Thursday, December 3rd 2020

Retailer ProShop Gives a Peek into the Stark Reality of RTX 30-series Supply Situation

Danish online retailer ProShop, via its German outlet Proshop.de, responding to criticism on lack of inventory of GeForce RTX 30-series graphics cards, came clear with the numbers. The retailer tabulated its entire RTX 3060 Ti, RTX 3070, RTX 3080, and RTX 3090 inventory, along with numbers of cards shipped by manufacturers in response to orders placed by the retailer to them, providing a valuable insight into the stark reality of the GeForce RTX 30-series availability situation. We see zero fulfillment of orders by manufacturers for several graphics card models; and very limited fulfillment in cases where the manufacturer decided to fulfill some of the orders, with the manufacturers barely shipping 20% of the cards ordered by the retailer.

These numbers fly in the face of the theory that demand for the RTX 30-series is "unprecedented." If you go by what NVIDIA or AMD say, graphics cards are reaching retailers, and flying off the shelves sooner than stocks could be replenished. This would hold ground if there was a near parity between cards ordered by this retailer, and order fulfillment by manufacturers; which clearly isn't the case. With mounting "outstanding customer (end-user) orders," ProShop.de is having to put pre-orders on hold for several cards indefinitely. The lists can be accessed from the source link below.
Source: ProShop.de
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36 Comments on Retailer ProShop Gives a Peek into the Stark Reality of RTX 30-series Supply Situation

#1
Vya Domus
We know yields aren't great and that GDDR6X chips aren't exactly plentiful either but they must exist in some volume especially after so much time, at this point we have to accept that they're lying and that these cards are sold somewhere else.

Mind you this is not the first time they're lying about this, it was the same story back in 1000 series days where they claimed that the gaming sector was booming when in fact they were being sold to miners. Got sued for it as well.
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#2
wolf
Performance Enthusiast
I'd love to see broader numbers both from Nvidia, suppliers and retailers. One shop gives such a small picture of what's going on, especially when I'm increasingly seeing they're in stock at other retailers.
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#3
londiste
On the same page:
www.proshop.de/AMD-Radeon-RX-6000-Series-overview
100 RX6800 + 25 RX6800XT Powercolor cards received and 13 RX6800 + 9 RX6800XT ASUS cards incoming.
Manufacturers barely shipping 5% (in case of RX6800) or 2% (in case of 6800XT) of the cards ordered by the retailer.
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#4
enxo218
paper launch is paper launch
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#7
ExcuseMeWtf
wolf
I'd love to see broader numbers both from Nvidia, suppliers and retailers. One shop gives such a small picture of what's going on, especially when I'm increasingly seeing they're in stock at other retailers.
What are the odds this shop is an extreme outlier and other shops don't have similar situation?
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#8
Xaled
Blue4130
What federal law did they break?
In case after case, scandal after scandal, American federal law enforcement officials have clearly shown by their indictments and prosecutions that there is no confusion in their minds—lying is a crime. Businesspersons need to clearly understand those rules and what prosecutors define as lying.
Federal Lying Statute—No Oath Required
Businesspersons must be especially aware of the federal lying statute contained in Title 18 of the U.S. Code Section 1001, which states that: “(a) Except as otherwise provided in this section, whoever, in any judicial matter within the jurisdiction of the executive, legislative, or judicial branch of the Government of the United States, knowingly and willfully (1) falsifies, conceals, or covers up by any trick, scheme, or device a material fact; (2) makes any materially false, fictitious, or fraudulent statement or representation; or (3) makes or uses any false writing or document knowing the same to contain any materially false, fictitious or fraudulent statement or entry shall be fined under this title or imprisoned not more than five years or both.”[17]
Source
gbr.pepperdine.edu/2010/08/businesspersons-beware-lying-is-a-crime/
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#9
puma99dk|
Lol please get everyone get your facts straight here Proshop is a Danish Company with webshops in Germany and Poland too so it's not "German" it's Danish....

I know if you want to get Todays RTX and RX numbers they link to their German site.
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#10
Vya Domus
Blue4130
What federal law did they break?
I don't know about that but misleading investors is a pretty big no no.
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#11
ratirt
puma99dk|
Lol please get everyone get your facts straight here Proshop is a Danish Company with webshops in Germany and Poland too so it's not "German" it's Danish....

I know if you want to get Todays RTX and RX numbers they link to their German site.
And Finland, Sweden, Norway, Austria.
I'm not sure if these numbers are only German representation of the products. It's a Danish store and this may reflect all available in the main store in Denmark spread across all the countries where proshop is available.
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#12
wolf
Performance Enthusiast
ExcuseMeWtf
What are the odds this shop is an extreme outlier and other shops don't have similar situation?
I mean potentially who knows, they could be an extreme outlier, they could have virtually the same experience as any other retailer, or anywhere in between. What I'd like to see is a much more broad and reliable data set to draw meaningful conclusions from, one that isn't literally one retailer, in one countries data.
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#14
Dristun
wolf
I mean potentially who knows, they could be an extreme outlier, they could have virtually the same experience as any other retailer, or anywhere in between. What I'd like to see is a much more broad and reliable data set to draw meaningful conclusions from, one that isn't literally one retailer, in one countries data.
Haven't seen numbers on retailers but I can give you numbers on nvidia's own FE card sales in russia because they did them all from the same store instead of their website and the number of processed orders is shown. The numbers are as follows:
3070 - 131 units sold
3080 - 95 units sold
3090 - 106 units sold

