The latest supply chain reports indicate that the graphics card shortage will last until the end of this year at least due to chip and component shortages, which will continue to spur further price hikes.
Since the demand for graphics cards by crypto mining applications remains on a growth path ( Ethereum is growing today by about 8% ), the prices of graphics cards have risen in price practically on a weekly basis. The retail channel's strategy of requiring consumers to purchase other components, such as a motherboard, alongside a graphics card, or already assembled in a pre-assembled computer. This strategy has stimulated sales of motherboards and RAM memories.
MSI President Jeans Huang expects the company's consolidated revenue to reach the highest level in its history in the first quarter of 2021 and to remain at a high level in the second quarter despite seasonality.
Gigabyte Technology, which saw its net profit increase 125% over the previous year to reach $ 153.29 million in 2020, is optimistic that its sales in the first quarter of 2021 will grow sequentially. Gigabyte also has clear order visibility for the entire second quarter.
Asus (Asustek), which has recently increased the prices of its graphics cards by 10-20%, is expected to continue to raise prices in the second quarter of 2021.
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