MSI, Gigabyte to enjoy strong graphics card shipments in 2016
I think we can chalk this up to NVidia Pascal and some AMD stomach rumblings followed by a fart. Below is a snip from the Digitimes article
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As demand from the gaming market continue rising, and virtual reality (VR) applications are growing popular, graphics card players such as Micro-Star International (MSI), Asustek Computer, Gigabyte Technology, Colorful, Galaxy and Zotac, are seeing their Nvidia-based mid-range to high-end product sales increase with MSI and Gigabyte expected to ship over 4.8 and 3.45 million graphics cards in 2016, according to sources from the upstream supply chain.
Nvidia is expected to release its new GTX 1050 and GTX 1050Ti GPUs in the near future and graphics card players are optimistic about the new GPUs' shipments in the fourth quarter, the traditional slow season, helping their overall shipments drop only 10% sequentially.
MSI, which has been enjoying strong shipments and profits in gaming notebook products, is also seeing its graphics card sales rise and has caught up with Asustek.
Although MSI has not had good graphics card sales in China, the company still has stable shipments to Europe and North America. MSI shipped over four million graphics cards in 2015 and shipped 3.5 million units in the first three quarters of 2016, giving the company a chance to challenge five million unit shipments in 2016.
Because the company's shipments to Europe and North America are mostly mid-range to high-end products, MSI is also expected to achieve strong profits in 2016.
Although Gigabyte's graphics card shipments did not have as strong growth as MSI in the first three quarters of 2016, volumes still reached 2.55 million units. Gigabyte is expected to ship 900,000 graphics cards in the fourth quarter. Thanks to rising ASP, Gigabyte's profits from the graphics card business in 2016 are expected to be higher than in 2015.
Related Web URL: http://www.digitimes.com/news/a20161017PD202.html?...
