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Hot!40 series cards queue system.

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Ryanz27
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2022/08/09 05:48:49 (permalink)
Can we assume EVGA will implement a queue system again for the 40 series cards?

I know the 30 series was a perfect storm for chaos with covid causing major production problems, crypto mining rigs using GPUs, etc. a lot of those big issues are no longer present…. So is it maybe safe to say that the 40 series launch won’t be nearly as bad?

I skipped the 30 series since I was never able to get one up until recently, in which case I just decided to hold out until the 40 launch. My 2080 is aging a little in 4K gaming so I’d like to be able to get a 4080 or even a 4090 at launch.

What do you guys think the 40 series launch will be like?
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    B0baganoosh
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    Re: 40 series cards queue system. 2022/08/09 09:05:01 (permalink)
    I don't think we can assume anything at this point. It could just be fairly normal changes, they could have some personnel changes behind the scenes, or it could all be due to market changes, but there's enough writing on the wall to make me wonder if EVGA is even going to do a 40-series. I'm not trying to push a rumor or say "omg ___ is happening". I'm just saying there's just as much evidence of that as there is a 40-series queue happening, so assuming one way or another about what EVGA will do in the future is pretty futile at this point.

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    rjohnson11
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    Re: 40 series cards queue system. 2022/08/09 09:10:02 (permalink)
    First of all there has been no official announcement from NVIDIA concerning the next gen GPUs. Until that happens no info is available at this time.

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    HeavyHemi
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    Re: 40 series cards queue system. 2022/08/09 09:38:25 (permalink)
    B0baganoosh
    I don't think we can assume anything at this point. It could just be fairly normal changes, they could have some personnel changes behind the scenes, or it could all be due to market changes, but there's enough writing on the wall to make me wonder if EVGA is even going to do a 40-series. I'm not trying to push a rumor or say "omg ___ is happening". I'm just saying there's just as much evidence of that as there is a 40-series queue happening, so assuming one way or another about what EVGA will do in the future is pretty futile at this point.




    What 'writing on the wall' are you referring to?  The only thing I'd argue is the collapse of crypto, which cannot happen fast enough, would make a queue less likely.
    https://www.hardwaretimes.com/nvidia-spent-up-to-9-billion-to-reserve-5nm-chip-supply-for-rtx-4080-4090-and-40-series-gpus/
     
     
    NVIDIA Spent Up to $9 Billion to Reserve 5nm Chip Supply for RTX 4080/4090 and 40 Series GPUs

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    #4
    B0baganoosh
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    Re: 40 series cards queue system. 2022/08/09 09:59:59 (permalink)
    HeavyHemi
    What 'writing on the wall' are you referring to?  



    End of folding program, Bucks program, Associates program, fire sale of inventory, layoffs...Of course each one of those can be explained in other ways, but that's what I was saying...we don't know what's going on behind closed doors, let alone what they're going to do for next gen parts. They haven't actually explained any of them. For their programs they've just said "well, they went on for a long time and now we're ending them". For example, it would be just as likely that Jacob is moving on to other things or that they have some new management in place that doesn't like the old programs and wants to shift the business model. There are many possibilities. I was picking one extreme one that there's evidence for just to point out that we have no idea what's happening.

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    aka_STEVE_b
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    Re: 40 series cards queue system. 2022/08/09 10:15:48 (permalink)
    I never want to hear about a queue system.... ever again !

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    electrosoft
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    Re: 40 series cards queue system. 2022/08/09 10:16:20 (permalink)
    B0baganoosh
    HeavyHemi
    What 'writing on the wall' are you referring to?  



    End of folding program, Bucks program, Associates program, fire sale of inventory, layoffs...Of course each one of those can be explained in other ways, but that's what I was saying...we don't know what's going on behind closed doors, let alone what they're going to do for next gen parts. They haven't actually explained any of them. For their programs they've just said "well, they went on for a long time and now we're ending them". For example, it would be just as likely that Jacob is moving on to other things or that they have some new management in place that doesn't like the old programs and wants to shift the business model. There are many possibilities. I was picking one extreme one that there's evidence for just to point out that we have no idea what's happening.




    EVGA has grown and feels like they're moving potentially into their next phase of being more corporate than homegrown. This has its plus and minuses.
     
