2020/9/24  
Graphics card makers set to benefit in Q4 from strong global demand (2020/09/16)
其它新聞 Other News   
  • Personal information on 2,900 Taiwanese found in Zhenhua Data leak
  • Taiwanese bird group booted from BirdLife International over politics
  • KMT says members attending Straits Forum are not representing party
  • No confirmation yet, but economics chief ‘welcomes’ visit by US under secretary
  • International arrivals allowed up to 250 face masks without a permit
  • Taiwan shares reach historic high, led by TSMC
  • Tourism Bureau exhibit promotes charm of small towns
  • Precious cargo: Taipei preparing two pangolins for new home in Prague
  • Egg yolk pastries herald the Mid-Autumn Festival’s return
  • The show must go on for Thai cabaret in Thailand
  • 英文 English 
    Graphics card makers set to benefit in Q4 from strong global demand (2020/09/16)

    Due to the rise of the stay-at-home economy, demand for computer graphics cards has been on the rise. Taiwan's graphic card makers, like Asus and Gigabyte Technology, have seen sales climb since spring of this year. Growth is expected to continue into the fourth quarter.

    They’re fully engrossed in the game on the screen. A good game needs a good graphics card, and the demand for those is through the roof. Since the second quarter, global demand for graphics cards has outstripped supply, benefiting Taiwan manufactures.

    Wang Rong-syu
    Stock analyst
    Since the second quarter, graphics card sales have been excellent. It had nothing to do with new product launches. The main factor was the pandemic, which spurred demand for remote communication and stay-at-home products. Since the second quarter, consumer demand has been quite good. Graphics cards have sold very well since Q2.

    One retail vendor says sales have been steadily rising, often exceeding 10 mid to high-end cards a day. In addition, the vendor’s customer base has expanded beyond esports players and graphic designers. Even amateurs have been willing to pay for advanced hardware.

    Operator
    With graphics cards, basically, some are used for games. Those can render higher resolutions. In comparison, lower-end graphics cards can’t support such high resolutions, so the game can feel laggy. Our main customer base is people involved in graphic design, who specialize in making graphics. Some other people might want to buy a graphics card for the novelty. Some others are techies.

    Q2 is typically the low season for graphics cards, but that’s not the case this year. Global demand has been strong since spring. And with next-generation GPUs coming from Nvidia, traders have flocked to Taiwan graphics card-makers including Asus, Gigabyte Technology, and Micro-Star International.

    中文 Chinese  
    疫情視訊需求大增 可望帶動華碩.技嘉Q4營收

    電競產業最需要的顯示卡,受到疫情的影響,宅經濟發燒,以及遠端視訊需求增加的結果,出現供不應求的狀況,不少廠商到處搶貨,而下周美國輝達的新一代顯示卡將登場,預計可帶動國內包括華碩、技嘉和微星等業者,第四季的營收。

    玩家專注操作遊戲,螢幕要呈現遊戲效果,就必須有一張好的顯卡。今年第二季開始,全球顯卡就呈現供不應求狀態,也帶動國內廠商的業績大爆發。

    [[股市分析師 王榮旭]]
    “第二季以來,其實顯卡銷售就相當不錯,這部分跟新品比較沒有關係,主要就是說, 因為疫情的關係,帶動遠距的需求,以及宅經濟,在第二季以來,(買氣)相當熱絡,所以這個部分,就造成顯卡從第二季以來,銷售的狀況就很不錯”

    坊間業者觀察到,近期顯卡銷售量不斷提升,每天要賣超過十片的中高階顯示卡,都不是問題,且客群不再只有電競選手及繪圖產業,一般3C重度玩家,花錢也是毫不手軟。

    [[業者]]
    “顯卡就是說,基本上,有些可能就是打遊戲,解析能力比較強,相對它的(顯卡不好)解析能力沒那個強,玩起來會比較頓。主要客群,可能是繪圖的,專門做繪圖的,有些可能就是買顯卡嘗鮮,有的人就是3C控”

    第二季雖是淡季,卻是淡季不淡,各國都在搶貨,加上美國輝達、新一代繪圖晶片即將登場,帶動華碩,技嘉和微星等相關類股,股價跟著水漲船高。

    關於民視 常見問題 如何收看民視 意見信箱

    © 2009 FTV All Rights Reserved 版權所有‧盜用必究 Designed by FTV
    地址:244 新北市林口區信義路99號   觀服電話:(02)8601-8601 服務時間:週一至週日09:00-21:00   傳真:(02)8601-3955

    本網站使用 cookie 與其他技術為您提供更好的使用體驗, 請閱讀我們的的隱私權政策,通過使用我們的網站,表示您確認並同意我們的政策。