Doomtrooper
Veteran
phenix said:
The Xbox deal has accounted for 15 percent to 20 percent of Nvidia's sales over the past two years.
ATI Finances
- Thread starter Dave Baumann
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The Xbox deal has accounted for 15 percent to 20 percent of Nvidia's sales over the past two years.
i don't know. I suspect that if ATI got the x-box 2 deal it is because they had already a huge part done with the R400/R500 project, allowing Microsoft to save a lot of time and launch way before Sony.
I am not saying that it was the only reason of course but should have been a big part in the evaluation.
I am not saying that it was the only reason of course but should have been a big part in the evaluation.
Doomtrooper said:
Yeah, that money was to help with R&D of the NV2a and mobo chipset.(the birth of nForce) But a further 200million was supposed to be granted should NV meet MS time to market and performance specs. If they couldn't manage the spec then the 200 million that was given in the first place was too be given back. The deal was not without substantial risk.
NVIDIA was elected as one of the best companies to work for. And it really isn't "big and nasty", the Santa Clara campus is quite compact, and the sun always shines. 8)phenix said:
ATI isn't heroic, they just wanted a piece of the pie... They are worthy competitors. Don't let marketing, FUD and fanboys determine the 'image' you get from a company.
thegrommit
Newcomer
On the PC graphics front
- 60/40 split between desktop and notebook
- PCIe about 10% this quarter
- PCIe margins lower than corporate average, mostly due to process transition
- already shipping unannounced PCIe IGP solution
- only able to fulfil 75% of demand for X800 family (why was unclear to me)
- inventories are pretty light right now
- made a comment about not confusing PCIe certification with PCie qualification (what's the difference?). The questioner did not follow up on his question about whether certification was becoming an issue with OEMs.
On the digital consumer products front (digital tv/handhelds)
- now makes up 15% of the business
- product split is 40/60 DTV/handhelds.
- shipped 10 million handheld chips this quarter
- Margins on digital consumer products are higher than for PC graphics (duh)
- Expect 3x DTV growth and 2x handheld growth. I forgot to note whether that was for the year, or the next quarter
Mention was made of royalties from XBox2 in upcoming quarters, but no details of how the deal was structured, just that margins on console parts will help improve overall gross margins.
They also just bought a small (<100 people) software shop in India specialising in embedded solutions.
[edit] Expensing stock options would've chopped about 3c a share off earnings. Going forward, they expect this to sneak up to 5c a share. As they're incorporated in Canada, expensing options will not be optional - just something to remember if you're comparing EPS numbers with Nvidia.
- 60/40 split between desktop and notebook
- PCIe about 10% this quarter
- PCIe margins lower than corporate average, mostly due to process transition
- already shipping unannounced PCIe IGP solution
- only able to fulfil 75% of demand for X800 family (why was unclear to me)
- inventories are pretty light right now
- made a comment about not confusing PCIe certification with PCie qualification (what's the difference?). The questioner did not follow up on his question about whether certification was becoming an issue with OEMs.
On the digital consumer products front (digital tv/handhelds)
- now makes up 15% of the business
- product split is 40/60 DTV/handhelds.
- shipped 10 million handheld chips this quarter
- Margins on digital consumer products are higher than for PC graphics (duh)
- Expect 3x DTV growth and 2x handheld growth. I forgot to note whether that was for the year, or the next quarter
Mention was made of royalties from XBox2 in upcoming quarters, but no details of how the deal was structured, just that margins on console parts will help improve overall gross margins.
They also just bought a small (<100 people) software shop in India specialising in embedded solutions.
[edit] Expensing stock options would've chopped about 3c a share off earnings. Going forward, they expect this to sneak up to 5c a share. As they're incorporated in Canada, expensing options will not be optional - just something to remember if you're comparing EPS numbers with Nvidia.
overclocked_enthusiasm
Regular
Megadeth said:
Look for "deferred revenue, for a development contract". I think they lump MSFT and Nintendo together and maybe Qualcomm? It started in Q3 of 2003. Very confusing as all deferred revenue is lumped together.
http://ati.com/companyinfo/ir/quarterlyresults.html
ati's setup with dell... and other companies... seems to be paying off well...
all of dell's pci-E setups come standard with an x300 or x800se... the only nvidia solution I have seen offered is a 6800gt and that too only debuted very very recently...
given the sheer volume of sales of dell systems alone... just think of the revenue coming in for ati wrt pci-E products...
all of dell's pci-E setups come standard with an x300 or x800se... the only nvidia solution I have seen offered is a 6800gt and that too only debuted very very recently...
given the sheer volume of sales of dell systems alone... just think of the revenue coming in for ati wrt pci-E products...
Sazar said:
For the workstation side of things, it's pretty much the opposite. 4 of the 5 options Dell has for PCI-E workstations are nvidia. I do believe nvidia might actually have a larger selection of PCI-E cards for businesses/workstations than for consumers.
I'm curious how many systems even come with a video card. The average person who wants something for email and the net probably won't spend more money for one, or even know what one is. I deal with business systems in my job, and from my experience, most don't bother with something other than integrated unless they have to. Desktops almost always have integrated video, although a couple companies either use their own proprietary adapter or something from Matrox (quad display PCI cards). Laptops either have integrated or ATI. Workstations almost always have nvidia, and the few that don't either have ATI or no graphics at all.
thegrommit
Newcomer
Sazar said:
PCI-E only made up 10% of ATI's revenues in the last quarter. While this will obviously increase over the next 12 months, that's plenty of time for Nvidia to ramp up their PCI-E presence.
thegrommit said:
Its certainly high drama, ATi has a sizeable lead in PCI-E so obviously has all the price/cost advantages that brings. Early signs show that Nvidia is going to make an aggressive push at the low-mid end with the same basic core(mid end 8 pipe low end crippled 4 pipe).
Overall I know whose shoes i'd rather be, sitting with the best mobile gpu's, a huge lead in PCI-e or playing catchup.
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