Recently, the price of graphics cards on the market has plunged in a large area, ending the more than two-year price hike mode. What is the reason for the sharp drop in the price of graphics cards, and how big is the drop? The reporter recently visited the Huaqiangbei market in Shenzhen (Huaqiangbei Electronics Market).
Cryptocurrency "Mining" tide ebbs, graphics card prices plummet across the board
In Huaqiangbei, Shenzhen, known as the "First Street of China's Electronics", many stalls are equipped with boxes of popular models of graphics cards. The merchants told reporters that the prices of graphics cards of various brands have dropped sharply, and the current prices are close to two-year low.
A merchant in Huaqiangbei, Shenzhen: Now the price has dropped, and some have dropped by about 1,000 yuan in the past month.
Not only the stalls of offline stores, but also the prices of graphics cards on online e-commerce platforms and second-hand trading platforms have dropped. Taking one of the most popular graphics cards, the ASUS RTX 3080 as an example, the quotation of Jingdong reached nearly 20,000 yuan at the highest last year, and the current quotation of Jingdong is less than 7,000 yuan. The market demand and price of graphics cards show a high correlation with the price of virtual currencies such as ether.
A merchant in Huaqiang North, Shenzhen: This card was used by others for mining before, but now it is not allowed to be mined. The 3080 just came down. We sold it at the beginning, but basically we can’t sell it later because it was basically swept away for mining. If you sell it, take the whole box.
Industry insiders believe that the slump in graphics card prices is related to the rectification of virtual currency. In September 2021, the National Development and Reform Commission and other departments jointly issued the "Notice on Rectifying Virtual Currency "Mining" Activities. Afterwards, ten departments including the People's Bank of China issued a document to prevent and deal with the risk of virtual currency trading speculation, making it clear that virtual currency-related business activities It is an illegal financial activity. As the policy continues to tighten, the price of virtual currency has fallen, the "mining tide" has gradually receded, and the price of graphics cards has also begun to plummet.
A graphics card loses several thousand yuan
During the investigation, the reporter learned that many speculators were forced to cut prices due to high prices in the early stage, and a large amount of inventory fell into their hands, resulting in heavy losses. In the future, as the demand for graphics cards on the market decreases and the supply increases, there is still room for the price of graphics cards to drop.
Different virtual currency systems have different requirements for mining machines. Among them, the mining machine of Ethereum is based on a graphics card. Since the second half of 2020, the price of Ethereum has continued to skyrocket, attracting many players to flock to it, and the price of graphics cards has risen accordingly, making it difficult to find a card frequently.
A merchant in Huaqiangbei, Shenzhen: This one mines Bitcoin, the graphics card mines Ethereum, and the other mines Ethereum, there are 8 graphics cards in it, which are grouped in. Last year, one machine earned three or four hundred a day, two or three Back in the month.
Among them, many speculators took the opportunity to stock up at prices several thousand yuan higher than the official guide price, and planned to sell them to the market after increasing the price. However, as the virtual currency is cold, a large number of miners have withdrawn from the currency circle, and the price of graphics cards has dropped significantly. These players hold a large number of stockpiles and are in a dilemma.
A merchant in Huaqiangbei, Shenzhen: The price of graphics cards is decreasing, and they are unwilling to sell them. One loses three or four thousand. If everyone sells, the price falls faster. Slowly release the goods, 100 pieces a day. When they get the goods, they get it at a premium.
Even though the price of graphics cards has dropped significantly, the prices of popular graphics cards on the market are still higher than the official guide price. The 3DCenter report shows that in December last year, the premium of Nvidia and AMD graphics cards exceeded 80% of the initial suggested retail price, and it is still 25% higher than the initial suggested retail price.
At the same time, from the demand side, the Ethereum blockchain system is expected to be upgraded in the second quarter of this year. At that time, the consensus mechanism of Ethereum will be changed from Proof of Work to Proof of Stake, which means that node operators only need to pledge a certain amount The ether can be obtained in the form of verification nodes, and it is no longer necessary to use a graphics card mining machine for mining. Some merchants predict that speculators may release a large number of goods in the future, and the price of graphics cards will fall further.
Yu Jianing, Executive Director of the Metaverse Industry Committee of China Mobile Communications Federation: Miners basically no longer buy new graphics cards, but start to sell them in large quantities. In this case, the price of graphics cards will decline.
From the supply side, graphics card manufacturers have been improving their supply since this year. In January 2022, the supply of the RTX 30 series has increased by 15% compared with the end of last year. Major graphics card manufacturers such as Nvidia and AMD have indicated that they will increase investment this year to meet market demand for graphics cards.
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