If the cryptocurrency bubble is burst, then thats good all round when it comes to GPU prices. The only thing that surprises me is that this didn't happen much sooner.
Well prices are starting to come down, but I don't know that there's any indication of a surplus.
For instance, the 1080Ti MSRP is $699 - the price is lower than it was just a few weeks ago, but we still aren't at that spot where AIBs are trying to undercut each other and we see a significant number of SKUs going below MSRP.
This far into a launch cycle, if it were a typical sales cycle - just before the release of a new generation, I would expect a 1080Ti to not only be readily available in any AIB flavor I wanted, but probably at a price point of $600-750 (depending on SKU and factory overclock). The downward pressure on prices would be how AIBs and retailers typically respond to a surplus. At Newegg right now (7/3) I'm seeing a good deal of AIB variety, but prices are still considerably over MSRP - $740 up through $900.
Now maybe part of that is that consumers are willing to accept these higher prices as a new normal. There was recently an 1180 sighting on a Vietnamese web site, and once translated to USD, the rate for that 1180 was $1500. Now, that's a leaked product listing of an unreleased product, and in a foreign country where prices aren't going to exactly align based on taxes/import/etc... but still, if that price is even remotely close, it gives a clear indication that nVidia is banking on consumers just accepting the new normal regardless of supply situation.
Without any competition in the marketplace, there is every reason for nVidia to continue to raise the price cap. That would show up as an increase in MSRP. You can argue Vega may be competitive performance-wise (at least to today's generation, maybe not an 1180, I don't know what that will clock in at performance-wise), and I would agree, but it ~does~ have significant supply issues right now, so much so as to effectively not be competition. I suspect they are HBM related, but it's hard to judge from this distance. Newegg today only has 5 Vega64 SKUs across only 4 AIB partners. The 1080, in contrast, has 140 product listings (I didn't check for duplicates or make an exact count - when the difference is clearly that obvious, there isn't much point in accuracy) with something like 14 AIB partners. But there would should still be competition between AIBs. You do see price differences between the different SKUs, but still nothing anywhere near what MSRP is for these cards.
fwiw - 1080 pricing isn't any better than 1080Ti with respect to any indication of a product surplus. But, that may again not be any indication of tight supply, and more an indication of everyone wanting to make this the new normal. Another word for when vendors decide to make a new normal is also called "price fixing" and is punishable by law. Not saying anyone is doing this, but it sure has stunk like this for a while now, and lord knows the tech industry has a long history with it.
Comments
EVGA - GeForce GTX 1080 Ti 11GB SC2
"My Fantasy is having two men at once...
One Cooking and One Cleaning!"
---------------------------
"A good man can make you feel sexy,
strong and able to take on the whole world...
oh sorry...that's wine...wine does that..."
For instance, the 1080Ti MSRP is $699 - the price is lower than it was just a few weeks ago, but we still aren't at that spot where AIBs are trying to undercut each other and we see a significant number of SKUs going below MSRP.
This far into a launch cycle, if it were a typical sales cycle - just before the release of a new generation, I would expect a 1080Ti to not only be readily available in any AIB flavor I wanted, but probably at a price point of $600-750 (depending on SKU and factory overclock). The downward pressure on prices would be how AIBs and retailers typically respond to a surplus. At Newegg right now (7/3) I'm seeing a good deal of AIB variety, but prices are still considerably over MSRP - $740 up through $900.
Now maybe part of that is that consumers are willing to accept these higher prices as a new normal. There was recently an 1180 sighting on a Vietnamese web site, and once translated to USD, the rate for that 1180 was $1500. Now, that's a leaked product listing of an unreleased product, and in a foreign country where prices aren't going to exactly align based on taxes/import/etc... but still, if that price is even remotely close, it gives a clear indication that nVidia is banking on consumers just accepting the new normal regardless of supply situation.
Without any competition in the marketplace, there is every reason for nVidia to continue to raise the price cap. That would show up as an increase in MSRP. You can argue Vega may be competitive performance-wise (at least to today's generation, maybe not an 1180, I don't know what that will clock in at performance-wise), and I would agree, but it ~does~ have significant supply issues right now, so much so as to effectively not be competition. I suspect they are HBM related, but it's hard to judge from this distance. Newegg today only has 5 Vega64 SKUs across only 4 AIB partners. The 1080, in contrast, has 140 product listings (I didn't check for duplicates or make an exact count - when the difference is clearly that obvious, there isn't much point in accuracy) with something like 14 AIB partners. But there would should still be competition between AIBs. You do see price differences between the different SKUs, but still nothing anywhere near what MSRP is for these cards.
fwiw - 1080 pricing isn't any better than 1080Ti with respect to any indication of a product surplus. But, that may again not be any indication of tight supply, and more an indication of everyone wanting to make this the new normal. Another word for when vendors decide to make a new normal is also called "price fixing" and is punishable by law. Not saying anyone is doing this, but it sure has stunk like this for a while now, and lord knows the tech industry has a long history with it.
Brenics ~ Just to point out I do believe Chris Roberts is going down as the man who cheated backers and took down crowdfunding for gaming.