Mercury Research Report

[PatrickL]

I dont have the link for the report but you can find here some information:
http://finance.messages.yahoo.com/b...&tid=atyt&sid=15969433&mid=100612

Event: Mercury Research released the Q1/04 graphics chip market share on April 26. ATI’s total graphics market share decreased to 24% in Q1/04, down 1% sequentially from 25% in Q4/03; NVIDIA’s market share increased to 27%, up 2% sequentially from 25%; and Intel’s market shared increased to 33%, up 1% sequentially from 32%.
Impact: Slightly negative for ATI, and slightly positive for NVIDI A, as ATI maintained its desktop market share and lost 2% of mobile share (to Intel – up 4%), while NVIDIA gained 3% of desktop share (from VIA – down 2%, and SiS-XGI – down 1%) and maintained its notebook share. We note that ATI has reported its fiscal Q2 ended February, effectively
capturing two-thirds of the calendar Q1 market share figures reported by Mercury.

 

[digitalwanderer]

So it went from nVidia-25% ATi-25% to nVidia-24% ATi-27%, right? They were basically tied with market share and now according to Mercury nVidia has slipped a bit and ATi has gained a bit?

How big a deal are those 2-3% points difference? :|

 

[PatrickL]

You read it wrong way

Anyway you need to keep in mind gross margins for both companies when you compare marketshares.

 

[digitalwanderer]

You read it wrong way

Anyway you need to keep in mind gross margins for both companies when you compare marketshares.

Doh! That's what I get for trying to think again. Thanks for the correction.

 

[{Sniping}Waste]

remember this is the company Peter Glaskowsky works for.

 

[kemosabe]

No, Glaskowsky works for In-Stat MDR who publish the Microprocessor Report.

http://www.mdronline.com/mpr_public/editorials/edit18_13.html

It's been pandemonium on the ATI Yahoo message board today as we discussed those market share numbers. It looks like ATI lost a bit of business to Intel integrated in the notebook space and maintained a stable desktop share. Meanwhile, NVDA gained desktop share at the expense of the smaller players, possibly through discounting of its 5200/5700 chips to clear excessive inventories as had been reported recently.

http://www.digitimes.com/NewsShow/N...7E2CF91C5F9F48256E77004AAF0F&query=NVIDIA

 

[Joe DeFuria]

I was wondering what was happening with ATYT today....

 

[Joe DeFuria]

Anyway you need to keep in mind gross margins for both companies when you compare marketshares.

Yup...competition doing its thing.

 

[kemosabe]

I was wondering what was happening with ATYT today....

Hehe....serves you right for not taking up my offer to join the Yahoo message board and relying on these techno-geeky B3D forums.

 

[ben6]

It's kind of sad that 33% of the total market is made up of Intel Extreme Graphics BS. I played around with a i865GBZ a 3.4 GHz P4EE and the integrated graphics the other day ... UGH

 

[digitalwanderer]

Could one of you stock market types give me a thumbnail of how ATi & nVidia have been doing on the market the last month or so?

 

[Joe DeFuria]

Nothing particularly exciting...

http://finance.yahoo.com/q/bc?s=ATYT&t=3m

http://finance.yahoo.com/q/bc?s=NVDA&t=3m

 

[digitalwanderer]

Thanks Joe, kick me if either of 'em does get exciting please.

 

[Joe DeFuria]

Thanks Joe, kick me if either of 'em does get exciting please.

Lol..it'll be too late by then.