AMD takes discrete notebook GPU lead

[thilanliyan]

http://techreport.com/discussions.x/17443
http://www.amd.com/us/press-re...t-share-2009aug18.aspx

That's pretty surprising.

 

[AmdInside]

The bigger question is, did ATI make money by doing so. The answer is no as of their last quarterly earnings (their graphics division lost money). AMD is giving away their CPUs and GPUs essentially for marketshare. AMD needs to make some money soon.

 

[Spikesoldier]

Originally posted by: AmdInside
The bigger question is, did ATI make money by doing so. The answer is no as of their last quarterly earnings (their graphics division lost money). AMD is giving away their CPUs and GPUs essentially for marketshare. AMD needs to make some money soon.

The even bigger question is what percentage of laptops ship with discrete graphics? My guess would be around 10%, or even less.

Compared to the desktop world, I am sure that the discrete segment is a drop in the bucket, especially when you factor in the slowing notebook shipments and the rise of the netbook market as buyers are being more sensible.

Before AMD can really claim victory though, they really need to ship the 45nm laptop CPU's. They are long overdue and is a major reason why their market share in the notebook market is very low. Couple this with Intel's huge market share and selling a 45nm chip at a higher price while AMD continues to ship their 65nm's represents a large profit for Intel while making AMD's mobile division seem far behind and costly on a per unit basis.

I am sure that AMD concentrated on the larger desktop CPU market first to stay afloat. The graphics division playing to the larger, more robust desktop GPU market first supports this.

While I'm glad that AMD is gaining market share as they do make some wonderful products, this news seems so up-played.

 

[IlllI]

Originally posted by: Spikesoldier

The even bigger question is what percentage of laptops ship with discrete graphics? My guess would be around 10%, or even less.

yeah, intel is still way ahead of everyone else, with their crappy integrated graphics.

 

[ronnn]

Don't get the surprise. Nvidia has been in the press lots for faulty notebook gpu's and sub standard support for such. Is expected that sales have tanked.

 

[Bateluer]

So, considering all notebook graphics, Intel still leads with ~70% market share, with the left overs divided among Nvidia, AMD, SiS, and Via?

 

[Keysplayr]

Originally posted by: Bateluer
So, considering all notebook graphics, Intel still leads with ~70% market share, with the left overs divided among Nvidia, AMD, SiS, and Via?

Sounds low. I would think Intel has more than that for notebook graphics. I myself just bought two new lappys with GMA4500 IGPs. Never cared to do any gaming on a laptop, except maybe dungeon keeper years ago.

 

[SlowSpyder]

Originally posted by: Spikesoldier

Originally posted by: AmdInside
The bigger question is, did ATI make money by doing so. The answer is no as of their last quarterly earnings (their graphics division lost money). AMD is giving away their CPUs and GPUs essentially for marketshare. AMD needs to make some money soon.

The even bigger question is what percentage of laptops ship with discrete graphics? My guess would be around 10%, or even less.

I would imagine it's quite a small portion. But, I also would think that it would be a very profitable area vs. desktop parts on a per unit basis, but I doubt there's enough of it to really make a lot of money.

 

[MODEL3]

I would imagine something like 40% share for the dicrete GPU notebook market! (Intel 60%)

But maybe because 4500HD wasn't such a bad IGP for 2D staff & BD
and because NV had many defective chips at the start,

I would say 30% share for the dicrete GPU notebook market! (Intel 70%)

For units probably lower (20% share for the dicrete GPU notebook market! (Intel 80%)

I don't have a clue, just guessing!

 

[thilanliyan]

I figured that since loads of Macs and other laptops from Dell, HP, etc. come with nV graphics....that nV's market share would be much higher than ATI's.

 

[Lonyo]

Originally posted by: thilan29
I figured that since loads of Macs and other laptops from Dell, HP, etc. come with nV graphics....that nV's market share would be much higher than ATI's.

The 9400M that comes with new Apple laptops isn't discrete, it's integrated.

At the end of the day, AMD is crazy for not releasing 45nm mobile CPU's, because they could improve their position a lot, but then they also need the high end/margin server market, which is an excuse for focus there.
IMO selling Phenom II X2's which are designed as dual core chips for desktop makes little sense when they could instead be trying to make some Phenom II based mobile chips which then get packaged with AMD chipsets in AMD branded laptops, rather than being sold for desktops with NV or AMD chipsets and graphics.

 

[IlllI]

what ever happened to that fusion (?) thing amd was going to come out with? it going to have i think a gpu + cpu on one chip and was suppose to be better and take less power etc

 

[Genx87]

With Nvidia product issues this shouldnt surprise anybody. I am actually surprised it hasnt happened sooner.