NVIDIA的CEO黄仁勋NVIDIAGeForce显示卡的平均售价只佔游戏主机的1/3

在最近后期投资者的问答中，NVIDIA的CEO黄仁勋提出一些值得高度关注的有趣言论。

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2017-5-1511:01上传

当分析师VivekArya（BankofAmericaMerrillLynch）询问NVIDIA是否看到玩家和显卡的数量增长以及他们需要花多少时间获得高端产品，他惊讶地回答说，他认为GeForce就像一个游戏机，而且平均销售价格低于实际游戏机。

TheaveragesellingpriceoftheNVIDIAGeForceisaboutathirdofagameconsole.That'sthewaytothinkaboutit.That'sthesimplemath.Peoplearewillingtospend$200,$300,$400,$500foranewgameconsole,andtheNVIDIAGeForceGPUPCgamingcardisonaveragefarless.

Therearepeoplewhojustabsolutelydemandthebest.Andthereasonforthatisbecausethey'redrivingamonitororthey'redrivingmultiplemonitorsatarefreshratewellbeyondaTV.Soifyouhavea4Koryouwant120hertzorsomepeopleareevendrivingitto200hertz,thosekindofdisplaysdemandalotmorehorsepowertodrivethananaveragetelevision,whetherit's1080por4Kat60framesasecondor30framesasecond.Andsotheamountofhorsepowertheyneedisgreat.Butthat'sjustbecausetheyjustreallylovetheirrig,andthey'resurroundedinit,andtheyjustwantthebest.

Butthewaytothinkaboutthatisultimatelythat'stheopportunityforus.IthinkGeForceisagameconsole.AndtherightwaytothinkaboutthatisatanequivalentASPofsome$200–$300,that'sprobablypotentiallyanopportunityaheadforGeForce.

黄仁勋似乎暗示，NVIDIA显示卡的採用在低阶市场可能有所增长，而这些显示卡在价格方面只佔了游戏主机的一部份。当他承认GeForce业务的盈利能力最终与游戏相关，就像PlayStation，Xbox或任天堂平台一样，GeForce与游戏机的对比也变的更加强烈。

WhenwethinkaboutGeForce,thesearetheparametersinvolved.HowmuchofourinstalledbasehasupgradedtoPascal?Howmuchofourinstalledbaseisgrowing?Howisgaminggrowingoverall?Whatarethedrivingdynamicsofgaming,whetherit'steamsportsorMOBAorusinggamesforartisticexpression?It'srelatedtotheAAAtitlesthatarecomingout.Someyearsthegamesarejustincredible.Someyearsthegamesarelessincredible.Thesedaystheproductionqualityofthegameshavejustbecomesystematicallysogoodthatwe'vehadyearsnowofblockbusterhits.Sothesearereallythedimensionsofit.
Andthenit'soverlaidontopofitwithsomeseasonalitybecausepeopledobuygraphicscardsandgameconsolesforChristmasandtheholidays,andthereareinternationalholidayswherepeoplearegivenmoneyasgiftsandtheysaveupthemoneyforanewgameconsoleoranewgameplatform.Andsoinalotofwaysourbusinessisdrivenbygames,soit'snotunlikethecharacteristicsoftherestofthegamingindustry.

值得注意的是NVIDIA在未来能否以更好的方式渗透低阶市场，这不仅切入竞争对手（AMD）的市场，也切入游戏机的市场。

资料来源：wccftech.com

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