Analyst at Morgan Stanley, studied the demand for iron, as well as a number of other factors, came to the conclusion that next year will be for manufacturers is quite complex. If in 2017, the producers do not have time to produce new cards, which is particularly serious deficiency was observed in summer, then next year it could be exactly the opposite.
Joseph Moore of Morgan Stanley is confident that next year will experience a significant decline in demand for graphics cards and, as a result, there will be a surplus of goods on the market.
“We believe that sales of graphics cards in 2017 will be about $ 800 million. Next year, demand will fall by half” — quoted analyst Coindesk.
Among the reasons identified by the analyst are all the same, expensive electricity and growing complexity of mining blocks on the background of reduction of remuneration for them.
Analysts believe that the overabundance of devices will affect not the best way and the producers, but the rating AMD Morgan Stanley downgraded two weeks ago. The fact that AMD know about the demand of miners on the video card, but I think that in the long term to address this point is not necessary, because the profit from mining may also rapidly disappear as they appeared.
If employees are MS are right and the market is really waiting for the glut, it is quite clear, both behave the producers of iron. It would be logical to raise prices and cut production to reduce losses.
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Morgan Stanley predicted the collapse in sales of graphics cards in 2018
Vyacheslav Larionov