Mercury Research on graphics market share
- Thread starter Mark
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When life hands ya lemons...pino said:
trinibwoy said:
No NV had nothing to do with the robust design of the R300. If the basic design is still used today to keep up with NV, then that shows you how good it was back then. Or said another way ATI was able to "milk the core of the R300" for a long time which shows that it was a very good design for them.
jb said:
You missed my point. NV had nothing to do with it's design. But it contributed a lot to it's success. As good as a design R300 was, you could say that Nvidia's was poor to the same extent. But this is analogous to arguing with a Bosox fan that the Yanks lost the series as opposed to the Sox winning it
Bouncing Zabaglione Bros.
Legend
mboeller said:
Only for that quarter. It's probably an initial burst of activity as people waiting on 6800NU/GT finally were able to get some in retail. I'm sure if you looked at figures for DX9 cards over the last few years (since DX9 came out), Nvidia wouldn't own much of the high end.
Yup, this is the result of ATi not having any X800 XTs available for soo long. It was a choice between an X800 pro and a 6800 GT for too long and the GT is just a better card than the X800 pro.Bouncing Zabaglione Bros. said:
I expect it'll be changing now that more high-end cards are available.
overclocked_enthusiasm
Regular
Nvidia's quote was specific to the $400+ segment. The "DX9" phrasing was confusing to say the very least but they were talking about the 6800 GT and Ultra from what I can tell. I thought that Intel only gaining 1 % share was huge for ATI. That 1% likely came at the expense of the 5200. It appears that Intel's IGP market share is reaching a saturation point. They can still take some share, but ATI's IGP share doubled (to 2%...lol) but should begin to blunt Intel gains.
Speaking of the 5200, I see that 2 new Dell notebooks are offering the 5200Go. Remember that there was 20,000 wafers of 5200 being warehoused at TSMC with nowhere to go. I bet Dell got them for next to nothing. I would also not be surprised to see Nvidia write-off some excess inventory at the CC njext week. The positive pre-announcement was OBVIOUSLY to blunt the bad news from Mercury. The guidance was specific to only revenue and gross margins so anything could happen.
I still question NVDA for not warning last quarter on a huge miss. Then this quarter they pre-announced upside guidance even though the % upside was much less than the % downside they neglected to warn about! Maybe they didn't warn so they could buy back all those shares on the super cheap because they knew of the traction of the 6xxx series and the likely results for this quarter and they would get a nice pop in share price? Jen is a master of PR and he spun a HUGE market share loss into stock appreciation. Simply amazing...
*EDIT* Sorry, the Dell information I posted about the 5200 proved to be false. NVDA continues to have 1 default out of a possible 8 with Dell notebooks and 1 as an option. This is old news and nothing new. I had a BAD source.
Speaking of the 5200, I see that 2 new Dell notebooks are offering the 5200Go. Remember that there was 20,000 wafers of 5200 being warehoused at TSMC with nowhere to go. I bet Dell got them for next to nothing. I would also not be surprised to see Nvidia write-off some excess inventory at the CC njext week. The positive pre-announcement was OBVIOUSLY to blunt the bad news from Mercury. The guidance was specific to only revenue and gross margins so anything could happen.
I still question NVDA for not warning last quarter on a huge miss. Then this quarter they pre-announced upside guidance even though the % upside was much less than the % downside they neglected to warn about! Maybe they didn't warn so they could buy back all those shares on the super cheap because they knew of the traction of the 6xxx series and the likely results for this quarter and they would get a nice pop in share price? Jen is a master of PR and he spun a HUGE market share loss into stock appreciation. Simply amazing...
*EDIT* Sorry, the Dell information I posted about the 5200 proved to be false. NVDA continues to have 1 default out of a possible 8 with Dell notebooks and 1 as an option. This is old news and nothing new. I had a BAD source.
I think ATi is getting into the integrated graphics market at a good time too. Not with Intel but rather AMD. AMD is really beginning to experience a rise in popularity that they never experienced before IMO. I think Intel is about to loose even greater market share to AMD then they have. As long as Intel provides cheap integrated graphics with their chipsets ... Intel will rule the integrated market and the over all graphics market simply because it does account for the lions share of the market. At any rate ATi has a chance to really make a splash with the integrated chipset market on AMD platforms.
webmedic said:
It doesn't make any sense to have integrated graphics with a high end 64bit processor.. err, unless of course it does somehow..
Semprons are pretty cheap really. The sole reason they exist is to compete with the Celeron line which accounts for the vast majority of Intels OEM deals. I think the real hurtle for AMD will be to convince OEMs that AMD is a worthy and wanted brand name. Dell chooses Intel because of the name not because they have the faster products. AMD is bound to gain in terms of notoriety over all particularly with their top end solutions. Intel just backed off from the 4 gig processor and AMD just released the 4000.. It is actually quite a set back for Intel and AMD with the release of a genuine low end processor (finally) in the sempron I think it is very possible for AMD to garner some of the larger OEM deals that constitute the lions share of the PC market in general. If ATi gets their act together regarding their integrated road map they might be in for a massive gain in market share in the integrated market. .. I would put some stress on the word "might".
The best hope for PC gaming is that the low end platform has some half way decent mainstream performance raising the bar. Integrated Intel graphics have basically been the largest stumbling block for PC gaming. NV with their nForce chipsets were a better solution but just not enough and AMD simply hasn't been in as a good of a position to garner some major market share away from Intel.
Curiously, it seems like ther has already been an HP design with in RS480 - the curious element is that they have included a 6600 in the configuration!
Having the first 'bump' of a new generation much be a huge advantage, almost as much as first launch/availability.karlotta said:
Might it be a misprint, and be RX480? Or maybe HP are ordering the RS480 boards in quantity for several different setups ... or are just crazy.DaveBaumann said:
