Nvidia has invited select members of the press to a “secret” meeting in New York City last week to preview a yet unannounced graphics card. Details are very hush-hush at the moment as numerous prominent publications have not been briefed about this upcoming product as of yet.
Sentiment: Strong Buy
Catering to a global market helps ASUS take the lead
Coming from a strong position as the leading maker of high-end motherboards, graphics cards and gaming displays ASUS is now considered the world’s top manufacturer of gaming laptops.
ASUS is currently a world-class manufacturer of PC hardware dedicated to desktop gaming, and currently offers the best mainboard solutions for the Z170 chipset both in desktop size and mini-ITX form factor. However the surprise came when the first figures of gaming laptops sold this year arrived. According to DigiTimes it seems the that Asustek shipped 40 per cent of gaming notebooks with Nvidia GeForce GTX 950M, 960M, 970M and 980M graphics processors in the first half of 2015.
Quoting “sources in the supply chain” the Taiwanese newspaper considers that ASUS came first after the Lenovo Group and MSI (MicroStart International) that only covered 15% of gaming notebook market during the same period. Acer while launching strong gaming laptops this year at IFA2015 only came as the fourth largest supplier with about 11% share.
While its competitors do business in targeted markets, ASUS sells worldwide
The report is pretty slim in details and does not specify which laptops are dedicated to gaming and which belong to the more general class of powerful media mobile PCs. Since mobile PCs usually integrate graphics cards like the GeForce GTX 950M and the GeForce GTX 960M, they are pretty close in performance values with the former dedicated gaming machines that also feature higher-end solutions like GeForce GTX 970M/980M. For instance, the most powerful laptop Lenovo sells has a Nvidia’s GeForce GTX 860M GPU and is not considered a gaming laptop.
Apparently, the main reason behind this discrepancy in sales coverage between these Asian giants is the specific markets these companies deploy their high-end laptops. Lenovo got its sales by selling its powerful laptops mainly in China, while Acer and MSI in Europe. ASUS got the biggest selling numbers because it sells gaming laptops worldwide.
Sentiment: Strong Buy
“NVIDIA is doing a damn good job right now,” Sweeney said, addressing a crowd of several hundred engineers, and hundreds more online, who had gathered to hear him speak today at NTECH, our annual internal engineering conference at our Silicon Valley campus.
Tying together everything from Moore’s Law to quantum mechanics in his talk about the future of virtual reality and augmented reality.
Sweeney cited our NVIDIA GeForce GTX Titan X GPU as an example of how advances in computing power are delivering immersive, real-time experiences that rival the visual quality of movies.”What Titan X is able to deliver is really revolutionary and game changing,” he said.
Picture a stereotypical gamer. What does he, or she, look like? Possibly slovenly, sitting in a chair surrounded by potato chip crumbs and empty soda bottles. What if you were to instead see teams of players on some of the biggest stages in the world, competing for large monetary prizes? Would that shock you?
Electronic sports has risen from obscurity to become the fastest growing entertainment option in the world. Fortune.com is projecting a worldwide audience of 335 million fans by 2017. This would completely dominate national fixtures, such as the NFL – whose global fan base is 151 million – and is gaining on the English soccer league, Premier League, which has a fan base of 780 million, the most popular lWhile not nearly as lucrative as other leagues, fortune also projects e-sports to generate a revenue of $451 million in that same time span. It is also drawing in big names for sponsorships. Fortune reports that Intel, Coca-Cola, American Express, Duracell, HTV, Nvidia and Benq have all joined in on the e-sports craze, and if these numbers are accurate, more companies will likely join in to capitalize on the new market.
Not only are the fans growing, they are showing up to prove it. NYtimes.com reported that 73,000 people attended a four-day competition in Katowice, Poland, in March of 2014. The Wall Street Journal stated that 11,000 attendees packed New York’s Madison Square Garden, one of the most famous arenas in the world, to see an e-sports competition on Aug. 23, 2015. Such events help the growth of the sport, but that only goes so far. Unless television gets involved, these large attendances won’t matter as much.
eague in the world.
Included in that is the money. Fortunately, ESPN has stepped in. Fortune reports that in January of this year, ESPN3 broadcasted the Dota 2 International tournament in Seattle, as well as the League of Legends Championship Series Finals in Seoul, Korea.
All of this adds up to the fact that e-sports are quickly gaining traction, and can possibly become one of the major competitions on the world stage. Very soon, instead of Michael Jordan wowing people with spectacular dunks and fantastic ability, it could be an 18-year-old wowing those people with a video game version of Michael Jordan’s spectacular dunks and fantastic digital ability.
Sentiment: Strong Buy
willie_yu doesn't care about AMD. But I'm sure that NVDA setting new multi-year highs while Intel is stuck in the mud must be getting to him a bit.
I am sympathetic.....it must awful seeing NVDA succeeding in taking market share, seeing the stock price rising to new highs while seeing AMD gently hitting new lows on its painfully grinding way to bankruptcy ....it must be painful, indeed.
And that would be why Nvidia's stock price continues to significantly outperform AMD?
Is that all yu got??? C'mon man, bash harder!!! It's not working. Harder! HARDER!!! The ho needs some action! LOL!!!
There was another story saying the rise was due to GTX980M being the ONLY mobile solution that could handle VR. It's all good.
I believe you since I bought 2,000 shares two or three days ago because I thought NVDA was up-trending even in down market.
I have had this stock for eight years now. It has never shown a significant deviation from the overall market trend, with the sole exception when the reported better than expected earnings when the market was off, or down. Something important is definitely in the pot.