This was among just two batches since their respective release dates. The second batch was today and again sold out immediately.
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#15
docnorth
londiste
On the same page:
www.proshop.de/AMD-Radeon-RX-6000-Series-overview
100 RX6800 + 25 RX6800XT Powercolor cards received and 13 RX6800 + 9 RX6800XT ASUS cards incoming.
Manufacturers barely shipping 5% (in case of RX6800) or 2% (in case of 6800XT) of the cards ordered by the retailer.
Thanks for the link. The 3060 ti that were delivered at day 1 are more than the 6800 series and the incoming cards are even more. I'm afraid Nvidia 3000 series will remain expensive due to lack of real life competition.
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#16
wolf
Performance Enthusiast
Dristun
Haven't seen numbers on retailers but I can give you numbers on nvidia's own FE card sales in russia because they did them all from the same store.
See again its one country and one store, it doesn't really paint a picture of the overall picture, there are likely hundreds if not thousands of retailers across dozens of countries, selling all sorts of models of the 30 series.

I'm not saying that anyone is wrong, perhaps stock was extremely low all around, but these figures alone are not even close to good enough to draw a viable conclusion of the 30 series product launch and availability overall. Much muuuch more data would need to come to light and be analyzed in comparison to previous launches and demand (among other things) to determine whether supply was the overall issue, or demand was the overall issue on availability. Like most things too, this likely wouldn't exactly be 100% clear cut either way.
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#18
DeathtoGnomes
Dont ever get your hopes up of seeing actual production and sales numbers, manufacturers have a reason to hide them and even tell white lies about them. Mainly done to keep competition in the dark as much as possible.
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#19
elghinnarisa
ratirt
And Finland, Sweden, Norway, Austria.
I'm not sure if these numbers are only German representation of the products. It's a Danish store and this may reflect all available in the main store in Denmark spread across all the countries where proshop is available.
Pretty sure these are for all their regional sites, here is the swedish one (well .se) which has the same numbers as the one linked in the article www.proshop.se/RTX-30series-overview
So its really just the same overview page listed on all regional domains.

Another Swedish website also shows some estimates, amount of orders pending and information about deliveries on the page for the products themselves. Not as easy or quick to get an overview but most cards have plenty of pending orders and almost all of them say "delayed" or "no ETA" for deliveries. www.webhallen.com/se/product/324062-ASUS-TUF-GeForce-RTX-3080-10GB-Gaming-OC
In this case, 930 orders from customers, no ETA on delivers. They reached 400 orders in September, currently up to 930. For that card specifically that is.
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#20
EarthDog
Lol...crimes/felonies... lol misleading investors... lol. Blue, don't take the bait man. Let those jokers be...trust me. :)

Some guys sleep with pitch forks and torches at the ready....holy shit... o_O
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#21
Krzych
From experience I wouldn't put too much weight to Proshop's claims. For years they have been notorious for listing things they never had and never will have. So while GPU availability issues are real, inability to fullfill the order is nothing new at Proshop
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#22
RedelZaVedno
A total shit show! Non existing Zen3, RDNA2, Ampere and what you can get is extremely overpriced, even prices of zen2 went up, while I keep hearing rumours that miners have no problems buying large quantities of these GPUs directly from the manufacturers. If true AMD & Ngreedia can go F themselves. I'm done with DIY PC building until DIY market sort itself out.
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#23
Vya Domus
Blue4130
What did they mislead investors about?
If their claims about demand and supply turn out to have nothing to do with the "unprecedented demand from gamers" it will be considered misleading. Again, this happened before and it seems like this is a repeat of that :

www.extremetech.com/gaming/310709-nvidia-sued-by-angry-investors-for-misclassifying-crypto-revenue
wccftech.com/nvidia-allegedly-sold-175-million-worth-ampere-geforce-rtx-30-gpus-to-miners/

The problem is that the gaming segment is considered relatively stable while crypto obviously isn't, therefore investors are led to believe they're buying into something else than it actually is.
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#24
Blue4130
Vya Domus
If their claims about demand and supply turn out to have nothing to do with the "unprecedented demand from gamers" it will be considered misleading. Again, this happened before and it seems like this is a repeat of that :

www.extremetech.com/gaming/310709-nvidia-sued-by-angry-investors-for-misclassifying-crypto-revenue
wccftech.com/nvidia-allegedly-sold-175-million-worth-ampere-geforce-rtx-30-gpus-to-miners/

The problem is that the gaming segment is considered relatively stable while crypto obviously isn't, therefore investors are led to believe they're buying into something else than it actually is.
Thank you for the links. At least someone has info to back their claims up instead of name-calling.

Was the lawsuit successful or just baseless fluff like so many others.
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#25
EarthDog
Blue4130
Thank you for the links. At least someone has info to back their claims up instead of name-calling.

Was the lawsuit successful or just baseless fluff like so many others.
It's currently in progress. The last updates I recall was additional complaints were being filed with most (not all) dismissed/not all taking. I've heard this would get thrown out (at best), eventually. That said, only time will tell how this works out, but from what I've heard, this doesn't have much traction (yet? Who knows). It's been almost 2 years so far... IIRC this started back in 12/2018 and the last action was in May 2020.

EDIT: www.globenewswire.com/news-release/2020/07/21/2064796/0/en/Update-in-Lawsuit-for-Investors-in-NVIDIA-Corporation-NASDAQ-NVDA-shares-announced-by-Shareholders-Foundation.html
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