This I find interesting about ATI Q1 conference call.

[bloodbob]

http://web.servicebureau.net/conf/m...was&u=/w_ccbn.xsl&date_ticker=12_19_2003_ATYT
Mobile chips are being sold in 37 notebooks.
The desktop 9100 IGP chip started selling board with ASUS MSI GIGABYTE SHAPIRE this quater.
ATI is selling their mobile phone chips in motorla phones. Someone commented in question time about the delay in the release of phones so I dunno if they are out.
There will be notebook pci express chip(s) into 2004.
One of the PCI-Xpress chip families is currently being sampled by other hardware vendors ( intel ect I assume ).
Mobile hardware is about 35% of ATI revenue.
More prototypes coming out over winter.
XGI has not yet been picked up in the ODMs ( ODM are intermediate business between hardmakers and OEMs) that ATI is currently dealing with.
.11 is only a short term solution.
Low-k gives 10-15% preformance gain.
Digital TV chips made up about 25% of the total revenue.

 

[Martin Eddy]

Is there a specific part of that you find interesting?

 

[bloodbob]

No these are just the interesting points.

Pitty there wasn't more mention of the future products :/

 

[Tokelil]

Is there a specific part of that you find interesting?

Personally I find this interesting:
Mobile hardware is about 35% of ATI revenue.
Digital TV chips made up about 25% of the total revenue.

Which leaves <= 40% to desktop graphiccards. I thought that most of their revenue came from their lowend/midend desktop solutions. (Which of cource still could be true if their highend brings them almost no revenue...)

 

[Dave Baumann]

IIRC something is wrong there - I think consumer products (which includes phone and DTV) are about 10% of their current revs (which is their current target) but are expected to grow to 25%.

 

[bloodbob]

Yeah my bad I forget to add in consumer electronics.

I think mobile is for the graphics chipsets I don't think they really specified.

 

[nelg]

What I find curious is that ATI is rather low-key with promoting their products that reside inside consumer products. I think they are missing a good opportunity to promote themselves.

 

[Reverend]

IIRC something is wrong there - I think consumer products (which includes phone and DTV) are about 10% of their current revs (which is their current target) but are expected to grow to 25%.

In what time frame? A year?

 

[jb]

ATI is selling their mobile phone chips in motorla phones. Someone commented in question time about the delay in the release of phones so I dunno if they are out.

I can confim that is not the case. Software held the new "tripplets" phone back.

 

[bloodbob]

Ahh I thought the triplets reffered to the phones I was just writing down points as I was listening.

 

[Dave Baumann]

In what time frame? A year?

I don't know - I think thats a long term target.

What I find curious is that ATI is rather low-key with promoting their products that reside inside consumer products. I think they are missing a good opportunity to promote themselves.

Its a different type of market, and on that you don't really have a lot of flag waving with - its not as though Sony or Phillips will release a Press Release for every component they use in a TV.

 

[xGL]

XGI has not yet been picked up in the ODMs ( ODM are intermediate business between hardmakers and OEMs) that ATI is currently dealing with.

Why does ATI mention about their competitor XGI in their conference call ???

 

[nelg]

What I find curious is that ATI is rather low-key with promoting their products that reside inside consumer products. I think they are missing a good opportunity to promote themselves.

Its a different type of market, and on that you don't really have a lot of flag waving with - its not as though Sony or Phillips will release a Press Release for every component they use in a TV.

I was thinking along the lines of how Dolby, T.I.’s DLP and Faroudja’s DCDi are marketed. As computers and consumers electronics move closer together I think that having a your name associated with quality imaging would be smart. Look at Samsung who now use ATI products. They do mention the examples I gave above but not ATI on their web site.

 

[tamattack]

Which leaves <= 40% to desktop graphiccards. I thought that most of their revenue came from their lowend/midend desktop solutions. (Which of cource still could be true if their highend brings them almost no revenue...)

A year or two ago, about 50% of their revenues came from mobile.

 

[PaulS]

Now that's some thread resurrection right there.