NVIDIA shows signs ... [2008 - 2017]

Isnt the support (the physical one) usualy on the workstation resselers shoulders.(and they change in your card let it be Quadro or FireGL if the problem is there).

 

Everyone has an ego, problem starts when one is egomaniac Only few such people succeeded in business, Jobs, Gates and... cant think of anyone else at the moment. You can succeed much better if you allow common sense to rule, not ego. But I digress. Going back to Nvidia, all Intel wanted is some cash, or cross-licensing deal, i.e. Nvidia said Intel infringed some of its patents with Larrabee, its quite possible, therefore Intel would be all ears to make the deal, yet JHH tried to strong-arm freaking Intel and got burned in the process.

Few notes about your examples - yes Microsoft likes to screw partners as well, yet there are better ways to solve disagreements than to burn the bridges. For example AMD also got shafted by MS, but solved it silently behind the doors, and kept close co-operation over many technologies, therefore its highly probable MS will pick AMD again for the next gen Xbox, as well as give initial access to DirectX 12, etc. This way AMD can somewhat influence DX spec, win-win for both sides.

What concerns Intel, Nvidia chipsets were hardly harming Intels business, latter dont have better iGPUs anyway. Even if they sell few MB less, but it moves few more CPUs, which has higher profit margins anyway. IMO Intel would have preferred much more to get cross-licensing deal than to fight, but JHH is who he is, did some brilliant moves in the beginning, but last couple of years his decisions harms Nvidia more than helps.

Thats exactly my point, even with so much legal fighting and products competition going-on, AMD has less "bad blood" with Intel than Nvidia.

 

Kitguru didn't discuss all the details. This offer is limited at 1 piece per official reseller or distributor (= PartnerForce members). It's more like a "discover the new Quadros" offer.

 

That makes a lot more sense.

@Harison, I think you're quite mistaken if you think Jobs and Gates are the only examples of successful businessmen with an ego. Are those two even in the same category? In any case I don't know what you're using but by any reasonable measure Huang and nVidia have both been very successful as a CEO and a company.

 

Ah, thanks. So it's not a prelude for a GF104-style GTX 580, i was seeing on the horizon, having large geometry but not quite large DP throughput.

 

That makes much more sense, thanks!

 

Why doesn't AMD massively slash workstation card prices. Something like if we don't make much on it, we have to make sure Nvidia don't make much on it either type of move.

 

Prices aren't as important for workstations, the primary consideration is that your workstation app (which will cost a lot of money most likely) is supported on the card. No support = no sale.

ATI's OpenGL and workstation support is still far behind NV, although they are improving. But there were a lot of SW vendors that ATI disappointed and they have long memories. A lot of these things just take time (and good execution). Then performance, price, power, etc. start to matter.

David

 

Interestingly enough a low price can in some cases impact your product image more negatively than a high price. Businesses and professionals will then start to question your level of support, driver developement, product quality, driver quality, commitment to that product segment, etc. all without even trying your product.

As well, lower prices will impact your ability to provide quality support. It's been a while since I did this as a job, but at Microsoft we used to charge 250 USD per support incident for professional and business level products unless you were covered with a service contract. Professional level support isn't cheap for either the company providing the product or the company using the product.

Hell even consumer level support isn't cheap. Support at MS was free during the early 90's but pressure to keep price low and constant forced them to start charging for support calls in the latter half of the 90's after X amount of calls.

Regards,
SB

 

Because you don't cut off your nose to spite your face...unless you're truly special. And we should all hope ATI's times of being truly special are gone.

 

Every last workstation in my Air Force building has a Quadro in it. If we spec'd out one with a AMD board in it the engineers would rebel.

 

In other words, NVIDIA's share drops to 38.1%. That's not good.

http://www.hexus.net/content/item.php?item=27229

Edit: all the numbers:

http://www.xbitlabs.com/news/video/..._on_Discrete_GPU_Market_Mercury_Research.html
http://www.xbitlabs.com/news/video/...ers_Declined_Most_in_Q3_Mercury_Research.html

So NVIDIA is still doing fairly well on desktops, which is reassuring considering the poor notebook numbers. It's a bit odd, though, I know NVIDIA's chips are power-hungry but on the other hand they have Optimus, so why are they selling twice as many desktop GPUs as notebook ones?

 

Many an OEM was burned by Bumpgate. See http://www.nvidiasettlement.com for evidence of this. If I were running an OEM, I wouldn't even consider using NV chips in my notebooks.

 

Depends. Some of the decline obviously due to bumpgate but a bit of that has to be simply due to the lack of attractive notebook products until very recently.

 

Then again, the biggest notebook OEMs are also desktop OEMs.

 

Nvidia Q3 Results

Above is almost right on analyst expectations for the quarter. Did very well to keep gross margin so high. Comparing to 1 year perhaps some small issues with increased R&D expense compared to sales, increased accounts receivable and inventory.

Next quarter:

 

CC seemed quite upbeat compared with recent quarters. Talked a lot about Tegra, said Tegra revs would crossover chipset revs in Q1. Also said GMs would rise in 2011, and GPU attachment rates for SB notebooks were not indicating any dip.

 

I listened to that CC, it was pretty funny, JHH was spinning faster than a neutron star. Everything was "magical", "fantastic", "stunning", etc. Completely over-the-top, especially the iPad. I really wish corporate folks didn't use these words all the time, it makes them meaningless. He also banged pretty hard on the GTX 580 drum, and I guess that's understandable, but just one month away from Cayman… hmm, we'll see. And I admit I giggled when he said it was a "new generation". Or when he said the GTX 580 had almost 40% higher perf/W than the GTX 480. He also made some pretty bold statements about Fermi being unmatched in geometry throughput throughout next year, I'm not sure that was the careful thing to do.

Edit: Oh and I forgot that bit about "faster wins" with regard to the GTX 580. Something like "yeah it's all about speed in that market, not price, if you're going to spend $199+ on a graphics card, you're going to get the best possible card, it's not about price" even though:

1. $199? The GTX 580 costs $499!
2. NVIDIA itself has been pretty aggressive at the $199 price point, saying that value was as important here as anywhere.
3. RV770 launch anyone? Faster always wins, GT200 was fine at $649?

That was a really big WTF moment for me.

Anyway, it will be interesting to see what turns up in Q1'2011 in tablets. NVIDIA has been promising the moon and them some with Tegra for the last few quarters, it's about time they delivered.

What I found to be really surprising was how optimistic he was about notebooks in 2011, saying he expected to gain back a lot of market share. I'm really not convinced they can pull this off, considering that AMD is just about to refresh their lineup and introduce something in the vein of Optimus. Maybe NVIDIA has something else up their sleeve, but since the mobile Fermis are so recent, I don't expect anything new until mid-2011 or so.

 

In David White's notes

Possibly the dip has happened already, and SB will just maintain the new level.

Also i guess customer preferences might be changing wanting more thin light and cheap products plus more developing market sales all pushing against the inclusion of an expensive gpu.

The notebooks sales are reputed to be generally low margin - losing them might push up overall GM effectively provided other things manage to stay at their current level.

 

This might be the last good quater for gpu sales. I'm sure bobcat and sandybridge (or whatever the portable name is) will start to take chunks out of the low end market there. Nvidia doesn't have anything to compete. I mean what do they put up against a 18w cpu/gpu that performs on par with the lower end igp's from them and amd ?