集邦咨询:英伟达(NVDA.US)RTX PRO 6000特规版将于今年下半年推出 但存储器供应紧张成变数

智通财经网
24 Jun

智通财经APP获悉,近期市场对于NVIDIA RTX PRO 6000系列产品的讨论声量高,预期在需求支撑下,整体出货将有不俗表现。然而,TrendForce集邦咨询资深研究副总吴雅婷认为,该系列产品受限于存储器供应紧张等因素,出货量是否能如市场期待,仍有变量。

TrendForce集邦咨询预期,NVIDIA RTX PRO 6000特规版将于今年下半年推出,吴雅婷分析,NVIDIA的存储器采购策略,为针对不同产品类别多元化供应商布局,HBM主要由SK hynix(SK海力士)提供、Micron(美光科技)为第二供应商,在LPDDR类别以Micron为主要合作伙伴,GDDR则仰赖Samsung(三星)供应。

RTX PRO 6000将采用96GB GDDR7,作为NVIDIA中低端GPU主力产品线,锁定AI推理、边缘端深度学习训练或影像、模拟等应用。然而供应链端面临压力,因Samsung是NVIDIA唯一的GDDR7存储器供应商,因此,持续有供给吃紧情况,后续可能影响整体RTX PRO 6000的生产与供货能力。综合以上因素,RTX PRO 6000系列未来的实际出货情况尚待观察。

NVIDIA于五月的COMPUTEX展会上和多家ODM、OEM伙伴合作,推广搭载RTX PRO 6000的MGX AI Server机种,采用PCIe Gen5接口,主打企业客户从云端拓展至边缘AI应用,预计未来亦将沿用MGX的模块化参考设计供应给特定市场。

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