GeForceFX dominates the marketplace

[extreme_dB]

http://www.xbitlabs.com/news/video/display/20030731084600.html

According to what I have at hands here, NVIDIA’s market share in the Q2 was flat compared to the Q1 and achieved 64% of the Desktop Standalone GPUs market.

Wow, ATI hardly made a dent in Nvidia's marketshare since the R300 was introduced!

NVIDIA’s share among all DirectX 9.0-supporting graphics processors shipped skyrocketed to 60%, obviously, thanks to 70% share in the Value DirectX 9.0-compliant GPUs market. Even though its dollars share is lower, units share seems to be very important for the company.

[azanon]

Brand recognition doesnt die overnight. It took 3dfx a good 2 years to actually eat it, from the initial point of them getting handed their ass. You ask too much of ATI.

[reever2]

And this is a surprise how? Everybody know BS marketing(*coughdx95200cough*) works wonders

[Malfunction]

Interesting.... very interesting.:angel:

\*pun filter: off (Wish I had a Chartered Financial Analyst here to explain to me what changed in 4 days.) */pun filter: on

:nutkick: ;) j/k *no pun intended


Peace,

:angel3:

* jAkUp:
I hope you don't mind the similarity between our sig layouts.:( I really like the way you made yours because it is very easy to read and all the info one could want is present. If you would like me to change mine I will, just trying to make things easier for people to read as you have made yours. :)

Thank you.

[Richthofen]

Originally posted by azanon
Brand recognition doesnt die overnight. It took 3dfx a good 2 years to actually eat it, from the initial point of them getting handed their ass. You ask too much of ATI.

I don't think he ask too much of ATI.
This is the proof that all those bull**** some fanboys were telling - NV loosing marketshare bla.... is nothing but plain wrong.

I stated about 100times that it needs Nvidia about 3 to 5 months to be the absolut DX9 market leader.
All what happened before with R300 in 2002 at this point is not of relevance any more. Its history.
Nvidia is back in the game - very big if you ask me.

ATI made a pretty serious mistake with their 9200 line and they are going to pay for it in the long run. I expect that Nvidia will gain more DX9 market share than what their overall graphics chipset market share in the desktop space is as long as ATI is not competitive in the low end.

They have the enthusiast crown. They are not going to let ATI do a one man show with R360. They are vastly superiour in the high volume low end and they are doing fine in the mainstream.

ATI can't sell enough mainstream parts (RV350) to gain market share.
I still remember Huang saying in a conference call,
"well they can sell RV350 if they think they can make enough of them". And he was laughing a littlebit and i know why.

Nvidia is customer No1 @ TSMC and of course customer No1 gets better prices and more capacity.
You can see the result with the Radeon9800SE.
They don't sell that product because they don't wanna throw all those R350s with minor problems away. They sell that 115 mio transistor part in the mainstream segment because they can't make enough RV350s. No matter if these parts have minor problems but that is not the cheapest way and it won't help.
They will not have enough capacity anytime soon.

Pretty bad for ATI that they could not profit more from their 9 month lead. I haven't seen any semiconductor company gaining so little with such a massiv product line lead.
Even AMD did better in their Thunderbird times.

Reason are 2 big mistakes. No mainstream part when R300 was launched. 9500 and pro were not mainstream considering the die which was sold in that segment.
No DX9 in the low end.
No one really is going to buy a RV280 if he can get a NV34 at the same or lower price.

[reever2]

Originally posted by Richthofen
Nvidia is customer No1 @ TSMC and of course customer No1 gets better prices and more capacity.

Not for long. Soon they will be moving to IBM. Making PR reports saying that TSMC is the cause of all your problems doesnt do much to help get better prices and more capacity

[CapsLock]

Before you jump to any conclusions about how either company is doing, you might want to do a little more research. This was posted by hiamps at rage3d, I'm not exactly sure of his source however I have seen these same numbers in numerous places myself.

Ontario-based ATI Technologies (NASDAQ:ATYT - News) is one of two main players in the market for video processors, the chips used in personal computers to display game graphics and movies. Nvidia (NASDAQ:NVDA - News), headquartered in Santa Clara, Calif., is the other. The pair has been locked in fierce competition for years, but a look at ATI's fiscal third-quarter results, reported June 25, shows that ATI may be starting to gain market share.

Revenues of $342.1 million for the quarter ended May 31 trounced both the consensus expectation of $305 million and ATI's own guidance of $300 million, and represented year-over-year growth of 28%. Nvidia's most recent quarterly filing showed a 31% year-over-year revenue decline. And while Nvidia's guidance calls for, at most, 8% revenue growth this quarter, ATI is expecting at least 40%.

and just found to corroborate the 31% nvidia decline at x-bit:
http://www.xbitlabs.com/news/video/display/20030728155713.html

So, how about them apples? Nvidia is big and has money, but I think Ati is puttin the hurt on.

CapsLock

[reever2]

Originally posted by CapsLock
Before you jump to any conclusions about how either company is doing, you might want to do a little more research. This was posted by hiamps at rage3d, I'm not exactly sure of his source however I have seen these same numbers in numerous places myself.

