Right.
If on launch and it's all sold out, what is the conclusion.
1. Low volume
2. Incredible demand
We won't know the truth until the next quarter shipment reports.
This situation happened recently, Fury X on launch was all sold out everywhere. Some claim it was high demand, I saw it for what it was, low volume. Do you know why I thought that way then? Because Amkor said so. They did not even ramp up their TSV/stacking to volume, it was operating in QA mode.
What is the current situation with GP104?
QA chips hot off the press from TSMC in April.
QA GDDR5X straight from Micron sampling.
AIBs only received GP104 samples in late April. The time-frame for QA if everything goes right to retail availability = a few months at the least.
Something to think about, and why jacking up early access reference 1080 and 1070 makes a lot of sense for NV.
You seem to be caught up on three things:
1. Paper Launch
2. 1070/1080 don't directly compete with P10, therefore P10 is safe.
3. Volume
Let me make this clear. None of this matters.
It's all about how you spin it, and Nvidia is the spin Master.
1. Paper Launch
AMD does this too. I can't believe this is even a talking point, Next.
2. 1070/1080 don't directly compete with P10
1070/1080 are so great people will wait for the 1060ti over just buying P10 because it's a "good value". If people are wi lling to wait for P10, they'll wait for their 1060Ti, to go Nvidia with all their friends.
3. Volume
Too many chips? Nvidia makes too much money.
Too few chips? Nvidia spins it like the demand for Pascal is so insane, people are chopping off their left hands for Pascal. Left hands!!!!!! Just wait for more stock, or wait for our 1060ti.
Nvidia marketing will lock this up.
You haven't even seen Gameworks 2.0 Pascal X rated Edition yet. Gameworks Volta 9000 will literally be unstoppable.