During the last weeks take a family graphics card GeForce RTX 50 Nvidia without falling into the hands of speculators is a real odyssey. At the time I am writing this article the only solution of this family that is easy to find at a price close to the recommended By nvidia is the GeForce RTX 5070. As is understandable, this situation generates frustration among the players who have decided to get one of these graphics cards, as you have noticed in the comments of our articles.
To understand what is happening, we are interested in taking a look at “the photograph” of the PC graphics card market. According to the consultant Jon Pedie Research During the last 2024 quarter, more than 78 million GPUs were distributed for PC, which represents a 6.2% growth compared to the third quarter of last year. Nvidia leads this market with a quota of 65%, while Intel and AMD are formed with 16% and 18% respectively. This is our starting point.
Difficult times arrive for the PC graphics card market
This statement of Jon Pediethe head of the consultant who I have mentioned a few lines above, describes very precisely what the current situation is: “Nvidia, with the highest market share, had difficulty satisfying the demand. And as a result of its size and influence, it prevented the GPU market Tariffs will include profits for the majority, even for everyone, for 2025 “.
TSMC is responsible for producing these chips for Jensen Huang’s company
Nvidia has not officially revealed how many GPUs belonging to the GeForce RTX 50 family has delivered to graphics card assemblies, but it is evident that not necessary to meet demand. The Taiwanese manufacturer of semiconductors TSMC is responsible to produce these chips for the company of Jensen Huang, but it is important that we do not overlook that it not only manufactures the GPUs for Nvidia games; also produces its chips for artificial intelligence (AI). And the production capacity of TSMC is limited.
From one thing we can be sure: in the current circumstances the GPU market for AI is a priority for Nvidia. After all, it is Its greatest source of income. The Jon Peddie Research report expects that from 2024 to 2028 the general market of the GPUs will be contracted annually, and in 2030 only 15% of the computers will have a dedicated graphics card. In these circumstances it seems reasonable to assume that Nvidia and AMD will pay more and more attention to their chips for AI, and perhaps a little less to their GPU for games.
Anyway, there is another fact in Jon Peddie’s statement that is worth not overlooking: The tariffs which is deploying the administration led by Donald Trump. At the moment TSMC produces Nvidia chips in Taiwan. Perhaps in the medium term diverts the manufacture of these integrated circuits to Your new US plantsbut for the moment neither Nvidia, nor AMD, nor any other client who buys TSMC his chips produced in Taiwan will be fought from the tariffs.
And in these circumstances, as Peddie states, the profits of these companies will be affected. If prices do not raise their benefits will be reduced. And if they are presumably submitted less, so their earnings will also resent.
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