Nvidia Q1 results thread.
- Thread starter Geeforcer
- Start date
I could see seasonality hurt the /20/15, but I'm expecting 45 myself at least. IGPs being weaker this quarter for them according to JPR might also help that...
I'd expect IGPs and handheld to drag them down, so I'd presume their -5% target compared to Q4 is reasonable; we'll see!
I'd expect IGPs and handheld to drag them down, so I'd presume their -5% target compared to Q4 is reasonable; we'll see!
With regard to the JPR IGP article on the front page, I wonder if AMD still has some ATI chipsets going for the Intel platform. I imagine that could be the case, given OEM design cycles, and I think AMD management said as much. Not that AMD couldn't simply be gaining on NVIDIA in IGP for Athlon, but there is another possible factor.
Moreover, there is always the discrete chipset segment, where NVIDIA does have a Intel presence. So I speculate that total chipset market share is probably in better shape than JPR numbers would indicate, but obviously the sooner NVIDIA launches Intel IGP parts the better.
Moreover, there is always the discrete chipset segment, where NVIDIA does have a Intel presence. So I speculate that total chipset market share is probably in better shape than JPR numbers would indicate, but obviously the sooner NVIDIA launches Intel IGP parts the better.
http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=999027&highlight=
Revenue down 4% sequentially, margins up to 45.4%. GeForce had a record quarter, nForce didn't (goodbye, streak of 10 consecutive records!), and I presume handheld had a pretty bad one since it wasn't even mentioned. Overall, pretty good, and slightly better than their forecast.
CC coming up shortly...
Revenue down 4% sequentially, margins up to 45.4%. GeForce had a record quarter, nForce didn't (goodbye, streak of 10 consecutive records!), and I presume handheld had a pretty bad one since it wasn't even mentioned. Overall, pretty good, and slightly better than their forecast.
CC coming up shortly...
Not that surprised me.
(semi-summarized and notes taken on the fly, as always)Jen-Hsun's confidence going into Intel, and the way he just brushed off the historical record of everyone else who has done so, was quite interesting.
Maybe he's right. They will be the first, I think, to try to be the premium value add supplier compared to Intel. Everyone else has tried to be the bargain alternative to Intel.
How Intel will like that tho. . . .
Maybe he's right. They will be the first, I think, to try to be the premium value add supplier compared to Intel. Everyone else has tried to be the bargain alternative to Intel.
How Intel will like that tho. . . .
For the most part, the results were very good. The cc also emphasized what we talked about in other thread, the AMD-Nvidia relationship and does provide somewhat of an insight in their success in Intel chipset market or the lack there of. Seem pretty clear that a person looking to buy an AMD/Nvidia system was far more interested in Intel/Intel system, understandably.
I wonder if they will be able to crack $3.5 billion for fiscal 07.
I wonder if they will be able to crack $3.5 billion for fiscal 07.
Well its certainly true that HP loves NVIDIA chipsets. They seem to offer it wherever they can, and they are the leading U.S consumer PC company. I don't see why this wouldn't be the case with Intel platforms. And HP is hardly alone among OEMs offering nForce.
And though there is talk of pricing bundling with CPU from AMD/Intel, NVIDIA does have the advanatge of serving both - potentially "bundling" across platforms.
The other thing to think about, and I think this makes a lot of sense, is that there is a very, very good reason for OEMs to form solid long-term relationships with NVIDIA independent of the fact that multimedia and graphics are really the thing for the next decade (second-life and the potnetial for a virtual web, google eath, ect...). That reason is that NVIDIA is a potential strong competitor to Intel. The are financially sound and have very impressive economics. There ASPs are much lower than those of Intel's, yet they are generating nearly as strong margins.
And if you think that's pie in the sky logic because of Larabee and Intel threat, just think of NVIDIA's position in the industry. They cover the the highest to the lowest ends. NVIDIA chipsets are in servers, and soon there will be GPUs. I am sure HP and others love the idea of helping NVIDIA build next-generation supercomputers with GPUs. Why wouldn't they?
If the cycle time is not going to go up then this suggest the next big step for them will be around Feb-April next year as currently they are running 14-16 month cycle times.
If this is true, and it is also true that they will largely move over to 65nm before this, then I do still think that a refresh part which has a smaller process and has simply "more of everything" will be out in late summer or so this year.
Perhaps this will be the 8900 series ?
If this is true, and it is also true that they will largely move over to 65nm before this, then I do still think that a refresh part which has a smaller process and has simply "more of everything" will be out in late summer or so this year.
Perhaps this will be the 8900 series ?
Basically it's a general purpose ARM core, a DSP, and a bit of custom logic throw together into a SoC. The real selling point through is the software stack to make the system work. A phone developer will basically just call decode_h264 and the software stack does whatever voodoo is needed across the various units in the chip to decode the stream in realtime.
I think the overriding reason for their strong margins even though they have lower ASPs is the sheer capital expense of operating your own Fabs and developing cutting edge processes of your own. That kind of R&D is expensive. But of course the downside is that you have to wait for the 3rd party Fab guys to get their new processes up and running. Intel's been at 65 nm for 1.5+ years, and we have one GPU out on 65 nm at this time.
It will be interesting to see if Intel positions their graphics parts in the n generation of processes, or the n+1. That should tell us exactly how serious they are about their upcoming graphics business.
Is it? Can you provide some documentation of this alleged trend?
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