nvidia's rtx 50 series faces supply struggles amid tariff headwinds
Worldwide, Thursday, 6 March 2025.
graphics card enthusiasts are facing a challenging landscape. nvidia, a key player, is struggling with rtx 50 series gpu shortages. these shortages coupled with tariffs are slowing market growth. retailers confirm rtx 5070 cards are absent. nvidia warned that the RTX 5070 Founders Edition will be available later in March. the AMD Radeon RX 9070 series is expected to offer relief at retail. analysts estimate discrete GPUs will only reach 15% penetration in five years.
market share and competition
NVIDIA’s struggles to meet demand have impacted its market share [1]. Intel leads GPU shipments with 65%, a 0.8 0.8% increase from the previous quarter [1]. AMD holds 18% of the market, a 1 1% increase [1]. NVIDIA’s share has fallen to 16%, a -1.8 1.8% decrease [1]. Jon Peddie, president of Jon Peddie Research, noted NVIDIA’s inability to meet demand hindered market growth [1]. Tariffs are expected to further offset gains for most of 2025 [1].
rtx 5070 launch and availability
The GeForce RTX 5070 has officially launched with a suggested retail price starting at 4599 yuan [4][6]. NVIDIA promotes the RTX 5070 as a top choice for gamers and creators seeking high performance [4][6]. The RTX 5070 features a Blackwell architecture with 6144 cores and a boost clock of 2.51 GHz [4][6]. It includes 12 GB of GDDR7 memory with a 192-bit memory interface and 672 GB/s bandwidth [4][6]. Base models from ASUS, MSI, Galaxy, Colorful, GIGABYTE, and Zotac are priced at 4599 yuan, but are already out of stock on platforms like JD.com [4][6].
performance and features
The RTX 5070 supports ray tracing, DLSS 4, and NVIDIA Reflex 2 technologies [4][6]. Utilizing DLSS 4, the RTX 5070 can achieve up to a 90% performance increase compared to the RTX 4070 [4][6]. Overall performance gains reach up to 16% [4][6]. Some higher-end models from ASUS, Colorful, MSI, and Galaxy range from 5099 yuan to 6099 yuan and are mostly in stock [4][6]. These cards are based on the Blackwell architecture [4][6].
stock impact and analysis
The GPU shortages and tariffs impacting NVIDIA may affect NVDA stock. NVIDIA’s difficulty meeting demand, coupled with trade uncertainties, could limit revenue potential [1]. The delay of the RTX 5070 Founders Edition and limited availability of other RTX 5070 cards could lead to customer frustration [2]. AMD’s Radeon RX 9070 series is expected to have better stock [2]. This could shift consumer preference, impacting NVIDIA’s competitive advantage and potentially affecting investor confidence [1][2].