AMD grow market share - plus interesting stuff

[maverik-sg1]

http://www.theinquirer.net/?article=30380

The inq reports the annual turnover of the top chip makers (and fabless companies).

The market clearly is massive, what was interesting to me was that even with SLI and 6mths of having the highest performer in the GPU market outright - nvidia is only marginally bigger than ATI in terms of turnover.

In comparison - these guys must split the total GPU market by 90% between them, 10% for others.

Mav

 

[justin]

cough cough colusion cough cough

 

[Master_G]

what was interesting to me was that even with SLI and 6mths of having the highest performer in the GPU market outright - nvidia is only marginally bigger than ATI in terms of turnover.

That isnt surprising at all, look at the positions in 2004 and look at the percentage growths:

nVidia - 23.8% growth in revenue

ATI - 6.0% growth in revenue.

Looking at the difference there i think it tells exactly who had the better year, and i think it is more than just the success of SLI and their GPUs, you must remember the success of the NF4 chipset.

G

 

[maverik-sg1]

That isnt surprising at all, look at the positions in 2004 and look at the percentage growths:

nVidia - 23.8% growth in revenue

ATI - 6.0% growth in revenue.

Looking at the difference there i think it tells exactly who had the better year, and i think it is more than just the success of SLI and their GPUs, you must remember the success of the NF4 chipset.

G

True mate - but SLI is born of the NF4 chipset?

Either way good points.

Mav

 

[Master_G]

Interesting question, i think only Nvidia can answer it 100% but i would guess the NF4 came first, otherwise they would probably have done 16 lanes for card right from the start like ATI. (and i have a vague recollection that ATI had some slides about how the NF4 design wasnt "true" 16 lanes and was bottlenecked or something, and i think their point was the ATI chip was designed from the ground up for multi GPU and the NF4 wasnt)

Thinking about the CPU side of things, AMD could be expected to gain market share given its relatively strong position in terms of both performance generally and heat output. However the next year is likely to be a lot harder for them with AM2 not appearing to be that much of a jump in terms of performance and Intel having a far stronger hand in the form of Conroe, so it will be interesting to see how well AMD can hold onto to the market share it has gained this year.

G

 

[maverik-sg1]

The point I was trying to make is that they are in fact one of the same.

(SLI/NF4 go hand in hand even on non SLI chips SLI is just a hack away from reality)

 

[Master_G]

Oh i see, yes that's a good point, a double money earner.

G