    Many tech companies are downsizing their workforce because demand is tanking after the "we can't keep up demand!" phase we were in for 18 months. EVGA is not immune to this.
     
    The EVGA Bucks program was a great word of mouth / affiliate program that has run its course (IE, return on growth no longer justifies the 3-10% loss in revenue). The September cash out date makes sense both before the 4000 launch and writing it down on the books for the fiscal third quarter.
     
    Is there word that Jacob is moving on?
     
    We won't know nothing till Nvidia announces their next gen. Till then, as always, AIBs are tight lipped and all we have to nibble on are rumor mills for speculative fun!
     
    I would expect EVGA to implement a queue system for the 4000 system but I don't think it will face the strain of the 3000 series conditions  (Pandemic + Crypto boom).
     
     
     
     
     
     
     

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    #7
    kraade
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    Re: 40 series cards queue system. 2022/08/09 10:35:02 (permalink)
    Probably won't need it. The 30 series is performing strong enough for AAA @ 4K and was produced in enough numbers to allow people to sit tight and see, Sure there will be opening day hysteria, landscape looks way different this time, the 20 series was gone 6 months before the 30 series launch adding to that perfect storm.


    #8
    B0baganoosh
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    Re: 40 series cards queue system. 2022/08/09 11:34:17 (permalink)
    electrosoft
    B0baganoosh
    HeavyHemi
    What 'writing on the wall' are you referring to?  



    End of folding program, Bucks program, Associates program, fire sale of inventory, layoffs...Of course each one of those can be explained in other ways, but that's what I was saying...we don't know what's going on behind closed doors, let alone what they're going to do for next gen parts. They haven't actually explained any of them. For their programs they've just said "well, they went on for a long time and now we're ending them". For example, it would be just as likely that Jacob is moving on to other things or that they have some new management in place that doesn't like the old programs and wants to shift the business model. There are many possibilities. I was picking one extreme one that there's evidence for just to point out that we have no idea what's happening.




    EVGA has grown and feels like they're moving potentially into their next phase of being more corporate than homegrown. This has its plus and minuses.
     
    Many tech companies are downsizing their workforce because demand is tanking after the "we can't keep up demand!" phase we were in for 18 months. EVGA is not immune to this.
     
    The EVGA Bucks program was a great word of mouth / affiliate program that has run its course (IE, return on growth no longer justifies the 3-10% loss in revenue). The September cash out date makes sense both before the 4000 launch and writing it down on the books for the fiscal third quarter.
     
    Is there word that Jacob is moving on?
     
    We won't know nothing till Nvidia announces their next gen. Till then, as always, AIBs are tight lipped and all we have to nibble on are rumor mills for speculative fun!
     
    I would expect EVGA to implement a queue system for the 4000 system but I don't think it will face the strain of the 3000 series conditions  (Pandemic + Crypto boom).

     
    I agree on all points! I thought I had made it pretty clear, but I was just saying that there's indications you could take in many ways and guessing right now seems like a fool's errand. I just pointed out one way as an example (one I've seen others speculate on recently too). As I said before, I'm not claiming that's what I think is happening. Also, I've seen no specific indication re: Jacob moving on. It was just a theoretical as one thing I could see causing some pretty big shifts, like what we've seen. People in his shoes usually don't last as long as he has. He must enjoy what he does and like others, I've thanked him many times for what he does. He's helped me personally on support issues multiple times. I'm saying all this to also clarify (as it is too easy for people to take things out of context) that I'm not bashing him or anyone for that matter, and I wouldn't blame anybody who's been the public figure for a major tech company for as long as he has even if they did want to do something else after so long (hence the theoretical example given).

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    kevinc313
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    Re: 40 series cards queue system. 2022/08/09 11:44:28 (permalink)
    HeavyHemi
     
    What 'writing on the wall' are you referring to?  The only thing I'd argue is the collapse of crypto, which cannot happen fast enough, would make a queue less likely.
    https://www.hardwaretimes.com/nvidia-spent-up-to-9-billion-to-reserve-5nm-chip-supply-for-rtx-4080-4090-and-40-series-gpus/
     
     
    NVIDIA Spent Up to $9 Billion to Reserve 5nm Chip Supply for RTX 4080/4090 and 40 Series GPUs



    Be aware that a 50% increase in Ethereum and (yet another) delay to the PoS transition will be enough to make GPU's desirable to miners again, at current prices.
    #10
    kevinc313
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    Re: 40 series cards queue system. 2022/08/09 11:46:18 (permalink)
    kraade
    Probably won't need it. The 30 series is performing strong enough for AAA @ 4K and was produced in enough numbers to allow people to sit tight and see, Sure there will be opening day hysteria, landscape looks way different this time, the 20 series was gone 6 months before the 30 series launch adding to that perfect storm.



