NVIDIA GoForce sales doubling year-over-year

Discussion in 'Beyond3D News' started by Arun, Oct 26, 2006.

  1. Arun

    Arun Unknown.
    Moderator Legend Veteran

    Joined:
    Aug 28, 2002
    Messages:
    5,023
    Likes Received:
    299
    Location:
    UK
    NVIDIA's general manager for their wireless media processor business, aka the GoForce product series, has said in a <a href="http://yahoo.reuters.com/news/articlehybrid.aspx?type=comktNews&storyID=urn:newsml:reuters.com:20061025:MTFH74111_2006-10-25_00-32-57_N24256144&pageNumber=1" target=_b3dout>very recent interview to Reuters</a> that their handheld revenue is going to roughly double this year to more than $100M, compared to 2005's figure of $55M. Furthermore, NVIDIA sees this division's sales as most likely continuing to grow nearly 100% year-over-year for some time to come, possibly until 2011 or so.

    It has been wildly speculated for a while that NVIDIA is <a href="http://www.beyond3d.com/forum/showthread.php?t=32109" target=_b3dout>making its way</a> into Apple's upcoming "vPod" product, although some sources have also suggested otherwise, noting that nothing was set in stone yet when that analyst made his highly controversial statement. Another supposed Apple product that <i>might</i> see NVIDIA technology is the "iPhone", which is also expected to launch <a href="http://thinksecret.com/news/0609cingulariphone.html" target=_b3dout>early next year</a> according to ThinkSecret, but will apparently be Cingular-exclusive at launch.
     
  2. nAo

    nAo Nutella Nutellae
    Veteran

    Joined:
    Feb 6, 2002
    Messages:
    4,325
    Likes Received:
    93
    Location:
    San Francisco
    100M$! wow! how does it compare wrt other players in the same market?
     
  3. Xmas

    Xmas Porous
    Veteran Subscriber

    Joined:
    Feb 6, 2002
    Messages:
    3,298
    Likes Received:
    137
    Location:
    On the path to wisdom
    That's very hard to tell if you consider the featureset variety of the GoForce family. You can't really compare it to the figures of SoC manufacturers who integrate some of the same functionality, neither can you compare it to the results of IP companies. You could only ask what share of the market for a certain feature they have, and for that you would need a detailed breakdown of chip sales.

    The number of GoForce 4800/5500 sold would be far more interesting.
     
  4. AlBran

    AlBran Ferro-Fibrous
    Moderator Legend

    Joined:
    Feb 29, 2004
    Messages:
    20,605
    Likes Received:
    5,711
    Location:
    ಠ_ಠ
    wow, that's a pretty big jump. :shock:

    edit:

    :?:
     
  5. Voltron

    Newcomer

    Joined:
    May 25, 2004
    Messages:
    192
    Likes Received:
    3
    Many of the phones with NVIDIA design wins seem fairly high end, suggesting much of the revenue is coming from 5500/4500. If there is any truth to the vPOD rumor, that suggests to me that ATI's acquisition of Bitboys wasn't purely for sales and marketing reasons, as many analysts have just assumed.
     
  6. Xmas

    Xmas Porous
    Veteran Subscriber

    Joined:
    Feb 6, 2002
    Messages:
    3,298
    Likes Received:
    137
    Location:
    On the path to wisdom
    High-end devices tend to be fairly low-volume, and more than half of the devices listed on the NVidia page contain GoForce 4000. OTOH I've seen GoForce 5500 quoted at around $20, which of course means substantial revenue even with relatively few units sold.
     
  7. AJ

    AJ
    Newcomer

    Joined:
    Feb 18, 2003
    Messages:
    78
    Likes Received:
    0
    Location:
    Finland
    Will be happy to help. Last year ATI did roughly 4 times higher revenues (I'm sure someone can dig up the details). This year ATI's Consumer Products (handheld & DTV) had $152.6 million in revenue for _a_single_quarter_ according to latest announced financials. Using that as the run rate estimate Consumer Products is roughly at $600M per year.

    http://ir.ati.com/phoenix.zhtml?c=105421&p=irol-newsArticle&ID=877463&highlight

    Consumer Segment

    Consumer revenue grew nearly 120% year-over-year to $152.6 million in the third quarter of fiscal 2006. Handheld revenue and unit shipments each increased more than 150% on growing sales of Imageon multimedia processors to major manufacturers of handheld devices. Digital television (DTV) revenues more than doubled on a greater than 150% increase in unit shipments to DTV manufacturers, with notable strength on LCD and integrated platforms. Royalties and non-recurring engineering revenue related to our game console business represented approximately 2% of consolidated revenues.
     
    #7 AJ, Oct 27, 2006
    Last edited by a moderator: Oct 27, 2006
  8. Arun

    Arun Unknown.
    Moderator Legend Veteran

    Joined:
    Aug 28, 2002
    Messages:
    5,023
    Likes Received:
    299
    Location:
    UK
    Interesting numbers Xmas and AJ, thanks!... :) In terms of gross margins for ATI, this slide makes it pretty clear. Assuming that 50% of sales are handheld and the other 50% are DTV, that's still 3x more than NVIDIA per year. And at way higher gross margins too, afaik - not too shabby!

    Uttar
     
  9. AJ

    AJ
    Newcomer

    Joined:
    Feb 18, 2003
    Messages:
    78
    Likes Received:
    0
    Location:
    Finland
    ;) I don't think the exact split between handheld and DTV has been announced, but certainly they're leaning towards handheld. Total sales for Consumer Products for the first 3 quarters were $409.9 million, which would translate somewhere around 550M for the full calender year.

    Revenues for the First Nine Months of Fiscal 2006

    Revenues for the first nine months of fiscal 2006 grew 9.3% to $1.92 billion from $1.75 billion in the same period last year. The PC segment accounted for $1.50 billion or 79% of consolidated revenues while Consumer represented $409.9 million or 21% of consolidated revenues. The increase in consolidated revenues was driven by strong sales growth in the Consumer segment.


    It would be even more interesting to find comparative data about Nvidia's volumes. ATI may exceed 100M shipped media processors for this calender year. If Nvidias sales for last year really were that low it would mean that their volumes were somewhere around 10-20M.
     
    #9 AJ, Oct 28, 2006
    Last edited by a moderator: Oct 28, 2006
  10. DemoCoder

    Veteran

    Joined:
    Feb 9, 2002
    Messages:
    4,733
    Likes Received:
    81
    Location:
    California
    Well, to be fair, ATI had an early start in this market compared to NVidia, due to PocketPC, and was more aggressive upfront about it. So one would not expect a graph of revenue growth between the two not to be offset by atleast 1 year or more. A more accurate comparison would be to look a time series of ATI and NVidia performance in these markets to judge whether or not growth or revenues are impressive or not.
     
Loading...

Share This Page

  • About Us

    Beyond3D has been around for over a decade and prides itself on being the best place on the web for in-depth, technically-driven discussion and analysis of 3D graphics hardware. If you love pixels and transistors, you've come to the right place!

    Beyond3D is proudly published by GPU Tools Ltd.
Loading...