NVIDIA shows signs ... [2008 - 2017]

[v_rr]

Yeah, it would be nice to have inventory levels for old G9x parts. They said they will cut back significantly on wafer starts in Q1 but they could well have a quarter's worth of inventory to clear still. Analysts may be margin obsessed but the way I see it playing out right now AMD is making a serious grab for market share and Nvidia is scrambling accordingly to protect it.

Don´t be obsessed with market-share. Nvidia for sure will win global market share because all new Apple refresh and maybe some Ion despite i didn't see any on sale.
But still Nvidia is selling a low-margin and cheap IGP.

The real math and market share should done on discrete desktop and mobile.

Really ? "Perfect" ?
Then why launch a RV790 at the same time ? Could it be because there's someone making money above the RV770 level of performance/price segments and currently it isn't AMD ?
By definition, if there's someone making money, then the high-end isn't really dead, now is it ? In fact, despite the traditional low volume, it generates a nice profit per unit sold, unlike their cheaper cousins. Their buyers are typically the sort of people that don't get burned as much by an economic crisis as the mainstream product consumers.

ATI want to pick up the discrete market share fast. A RV790 look like very equal to RV770 so looks like they didn't invest to much money in it. Also the development of GPU's is not made from one day to the other. It take year's and if RV790 is on schedule the crisis just cough the development process of the chip in the middle.

RV740 is the real deal for notebooks and desktops. A gold mine in crisis times

 

[homerdog]

I went to newegg the cheapest 4870 is 154 cheapest 4850 is 120, cheapest the GTX 260 is 179 so I say the 4870 is definitely trouncing it is price/performance. The 250 isn't listed there at the moment but the cheapest 9800TX+ is 119. That seems competitive with their 4850 listing to me.

$180 GTX260 that's insane! Or was that including MIR? The cheapest I see is $200 without MIR... which is still insane! Card started at $450! More exclamations!!!

GTS250s are up and the cheapest is $130. Is there any way to distinguish between 'slow' and 'fast' versions other than looking at mem clock (which isn't always listed)?

 

[neliz]

GTS250s are up and the cheapest is $130. Is there any way to distinguish between 'slow' and 'fast' versions other than looking at mem clock (which isn't always listed)?

they have 2 models, the 512mb and the normal one.

Looks like there is only one review card on newegg EVGA GTS 250 Superclock for $169.

The rest are all rebadges But by god what a mess. 1GB cards are all "slow" (as predicted) but still set you back for $170.
memory 2000/2200/2240/2246
gpu 738/740/750/756/771.

So basically, you take a cheap 9800GTX+ call it a GTS250 and add $10 to the price. there you go. Rebranding FTW.

 

[Sxotty]

$180 GTX260 that's insane! Or was that including MIR? The cheapest I see is $200 without MIR... which is still insane! Card started at $450! More exclamations!!!

GTS250s are up and the cheapest is $130. Is there any way to distinguish between 'slow' and 'fast' versions other than looking at mem clock (which isn't always listed)?

Both the ATI and Nvidia cards were including rebates. Otherwise the comparison would not have been fair. I admit rebates are a hassle, but the alternative of not including them made the ATI cards look much worse. The EVGA 250 card mentioned is $159 w/ rebate.
errr... I meant 159 not 259 big difference.

 

[trinibwoy]

So basically, you take a cheap 9800GTX+ call it a GTS250 and add $10 to the price. there you go. Rebranding FTW.

What you talking bout willis? Comparing launch MSRP to street?

 

[homerdog]

they have 2 models, the 512mb and the normal one.

I thought they had three models: 512MB, 1GB 1100MHz ('fast') GDDR3, and 1GB 1000MHz ('slow') GDDR3..

The rest are all rebadges But by god what a mess. 1GB cards are all "slow" (as predicted) but still set you back for $170.
memory 2000/2200/2240/2246
gpu 738/740/750/756/771.

As noted above I thought 1100MHz GDDR3 was the 'fast' version..

So right now we have:

• 512MB HD4850 competing with 512MB GTS250
• 512MB competing with 1GB GTS250 - ignore 'fast' and 'slow' versions (though the 4870 is running ~$20 higher without MIRs)
• 1GB HD4870 vs GTX260
• GTS240 will be pit against HD4830
• RV740 and 790 will slot in somewhere sometime soon and change everything...
• My brain explodes

 

[neliz]

What you talking bout willis? Comparing launch MSRP to street?

