Nvidia takes back almost 9% market share in Q2 from AMD in notebook discrete GPUs

[RussianSensation]

Nvidia takes up over 50% of discrete notebook graphics card market in 2Q11
Monica Chen, Taipei; Steve Shen, DIGITIMES

"Nvidia saw its share in the discrete notebook graphics card market edge up 8.9pp to 50.6% in the second quarter of 2011, with the ratio likely to continue to move up in the third quarter as Asustek Computer, Clevo and Micro-Star International (MSI) are scheduled to launch more GeForce 500M-based notebooks soon, according to industry sources."
Source

Also, the company reported gross margin of 51.7% , and adjusted gross margin of 51.9%. Revenues rose to $1.0 billion from $811.2 million during the year-ago quarter.

“The future of computing is mobile and visual. With Tegra’s momentum and our growing GPU businesses, we are ideally positioned to lead the industry forward,” Nvidia Chief Jen-Hsun Huang said in a statement.

Shares are up in after-hours trading.

NVIDIA Corp. also issued Q3 2012 Revenue Guidance Above Analysts' Estimates.

How many more threads are we going to get that NV has no future since they don't have an APU design?

 

[happy medium]

Nvidia is riding the Intel money train with Optimus Technology.

 

[AnandThenMan]

How many more threads are we going to get that NV has no future since they don't have an APU design?

I dunno, but since you brought it up, looks like we might have another one.

Good for Nvidia, they know how to make money, AMD not so much.

 

[Nemesis 1]

Surely NV jest when they expect 3rd qt revenue to increase even further , With AMD fusion taking over the notebook market.

 

[badb0y]

nVidia ain't going no where...

 

[happy medium]

Surely NV jest when they expect 3rd qt revenue to increase even further , With AMD fusion taking over the notebook market.

I thought the topic was discrete gpu's? I thought Fusion was an IGP?

Here are the numbers from Nvidia's site.

http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1595789&highlight=

 

[Silverforce11]

Discrete GPUs in notebooks are a dying niche, with all the SB stuff around and APUs now filling in. They provide enough GPU power for notebook content. The discrete stuff has to be high end moving forward, gaming notebook types. Not sure how well gaming notebooks sell vs regular ones, or even slim or netbook (APU market) models around the 11-12' range.

 

[Nemesis 1]

I thought the topic was discrete gpu's? I thought Fusion was an IGP?

Here are the numbers from Nvidia's site.

http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1595789&highlight=

Surely you jest. Notebooks . Intel won't sell many notebooks now that almighty fusion is out . So how can NV sell more cards on Intel notebooks . AMD notebooks don't need add on card they have fusion power house APU.

 

[Phynaz]

I thought the topic was discrete gpu's? I thought Fusion was an IGP?

Here are the numbers from Nvidia's site.

http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1595789&highlight=

The implication is that as IGP becomes more capable, the need for a discrete GPU is reduced, resulting in decreased revenue for discrete laptop products.

 

[pw38]

The implication is that as IGP becomes more capable, the need for a discrete GPU is reduced, resulting in decreased revenue for discrete laptop products.

So is AMDs focus on Fusion driving these numbers from Nvidia?

 

[Nemesis 1]

Discrete GPUs in notebooks are a dying niche, with all the SB stuff around and APUs now filling in. They provide enough GPU power for notebook content. The discrete stuff has to be high end moving forward, gaming notebook types. Not sure how well gaming notebooks sell vs regular ones, or even slim or netbook (APU market) models around the 11-12' range.

This is were AMD has a problem the better they make their APU. That is basicly free . They cut a revenue source from themselves . NV has nothing to worry about till haswell and how that performs is anyones guess , But NV moved into the cell phone tablet section so Ya NV isn't going anywhere soon . Me myself I want to know what all intel licensed from NV. Anybody know other than what was already known . We have a good idea what NV got from intel that NV needed. As it was talked about . But they stopped short of saying just exactly what ALL intel licensed

 

[notty22]

Here is the AMD Q2 revenue discussion.
AMD GPU Division loses 7 Million in Q2

I believe year to year, Nvidia posted a loss in 10' this Q, repercussions of Fermi shipping late.

 

[Nintendesert]

Does anyone know if when AMD sells an APU how that is counted in such marketshare studies as discrete or IGP?

 

[Phynaz]

So is AMDs focus on Fusion driving these numbers from Nvidia?

Read my statement again. It is decidedly forward looking.

 

[happy medium]

The implication is that as IGP becomes more capable, the need for a discrete GPU is reduced, resulting in decreased revenue for discrete laptop products.

Thats where tegra 4 / windows 8 comes into play...................

 

[postmortemIA]

Not all IGPs are euqal. AMD IGP is different than intel IGP. AMd ones are based on 'real' 3D chip that uses system memory.

Intel is not catching up with nvidia and AMD; if anything performance gap is getting wider.

 

[Spikesoldier]

Surely NV jest when they expect 3rd qt revenue to increase even further , With AMD fusion taking over the notebook market.

yep we will finally see the splash fusion will have in next quarter's report. really want to see the results when they come out and am curious how they are going to 'tally' the apu sale.

 

[badb0y]

I think it's pretty obvious where AMD graphics division is going. With the market for discrete GPUs for mid to low range getting smaller, I think AMD is looking to push into the HPC market. I think that's the reason they moved to GCN from the VLIW designs.

 

[Nemesis 1]

What does GCN stand for ? General compute neutered

 

[Dribble]

I believe year to year, Nvidia posted a loss in 10' this Q, repercussions of Fermi shipping late.

It was the one off payment for dodgy notebook graphics cards I think - if it hadn't been for that nvidia would have made a healthy profit then too.

 

[AtenRa]

What does GCN stand for ? General compute neutered

GCN = Graphics Core Next

 

[96Firebird]

I am surprised to hear this, considering Nvidias fiasco with notebooks in the past. They must have a killer sales team...

 

[SirPauly]

Does anyone know if when AMD sells an APU how that is counted in such marketshare studies as discrete or IGP?

Integrated.

 

[SirPauly]

Nvidia takes up over 50% of discrete notebook graphics card market in 2Q11
Monica Chen, Taipei; Steve Shen, DIGITIMES

"Nvidia saw its share in the discrete notebook graphics card market edge up 8.9pp to 50.6% in the second quarter of 2011, with the ratio likely to continue to move up in the third quarter as Asustek Computer, Clevo and Micro-Star International (MSI) are scheduled to launch more GeForce 500M-based notebooks soon, according to industry sources."
Source

Also, the company reported gross margin of 51.7% , and adjusted gross margin of 51.9%. Revenues rose to $1.0 billion from $811.2 million during the year-ago quarter.

“The future of computing is mobile and visual. With Tegra’s momentum and our growing GPU businesses, we are ideally positioned to lead the industry forward,” Nvidia Chief Jen-Hsun Huang said in a statement.

Shares are up in after-hours trading.

NVIDIA Corp. also issued Q3 2012 Revenue Guidance Above Analysts' Estimates.

How many more threads are we going to get that NV has no future since they don't have an APU design?

They do have their version of the APU, which are tegra based solutions with Denver moving forward.

 

[SirPauly]

Discrete GPUs in notebooks are a dying niche, with all the SB stuff around and APUs now filling in. They provide enough GPU power for notebook content. The discrete stuff has to be high end moving forward, gaming notebook types. Not sure how well gaming notebooks sell vs regular ones, or even slim or netbook (APU market) models around the 11-12' range.

Not for some time, imho.