    There are scads of people that completely missed Ampere and even though they could have potentially bought a card in the last 6 months, they decided to wait for the new cards...........
    #11
    Epsolike
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    Re: 40 series cards queue system. 2022/08/09 11:47:49 (permalink)
    Ryanz27
    Can we assume EVGA will implement a queue system again for the 40 series cards?

    I know the 30 series was a perfect storm for chaos with covid causing major production problems, crypto mining rigs using GPUs, etc. a lot of those big issues are no longer present…. So is it maybe safe to say that the 40 series launch won’t be nearly as bad?

    I skipped the 30 series since I was never able to get one up until recently, in which case I just decided to hold out until the 40 launch. My 2080 is aging a little in 4K gaming so I’d like to be able to get a 4080 or even a 4090 at launch.

    What do you guys think the 40 series launch will be like?

    This entirely depends on how many are they making vs how big demand will be. NVIDIA already cut down on their orders earlier regarding 40 series chips, so there will be already less out than originally planned. It was based on their projections with how fast the current stock of 30 series is getting sold. Lets just hope they didn't over-reduce just to end up being short again on a launch of this magnitude.
    As far as EVGA, they stated that the queue system will be in place for "high demand" products, so if it turns out to be low supply it can absolutely happen.

    I choose to stay hopeful!
    #12
    dragomirc
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    Re: 40 series cards queue system. 2022/08/09 11:50:20 (permalink)
    aka_STEVE_b
    I never want to hear about a queue system.... ever again !

    Sure no one wants 3K cards supply/demand fiasco, but you never know what tomorrow brings to us.
    In fact, EVGA was the only one that tried hard to be honest toward us, like no one else. 
    So, be careful what you wish for, LOL!

    EVGA GPU diminishing is hurting me.
    #13
    yaymz
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    Re: 40 series cards queue system. 2022/08/09 14:45:05 (permalink)
    I doubt there will be a need for a 40 series queue.  People don't have the money they did like last Summer when the Gov't was just peeling off checks for everybody.  That money is long gone for most and now we must pay the piper with the cost of living going up across the board.  GPU's are a luxury item now.
    #14
    HeavyHemi
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    Re: 40 series cards queue system. 2022/08/09 14:52:55 (permalink)
    yaymz
    I doubt there will be a need for a 40 series queue.  People don't have the money they did like last Summer when the Gov't was just peeling off checks for everybody.  That money is long gone for most and now we must pay the piper with the cost of living going up across the board.  GPU's are a luxury item now.


    Unless you need them for work, GPU's have always been a discretionary 'luxury' item. I doubt that many, if money was that tight, spent their stimulus checks on luxury items.
    Kinda like the myth of welfare recipient living high off the hog.

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    HawkOculus
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    Re: 40 series cards queue system. 2022/08/10 03:08:15 (permalink)
    Epsolike
    This entirely depends on how many are they making vs how big demand will be. NVIDIA already cut down on their orders earlier regarding 40 series chips, so there will be already less out than originally planned. It was based on their projections with how fast the current stock of 30 series is getting sold. Lets just hope they didn't over-reduce just to end up being short again on a launch of this magnitude.
    As far as EVGA, they stated that the queue system will be in place for "high demand" products, so if it turns out to be low supply it can absolutely happen.


    Nope. They wanted to but TSMC didn’t allow them to cut back their orders. That’s why they’re scrambling to try and sell 30 series stock now. Probably has an impact on the actual launch date to some degree but they’ll still probably want to “launch” in Q4.
    #16
    rjohnson11
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    Re: 40 series cards queue system. 2022/08/10 03:11:36 (permalink)
    HawkOculus
    Epsolike
    This entirely depends on how many are they making vs how big demand will be. NVIDIA already cut down on their orders earlier regarding 40 series chips, so there will be already less out than originally planned. It was based on their projections with how fast the current stock of 30 series is getting sold. Lets just hope they didn't over-reduce just to end up being short again on a launch of this magnitude.
    As far as EVGA, they stated that the queue system will be in place for "high demand" products, so if it turns out to be low supply it can absolutely happen.


