Predictions for 2006
- Thread starter Junkstyle
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If it's true that ATI's 80nm refreshes to x1300 and x1600 are delayed until Autumn, and nVidia really does release a Geforce 7950GX2 and Geforce 7900GS next week, and x1800XT really is replaced by x1900GT, then I think ATI will slightly continue to fall in the midrange segment. Highend, they'll combat alright with x1900, even if Geforce 7950GX2 is the fastest (pricing and availability will be a factor, though).
In other words, according to the recent report by Jon Peddie, where in the discrete market, ATI is holding 45% marketshare vs. 53% nVidia, I forsee it possibly becoming 44% ATI and 54% nVidia by Autumn. I won't try to predict past that point.
(Keep in mind, I'm not an analyst or anything; this is just my personal speculation. And it's also only an observation for the discrete GPU market.)
In other words, according to the recent report by Jon Peddie, where in the discrete market, ATI is holding 45% marketshare vs. 53% nVidia, I forsee it possibly becoming 44% ATI and 54% nVidia by Autumn. I won't try to predict past that point.
(Keep in mind, I'm not an analyst or anything; this is just my personal speculation. And it's also only an observation for the discrete GPU market.)
You might want to revisit chipset marketshares.Junkstyle said:
Richthofen
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Dave Baumann said:
well he sad sales. Sales doesn't necessarily mean unit market share. It could also be revenue market share.
ATI is selling a lot of chipsets but for what price? Their corporate margins are 10% below Nvidia's.
How would that be a useful metric for anything that can be broken down into something meaningful?Richthofen said:
Sales and sales revenues are different things.
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Well, from the way you word it, it looks like you're saying "sales" would mean number of units and that "sales revenue" means actual dollars generated from "sales". Correct?Dave Baumann said:
How different are the prices of video cards from NVIDIA and ATi at the same market segments (i.e. low-entry, medium, high-end, everything-in-between)?
What would that "something meaningful" be (since you mentioned it)?
Dave Baumann said:
Actually, "sales" on an income statement usually refers to sales revenue. So they are the same thing. I believe you would use "units" or some such to describe how many were sold.
My guess is ATi gaining in the chipset space since they now have a viable answer to Nforce.
In GPU's Nvidia will probably pick up more share in the mid and high-end since G7x's are flying off the shelves as we speak and there's no denying that they are moving much faster than ATi's offerings in those segments. Any swing in ATi's favor won't come until early 2007 at the earliest.
Laptops will probably move in Nvidia's favor for the same reason as ATi's chipset gain.
And you have to take a look at the context of the question.trinibwoy said:
Not really. Although they made a play on its overclocking properties, Rx4xx is primarily aimed at OEM configurations, rather than enthusiast (which is where nForce has the main success - 6100 is the OEM targetted chipset, which is relatively new); that has taken off to a reasonable degree in the AMD sector, but they are also getting a boost from the Intel deal now.
So they could also be producing higher revenues, even if the margins are slimmer.
Its more than likely that he just wasn't aware of the figures I pointed to.
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