Załamanie na rynku kart graficznych
"Kopacze" kryptowalut wstrzymali inwestycje.

Gigabyte, MSI i TUL szacują spadek sprzedaży kart graficznych w kwietniu br. na ponad 40 proc. w porównaniu z marcem br. – informuje Digitimes. Załamanie jest związane z nagłym wstrzymaniem zakupów przez "kopaczy" kryptowalut. Gwałtowne wahania kursów i obostrzenia wprowadzane przez kolejne kraje w obrocie wirtualnymi pieniędzmi najwyraźniej zniechęciły ich do dalszych inwestycji w komponenty. W efekcie marże dużych producentów kart spadły z 50 proc. do 20-25 proc. Dystrybutorzy w obliczu załamania popytu naciskają na promocje cenowe. W marcu br. średnie ceny zanurkowały o 25 proc. – według Notebookcheck.net.
Możliwe, że farmy "kopiące" kryptowaluty wstrzymały się z zakupami czasowo. W III kw. br. według Digitimes możliwy jest powrót większego popytu na komponenty, jeżeli Bitcoin i Ethereum odbiją po dużych spadkach na początku br.
Dzięki gorączce kryptowalut miniony rok był rekordowy dla producentów kart graficznych. Gigabyte sprzedał 4,5 mln szt., o 1 mln (ok. 30 proc.) więcej niż w 2016 r. Zysk generowany na tych produktach wzrósł natomiast dwukrotnie, do 67 mln dol. W I kw. br. przychody firmy zwiększyły się o ponad 50 proc. r/r. Z kolei MSI tylko w marcu br. zwiększyło obroty o 51 proc.
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