[B3D Article] Q4 2006 GPU Market Analysis

[Arun]

Direct Link: click here.
Article post: click here.

And here's an excerpt:

[...]
So, based on that, let's do some basic math. If AMD's discrete notebook shipments grew by 3% from Q3 to Q4, and NVIDIA's grew by 30%, while their shares were 53% and 47% respectively, we can conclude that the overall market grew by approximately 17.31%. Thus, Mercury Research's numbers match those from Jon Peddie, even though the two research firms are not focusing on the same information.
[...]
But what's causing OEMs to add discrete GPUs to their notebooks? Say hello our good friend the Vista Effect! Indeed, several of Intel's current IGPs for that market are not strong enough for Vista Premium compliance - and the average selling prices of Vista Basic notebooks are likely going to be lower than those with Premium capabilities. So, by adding a low-end or mid-range GPU to an existing notebook model, OEMs can easily and significantly increase the product's value.
[...]

 

[trinibwoy]

Noooooooooooooooo!!! You quoted the Inquirer !!?

Numbers aren't really surprising - AMD really had some strong parts last quarter - the X1950XT and X1950Pro are really good buys. And of course they lost notebook discrete share cause they have no products to peddle against Nvidia's G7x based parts.

 

[Natoma]

This is really why the ATI acquisition hurts me more and more. ATI separate from AMD would've been a great investment right around now. AMD won't be a good investment until 2H.

Sigh. "Easy" money gone.