Can domestic manufacturers of Moore's Thread release independent graphics cards increase the strength of Nvidia?

[Gearbest]This year’s 618, many PC DIY user communities can be said to be celebrating the New Year. In terms of memory and solid-state drives, thanks to the efforts of domestic manufacturers, JD.com's self-operated 1TB TLC solid-state drives with a five-year warranty can now be purchased for less than 230 yuan. In terms of graphics cards, AMD's high-end graphics cards have made great efforts. The 7900XT/7900XTX and 6950XT graphics cards from brands such as XFX and Hankai have seen significant price cuts, allowing everyone to further understand the truth that “there are no junk products, only junk prices.”

At the same time, what many people may not have noticed is that on the afternoon of May 31, Chinese independent graphics card manufacturer Moore Thread held its 2023 summer conference and brought a brand new MTT S70 independent graphics card. According to official information, MTT S70 has 3584 stream processing units, a core frequency of 1.6GHz, 7GB of DDR6 video memory, a video memory width of 224bit, and supports a three-year warranty and PCIE 4.0. It is recommended that the power supply be more than 650W. Currently, this graphics card has been put on the e-commerce platform and is priced at RMB 2,499.

It is reported that this should be the second independent graphics card product released by Moore Thread for the mass market. Currently, MTT S70 has been officially launched on June 1st. Of course, like its predecessor, the MTT S70 has not attracted widespread attention. Currently, there is only one review on the official JD.com Moore Thread flagship store. The MTT S80, which has been on the market for a long time, only has 200+ reviews. From a sales perspective, these two products are not outstanding.

Dual graphics cards have reached Moore thread, which is definitely not for fun

In the past two years, the independent graphics card market has undergone considerable changes. Perhaps due to the multiple influences of virtual currency and artificial intelligence, in addition to Nvidia and AMD, the two established independent graphics card manufacturers, Intel will also enter the market in 2022, bringing three products: A380/A750/A770. The domestic manufacturer Moore Thread also brought an MTT S80 graphics card in November 2022.

In fact, many netizens are not optimistic about the entry of domestic manufacturers into the independent graphics card market. Although in the memory and solid-state drive markets, domestically produced Yangtze River and Changxin have achieved good results, and have even significantly lowered product prices in related markets. But in the independent graphics card market, it is actually more difficult for Moore threads to achieve similar results. Because in terms of technical content alone, the investment required to make a good graphics card is actually far higher than that of memory and solid state. In the early days when Moore Thread released MTT S80, many people actually thought that this manufacturer was just coping with the problem and cheating on subsidies.

Now, after witnessing the launch of MTT S70, we can feel that Moore Thread's attitude towards independent graphics cards is actually quite serious. Of course, this conclusion does not solely rely on the release of MTT S70. After the release of MTT S80, Moore Thread has brought driver updates to the graphics card many times to optimize performance, compatibility, and gaming experience. Let the evaluation of MTT S80's “flashing card” become a thing of the past. Currently, MTT S80 supports 61 games, 49 motherboards and 30 monitors.

Driving is still the biggest obstacle and the future is still difficult

Although Moore Thread has carried out driver updates for MTT S80 many times before, the number of games it supports has been greatly increased. However, objectively speaking, in this regard, let alone comparing with NVIDIA, even with AMD, Moore threads have a very, very, very huge gap. Currently, it seems that the MTT S80 still does not support DX 11 games. Officials stated that they will release a Community Edition driver based on Directx 11 in late June this year. By then, Moore Thread will become the first domestic graphics card manufacturer to support DX 11 games. However, their support for DX 12 is still far off.

In the independent graphics card market, drivers have a huge impact on graphics card sales. Each generation of AMD's graphics cards that compete with Nvidia's graphics cards basically outperforms its opponents in terms of hardware specifications. However, there is always a big gap with its opponents due to driver, ecological and other reasons. Dong Longfei, Vice President of Moore Threads and General Manager of the Product Division, said: Compared with Nvidia, AMD and Intel, there is still a gap in the accumulation of Moore Threads. The reason for choosing to start with DX9 is to build a good foundation. Therefore, for many players chasing new games, it is almost impossible for them to consider Moore thread graphics card products.

Moreover, even if these issues are put aside, Moore Thread still has a lot of room for optimization in various aspects. No one can make a conclusion now about how far this company can go in the future. Even the Moore Thread's requirement for itself is: survive for at least ten years. This is the primary short-term goal of the Moore Thread. “

The road to challenge NVIDIA is long

In the current independent graphics card market, Nvidia's position is quite stable. We can see this from the Steam player hardware survey data. According to information officially released by Steam, among the 23 graphics cards currently used most by Steam players, two are Intel's core graphics, two are from AMD (RX 580 and Radeon Graphics), and the remaining 19 graphics cards are all products of Nvidia.

Moreover, after occupying such a solid market position, the conflicts between NVIDIA and its partners and consumer groups are gradually intensifying. In September 2022, EVGA, North America's largest NVIDIA partner, announced with a high profile that it would abandon its entire graphics card business because of NVIDIA's disrespect. In China, also in September 2022, Mingxuan, one of Nvidia's core partners and the “Leader of the Beggar Gang”, was angry and offered the “Yellow Dog Ascension Picture”, perhaps because he was not allocated a 40 series chip, which became a famous scene that has been passed down to this day. As for the conflicts between Nvidia and players, it goes without saying. Under such circumstances, countless Chinese users are naturally looking forward to the emergence of manufacturers to increase Nvidia's strength. But the author believes that domestic manufacturers will not be able to shoulder this important task for a long time.

Looking at the current graphics card market, AMD and Intel may be more worthy of expectations. Especially in this year's 618, we can see that many AMD graphics cards have once again regained their cost-effectiveness. Many users who previously complained about “relying on defense” are now saying “really good”. As for domestic independent graphics card manufacturers, they should wait and develop slowly.

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