    Nope. They wanted to but TSMC didn’t allow them to cut back their orders. That’s why they’re scrambling to try and sell 30 series stock now. Probably has an impact on the actual launch date to some degree but they’ll still probably want to “launch” in Q4.

    Actually TSMC doesn't care if they cut back their orders or not. The money for the production to TSMC still has to be paid. NVIDIA has the option to 'sell' some production to another 3rd party if they wish. 

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    #17
    GTXJackBauer
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    Re: 40 series cards queue system. 2022/08/10 04:01:48 (permalink)
    aka_STEVE_b
    I never want to hear about a queue system.... ever again !




    .....in these forums. 

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    #18
    Epsolike
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    Re: 40 series cards queue system. 2022/08/10 07:01:18 (permalink)
    The orders are cut back already confirmed, the money being paid is a done deal and has no effect on the whole.

    I choose to stay hopeful!
    #19
    yaymz
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    Re: 40 series cards queue system. 2022/08/10 10:05:37 (permalink)
    HeavyHemi
    Unless you need them for work, GPU's have always been a discretionary 'luxury' item. I doubt that many, if money was that tight, spent their stimulus checks on luxury items.
    Kinda like the myth of welfare recipient living high off the hog.

    Money wasn't as tight for most people last Summer, before inflation hit this year.  Obviously we all have different perspectives, but I see many people struggling financially now, who had plenty of money last Summer to invest in: meme stocks, crypto, expensive Nike's, new computers, etc..  All kind of luxury items in hindsight.  
    #20
    yaymz
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    Re: 40 series cards queue system. 2022/08/10 10:18:39 (permalink)
    rjohnson11
    HawkOculus
    Epsolike
    This entirely depends on how many are they making vs how big demand will be. NVIDIA already cut down on their orders earlier regarding 40 series chips, so there will be already less out than originally planned. It was based on their projections with how fast the current stock of 30 series is getting sold. Lets just hope they didn't over-reduce just to end up being short again on a launch of this magnitude.
    As far as EVGA, they stated that the queue system will be in place for "high demand" products, so if it turns out to be low supply it can absolutely happen.


    Nope. They wanted to but TSMC didn’t allow them to cut back their orders. That’s why they’re scrambling to try and sell 30 series stock now. Probably has an impact on the actual launch date to some degree but they’ll still probably want to “launch” in Q4.

    Actually TSMC doesn't care if they cut back their orders or not. The money for the production to TSMC still has to be paid. NVIDIA has the option to 'sell' some production to another 3rd party if they wish. 


    From what I understand, Nvidia prepaid (a deposit) for line time/production of a certain number of chips. TSMC was unwilling to reduce the number of chips, but they were willing to delay shipment until possibly Q1 2023.
     
    Based on this, my assumption is that Nvidia will take receipt of a certain number of chips Q3 and Q4 2022 and play a game of chicken with AMD's 7xxx series launch.  Either way, Nvidia will need to take receipt of the remaining chips by that Q1 23 timeframe.
    #21
    kevinc313
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    Re: 40 series cards queue system. 2022/08/10 10:37:43 (permalink)
    I don't see anyone paying any extra to expedite any phase of the production process, especially if you're an AIB sitting on thousands of current gen cards.
    #22
    Ryanz27
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    Re: 40 series cards queue system. 2022/08/10 14:22:27 (permalink)
    Epsolike
    The orders are cut back already confirmed, the money being paid is a done deal and has no effect on the whole.


    Do you have a source for this? Because as far as I know, this is not an accurate statement.
    #23
    Epsolike
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    Re: 40 series cards queue system. 2022/08/11 01:53:51 (permalink)
    Ryanz27
    Epsolike
    The orders are cut back already confirmed, the money being paid is a done deal and has no effect on the whole.


    Do you have a source for this? Because as far as I know, this is not an accurate statement.

