It seems that Nvidia was reflective after publishing its financial results for the first quarter of the fiscal year. In his phone call with investors, the company talked about the future of raytracing, how do you see the situation on PC and many other topics. Before we get into flour, let’s look at the figures. At first glance, things could go better for Nvidia: they have declared a profit of 2.22 billion dollars in the quarter, compared to 3210 million in the same quarter last year. That is to say, it has lost close to 1000 million dollars in a year. It could be that the company was experiencing the hangover of the cryptocurrency frenzy.
Jon Peddie, of the JPR firm, already predicted the fall in sales in March: ” The demand for cards at the beginning of 2018 does not correspond with what was happening in the market. As a result, the distribution channel accumulated to a lot of inventory. This has affected the sales of discrete graphic cards during the fourth quarter and will be very evident in the first and second of 2019 ” The signature seemed to have a crystal ball, go. However, although graphics have been reduced by cryptocurrencies, Nvidia says they are recovering the upward trend, as seen in this graph in the “gaming” section.
” We have re-grown in “gaming”, with almost 100 new GeForce Max-Q laptops for sale. Nvidia RTX has garnered industry support, making raytracing to standard for next-generation games, “said Jensen Huang, president of the company. of the fourth quarter, when I complained about the low sales of Turing Now the company talks about the strength of ray tracing:
” Our strategy with RTX was to lead the change to raytracing. That we can now say with certainty that this leadership has become a movement that has made a tracing to standard Almost all gaming platforms will have to adapt, and some have already announced it, “says Huang, president of Nvidia, adding:” The Microsoft DXR is compatible with raytracing, Unity is compatible, Epic also, large publishers, and they have adopted RTX and support for raytracing; also film studios such as Pixar, which RTX uses to speed up its movie rendering “.
Obviously, although raytra cing is gaining strength, Nvidia is seeing everything in pink. There is still a long way to go before this technique is truly a standard. We can not forget that there are hardly any games that use it or that they are going to use it soon. As always, Nvidia sins pretentiously when talking about ray tracing, but where she might hit the target when talking about the PC and the consoles.
We are in the middle of a great cycle for the PC, thanks to the end of a cycle of consolesJen-Hsun HuangHuang appreciates that we are in the middle of “a great cycle for the PC, thanks to The end of a cycle of consoles. “Really the industry does not have another one at the moment There is still time for PlayStation 5 and the future Xbox Scarlett to hit the market with a third … and hardware change. That AMD remains in charge of the consoles that will ensure that the industry continues to evolve in the same way thanks to the PC and the consoles on the other hand, Nvidia stresses that “everything good is on PC right now. Among battle royales, esports and player communities, the PC ecosystem shines more than ever ”
Not forgetting that Nvidia also works on consoles, with that Tegra chip from Nintendo Switch, where more presence has been in PC, and where do you also see opportunities in the cloud: ” Our strategy for the game in the cloud is to extend our position in the PC taking GeForce users to the cloud. And for this we want to associate with telecommunications companies. That will be our starting point ”
That said, the coming quarters will be key to see if Nvidia is on the right track. AMD, for its part, is preparing to launch new products designed with the Navi architecture before the Hot Chips 2019. However, we do not expect this first batch of GPUs to compete with the high-end graphics of the green, neither in power nor in in features like real-time raytracing. Now, with it approaching RTX 2070 at a more reasonable price, the market could once again make things difficult for Nvidia.