I think they have a 64bit fermi part in the new year, GF119, might try that?
Conference call transcript from Seeking Alpha
Can anyone name these?
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I think they have a 64bit fermi part in the new year, GF119, might try that?
Conference call transcript from Seeking Alpha
Alexko said:
I think you're right:
GF104, GF106, GF108
GF104m, GF106m, GF108m
GF110
Now that's an achievement. Epsilon crossing epsilon.
Agreed.
That's not very nice… I think the chipset division is still making at least $100 million per quarter, maybe twice that. Granted, it is going to be epsilon soon.
That's not very nice… I think the chipset division is still making at least $100 million per quarter, maybe twice that. Granted, it is going to be epsilon soon.
Alrighty. A stillborn business crossing a dead end one. Big Deal.
PS: I don't have the numbers with me, but your $100M/Q seems to be on the higher side.
Richthofen
Newcomer
I completely disagree with that. First of all one has to be impressed that they are already making good money while they where behind over the past 9 to 12 months. Now with the new products they are a lot more competetive and i think that their biggest trump card will be the GTX 560 due to the fact that Barts is rather weak and left the window for counters really wide open.
Regarding the integrated GPUs i think that Nvidia already accepted the fact that the low-end will decrease but they will offset that with other business especially the professional business. What a lot of people seem to oversee is the fact that the integrated solutions decrease also AMD's business of low discrete cards and they don't have anything at the moment so balance this out. And even further their sales of integrated Fusion parts is heavily bound to their CPU performance compared to Intel. If AMD is loosing ground they will loose CPU market share which in the end means less Fusion sales. BTW the margins on these products are very slim. Intel has been giving away their IGP's in the past for almost free similar to what they do in the Netbook area with Atom and its GPU unit.
That's more like it!
Then again, JHH said Q1 would see Tegra taking off, so who knows, maybe he was actually telling the truth this time. As I remember, the chipset business used to make up about a third of NVIDIA's revenue. Now, it's probably less, but I think they're still selling quite a few chipsets for Core 2, AMD, and Macs.
Re the 7 chips...
Well starting from GF100 which was A3....
1) GF104
2) GF106
3) GF108
Then it appears nvidia started "quantitative easing" on what a new chip is with the revisions:
4) GF110
5) GF114
I guess the final 2 must be the sku's that turned up in the driver awhile back
6) GF117
7) GF119
Not sure if GF117 is a slightly smaller optimised revision of GF106 or a completely new thing like GF119 is.
Well starting from GF100 which was A3....
1) GF104
2) GF106
3) GF108
Then it appears nvidia started "quantitative easing" on what a new chip is with the revisions:
4) GF110
5) GF114
I guess the final 2 must be the sku's that turned up in the driver awhile back
6) GF117
7) GF119
Not sure if GF117 is a slightly smaller optimised revision of GF106 or a completely new thing like GF119 is.
Ok, That's just annoying.
Did you listen to the CC? He was going on and on and on about how Tegra was magical, and fantastic, and awesome, just like the iPad but even better and that's why it was delayed, not because NVIDIA was late!
I mean that was annoying, really. Still, I wasn't being sarcastic in the second part you quoted, I don't trust JHH one bit, but this time he was really assertive, and during an earnings report to boot, so he may be telling the truth. Of course I don't think we would flat out lie, but there are ways to misrepresent the truth without actually saying things that aren't true, and corporate execs know how to do that well.
It would if it taped out already
Would it? JHH was saying that they had taken A1 silicon to production for the past 7 GPUs. If taping out a chip constitutes production, his statement would be a meaningless tautology. Why stop at 7 GPUs, why not say 11? After all, they did tape out GF100-A1, and if that's all that's needed to claim taking A1 silicon to production, why not count it as well?
Maybe I'm misunderstanding what you mean.
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