NVIDIA recently held its investor day. One of the more interesting explanations at the event was that the company actually sold more Turing GPUs than Pascal in the first eight weeks of desktop sales. The revelation of this metric is undoubtedly intended to help restore investor confidence in the company, and considering it had a pretty bad quarter, that makes sense.
NVIDIA: 90% of the installation base is below the $ 279 GTX 1660 Ti performance level
Pascal was released in 2016 almost three years ago in May. It turned out to be a truly revolutionary architecture and NVIDIA’s biggest success story so far. It surpassed expectations in every way and was able to prevail quickly. Turing should defeat the precursor once, but so far the launch of NVIDIA’s final broken quarter and the aftermath of the cryptocurrency crash has been affected.However, if NVIDIA’s statistics are to be believed (and we have no reason to doubt it), the Turing GPUs are actually better than Pascal. The first eight weeks would undoubtedly be the crypto-free sales region as Crypto really got into action in 2017. This is therefore a sterile phase in which you can remove the effects of Crypto and compare without hesitation. In essence, NVIDIA tries to say that if you remove the effects of crypto, Turing is actually nearly 45% better than Pascal. Another important quote the company left was the fact that 90% of the installation base is currently below the performance level of the GTX 1660 Ti, which is actually not expensive at all (MSRP is only $ 279). In essence, this means that NVIDIA is positioning the GTX 1660 Ti as the main bread piece of their game collection, and plans to use this installation base under 1660 Ti and switch it to the affordable yet powerful option.The GTX 1660 Ti is based on the Turing architecture, but without the extensive RT and Tensor cores, and can provide the standard upgrade path through Pascal without the added features of the RTX product line. Currently, 2% of the installation base has relocated to Turing, while 50% is on Pascal. This results in almost 48% for older architectures, which is another source of upgrades.
NVIDIA has also stated that the majority of its users are buying up, which is a natural part of the buying habits of raw materials. As users’ disposable income increases over time, they can invest more and more in luxury goods such as a discrete GPU. Incidentally, this includes the mobility site, where the GTX 1660 Ti is positioned as the undisputed mobility GPU. The company even introduced a quote to emphasize this.
All in all, I believe the company has done a great job of alerting and reminding people of their core competencies, and we can see that with the GTX 1660 Ti, they are humble and down to basics – affordable and affordable nevertheless very powerful graphics card for the masses. The market also seems to be thinking in the same direction as the stock rose 4% at the time of writing – which is AMD’s announcement of its partnership with Stadia, which is quite a decent amount. It is also clear that the company will continue to develop its RTX philosophy, but only time will tell if this succeeds.