NVIDIA shows signs ... [2008 - 2017]

Discussion in 'Graphics and Semiconductor Industry' started by Geo, Jul 2, 2008.

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  1. xpea

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    Future is bright at Nvidia :
    source: https://openai.com/blog/openai-and-microsoft/

    In fact, Microsoft is buying tons of DGX-1, as the main hardware platform behind their Azure AI effort. Next quarters datacenter revenue will explode for sure...
     
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  2. Silent_Buddha

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    Do you have a link? Because it's not stated as being in Tegra in any of their financial reports on their site. Not saying it isn't in there, as that would make a lot of sense.

    Regards,
    SB
     
  3. pharma

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    Nvidia's DGX SATURNV uses GPUs (and AI) to design GPUs
    Performance: Number 28, Efficiency: Number 1

    http://hexus.net/tech/news/systems/99289-nvidias-dgx-saturnv-uses-gpus-and-ai-design-gpus/
     
  4. Samwell

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    They didn't mention that in their financial report, but there is no other possibility as tegras revenue rose by 45% whereas auto as biggest part of tegra so far only rose 7%. Look at the cfo commentary:
    http://files.shareholder.com/downlo...6EF/Q3FY17_CFO_Commentary_with_FTs_FINAL_.pdf
    Should be anyway pretty clear it's in tegra, as it's a tegra soc. I just don't really understand what's left in their oem market segment as most gpus are in gaming.

    Important for tegra are their earnings in this segment. This might be their first profitable quarter for tegra since 2012. They will publish the 10-Q form tomorrow or start of next week. Then we'll see. Took enough time to turn around this segment.
     
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  5. xpea

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    Other interesting information from the quarter:
    Why do they need to increase their cash flow when they already had close to $5 billion in the bank ? I smell an acquisition...
     
  6. pharma

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    Nvidia and MediaTek fastest-growing semiconductor companies for 2016, says IC Insights
    http://www.digitimes.com/news/a20161116PR200.html
     
  7. pharma

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    Total GPU shipments up over 20 per cent last quarter says JPR

    The overall picture is very positive with shipments in the market as a whole "up a whopping 20.4 per cent, from last quarter." All the major GPU vendors gained but if you look at the market share only Nvidia saw a positive in the most recent quarter, according to this study.

    In summary and in rounded figures, overall GPU shipments increased 20 per cent from last quarter; AMD increased 15 per cent, Nvidia increased 39 per cent, and Intel increased 18 per cent. Year on year total shipments were static however, up a barely noticeable 0.3 per cent with a slight balance change in favour of mobile GPUs. While Q3 is traditionally strong for GPUs, the 10 year average quarter to quarter uplift for this period is nearer to 10 per cent.

    [​IMG]
    http://hexus.net/business/news/comp...-shipments-20-per-cent-last-quarter-says-jpr/

    http://jonpeddie.com/publications/market_watch/
     
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  8. ben6

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    Hrm maybe this should be relabeled as the NVIDIA Shows signs of laughter to the bank thread. BTW happy holidays to Beyond3D forums (I've been gone a while)
     
  9. Silent_Buddha

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    Overall shipments increased by 20.4% QtQ. AIB shipments increased by 38.16% QtQ. Shipments are still down YoY.

    AMD and Nvidia are both up YoY.

    Most of the QtQ overall marketshare gain appears to have come from Intel.

    The AIB report will be interesting when it gets released. I'd like to see more YoY comparisons which the market watch report doesn't really touch on much.

    Also the console versus gaming PC graph is disingenuous at best, as it is based off the selling price rather than units shipped. IE - consoles cost anywhere from 250-399 USD currently. Gaming PCs? It's not uncommon to see gaming PCs between 2000-3000 USD and rare to see them below 1000 USD. The report also notes that the ASP for PCs is increasing, driven by the adoption of high ASP gaming PCs.

    Regards,
    SB
     
  10. xpea

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    Nvidia YoY gaming revenue went from $761M to $1244M, so an increase of 63.5% and shipments are down? I understand prices went up, but that much?
    Looking at the reports, it's like Nvidia did a "average" quarter, when in reality, it kicked a** with an all time high.
    OK AMD got a good chunk of market share with RX4xx and Nvidia got everything above $300 but 'm very skeptical about these reports. Last example with JPR "fantasy" AMD x86 gaming market share between 2010 and 2012 when no x86 console were shipped... :runaway:
    Can we trust these analysts and their numbers ?
     
