It's pretty clear by now that for this generation, nVidia concentrated on the DX9 feature set, and not pixel pushing capability. This leaves a window of opportunity for other players, most notably ATI, to grab market- and mind-share.
But ATI are not the only ones to benefit, SIS have actually managed to gain a toe-hold already, and their new design appears to be significantly improved. Their UMC connection ensures fabbing ability at low cost if they were to take off. S3s DeltaChrome, while targeted at mobile application, may prove attractive for low-mid desktop use as well. Both SIS and VIA have good connections with local Taiwanese manufacturers.
There's also an opportunity at the higher end of the performance spectrum. The retail NV30 is a case of too little at too high a cost, and while the NV35 may make an earlier than expected appearance, it is difficult to envision that it could improve all that much on its NV30 foundation given that the NV30 was already at (over?) the limits imposed by process/power/cost. Anandtech, with advance info, expressed some doubts that the NV35 would be able to outperform the R9800.
Thus, the PowerVR design that Kristof felt would be a "performance leader" should be able to perform well comparatively, and would only need to be priced solidly below ATI and nVidia top-of-the-line in order to recieve consideration from a significant part of the market.
The opportunity is there.
Opportunities however are only there for the grabbing for a short while, then they're gone - someone else took it instead, or the window slowly closed.
The Neon 250 and the Kyro 2 were too late to market, the Kyro III never made it at all. The window is open NOW, but for how long? If there had been a product on the way, whoever was going to market it would start hyping it NOW in order to gain mind-share, and keep upgraders hanging on to their money just a bit longer to see how the new offering pans out, and perhaps even start working on winning OEM deals, or at least preparing the ground for future deals.
Instead, we have - nothing.
Just as with the Kyro III.
I've got a bad feeling about this.
Entropy