It's about what I can buy now, a week after the reviews. I still have a hard time wrapping my head around "Launch MSRP" for a product that got a new sticker on the cooler.


1GB 250 goes for $160 1GB 4850 goes for $162, 512MB 4870 $180.

The 1GB 4850 has a lot going for it, especially since it's faster than the 4870 on occasions (crysis without AA!) and depending on game benchmark percentually faster than the 4850 up to twice the speed at 1920x1200. a much fairer card to compare seeing it's price right now. It's plain faster than the superclocked GTS250 and it seems that only techreport used a 1GB 4850 in it's benchmarks otherwise the rest of the reviews would be a lot less positive about the "fast" 250.

homer, can you add the GT1X0's to your list to, if you do something, be exhaustive

 

[homerdog]

homer, can you add the GT1X0's to your list to, if you do something, be exhaustive

I intentionally avoided that market segment on both sides.

 

[Razor1]

Don´t be obsessed with market-share. Nvidia for sure will win global market share because all new Apple refresh and maybe some Ion despite i didn't see any on sale.
But still Nvidia is selling a low-margin and cheap IGP.

The real math and market share should done on discrete desktop and mobile.



ATI want to pick up the discrete market share fast. A RV790 look like very equal to RV770 so looks like they didn't invest to much money in it. Also the development of GPU's is not made from one day to the other. It take year's and if RV790 is on schedule the crisis just cough the development process of the chip in the middle.

RV740 is the real deal for notebooks and desktops. A gold mine in crisis times

dude actually look up market data before you make such statements , and stop trying to proclaim the same crap you did in the other thread, because that surely is not correct.

What crisis, should look at when cards are likely to be launched and the latest set of rumors of updated GPU's logicallly just doesn't fit anywhere. If AMD is calling it the rv790 and surely they are, its nothing new.

 

[v_rr]

dude actually look up market data before you make such statements , and stop trying to proclaim the same crap you did in the other thread, because that surely is not correct.

crap? let's stop by here, because who write huge piles of crap and magic performances of G92 I know who

As for the data on Q4 ATI won slightly on desktop but loose much on notebook (apple Mackbook effect), so overall was negative.

 

[trinibwoy]

It's about what I can buy now, a week after the reviews. I still have a hard time wrapping my head around "Launch MSRP" for a product that got a new sticker on the cooler.

Yeah of course. And in this case it's harder to swallow since it's the same exact chip. But in general MSRP's haven't and don't need to track with street prices of older price reduced products. GTS250 will be down near $100 very soon.

 

[Jawed]

AMD: MacBook issues giving graphics bad rap

http://news.cnet.com/8301-13924_3-10193327-64.html?part=rss&tag=feed&subj=Nanotech-TheCircuitsBlog

In the case of Apple's product, I don't know what happened with Nvidia's GPU but we'd like to avoid having the negative aspects taint the entire industry [...]

I know that when Nvidia announced (in October of last year)* publicly that it was recalling or having to rework some of its products and they took a big write-down, we had to address concerns from our customers that we were not also experiencing packaging failures because of the overheating and design flaws that they were experiencing in their product line. So, we basically had to go and calm down a lot of our customers and say, look, this is not something that's inherent to our technology, it's not something that you have to expect from any GPU.

* I think that parenthesised text might be the CNET writer's addition, not sure though...

Jawed

 

[Razor1]

crap? let's stop by here, because who write huge piles of crap and magic performances of G92 I know who

As for the data on Q4 ATI won slightly on desktop but loose much on notebook (apple Mackbook effect), so overall was negative.

Really I think you should look at those numbers again , I don't know what you are talking about performance of the g92, it fits in well at its price points, not to mention its die size is around the same as the rv770 and it competes well with the HD4850, so magins is inconsquential in your arguement. So you want to come again about competition, and what not?

 

[trinibwoy]

Don´t be obsessed with market-share. Nvidia for sure will win global market share because all new Apple refresh and maybe some Ion despite i didn't see any on sale.

So AMD isn't pushing for market share, and they aren't pushing for margins. So what're they doing exactly? And I think you meant to attribute that quote to Inkster

 

[Silent_Buddha]

crap? let's stop by here, because who write huge piles of crap and magic performances of G92 I know who

As for the data on Q4 ATI won slightly on desktop but loose much on notebook (apple Mackbook effect), so overall was negative.

Actually that depends on how you look at it.

