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原帖由 MegaDr 于 2018-6-26 12:35 发表
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说清楚一点？
我没看到主楼新闻里的数字

nv的数据有两个维度，一个是市场维度，比如游戏，数据中心等等
还有一个维度是部门维度，一共只有gpu，tegra，other三个

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原帖由 @柳河  于 2018-6-26 12:39 发表
nv的数据有两个维度，一个是市场维度，比如游戏，数据中心等等
还有一个维度是部门维度，一共只有gpu，tegra，other三个

我没看到主楼的数据从何而来啊。那这估算的55刀更是完全没有出处吧
我只看到了OEM这块是同比下降的，话说switch是属于gaming还是oem啊？

本帖最后由 MegaDr 于 2018-6-26 12:43 通过手机版编辑

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原帖由 MegaDr 于 2018-6-26 12:41 发表
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我没看到主楼的数据从何而来啊。
我只看到了OEM这块是同比下降的，话说switch是属于gaming还是oem啊？

我只是回答了你关于数据不一致的疑问，也就是我认为应该是翻译有误，其实是两个维度
至于你说的其他问题，不知道啊，只不过tegra除了switch和汽车外也就少量开发板在用，所以总体上这个数据不会差太多

Here's How Much Money NVIDIA Makes From the Nintendo Switch
You might be surprised.
Ashraf Eassa (TMFChipFool)
Jun 21, 2018 at 2:00PM
Graphics specialist NVIDIA (NASDAQ:NVDA) supplied the graphics processors for Sony's (NYSE:SNE) PlayStation 3 game console, but it was left out in the cold in the subsequent game console generation, with none of the major game console makers -- Sony, Microsoft (NASDAQ:MSFT), or Nintendo (NASDAQOTH:NTDOY) -- adopting the company's processors.

Although NVIDIA had, smartly, turned its focus on the booming market for graphics processors for personal computers (and even publicly claimed that it passed on providing chips for the Sony PlayStation 4 because of low profit margins on game console chips), the company began supplying chips for a high-profile game console last year -- the Nintendo Switch.

NVIDIA's Xavier automotive platform.
NVIDIA'S XAVIER AUTOMOTIVE PLATFORM. IMAGE SOURCE: NVIDIA.

NVIDIA doesn't regularly break out the revenue that its gaming business generates from PC graphics cards and the Nintendo Switch, but the company's financial results allow us to figure out approximately how much revenue NVIDIA generates from sales of chips for Nintendo's popular console. Let's dive in.

Doing the math
NVIDIA says that its Tegra processor business generated $1.53 billion in revenue during the company's fiscal year 2018. NVIDIA's Tegra processors are primarily sold into the Nintendo Switch and into the company's automotive segment.

So, if we subtract NVIDIA's automotive revenue of $558 million from the $1.53 billion in total Tegra processor revenue, we get non-automotive Tegra processor revenue -- in other words, Nintendo Switch processor revenue -- of around $972 million.


Putting it into perspective
A figure of $972 million is a significant amount of revenue for NVIDIA -- clearly, fighting for and winning the Nintendo Switch console spot was a win for the company's growing gaming business. However, there's more to the story here than simply the amount of revenue that this business brings in -- we need to think about the profitability of this business, too.

NVIDIA doesn't provide a detailed breakdown of the absolute gross margin percentages of its GeForce GTX gaming processors versus, say, its Tegra processor business, but it did provide the following slide at its most recent analyst day:

NVIDIA's gross profit margin by platform.
IMAGE SOURCE: NVIDIA.

This slide clearly indicates that revenue from its GPU gaming is, by far, the largest contributor to the company's total gross profit dollars and delivered gross profit margins at or above the company's average during fiscal year 2018 of 60.2%. By contrast, both the total gross profit contributions and the gross profit margin percentages of its automotive business, as well as its "OEM and Embedded," are both solidly below corporate average.

