There are rumors circulating that Nvidia's RTX 4000 graphics cards could soon face stock shortages. According to a report from MyDrivers, Nvidia is redirecting its manufacturing capacity from the desktop graphics card market to gaming laptops. The theory is that the desktop GPU market is performing better than the notebook market, so Nvidia wants to fulfill the unmet demand for gaming laptops. Rather than increasing chip production for laptop GPUs, Nvidia plans to keep production levels the same and use chips that were originally intended for desktop graphics cards for the notebook sector. As a result, it is possible that stock shortages for Nvidia's desktop GPUs will occur in the future.
There is some speculation that Nvidia may adjust its supply and demand balance based on market conditions. MyDrivers hints that more popular models of desktop Lovelace GPUs, specifically the RTX 4070 and RTX 4060, may see a slight increase in supply. However, this increase is not expected to be significant. The situation with GPUs and their supply will be influenced by how market conditions unfold.
The contradictory information regarding Nvidia's GPUs adds to the overall confusion and anxiety about the current state of the market. Discordant opinions about the stock of desktop Lovelace GPUs exist, suggesting that there may be issues in the future. Additionally, there have been rumors of slight price increases for both AMD and Nvidia graphics cards, along with reports of increased sales and a market upturn. While this report should be taken with caution due to its source and focus on the Chinese market, it contributes to the ongoing speculation that desktop GPUs may have hit the bottom in terms of pricing. If Nvidia prioritizes supply for gaming laptops and reduces production in certain areas, this could put further pressure on pricing. In such a scenario, Nvidia may be avoiding price drops for less popular GPUs like the RTX 4060 models by maintaining or even increasing their prices.
It is important to note that this report is not definitive and should be treated with skepticism. The sourcing and regional focus of the report contribute to its uncertainties. However, it adds to the overall speculation that prices for Nvidia graphics cards may increase in the future as the market situation continues to evolve.