China's graphics card market has experienced a decrease of 8% from October to November, according to a report by Board Channels cited by Expreview. This downturn reflects varying trends among the top eight graphics card manufacturers, with some brands showing growth while others, like GALAX, Colorful, Gigabyte, and Maxsun, faced a decline. Colorful's significant market share particularly contributed to the overall market dip, as its sales dropped markedly during this period.
Dec 22, 2023 - 04:12
Dec 23, 2023 - 04:47
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Year-over-Year Growth in the GPU Market
Despite the month-on-month decrease, the Chinese GPU market saw an 11% year-over-year increase. This growth indicates an evolving landscape where certain brands have outperformed others, though specific details about these shifts were not provided by Board Channels.
Factors Influencing the Decline in GPU Sales
Several key factors contributed to the decline in GPU sales in China:
Physical Storefronts vs. Online Sales: A major factor in the sales drop was weaker demand for graphics cards in physical retail stores, contrasted with stable online sales.
GPU Model Shortages: Shortages of popular GPU models like the RTX 3060 played a significant role in the reduced sales performance at retail outlets.
Economic Context in China: The broader economic situation in China, characterized by low consumer spending and deflation, also impacted the GPU market. Deflation tends to discourage consumer spending as it increases the value of currency, leading to reduced consumer demand.
U.S. sanctions against China, particularly the ban on exporting Nvidia's RTX 4090 to the country, have likely influenced GPU sales. Although Nvidia is releasing the RTX 4090D as a compliant alternative, the original model's absence from the Chinese market could have negatively impacted overall sales figures.
Conclusion: A Mixed Picture for China's GPU Market
In summary, China's GPU market presents a mixed picture: while experiencing a month-on-month decrease due to various factors including economic challenges and product shortages, the market still shows a year-over-year growth. The impact of U.S. sanctions and the evolving global economic landscape will continue to shape the dynamics of the GPU market in China.
