去年3月上市的任天堂Switch在全球爆卖，这台游戏机使用的是Nvidia研发的Tegra芯片，受到Switch热卖影响，Nvidia 2018财年游戏方面的18%收益来自于任天堂。

[老黄开心：每卖出一台任天堂Switch都能赚360块]

在上个世代，微软的Xbox360和PS3都应用了Nvidia生产的芯片，然而在本时代仅有任天堂使用了Nvidia的产品。根据股票分析媒体Motley Fool给出的数据，2018财年Nvidia在自动驾驶和游戏方面的收益总和为15.3亿美元，其中自动驾驶收益5.58亿美元，那么任天堂Switch为Nvidia贡献的收益大约为9.72亿美元。

[老黄开心：每卖出一台任天堂Switch都能赚360块]

按照之前任天堂给出的数据，2018财年内该公司一共售出1779万台Switch游戏机，经过简单的计算我们不难发现，每台Switch游戏机中Nvidia因Tegra芯片获得收益约为55美元（约合人民币360元）。


https://www.ithome.com/html/digi/366797.htm

引用:

原帖由 MegaDr 于 2018-6-26 12:15 发表
posted by wap, platform: 小米NOTE
2018财年Nvidia在自动驾驶和游戏方面的收益总和为15.3亿美元，其中自动驾驶收益5.58亿美元，那么任天堂Switch为Nvidia贡献的收益大约为9.72亿美元。

这一句更搞笑了，除了自动 ...

应该是新闻没翻对，
http://www.doyo.cn/article/311552

准确说是tegra部门

[ 本帖最后由 柳河 于 2018-6-26 12:34 编辑 ]

引用:

原帖由 MegaDr 于 2018-6-26 12:35 发表
posted by wap, platform: 小米NOTE
说清楚一点？
我没看到主楼新闻里的数字

nv的数据有两个维度，一个是市场维度，比如游戏，数据中心等等
还有一个维度是部门维度，一共只有gpu，tegra，other三个

引用:

原帖由 MegaDr 于 2018-6-26 12:41 发表
posted by wap, platform: 小米NOTE
我没看到主楼的数据从何而来啊。
我只看到了OEM这块是同比下降的，话说switch是属于gaming还是oem啊？

我只是回答了你关于数据不一致的疑问，也就是我认为应该是翻译有误，其实是两个维度
至于你说的其他问题，不知道啊，只不过tegra除了switch和汽车外也就少量开发板在用，所以总体上这个数据不会差太多

Here's How Much Money NVIDIA Makes From the Nintendo Switch
You might be surprised.
Ashraf Eassa (TMFChipFool)
Jun 21, 2018 at 2:00PM
Graphics specialist NVIDIA (NASDAQ:NVDA) supplied the graphics processors for Sony's (NYSE:SNE) PlayStation 3 game console, but it was left out in the cold in the subsequent game console generation, with none of the major game console makers -- Sony, Microsoft (NASDAQ:MSFT), or Nintendo (NASDAQOTH:NTDOY) -- adopting the company's processors.

Although NVIDIA had, smartly, turned its focus on the booming market for graphics processors for personal computers (and even publicly claimed that it passed on providing chips for the Sony PlayStation 4 because of low profit margins on game console chips), the company began supplying chips for a high-profile game console last year -- the Nintendo Switch.

NVIDIA's Xavier automotive platform.
NVIDIA'S XAVIER AUTOMOTIVE PLATFORM. IMAGE SOURCE: NVIDIA.

NVIDIA doesn't regularly break out the revenue that its gaming business generates from PC graphics cards and the Nintendo Switch, but the company's financial results allow us to figure out approximately how much revenue NVIDIA generates from sales of chips for Nintendo's popular console. Let's dive in.

Doing the math
NVIDIA says that its Tegra processor business generated $1.53 billion in revenue during the company's fiscal year 2018. NVIDIA's Tegra processors are primarily sold into the Nintendo Switch and into the company's automotive segment.

So, if we subtract NVIDIA's automotive revenue of $558 million from the $1.53 billion in total Tegra processor revenue, we get non-automotive Tegra processor revenue -- in other words, Nintendo Switch processor revenue -- of around $972 million.


Putting it into perspective
A figure of $972 million is a significant amount of revenue for NVIDIA -- clearly, fighting for and winning the Nintendo Switch console spot was a win for the company's growing gaming business. However, there's more to the story here than simply the amount of revenue that this business brings in -- we need to think about the profitability of this business, too.

NVIDIA doesn't provide a detailed breakdown of the absolute gross margin percentages of its GeForce GTX gaming processors versus, say, its Tegra processor business, but it did provide the following slide at its most recent analyst day:

NVIDIA's gross profit margin by platform.
IMAGE SOURCE: NVIDIA.

This slide clearly indicates that revenue from its GPU gaming is, by far, the largest contributor to the company's total gross profit dollars and delivered gross profit margins at or above the company's average during fiscal year 2018 of 60.2%. By contrast, both the total gross profit contributions and the gross profit margin percentages of its automotive business, as well as its "OEM and Embedded," are both solidly below corporate average.

It's not entirely clear how NVIDIA classifies the Nintendo Switch sales, but my guess is that since those chips are based on the very same Tegra processors that go into the automotive market, the embedded market, and the OEM market (although, again, NVIDIA's Tegra OEM business is likely minimal as the company has exited the tablet and phone markets), the margins are in the ballpark of what its OEM and embedded business typically generates -- better than automotive, but worse than GPU gaming.


I'd imagine, then, that while the Nintendo Switch made up around 18% of the company's gaming revenue, it made up a meaningfully lower part of its total gross profit dollars from gaming. That's not to say that NVIDIA was wrong to pursue the business -- on the contrary, it's a solid revenue growth driver and probably is quite profitable, too -- but it's important to keep in mind that the company's core PC graphics card business is far more important for the graphics specialist than the Nintendo Switch deal is.

https://www.fool.com/investing/2 ... om-the-nintend.aspx


fyi

引用:

原帖由 MegaDr 于 2018-6-26 13:15 发表
posted by wap, platform: 小米NOTE


我也刚找到原文。
前面的都没问题，
但这主楼最后一段，包括新闻标题，就是翻译者的私货了。卖了1700w switch，并不代表tegra x1只卖了1700w个给任天堂

本帖最后由 MegaD ...

总体不会差太多，这本来就是间接推测出来的数据

引用:

原帖由 MegaDr 于 2018-6-26 13:24 发表
posted by wap, platform: 小米NOTE
怎么不会差太多呢，卖出1700w switch，这又是首年，任天堂完全有可能向英伟达下了两倍甚至更多的订单

先款么...

引用:

原帖由 MegaDr 于 2018-6-26 13:48 发表
posted by wap, platform: 小米NOTE
卖出的再算上库存的switch，总共卖出给任天堂的x1不止1700w。在加上老黄自家也有shield业务。
结论只能说老黄每台switch的利润肯定不会超过55刀，但具体多少就不知道了

首先这不是利润，是收入
其次库存问题的话，那么上财年开始nv已经向任天堂供货了，考虑是首发备货阶段，库存不会比现在少