It's not entirely clear how NVIDIA classifies the Nintendo Switch sales, but my guess is that since those chips are based on the very same Tegra processors that go into the automotive market, the embedded market, and the OEM market (although, again, NVIDIA's Tegra OEM business is likely minimal as the company has exited the tablet and phone markets), the margins are in the ballpark of what its OEM and embedded business typically generates -- better than automotive, but worse than GPU gaming.


I'd imagine, then, that while the Nintendo Switch made up around 18% of the company's gaming revenue, it made up a meaningfully lower part of its total gross profit dollars from gaming. That's not to say that NVIDIA was wrong to pursue the business -- on the contrary, it's a solid revenue growth driver and probably is quite profitable, too -- but it's important to keep in mind that the company's core PC graphics card business is far more important for the graphics specialist than the Nintendo Switch deal is.

https://www.fool.com/investing/2 ... om-the-nintend.aspx


fyi

怪不得这么垃圾的屏幕 还要卖2000

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原帖由 柳河 于 2018-6-26 12:48 发表
Here's How Much Money NVIDIA Makes From the Nintendo Switch
You might be surprised.
Ashraf Eassa (TMFChipFool)
Jun 21, 2018 at 2:00PM
Graphics specialist NVIDIA (NASDAQ:NVDA) supplied the graphics ...

我也刚找到原文。
前面的都没问题，
但这主楼最后一段，包括新闻标题，就是翻译者的私货了。卖了1700w switch，并不代表tegra x1只卖了1700w个给任天堂

本帖最后由 MegaDr 于 2018-6-26 13:17 通过手机版编辑

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原帖由 MegaDr 于 2018-6-26 13:15 发表
posted by wap, platform: 小米NOTE


我也刚找到原文。
前面的都没问题，
但这主楼最后一段，包括新闻标题，就是翻译者的私货了。卖了1700w switch，并不代表tegra x1只卖了1700w个给任天堂

本帖最后由 MegaD ...

总体不会差太多，这本来就是间接推测出来的数据

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原帖由 @柳河  于 2018-6-26 13:22 发表
总体不会差太多，这本来就是间接推测出来的数据

怎么不会差太多呢，卖出1700w switch，这又是首年，任天堂完全有可能向英伟达下了两倍甚至更多的订单

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原帖由 MegaDr 于 2018-6-26 13:24 发表
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怎么不会差太多呢，卖出1700w switch，这又是首年，任天堂完全有可能向英伟达下了两倍甚至更多的订单

先款么...

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原帖由 @柳河  于 2018-6-26 13:25 发表
先款么...

卖出的再算上库存的switch，总共卖出给任天堂的x1不止1700w。在加上老黄自家也有shield业务。
结论只能说老黄每台switch的利润肯定不会超过55刀，但具体多少就不知道了

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原帖由 MegaDr 于 2018-6-26 13:48 发表
posted by wap, platform: 小米NOTE
卖出的再算上库存的switch，总共卖出给任天堂的x1不止1700w。在加上老黄自家也有shield业务。
结论只能说老黄每台switch的利润肯定不会超过55刀，但具体多少就不知道了

首先这不是利润，是收入
其次库存问题的话，那么上财年开始nv已经向任天堂供货了，考虑是首发备货阶段，库存不会比现在少

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原帖由 @睡睡平安  于 2018-6-26 06:02 发表
这样看NV给主机供gpu就没有靠谱的

Nv除了价格不靠谱，东西还是靠谱的

果然奸商

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原帖由 久多良木健 于 2018-6-26 16:41 发表
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Nv除了价格不靠谱，东西还是靠谱的

要论东西，最不靠谱的就是卖给你那款啊。

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原帖由 328928249 于 2018-6-26 10:11 发表
没这么夸张吧。。难道没有安卓平板什么的用地瓜了？

亲儿子平板pixel c，2015年上市，现已下架。

不含键盘盖的乞丐版499刀。