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

[SirPauly]

That's like saying Tegra allocation from TSMC is stealing GeForce allocation. Or maybe AMD isn't selling as many discrete GPU's as nVidia and has nothing to do with allocations

 

[tviceman]

NVIDIA's CEO Discusses Q3 2012 Results - Earnings Call Transcript

Thanks for this, I'm going to add it to the other thread.

 

[Genx87]

I believe Bobcat would be fabbed at GloFo.

 

[Madcatatlas]

If these numbers are correct, Nvidia definetly has something good going on!

 

[GaiaHunter]

That's like saying Tegra allocation from TSMC is stealing GeForce allocation. Or maybe AMD isn't selling as many discrete GPU's as nVidia and has nothing to do with allocations

That could be true.

But that doesn't answer the question of why high-end are GPUs are MIA.
http://www.pcper.com/reviews/Editorial/Where-Have-All-6970s-Gone
http://www.hardwarecanucks.com/news/video/amd-high-end-gpus-mia-at-retail-relief-coming-soon/

Additionally we know that there has been supply problems with bobcat based chips http://www.xbitlabs.com/news/cpu/di...MD_s_Fusion_Chips_In_Tight_Supply_Report.html.

And then we had the fact Llano and Bobcat based products have been successful.
http://www.anandtech.com/show/5026/amd-q311-results-97mil-on-strong-llano-sales

Unsurprisingly the breadwinner for the quarter was Llano, which launched just before the start of the quarter. Overall AMD’s mobile business revenue increased 35% over Q2, and at this point AMD is selling Llano as fast as they can produce it. This is why the continuing status of GloFo’s 32nm process is so important to AMD, as at this point AMD’s mobile growth is limited only by supply constraints. And where are all of those Llanos going? While AMD doesn’t break down shipments of individual CPU families by region, AMD has cited China and India as major growth markets for the quarter, where they saw double digit growth in both markets.

Meanwhile in terms of market segments AMD saw growth in both mobile and server sales while desktop sales have continued to shrink, reflecting the wider market trend. Some of this can also be explained by Bulldozer, which launched not even 2 weeks after the end of Q3. Whereas Llano had already launched and landed a number of notebook design wins to give AMD a strong quarter in the mobile market, Bulldozer’s slipping to Q4 would further exacerbate slipping desktop sales as customers waited for Bulldozer’s launch before making a purchase. Unfortunately alongside Bulldozer's late launch, AMD’s Average Selling Price (ASP) has once again slipped on a year-to-year basis, which reflects the company’s difficulty in raising their gross margin.

Finally, the graphics division of AMD once again turned a operating income of $12M on revenue of $403M. As APU revenue is booked separately from GPU revenue, the graphics division often teeters between a profit and loss, so its fate is tied to AMD’s discrete (non-iGPU/APU) GPU sales. Overall discrete GPU sales were up both sequentially and year-to-year, as was the ASP. AMD cited add-in (desktop) GPU sales as the primary driver for the sequential growth, while mobile GPU sales were the primary driver for the year-to-year growth.

This doesn't mean it is impossible for NVIDIA just being super competitive and the 6900/6800 and lower 6xxx AMD GPU series being awful, but while I don't doubt the first part I don't see the secod part being true, but once we consider those 3 points above (plus the fact APUs made lower end cards less appealing), we can explain/understand the difference (or part of it).

 

[GaiaHunter]

I believe Bobcat would be fabbed at GloFo.

It is at TSMC - that is why their power consumption is good.

http://www.anandtech.com/tag/zacate

Both APUs will have a pair of low-power Bobcat cores and an AMD DX11 GPU. AMD isn't publicly confirming how many cores the GPU side will have but both will share the same die manufactured on TSMC's 40nm process. The package is extremely compact:

 

[SirPauly]

That could be true.

But that doesn't answer the question of why high-end are GPUs are MIA.
http://www.pcper.com/reviews/Editorial/Where-Have-All-6970s-Gone
http://www.hardwarecanucks.com/news/video/amd-high-end-gpus-mia-at-retail-relief-coming-soon/

Additionally we know that there has been supply problems with bobcat based chips http://www.xbitlabs.com/news/cpu/di...MD_s_Fusion_Chips_In_Tight_Supply_Report.html.

And then we had the fact Llano and Bobcat based products have been successful.
http://www.anandtech.com/show/5026/amd-q311-results-97mil-on-strong-llano-sales

This doesn't mean it is impossible for NVIDIA just being super competitive and the 6900/6800 and lower 6xxx AMD GPU series being awful, but while I don't doubt the first part I don't see the secod part being true, but once we consider those 3 points above (plus the fact APUs made lower end cards less appealing), we can explain/understand the difference (or part of it).

Amd did receive a 10 percent boost in discrete revenue this quarter and nVidia did receive a 23 percent boost in desktop -- some of it is probably due to the PC releases as of late.