And if you add all % changes for April, you get:
ATI: +0.72%
NV: -0.67%
(Somehow the "Video card usage by manufacturer" pie chart on the Steam Hardware Survey front page has not been updated for quite some time).
Thats good, so whats the overall percentages now?
True but IMO they still havent managed to sell as well as they would have liked, esp considering they have no competition.
Im sure they've made it up with higher margins to a good extent. They do get more chips per wafer for the same performance tier which doesn't hurt any. Besides, what would they have liked to have sold? They probably expected an Nvidia response by now!
Look at NV's Geforce 8 and 9 series of cards. The Geforce 9800+8800+9600+8600 have a combined share of around 22%(and this dosent count the various G1xx and G2xx renamed parts). The 4800 series in comparison has 8.3%. The Radeon 3xxx parts also have very poor marketshare. In the list of top 20 video cards, Nvidia cards occupy 16 slots, ATI 3 and Intel 1. Stats taken from here http://store.steampowered.com/hwsurvey/videocard/
Thats because you're comparing a range of chips from when ATI was relatively uncompetitive and Nvidia gained and even more disproportionate share of the overall market. In addition to this they have been on the market for an unprecedented length of time whereas ATI has gone through the 3xxx, 4xxx, 5xxxx chips in the same time. If you threw everything into the same pot the whole equation looks a lot more balanced considering the GTS 250 is selling against the Radeon 57xx cards.
I guess they're probably still suffering from short supply given that TSMC hasnt increased 40nm production yet. If i remember correctly, the current supply is 40k wafers per quarter which is going to be doubled to 80k sometime in Q3. Yields should have increased a fair bit, considering its now 7 months since launch
Yes, definitely. 40k wafers per quarter isn't much really. However if my calculations are correct they can still get 300 viable Juniper dies and 150 Cypress off a single wafer so 15,000 of those yields at a 1:1 split is 2.25M Juniper and 1.125M Cypress per quarter. Though I've probably screwed up in several places!