NVIDIA's GeForce RTX 50 "Blackwell" GPUs are generating significant buzz within the supply chain, indicating a potentially major impact on the PC gaming market. Suppliers are already gearing up for what's expected to be a highly successful launch.
Strong Supplier Confidence
Auras Technology, a key supplier of GPU cooling solutions, is particularly bullish on the RTX 50 series. CEO Yu-Shen Lin anticipates "seizing the markets starting in December" and expects strong demand for cooling components throughout 2025.
The relocation of PC Partner, the parent company of ZOTAC, Inno3D, and Manli, from Hong Kong to Singapore is further evidence of the excitement surrounding the launch. This move is likely a strategic response to US export restrictions on high-end GPUs.
Auras Technology's CEO, Yu-Shen Lin, says that NVIDIA's RTX 50 series is anticipated to arrive with significant interest from the markets, which will indeed influence the supply chain tremendously.
The shift to Singapore allows PC Partner to avoid potential tariffs and sanctions while maintaining production and distribution. This, along with a reported "running" unit of an RTX 5090 (later confirmed as an RTX 4070 Ti model) spotted in a ZOTAC factory in Indonesia, suggests a robust and diversified manufacturing strategy.
Anticipation and Launch Timing
All signs point to a significant launch for the GeForce RTX 50 "Blackwell" GPUs. While an official date hasn't been confirmed, a launch around CES 2025 is anticipated, although NVIDIA may choose to surprise the market with an earlier release.
