Wccf独家：NVIDIA已秘密通知AIC其GPU成本下调8~12%

埃律西昂

来源：Wccfthch
原英文标题：《Exclusive: NVIDIA Quietly Informs AICs Of A 8-12% Drop In Cost For Its GPUs》

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We have just received word that NVIDIA has informed AICs of a decrease in its cost basis which it will be passing on to AICs and who will be passing it on to SIs (system integrators) in return. In other words, this lowering in cost of 8 to 12% is something that gamers can expect to happen in the next few weeks (after adjusting for inventory buffers of retailers). This is something that hasn't happened in years (well, pretty much since the recent crypto boom began) and is a significant indicator of the first real price-easing since 2020.
我们刚刚收到消息，NVIDIA已通知AIC其成本基础的降低，该基础将转嫁给AIC，并由其转嫁给SI（系统集成商）作为回报。换句话说，这种成本降低8%至12%是游戏玩家在未来几周内可以预期的事情（在调整零售商的库存缓冲区之后）。这是多年来从未发生过的事情（嗯，几乎是自最近的加密热潮开始以来），并且是自2020年以来首次真正降价的重要指标。

NVIDIA lowering the cost of GPUs by up to 12% for AICs, which will pass on the savings to gamers
NVIDIA 将 AIC 的 GPU 成本降低了 12%，这将节省下来的钱转嫁给游戏玩家
GPU prices have been steadily declining in the wake of the lackluster cryptocurrency market capitalization and with Ethereum contemplating the shift to Proof of Stake later this year. We have seen a month-on-month decline for almost three months now and NVIDIA is about to bring the price drop even more. While price declines so far have been dictated by the demand side of the equation, we have received word that NVIDIA has informed AICs that it saw a lowering in its cost of manufacturing by around 8 to 12% which it will pass on to AICs. AICs in return will pass this saving on to SIs where it should eventually end up saving a few dollars in the gamer's pocket.
在加密货币市值乏善可陈以及以太坊考虑在今年晚些时候转向权益证明(PoS)之后，GPU价格一直在稳步下降。我们已经看到近三个月的环比下降，NVIDIA即将带来更大的价格下跌。虽然到目前为止，价格下跌是由等式的需求方决定的，但我们收到消息称，NVIDIA已通知AIC，其制造成本降低了约8%至12%，并将转嫁给AIC。作为回报，AIC会将这种节省转嫁给SI，最终应该在游戏玩家的口袋里节省几美元。

Keep in mind that a lowering in cost of GPUs does not mean that the supply will necessarily be improved simultaneously. GPUs are still very hard to find as cryptocurrency mining does remain profitable (and will continue to remain profitable), but there are several factors that will continue to bring down GPU prices throughout this year.
请记住，GPU成本的降低并不意味着供应必然会同时得到改善。GPU仍然很难找到，因为加密货币挖矿确实保持盈利（并将继续保持盈利），但有几个因素将继续降低GPU的价格。

• Yields at Samsung are improving and NVIDIA is exploring the option to tap both TSMC and Samsung simultaneously. If it chooses to go down this route, it will mean both the RTX 30 and RTX 40 series existing in harmony and basically twice the amount of wafer allocation (and supply). This will quite obviously help with the supply issues.
• Intel Alchemist GPUs are launching this year as well although the exact supply situation on that front remains to be seen. It is clear, however, that a third player in the market can only improve the prevailing under-supply situation of the market.
• Ethereum's merge is now tentatively scheduled for Q2 2022: "On its official roadmap, the Ethereum Foundation states that the Merge upgrade will be shipped by the end of Q2 2022." This will more or less kill the demand for Ethereum mining although another coin could rise to be the successor. In any eventuality (whether or not a viable Ethereum alternative exists), this will result in a significant decrease in cryptocurrency mining demand for GPUs.
  

• 三星的良率正在改善，NVIDIA正在探索同时利用台积电和三星的选择。如果它选择走这条路，那将意味着RTX 30和RTX 40系列和谐存在，基本上是晶圆分配（和供应）量的两倍。这显然有助于解决供应问题。
• 英特尔炼金术士GPU也将于今年推出，尽管这方面的确切供应情况仍有待观察。然而，很明显，市场上的第三个参与者只能改善市场普遍存在的供应不足状况。
• 以太坊的合并现在暂定于2022年第二季度进行："在其官方路线图上，以太坊基金会表示，合并升级将在2022年第二季度末到来。这将或多或少地扼杀对以太坊挖矿的需求，尽管另一种虚拟货币可能会成为继任者。在任何可能性下（无论是否存在可行的以太坊替代方案），这都将导致对GPU的加密货币挖掘需求显着减少。

However, the ongoing Russian invasion of Ukraine could result in unforeseen price hikes once the foundries buffers of Neon (and other compounds) run out. It is worth noting here that all of the big players have a *lot* of Neon stored so unless the conflict enters a protracted stage (think months), this should not be a real issue.
然而，一旦半导体厂对氖气（和其他化学品）的缓冲区耗尽，持续的俄乌战争可能导致不可预见的价格上涨。值得注意的是，所有大型半导体厂商都存储了“很多”的氖气，因此除非冲突进入旷日持久的阶段（想想几个月），否则这应该不是一个真正的问题。

All things considered, it does seem likely that GPU prices are going to keep coming down over the remaining year and we are going to see a massive influx of cheap second-hand GPUs and relatively-cheap new GPUs. If you are a gamer that wants to go with a DIY build, it might pay to wait a few more months for the prices to come down more.
考虑到所有因素，GPU价格似乎确实有可能在剩下的一年中继续下降，我们将看到大量廉价的二手GPU和相对便宜的新GPU涌入。如果您是想要DIY电脑硬件的游戏玩家，那么再等几个月才能使价格进一步下降可能是值得的。