Fudzilla: G96 in June; Susbtantial G84/G86 unsold inventories
Wednesday 23rd April 2008, 02:00:00 PM, written by Arun
Unlike Fudo's claims, that doesn't represent that many chips - NVIDIA would usually be selling many more such chips than that in a single quarter. However, given the upcoming launches of G96 and G98, and the competition from AMD's 55nm RV620 and RV635, it is indeed very likely as Fudzilla claims that OEMs and AIBs are rather unwilling to buy many of those chips/cards.
It doesn't seem very likely to us that NVIDIA won't be able to sell that chip at all - however, they might indeed need to discount them and sell them at lower margins than they'd like to. Certainly this would be very problematic if that was the case for the majority of those unsold chips, however that's not a given since those numbers really aren't that huge; they represent just 2-4 weeks of sales.
It'd certainly be enough to delay a new product though, which does bring problems of its own. On the other hand, DigiTimes has been claiming G96 would be released in June for a few months now; of course, there is a big difference between the 1st of June and the 30th of June, so that once again doesn't tell us much about what's really going on here. It does seem to confirm we won't be seeing G96 before then though, which some indicators did disagree with in the past.
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