The proportion of GeForce RTX is approaching half of all
Hardware

The proportion of GeForce RTX is approaching half of all NVIDIA graphics cards used

Published last week NVIDIA presentation Investors could not only determine that the company will switch to the annual release of a new computer architecture in the server segment starting next year. Management reported successes in marketing its gaming solutions, but also had to talk about failures.

    Image source: NVIDIA

Image source: NVIDIA

As you may remember from the statements of NVIDIA representatives, the share of graphics cards with RTX ray tracing support among the brand’s graphics solutions used in the gaming segment in June did not exceed 44%, while among the graphics cards used it was only 18% Clients had the performance level of GeForce RTX 3060 or higher. These criteria are typically used by NVIDIA management as an illustration of the potential for further modernization of the graphics card fleet.

By mid-October, as shown in NVIDIA’s new investor presentation, the share of GeForce RTX series graphics cards had already increased to 47%, which is very close to the psychologically important 50% mark. In principle, such parameters were already announced by the company’s management at the end of August, so the current share of GeForce RTX may now be even higher. At the same time, the proportion of graphics solutions with GeForce RTX 3060 performance or higher is already 20%. In short, over the last three full months since June, NVIDIA has managed to achieve success in both promoting ray-traced graphics cards and implementing more powerful graphics solutions.

It is worth noting that NVIDIA’s gaming segment revenue peaked in calendar year 2021, which almost coincides with fiscal 2022 in the company’s reporting. During this period, the company generated revenue from the gaming segment of $12.462 billion, representing a sequential increase of 61%. It is worth remembering that there was another cryptocurrency boom at that time, since such an increase in gaming revenue could not be explained by either the sale of components for Nintendo game consoles or revenue from the GeForce NOW subscription. Already in calendar year 2022, NVIDIA’s gaming revenue fell to $9.067 billion, highlighting the consequences of the cryptocurrency market slowdown. Furthermore, even the last half year’s results suggest that NVIDIA’s gaming revenue this year is lagging behind last year’s figures.

While NVIDIA’s gaming revenue accounted for 43% of total revenue in 2020, the share fell to 23% in the last half of the year. At the same time, the server segment was able to increase its share from 42 to 70% over the same period. Today, it is computing accelerators that determine the growth rate of NVIDIA’s sales, and the gaming segment has faded into the background for several reasons, although company representatives deny this in every possible way at the slightest opportunity.

About the author

Dylan Harris

Dylan Harris is fascinated by tests and reviews of computer hardware.

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