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Intel Corporation Message Board

  • ideal_invst ideal_invst Mar 18, 2012 10:39 AM Flag

    Haswell will badly impact NVidia/AMD in the entry level segment

    From other articles I have read, Haswell will start impacting the mid-range market of discrete cards as well...Nvidia and AMD are in for a rough time.


    Mystery solved - Haswell expected to up the graphics ante further again
    Reported by Nebojsa Novakovic on Sunday, March 18 2012 12:47 pm

    So, after all the guesses, it seems to be true: Intel will continue its rapid integrated 3-D graphics improvement into Haswell generation , with more GT3 options across both desktop and mobile - including UltraBook - markets. Further cause for Nvidia to worry on the entry level discrete segment...


    On the desktop side, Nvidia and AMD entry level discrete graphics are definitely to be badly affected by this evolution, and lots of it is to be felt with the Ivy Bridge already. The midrange and high end GPU segments should go on as usual, though.

    In summary, interesting times ahead this and next year... and that's even before we've seen the Ivy Bridge!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • INtel has been trying to commoditize the GPU since MMX...

      The issue is the GPU is larger than the CPUs...

      The enemy of discrete GPUs is an integrated being good enough...

      But Discrete GPUs just keep raising the bar higher...

      • 3 Replies to getanid61
      • I agree that the high-end discrete GPUs are getting more powerful. But consider this from the business point of view:

        The bulk of the revenues for Nvidia and AMD come from lower-end and mid-range which is where the volume is. Once these get cut out, they will not have the revenues/profits to innovate further...which will start eroding the high-end as well.

        In this context, read an article by Charlie Demerjian in SemiAccurate a few months back. He is usually very critical of Nvidia, but that shouldn't cloud the fact that Nvidia's core market will be decimated by Intel. And AMD's GPU business will suffer as well due to Intel and AMD's own GPU-integrated CPUs.

        And, from a risk point of view, it makes sense for an investor to stay away or exit from Nvidia.

      • Intel's marketshare has been steadily rising and is now 60%. With Ivy bridge, it should get up to 70%, and Haswell to 80%.

        Nvidia/AMD can have the high end 10%.

      • But Discrete GPUs just keep raising the bar higher


        As opposed to raising the bar lower???

        I command the one-star lemming to rate this message with multiple one-star ratings IMMEDIATELY!



    • Yes, and these are the things that Wall Street doesn't notice. Intel grinds along on its graphics performance and (suddenly?) there is nothing left for AMD and Nvidia but the high end.

      One can only assume that Intel has its sights set on that too...

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