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Old 06-Feb-2007, 15:36   #1
Arun
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Default Q4 2006 GPU Market Analysis

The latest GPU market share numbers have been released, and it turns out they're a mixed bag. AMD is gaining share the most rapidly overall, while NVIDIA is consolidating their position in the notebook market. Things aren't quite so simple in practice though, and there are plenty of details to digest - so we couldn't resist to write our own analysis of the data!
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Old 06-Feb-2007, 17:57   #2
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I think AMD should now realise that a solid performing midrange part like RV570 goes a long way. Nvidia, I feel nailed this aspect for the last 2 gens.
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Old 06-Feb-2007, 23:01   #3
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Nice to finally get some good news for AMD. I just want all the "AMD/ATI is dying" round here junk to stop.

Quote:
At the same time, AMD's graphics division is gaining share in the desktop discrete GPU segment. This is possibly because of their key strategic advantage with OEMs there, which is that they can bundle the GPU and the CPU together.
Hmm, that's news to me. That could be pretty ruthless on AMD's part, almost anti-competitive. I can easily see, yeah we'll give you the CPU+GPU package deal and throw in a 10% discount when combined (which they could probably easily afford on more volume of silicon). Might mean that Nvidia will be forced to hook up with Intel sooner or later as well.
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Old 07-Feb-2007, 00:03   #4
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The desktop IGP number increasing by nearly 50% has got to go in the "good news" pile for AMD, I'd think.

I'll be very interested to see this next year if the notebook numbers shifting is a permenant shift of power, or temporary due to the power/heat advantages of G7 vs X1k. The complicating factor there tho is to what degree, if any, the shadow of Intel's displeasure and AMD's disinclination to support Intel platforms has on long-term notebook trends.
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Old 07-Feb-2007, 00:09   #5
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How much lead time is there on an OEM's CPU+GPU bundling deal?

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Old 07-Feb-2007, 01:39   #6
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I believe it's 6 months to a year. That's one reason why NVIDIA was so bullish on their notebook wins for the NEXT Intel platform (Santa Rosa) in last q's cc.
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Old 25-Jan-2010, 10:23   #7
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Default Q4 2006 GPU Market Analysis

Is there any similarly clear analysis or background on what the mobile Nehalem platforms will look like? I have heard conflicting statements about there being some or not being any mobile IMC parts in that generation.
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