    Yeah sure, type this into your google "nvidia to cut 40 series production" and the first 4 or 5 links (atleast for me) all talk about it in more detail. (i won't link or mention this or that site specifically because sources are too controversial for people and it's perfectly easy to find it with the method mentioned)
    tl;dr NVIDIA prepaid, TSMC doesn't budge, the end result is less units on release (based on NVIDIAs projection on demand while they observe the current 30 series purchase trends and other market details) with the rest of the units they already paid for coming to the market next year.

    I choose to stay hopeful!
    #24
    HeavyHemi
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    Re: 40 series cards queue system. 2022/08/11 07:22:16 (permalink)
    Epsolike
    Ryanz27
    Epsolike
    The orders are cut back already confirmed, the money being paid is a done deal and has no effect on the whole.


    Do you have a source for this? Because as far as I know, this is not an accurate statement.

    Yeah sure, type this into your google "nvidia to cut 40 series production" and the first 4 or 5 links (atleast for me) all talk about it in more detail. (i won't link or mention this or that site specifically because sources are too controversial for people and it's perfectly easy to find it with the method mentioned)
    tl;dr NVIDIA prepaid, TSMC doesn't budge, the end result is less units on release (based on NVIDIAs projection on demand while they observe the current 30 series purchase trends and other market details) with the rest of the units they already paid for coming to the market next year.





    Umm... those sources are 'controversial' because they are frequently inaccurate. You might have noticed every single one appears to cite single source, a translation from "Retired Engineer" in Digitimes.
    Nope, wasn't me.

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    #25
    kraade
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    Re: 40 series cards queue system. 2022/08/11 07:26:30 (permalink)
    With the mountain of inventory, There's a real possibility that 40 will be delayed a lot longer than anyone has anticipated, maybe 1 Halo card closer to November and the 80 in the spring and a 70 closer to Summer 23, or these cards are going to get neutered so they perform closer to the price point of what is out already. Nvidia is very adept at engineering Stagnation. If you have a pile of cards you expect to get 1000$ for , you can't really release a card that kicks it butt for 400$ less and expect to move any .
    post edited by kraade - 2022/08/11 07:27:55


    #26
    kevinc313
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    Re: 40 series cards queue system. 2022/08/11 07:30:32 (permalink)
    More news on ETH merge pushing price up overnight.  If PoS does actually happen there will be a further dump of GPU's to the used market, suppressing street prices on new cards even further.
    post edited by kevinc313 - 2022/08/11 09:42:05
    #27
    BiggyNewton
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    Re: 40 series cards queue system. 2022/08/11 08:00:19 (permalink)
    kraade
    With the mountain of inventory, There's a real possibility that 40 will be delayed a lot longer than anyone has anticipated, maybe 1 Halo card closer to November and the 80 in the spring and a 70 closer to Summer 23, or these cards are going to get neutered so they perform closer to the price point of what is out already. Nvidia is very adept at engineering Stagnation. If you have a pile of cards you expect to get 1000$ for , you can't really release a card that kicks it butt for 400$ less and expect to move any .



    If AMD releases their cards you can be sure nvidia will release theirs as well.


     
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    #28
    oldfresh
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    Re: 40 series cards queue system. 2022/08/11 08:52:01 (permalink)
    HeavyHemi
    The only thing I'd argue is the collapse of crypto, which cannot happen fast enough




    LMAO!! Not happening. Unless you have a way to drain over a trillion dollars in market cap and probably a lot more in leverage. Also you will have to convince the biggest central bank in the world to stop paving the way forward with a digital currency. Not happening.
     
    yaymz
    I doubt there will be a need for a 40 series queue.  People don't have the money they did like last Summer when the Gov't was just peeling off checks for everybody.  That money is long gone for most and now we must pay the piper with the cost of living going up across the board.  GPU's are a luxury item now.


    ^ Nailed it. Energy costs in Europe/UK are insane right now. If you're drawing 500watts for a few hours a day that can add up fast. If you have multiple machines that's even a worse situation. Efficiency is where this market is heading. This is why AMD will dominate with their APU. 4000 series is not screaming efficient to me. Market will reflect that catch.
    #29
    oldfresh
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    Re: 40 series cards queue system. 2022/08/11 08:56:19 (permalink)
    kevinc313
    If PoS does actually happen their will be a further dump of GPU's to the used market, suppressing street prices on new cards even further.


    nailed it. unless another PoW becomes highly profitable. which is a possibility
    #30
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