  11. keldor

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    I suspect that this means that the high end market has grown, while the low end stuff is drying up a bit. Might be because with the new generation of consoles, the entry requirements for a gaming PC are higher for the moment. Is there much room in the market for low end discrete cards? The market seems to be bifurcating into high end desktops and thin (hence low power for battery reasons) laptops without that much in between.
     
  12. DavidGraham

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    AMD increased 15%, NV increased 40%, this will show up in the discrete market share report coming within few days, NV will likely grab a large chunk of the market, according to these numbers.

    NV did grab 2.1% of the overall market, they are now 3% ahead of AMD, this will show up later in the discrete as an even bigger percent.
     
  13. xpea

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    I don't know for AMD but my math is correct for NVDA: 761*1.635=1244 so an increase of 63.5℅ not 40℅
     
  14. DavidGraham

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    40% GPU shipments, not revenue.
     
  15. Silent_Buddha

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    This isn't discrete only. This is all GPUS. Discrete + integrated. Integrated will be everything including CPUs (like Intel's chips), APUs (like Carizzo), and SOCs (like Tegra and the SOCs for PS4/XBO).

    That overall shipments are down slightly YoY. Discrete should be up YoY, but it's hard to say how much until JP releases their AIB report.

    Nvidia marketshare mostly came at the expense of Intel. Everyone is up QtQ (expected, as Q3 is historically higher than Q2 due to retailers and OEMs stocking up for the holiday season), but we don't know what the YoY numbers are for each IHV.

    In other words, in terms of shipments for the overall market;
    • Nvidia are likely up YoY.
    • AMD may or may not be up YoY.
    • Intel is likely down YoY.
    • And all 3 combined are down YoY.
    Regards,
    SB
     
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  16. Silent_Buddha

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    http://jonpeddie.com/press-releases...in-q316-amd-lost-market-share-while-nvidia-ga

    So, it's actually more interesting than I expected. I wish they had more breakdowns of numbers, but I guess that's the whole shtick to get people to pay for the actual report.

    NVidia recovered some market share ever so slightly QtQ (+0.09%) but are still down quite significantly YoY (-10.2%).

    AMD lost some market share QtQ (-0.8%) but are still up quite significantly YoY (+10.3%).

    AIB shipments up 38.2% QtQ and 9.2% YoY. So discrete attach rates are fantastic and show increased growth for gaming on PC (discrete add-on boards are increasingly gamer oriented rather than business replacements).

    So what does this say about NVidia's massive QtQ and YoY revenue increases for GPUs. Well, not enough data, but we could take a few guesses.
    • Massive increase in ASP of discrete GPUs compared to the previous generation.
    • AMD is more competitive than many were expecting.
    • Nintendo Switch deal perhaps larger than many expected and included to some extent in GPUs and not Tegra.
    I think a massive increase in ASP combined with a more competitive AMD in the mainstream sector are the likely explanations (makes too much sense for the Switch deal to be in Tegra).

    Thinking about it, a massive increase in ASP makes a lot of sense. Gaming oriented GPUs had a rather large increase generation to generation compared to some past generational shifts. Also, there being no competition from AMD in the enthusiast sector meant that anyone in the market for an enthusiast GPU would by default be getting an NVidia card, further moving the ASP upwards.

    The end result was an extremely high revenue stream for Nvidia for Q3, but shipments only increasing modestly compared to the competition.

    I have to say I was relatively surprised by the AIB market as I expected Nvidia to move back into the 75-78% market share range after seeing their financial report.

    I don't expect things to change much for Q4. NVidia still has no competition for enthusiast cards, but they are offering a bit more competition in the budget and mainstream sectors. So Holiday season might see Nvidia gain back a larger percentage of market share unless AMD does something. As well expect to see really good revenue numbers for NVidia again for Q4.

    Regards,
    SB
     
  17. pharma

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    Nvidia powers US Navy's F-18 fighter jet VR training setup

     
  18. pharma

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  19. homerdog

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    The 1070 already in the top 10 (albeit at #10). Selling like hotcakes it seems.
     
  20. pharma

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    Quad core Kaby Lake ASUS laptops with GTX 1050 up-to 1080 leaked
    http://www.guru3d.com/news-story/quad-core-kaby-lake-asus-laptops-with-gtx-1050-up-to-1080-leaked.html
     
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