I forgot to add link:
http://www.tgdaily.com/content/view/34818/118/

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Originally Posted by xlink

wait... ATi is ahead on manufacturing as compared to nVidia... WOW.

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I guess the AMD merger has finally paid off for ATI - fabrication being in house means you control your own fate... and I'm sure in-house knowledge of die-shrinks helps out as well.

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Originally Posted by zerazax

I guess the AMD merger has finally paid off for ATI - fabrication being in house means you control your own fate... and I'm sure in-house knowledge of die-shrinks helps out as well.

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DAAMIT's GPU's are not made in house, they are made by TSMC just like Nvidia's (Nv also uses UMC). Here's a link noting that the RV670 is made on TSMC process (AMD does not even have a 55nm process).

http://www.pcper.com/article.php?aid=472

The rumor goes around that nVidia is collecting as many 88gt cards for the RV670 launch. This rumor is allready 2 weeks old, and nVidia didn't ship any 88gt cards in 2 weeks.

im thinking that teh gt was to test their new fab process to get it ready for the 8800gts EE and 8800gtx EE die srinks

I believe this is finally some good news from the AMD/ATi front... not to mention a major victory over their everlasting paper launches...

go ahead, make my lunch.
i can see the backorders already :rofl:

40,000 GT's vs. 250,000 38x0's
I thought the GTs are already available (at least in small quantities), but no 38x0. So is AMD yet again shipping "hundreds of thausands" of non-available parts? :rolleyes:
Don't take it so seriously.. I'm just guessing.

Nvidia has already sold 40K GTs,and still there are tons of people who can`t find them available,and AMD WILL sell 250K 38x0s.......WHEN they come out.....
ok...seems a nice senario to me....

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Originally Posted by Jacky

40,000 GT's vs. 250,000 38x0's
I thought the GTs are already available (at least in small quantities), but no 38x0. So is AMD yet again shipping "hundreds of thausands" of non-available parts? :rolleyes:
Don't take it so seriously.. I'm just guessing.

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Those will start to sell tomorrow with HIS, and from day 16 with Asus and Saphire.

The ridiculous is that HD 3800 where not launched and if you went to overclocker.co.uk they have all 8800GT in pre-order, but had HIS HD 38xx card already on stock.

Also OEM need very large stock quantities. If a company can´t guarantee that they simply go to other grafic card.
As far as I know, DELL have a new XPS with HD 38xx and Alienware have also a new machine with HD 38xx.

That means that ATI can guarantee large stock even in Hardware that is not even launched.

Otherwise, Aliware or Dell don´t have any new machine with 8800GT that means that stock is so low that they can not guarantee stock for Aliware.
And HD 38xx was not even launched and 8800GT is here at 2 weeks.

We'll have to see what AMD will deliver for 3850/3870 launch but the 8800GT was a cardboard launch at best.

Im pleasantly surprised by ATI/AMD stockpiling for launch: people (rightly) say that they cant find the ATI cards in stores...the launch is tomorrow.

nVidia somehow got it a bit wrong this time- normally their launches are tangible. Have nVidia really been wasting their time?

You can gaurantee that there is atleast 250,000 8800GTs waiting to be sold being the choice card at the moment.

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Originally Posted by Scubar

You can gaurantee that there is atleast 250,000 8800GTs waiting to be sold being the choice card at the moment.

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Then why does no one have them in stock. I would have bought two by now, but because they didn't ship enough, I'm going ATI. Just because it agitated me.

one thing oyu can be sure of is that this whol ething is no accident. whether or not it was s good decision is yet to be seen, but no accident and not due to lack of ability to bring the card to market.

Nvidia is definitely preparing for the G92 8800GTS launch at the beginning of December, the 8800GT is simply to get rid of the low performance parts. If the price for the G92 8800GTS is somewhere around 350usd with Crysis bundled, one seriously need to reconsider about purchasing 2 3870xt.

Is it still a certainty the G92 GTS is coming out?

I know that in their Nov. conference with investors, they said no new product to beat the 8800Ultra but a G92 GTS would certainly do that. Then again, Nvidia has never liked to admit a new GTS being faster than a previous Ultra of relatively same gen.

do we have benchmarks for these new GTS'es?

i have my 2 gt's so i'm happy :)

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Originally Posted by Krizby87

Nvidia is definitely preparing for the G92 8800GTS launch at the beginning of December, the 8800GT is simply to get rid of the low performance parts. If the price for the G92 8800GTS is somewhere around 350usd with Crysis bundled, one seriously need to reconsider about purchasing 2 3870xt.

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except that there is a much bigger market for 8800gt, so nvidia would be foolish to be concentrating more on a high end part, as most people would never spend over 250 on a graphics card... great news for amd/ati, since they really need a win.

I just want something that will work--better then a HD 2600XT and 8600GT but not costing more then $150 or so. Anyways--if the HD 3850 really retails for $200, maybe I'd stretch a budget to grab a better card.

a lot of kids use mx440, they need a new card and the time is now for dx10.

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Originally Posted by flopper

a lot of kids use mx440

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wtf ^^

Anyway I might also grab an 3850/70 if there is no 8800 gt available in my local shops or trusted etailers

Go ATi! Finally someone puts out a new product that they can stock! :D

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Originally Posted by K404

Im pleasantly surprised by ATI/AMD stockpiling for launch: people (rightly) say that they cant find the ATI cards in stores...the launch is tomorrow.

nVidia somehow got it a bit wrong this time- normally their launches are tangible. Have nVidia really been wasting their time?

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Nope, I think the supply issue is intentional. There is no way nvidia wanted to release the GT at those clocks or that price. It's totally destroys the GTS market and the GTX doesn't look that great a buy now either. But nvidia hasn't found anything to replace them with. I've heard of no issues yields, memory supply and the PCB is cheaper and easier to make. So where are they?

If buying a GTS/GTX is now stupid, and you can't find a GT what are you going to do? Nvidia may have screwed us and themselves.

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Originally Posted by zanzabar

im thinking that teh gt was to test their new fab process to get it ready for the 8800gts EE and 8800gtx EE die srinks

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There's no 8800GTX shrink planned...after the GTS shrink they start ramping up the D9 series. They'd be stupid to put the G92 on the GTX anyway, seeing as how it'd just lose too much bandwidth in the switch, being as it's only a 256-bit chip.

As for the supposed "shortage"...Why is anyone surprised? Remember the 7900GT? Launched at $299 and for the first few weeks they were impossible to find?

I'd have figured we've seen this happen enough times to expect it by now. I wouldn't be surprised if stores all the sudden are flooded with them on the day of the 38x0 launch though.

http://www.motherboardpro.com/EVGA-G...ard-p-429.html

EVGA 8800GT For $290 shipped