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[Ars] Latest GPU market numbers spell bad news for NVIDIA - Page 2

post #11 of 83
Does anyone have hard numbers on the percentage of revenue integrated vs discrete is for AMD or Nvidia? Couldn't find anything concrete.
post #12 of 83
not even surprised..
    
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post #13 of 83
Quote:
Originally Posted by grunion View Post
Blame the GF100, 6 months late with the predecessor being in short supply during that time.
That equals minimal sales, that whole time ATI was selling cards hand over fist.

Long term, AMD IGP/Fusion offer good GPU performance while Intel has HD Graphics. NVIDIA knew that their entry-level GPU was done for years ago. This is why they pushed PhysX, CUDA, and ARM.
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post #14 of 83
Nvidia needs to hurry up with their cpu venture and make an all in one, ala "fusion" chip.

Saw the prelims for the cpu from them a while ago. Not sure where the info is though.
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post #15 of 83
Quote:
Originally Posted by Gnomepatrol View Post
Nvidia needs to hurry up with their cpu venture and make an all in one, ala "fusion" chip.

Saw the prelims for the cpu from them a while ago. Not sure where the info is though.
Their CPU venture is ARM, not x86. NVIDIA has no intention (or way) to get into x86 easily.

Tegra 1 had limited adoption.
Tegra 2 is already the base platform for Android 3.0
Project Denver will include an ARM CPU on their GPUs.
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post #16 of 83
This data is too generalized and too unspecific to show trends.

SandyBridge CPUs marked a new style CPU, people will buy new stuff. Doesn't specify whether the users had discrete GPUs as well. Judging by a lot of rigs on here, I would say yes, thats a strong possibility.

Geforce GTX 5xx series was released Q4 2010/Q1 2011, most people who were going to upgrade have upgraded, especially with the tax season. Not to mention there maybe no reason to upgrade as the performance benefits over the 4xx generation often didn't merit an upgrade.

AMD's line up was the end of Q4 2010/Q1 2011~Q2 2011, so they are still in the wave of their release / upgrade cycle. They had a great release, seems to be a popular choice this generation for anybody who knows anything and likes to save a bit of cash on the side.

How many people just decided to buy new laptops or all-in-one desktop upgrades with their tax return? Possibly a lot.

A lot of these factors/questions seem to be negated by raw numbers.

I also disagree with the integrated market affecting the discreet business. While mobile GPU / integrated GPU is a larger market now a days, I fail to see how this can affect the discrete GPU market as they are marketed differently, independently ran & designed by different teams, with independent budgets of each other. If a product / wing of a business is not doing well, you change tactics, or stop going that route to begin with, you don't have a "downfall."
Edited by RagingCain - 5/4/11 at 8:34am
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post #17 of 83
Serves them right.
post #18 of 83
Quote:
Originally Posted by RagingCain View Post
I also disagree with the integrated market affecting the discreet business. While mobile GPU / integrated GPU is a larger market now a days, I fail to see how this can affect the discrete GPU market as they are marketed differently, independently ran & designed by different teams, with independent budgets of each other. If a product / wing of a business is not doing well, you change tactics, or stop going that route to begin with, you don't have a "downfall."
The discreet market is being cannibalized through performance, why do you think Nvidia has been pushing "CUDA, Physx, 3D" proprietary options. Nvidia doesn't have the performance/mm2 to keep up and that's the only way they will survive the market being eaten out from under them.

Right now it's the low end, tomorrow it will be the mid range through crossfire solutions between an IGP on board and on chip.
post #19 of 83
Quote:
Originally Posted by robwadeson View Post
even hp and macbook pros now adopt AMD for their gpus that might explain why.
Yeah that was my thought too, Nvidia goofed and lost a few significant buyers.
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post #20 of 83
Quote:
Originally Posted by RagingCain View Post
I also disagree with the integrated market affecting the discreet business. While mobile GPU / integrated GPU is a larger market now a days, I fail to see how this can affect the discrete GPU market as they are marketed differently, independently ran & designed by different teams, with independent budgets of each other. If a product / wing of a business is not doing well, you change tactics, or stop going that route to begin with, you don't have a "downfall."
What do you think subsidizes the discrete GPUs? Mobile/IGPs are basically last generation or cutdown discrete GPUs. So when AMD or NVIDIA develop a new flagship design, you can expect the architecture to trickle into the entry-level market in 1-2 years. NVIDIA is losing this revenue flow. The margins are smaller on entry parts but this is made up by volume.

Current/upcoming IGPs replace the need for most entry level GPUs. Basically, the only time people will need a discrete GPU is gaming or workstations. You use to need a discrete GPU for dual monitors or watching video.
Edited by DuckieHo - 5/4/11 at 9:32am
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