NVIDIA: Turing Adoption Rate 45% Higher Than Pascal, 90% of Users Buying Upwards in Graphics Product Tiers

[Raevenlord]

NVIDIA during its investor day revealed some interesting statistics on its Turing-based graphics cards. The company essentially announced that revenue for Turing graphics cards sales increased 45% over that generated when NVIDIA introduced their Pascal architecture - which does make sense, when you consider how NVIDIA actually positioned its same processor tiers (**60, **70, **80) in higher pricing brackets than previously. NVIDIA's own graphics showcase this better than anyone else could, with a clear indication of higher pricing for the same graphics tier. According to the company, 90% of users are actually buying pricier graphics cards this generation than they were in the previous one -which makes sense, since a user buying a 1060 at launch would only have to pay $249, while the new RTX 2060 goes for $349.

Other interesting tidbits from NVIDIA's presentation at its investor day is that Pascal accounts for around 50% of the installed NVIDIA graphics cards, while Turing, for now, only accounts for 2% of that. This means 48% of users sporting an NVIDIA graphics card are using Maxwell or earlier designs, which NVIDIA says presents an incredible opportunity for increased sales as these users make the jump to the new Turing offerings - and extended RTX feature set. NVIDIA stock valuation grew by 5.82% today, likely on the back of this info.



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[Deleted member 158293]

So their 1 tier upselling strategy per their own chart on the right is working. Good on them.

Next generation they should aim for a 2 tier upsell if it worked so well.

 

[Manu_PT]

GG gamers! You cry out loud on every forum about the fact a game is exclusive on a certain store, yet you agree with nvidia pricing of their "new" GPUs, barely better than 4 y old GPUs. GG. Way to go!

 

[Rowsol]

That third pic is hilarious.

 

[mobiuus]

NOTHING BUT LIES @their sales results...
trying to encourage this way.... PATHETIC

 

[swaaye]

GG gamers! You cry out loud on every forum about the fact a game is exclusive on a certain store, yet you agree with nvidia pricing of their "new" GPUs, barely better than 4 y old GPUs. GG. Way to go!

Addiction

 

[Fluffmeister]

Didn't realise their stock was pushing back over 180+ again, so much for the doom and gloom there.

Sadly they are still competing with themsleves at the moment, a $699 Radeon VII competing with the 2 year old $699 1080 Ti isn't going to change things much above the mid-range, and Polaris is getting stale too now. Navi will hopefully shake things up a bit, but frankly beyond the RX 570 NV have most of the market covered already.

 

[Aldain]

This is in the first EIGHT weeks and then it missed in sales vs pascal... Nvidia said so themselves , plus they lost 45 percent og gaming revenue trough the quarters..

 

[pigulici]

"Desktop Revenue"-means they did more money from Turing than Pascal, this doesn't clear say that they sold more units Turing than Pascal, and if you know how expensive are Turing (20xx), this chart look bad if you know where to look, the biggest lie in life it is the half true.

 

[erocker]

This looks like a heaping steaming pile to keep investors appeased!

 

[xkm1948]

Didn't realise their stock was pushing back over 180+ again, so much for the doom and gloom there.

Sadly they are still competing with themsleves at the moment, a $699 Radeon VII competing with the 2 year old $699 1080 Ti isn't going to change things much above the mid-range, and Polaris is getting stale too now. Navi will hopefully shake things up a bit, but frankly beyond the RX 570 NV have most of the market covered already.

Intel will join the battle soon under Raja’s lead. I am actually more interested in Intel’s discrete GPU than Navi

 

[Fluffmeister]

Intel will join the battle soon under Raja’s lead. I am actually more interested in Intel’s discrete GPU than Navi

Yeah it's a good point, they seem to hiring the world and their mother at the moment.

 

[moproblems99]

I thought they said during some earnings calls that sales were less than expected?

Yeah it's a good point, they seem to hiring the world and their mother at the moment.

Nooooooooooooooo.....not Gaia too!

 

[64K]

This looks like a heaping steaming pile to keep investors appeased!

Probably but then that slide showing 2% adoption rate for Turing looks pretty pitiful to investors and this on top of the press release from Nvidia a while back that Turing sales weren't as good as Nvidia had expected.

 

[xkm1948]

I thought they said during some earnings calls that sales were less than expected?



Nooooooooooooooo.....not Gaia too!

What Gaia?

 

[ZoneDymo]

What Gaia?

.... mother earth, come on, the titans....

 

[medi01]

Ahaha, majority buying up, so lovely.

#bendthemfurther

 

[moproblems99]

.... mother earth, come on, the titans....

The titans? Gaia goes back much further.

 

[sutyi]

What is this slide?

1st pic:

• There was no Turing card available sub $299 in the first 8 weeks.
• The only Turing based sub $299 card just launched last month.

2nd pic:

• 100% install base, 48% is still on Maxwell or older, 50% is on Pascal, 2% percent is on Turing.
• After 6 months the 2% of the green side GPU market moved onto Turing.
• The 90% of the 98% non Turing install base is 88.2% and is below GTX 1660Ti performance, which already is useless for RTX.
• So what they are saying is that the install base is not ready?

3rd pic:

• Majority is buying up? Majority is sticking with the tier level.
• The only thing you see is that you are paying a tier higher compared to previous years... So '80 level money for '70 level performance.

 

[PanicLake]

I really want a new GPU, but I really don't want to give my money to nVidia. Unfortunately AMD doesn't have a decent product right now. I'm screwed!!! Must wait... can't handle it!

 

[Kaesar]

That's a big lie, a joke. Pascal faced short supply because of miners craze, and they want you to believe that Turing based cards are selling way more and up tier cards even, when stocks digged really deep recently, nice one nvidia 'almost' got me.

 

[rtwjunkie]

What is this slide?

1st pic:

• There was no Turing card available sub $299 in the first 8 weeks.
• The only Turing based sub $299 card just launched last month.

2nd pic:

• 100% install base, 48% is still on Maxwell or older, 50% is on Pascal, 2% percent is on Turing.
• After 6 months the 2% of the green side GPU market moved onto Turing.
• The 90% of the 98% non Turing install base is 88.2% and is below GTX 1660Ti performance, which already is useless for RTX.
• So what they are saying is that the install base is not ready?

3rd pic:

• Majority is buying up? Majority is sticking with the tier level.
• The only thing you see is that you are paying a tier higher compared to previous years... So '80 level money for '70 level performance.

You nailed it! Most confusing graph PR releases ever! I believe they just beat some of AMD's whoppers.

 

[Vlada011]

I would felt like fool to pay RTX Series.
And that was first time that I say for some graphic card series.

NVIDIA is full of manipulation to hide truth. Inversion of reality become one of their main strategy.
Last 5-6 years I talk no way to buy AMD in this situations.
Now I only 10-20% better card for same money would be enough to invest in Radeon rather than Turing.
But I have GPU and no need for new.

 

[moproblems99]

Now I only 10-20% better card for same money would be enough to invest in Radeon rather than Turing.

Curious as to why you would need AMD to be 10 - 20% better in order to buy them? If they were dead equal or even 5% better, you would still buy NV for same money?

 

[Fluffmeister]

Curious as to why you would need AMD to be 10 - 20% better in order to buy them? If they were dead equal or even 5% better, you would still buy NV for same money?

Well he has a 1080 Ti, so he has sod all options from AMD... years later.