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 - NVIDIA hints at the possibility of an early release of new products  - The Chinese promise to begin the release of the national 64-layer memory 3D NAND in 2019 - The head of NVIDIA is confident that in the second half of the year the alignment of forces in the market will not change - The average price of a GeForce video card is three times lower than the cost of a gaming console -


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POSTER: computer news   ||    NVIDIA HINTS AT THE POSSIBILITY OF AN EARLY RELEASE OF NEW PRODUCTS

DATE:2017-05-10

One of the analysts was alarmed by the fact that the cost equivalent of the finished goods in the NVIDIA warehouses in the last quarter increased by 3%.  He asked the general director of the company about the factors that caused such changes.

The founder of NVIDIA had no choice but to admit that the increase in inventory was due to the preparation for the announcement of new products.  He did not dare say anything more, but he invited everyone to listen to his speech on GTC 2017, which is scheduled for this evening.

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NVIDIA hints at the possibility of an early release of new products

 NVIDIA hints at the possibility of an early release of new products

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NVIDIA HINTS AT THE POSSIBILITY OF AN EARLY RELEASE OF NEW PRODUCTS

POSTER: computer news   ||    THE CHINESE PROMISE TO BEGIN THE RELEASE OF THE NATIONAL 64-LAYER MEMORY 3D NAND IN 2019

DATE:2017-05-10

Since August 2016 in China, the joint venture Yangtze River Storage Technology (YRST), which has set itself an ambitious task to create an advanced production of NAND and DRAM memory, began to operate in China.  Controlling stake in the joint venture belongs to the holding Tsinghua Unigroup.  Another owner of the JV was Wuhan Xinxin Semiconductor Manufacturing (XMC).  The joint venture manages the XMC plant and is building two new factories focused on processing 300-mm plates.  The first line of lines at one of the new plants of the joint venture will begin mass production in 2018.

In the development of the technology of production of multi-layer NAND (3D NAND) company XMC helps the company Spansion.  This week, the chairman of the company YRST, Charles Kau (Charles Kau), said that by the end of the year the company will begin to produce samples of 32-layer 3D NAND.  Also by the end of the year, the technology of 64-layer flash memory will be developed, which will allow the Chinese to reduce the gap between the current leaders of the industry for up to two years.  The start of production of 64-layer 3D NAND promises to begin in 2019.  Samsung and Toshiba, we recall, have already started mass production of 64-layer 3D NAND.

All of the above said the chairman of the company YRST voiced during his visit to Taiwan.  .  For a long time and even now Taiwan has been oriented towards cooperation with Western and South Korean companies that have become technology donors and received in return ready products (DRAM and NAND chips).  Now China wants to become independent in this matter, and the rich experience of Taiwanese companies would be useful .  In particular, Charles Kau called on Taiwanese colleagues to create joint patent packages, which would help partners to confront world leaders in the memory market.

World leaders and personally the company Micron against such cooperation.  Previously, Micron blocked the work of DRAM technology developers in one of UMC's R & D centers in Taiwan.  Also, Micron accuses about a hundred of its former employees in Taiwan in the transfer of memory manufacturing technology to the Chinese.  All of them are trying to prohibit switching to work in YRST and similarly appointed other newly created Chinese companies.  

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The Chinese promise to begin the release of the national 64-layer memory 3D NAND in 2019

 The Chinese promise to begin the release of the national 64-layer memory 3D NAND in 2019

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THE CHINESE PROMISE TO BEGIN THE RELEASE OF THE NATIONAL 64-LAYER MEMORY 3D NAND IN 2019

POSTER: computer news   ||   THE HEAD OF NVIDIA IS CONFIDENT THAT IN THE SECOND HALF OF THE YEAR THE ALIGNMENT OF FORCES IN THE MARKET WILL NOT CHANGE

DATE:2017-05-10

Three times during the quarterly reporting conference, present analysts led a chapter to the topic of new products announcement  , but he always skillfully avoided direct answers.The second time the author of the question tried to hint to the NVIDIA management that by the beginning of 2018 it would be nice to release something new.  The general director of the company translated the conversation into the plane of the availability of seasonal tendencies on the market of game solutions, without succumbing to provocation.

For the third time, experts tried to "probe the ground" with the question of NVIDIA's attitude to new competitor's products, which may appear in the second half of the year.  The head of the company calmly replied that he saw no reason why the alignment of forces in the market would change even in the second half of the year.  

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The head of NVIDIA is confident that in the second half of the year the alignment of forces in the market will not change

The head of NVIDIA is confident that in the second half of the year the alignment of forces in the market will not change

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THE HEAD OF NVIDIA IS CONFIDENT THAT IN THE SECOND HALF OF THE YEAR THE ALIGNMENT OF FORCES IN THE MARKET WILL NOT CHANGE

POSTER: computer news   ||    THE AVERAGE PRICE OF A GEFORCE VIDEO CARD IS THREE TIMES LOWER THAN THE COST OF A GAMING CONSOLE

DATE:2017-05-10

Quarter by quarter, NVIDIA's revenue from the implementation of gaming graphics processors is growing by tens of percent , and experts quite rightly turn to the company's management with a request to explain the reasons for such popularity of gaming graphics cards.  Today the head of NVIDIA called the GeForce video card a "game console", but only more accessible than a game console in the usual sense of the term.

According to the general director of NVIDIA, the average price for the implementation of the GeForce card is about three times lower than the cost of the gaming console.  In absolute terms, this is somewhere around $ 200-300, so NVIDIA is confident that its video cards retain a high market potential.  Customers of GeForce video cards constantly require more in terms of performance and functionality.  So, the game video card today should work with high resolutions and several monitors, whose capabilities noticeably exceed the characteristics of the average TV, to which game consoles are connected.

Speaking of gaming consoles, the head of NVIDIA highly appreciated the quality of Nintendo Switch, which uses the Tegra processor - not the most recent generation, by the way.  No game console has bothered the founder of NVIDIA for the last ten-fifteen years, as the novelty of Nintendo did.  The head of NVIDIA is quite satisfied with the results of cooperation with the Japanese company, but he claims that it is business for Nintendo.  Apparently, the material interest of NVIDIA in this project is not so great as to serve as the main motivation.

 

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The average price of a GeForce video card is three times lower than the cost of a gaming console

 The average price of a GeForce video card is three times lower than the cost of a gaming console

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THE AVERAGE PRICE OF A GEFORCE VIDEO CARD IS THREE TIMES LOWER THAN THE COST OF A GAMING CONSOLE

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