Q3 08 -> Q4 08 Nvidia won big due to the fact their marketshare dropped during Q3. Market share gain from Q3 07 -> Q4 07 was due mostly to the massive price cuts Nvidia had to do to stem the marketshare loss. Worked great and they actually regained most of the lost share.

Q4 07 -> Q4 08 ATI won slightly overall in marketshare.

As for cash. Well, Nvidia was bleeding cash like someone had just cut their jugular. ATI on the other hand had a slight scratch for cash losses.

If not for the recession, it's most likely that Nvidia would have STILL bled cash, just not as massively. While ATI would have made a nice profit. AMD on the other hand would have still lost as a company due to how poorly the CPU side is doing.

Regards,
SB

 

[v_rr]

Q3 08 -> Q4 08 Nvidia won big due to the fact their marketshare dropped during Q3. Market share gain from Q3 07 -> Q4 07 was due mostly to the massive price cuts Nvidia had to do to stem the marketshare loss. Worked great and they actually regained most of the lost share.

Q3-> Q4 ATI won some on desktop. Massive price cuts where on desktop didn´t work. What worked was Apple deal on new Mac notebooks and IGP for Intel. How many times I have to repeat this?
AMD suffered on Q4 only because Nvidia IGP for Intel and ATOM wave with Intel IGP.
Not because their desktop discrete lineup, actually it was up. What was down was notebook.

In the desktop market NVIDIA had a marketshare of 37.9 percent, while AMD managed to increase its marketshare from 20.3 percent in the third quarter to 21.4 percent in the fourth quarter. Intel and others make up the other 40.7 percent of the market.

In the notebook market Intel leads with a marketshare of 59.2 percent, up from 56.2 percent in the third quarter. NVIDIA takes the second spot with 22.9 percent, up from 21.8 percent, while AMD's marketshare dropped from 20.9 percent to 17.1 percent.

http://www.dvhardware.net/article32986.html

Price cuts on Nvidia desktop didn´t did anything to market share. What did to market share was 9400M, and in particular Apple Mac. Hope don´t have to repeat again....

 

[Sxotty]

Price cuts on Nvidia desktop didn´t did anything to market share. What did to market share was 9400M, and in particular Apple Mac. Hope don´t have to repeat again....

Repeating unfounded assertions over and over doesn't make them true.

W/o the price cuts Nvidia may have lost far more desktop market share. You have no evidence whatsoever to make the claim you are making with regard to desktop market share (and it makes no sense either). It is a valid opinion, but that is all it is. An opinion.

Edit: To make it clear your argument implies Nvidia price cuts did not effect desktop marketshare. If this is the case then Nvidia cut prices and diminished margins simply for fun as you say they would have sold the same amount at a higher price. That doesn't make a whole lot of sense.

 

[Jawed]

First seen on Fudzilla

I don't know how long they've been on sale, but I guess these'll help:

http://store.nvidia.com/DRHM/servle...dia&Locale=en_US&Env=BASE&productID=111286300

Anyone holding out for a GT200 keychain?

Jawed

 

[neliz]

I don't know how long they've been on sale, but I guess these'll help:

http://store.nvidia.com/DRHM/servle...dia&Locale=en_US&Env=BASE&productID=111286300

Anyone holding out for a GT200 keychain?

Jawed

I was able to up the amount up to 5000 pieces and it would still tell me it's in stock. anyone wager a guess how much G98's are nVentory?

 

[Razor1]

Q3-> Q4 ATI won some on desktop. Massive price cuts where on desktop didn´t work. What worked was Apple deal on new Mac notebooks and IGP for Intel. How many times I have to repeat this?
AMD suffered on Q4 only because Nvidia IGP for Intel and ATOM wave with Intel IGP.
Not because their desktop discrete lineup, actually it was up. What was down was notebook.


http://www.dvhardware.net/article32986.html

Price cuts on Nvidia desktop didn´t did anything to market share. What did to market share was 9400M, and in particular Apple Mac. Hope don´t have to repeat again....

thats wierd there are q3 numbers

http://www.elitebastards.com/cms/index.php?option=com_content&task=view&id=630&Itemid=34

DESKTOP
For desktop GPUs Intel increased its first place position to 43.9% share while Nvidia's position slipped to 32.6% and AMD climbed up to 20.3%.

Now q4 numbers from your link

In the desktop market NVIDIA had a marketshare of 37.9 percent, while AMD managed to increase its marketshare from 20.3 percent in the third quarter to 21.4 percent in the fourth quarter. Intel and others make up the other 40.7 percent of the market.

hmm ?