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  • getanid61 getanid61 May 21, 2010 6:30 PM Flag

    AMD Graphics Gain Share From Nvidia’s In Q1

    a few things to consider:

    NVidia doesn't have new design wins of chipsets for AMD anymore. IGPs do count.

    AMD has had their new 40nm GPUs available for some time. NVidia hasn't had any new mid or low range 40nm parts available.

    If NVidia is selling 100% of everything they make... one shouldn't expect them to grow market share.

    NVidia made higher margins by adjusting product mix. The higher $$, the less they probably sell compare to the low end products... even though they make more $$.

    NVidia does have a skewed quarter and am wondering if the research ended Mar 31, or included the end of NVidia's Q ?? NVidia did say in the CC they had a backloaded Q.

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    • btw, maybe this explains the lowered guidance...

    • I think the IGP losses are offset by card sales. Take a look at the shipping motherboards with X58, P55 and H55 chipsets. Many of them have no video out, even in the Micro ATX format. Micro ATX almost always had integrated graphics with LGA 975 processors. Combine that with the ability to use SLI on Intel chipsets which was unavailable with LGA 975 and my hunch is the losses from IGP are being offset with higher margin discrete cards. If Nvidia is losing share 6 months from now I'll be concerned. The third quarter is the key with the mid range and entry level fermi available.

 
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