Ontario-based ATI Technologies (NASDAQ:ATYT - News) is one of two main players in the market for video processors, the chips used in personal computers to display game graphics and movies. Nvidia (NASDAQ:NVDA - News), headquartered in Santa Clara, Calif., is the other. The pair has been locked in fierce competition for years, but a look at ATI's fiscal third-quarter results, reported June 25, shows that ATI may be starting to gain market share.

Revenues of $342.1 million for the quarter ended May 31 trounced both the consensus expectation of $305 million and ATI's own guidance of $300 million, and represented year-over-year growth of 28%. Nvidia's most recent quarterly filing showed a 31% year-over-year revenue decline. And while Nvidia's guidance calls for, at most, 8% revenue growth this quarter, ATI is expecting at least 40%.

and just found to corroborate the 31% nvidia decline at x-bit:
http://www.xbitlabs.com/news/video/display/20030728155713.html

So, how about them apples? Nvidia is big and has money, but I think Ati is puttin the hurt on.

CapsLock

I think that was in ATI's Q2 financial report, should be on yahoo if you look for it, after that was posted Ati's stock soared

[CapsLock]

Actually thats thier 3rd quarter results AFAIK. Financial quarters don't follow the standard calender.

And ya, Ati stock has almost tripled since the beginning of March.

What I'd like to know is, how they expect 40% growth for the next quarter? Thats a pretty serious jump. Is it thier intel chipset coming out thats expected to do it?

Very interesting horse race, it just never stops.

Caps

[Skuzzy]

The next quarter would coincide with shipments to OEM's. Maybe ATI is expecting this to cause the surge. It could do it.

[CapsLock]

Oems? you mean system builders or card makers? Either way I don't see why it would jump like that for one particular quarter.

Caps

[digitalwanderer]

Originally posted by CapsLock
Actually thats thier 3rd quarter results AFAIK. Financial quarters don't follow the standard calender.

And ya, Ati stock has almost tripled since the beginning of March.

What I'd like to know is, how they expect 40% growth for the next quarter? Thats a pretty serious jump. Is it thier intel chipset coming out thats expected to do it?

Very interesting horse race, it just never stops.

Caps
Would a card that performs at 9700 Pro levels retailing for $200us be a factor in that expectation?

ATi is planning on working it's way down the marketshare foodchain, they're just doing it from the top down while nVidia is doing it the other way 'round. ;)

[TeG]

What sold very well is the 5200(an acceptable card for its price).We`re still having a little trouble getting the topend(5900 ultra) cards from NV. because yields are still not what was expected, but the situation is incomparably better than what it was with the 5800.As to marketshare modifications, it takes more than a product generation to become topdog on the market,market dynamics are not the same as the ones of websites, they are inertial, and mindshare is hard to gain.Granted, right now, ATI has a very good and complete product generation, but without maintaining the same trend for at least 1 more cycle, they`ll be back to square one.

[Compddd]

Nvidia is goin down the Sh*tter slowly but surely :)

[Ruined]

As an Nvidia owner, its good to see they were able to sell through the most DX9 cards, even though some aren't too kind to the NV3x line. More likely devs will want to optimize for Nvidia's shaders now with this news, IMO...

[5150 Joker]

Originally posted by extreme_dB
http://www.xbitlabs.com/news/video/display/20030731084600.html



Wow, ATI hardly made a dent in Nvidia's marketshare since the R300 was introduced!

Consumer stupidity is hard to overcome.

[reever2]

Originally posted by Ruined
As an Nvidia owner, its good to see they were able to sell through the most DX9 cards, even though some aren't too kind to the NV3x line. More likely devs will want to optimize for Nvidia's shaders now with this news, IMO...

I dont think devs need yahoo or xbit lab reports to decide to optimize for nvidia, i think nvidia is fully capable of going to the devs themselves ;)


And isnt the low yields on the 5600, not the 5900?

[Malfunction]

Originally posted by X-bit Labs
More market share numbers from Mercury Research to be published later.

What the hell does that mean? Rather vague I think. Maybe they will fill in more numbers and answers to your questions. I am sure Nvidia isn't concerned about this article, and doubt ATi will be either if it is untrue.

Funny though, someone suggested that Rage3D had different figures than X-Bit Labs does. Why wouldn't they, it's and ATi fan site...lmao.:rolleyes: :rofl

Peace,

:)

[StealthHawk]

Originally posted by 5150 Joker
Consumer stupidity is hard to overcome.

Well, when NVIDIA hacks their drivers to make the NV3x line look better than it is, what do you expect?

P.S. Just because ATI's revenue increased and NVIDIA's revenue decreased does not mean that ATI is gaining market share. In fact, it has almost nill to do with it. The xbit article basically answered that assertion, when it said that NVIDIA was willing to take profit loss to maintain their market share.

[Smashed]

Originally posted by Malfunction
[B]Interesting.... very interesting.:angel:

\*pun filter: off (Wish I had a Chartered Financial Analyst here to explain to me what changed in 4 days.) */pun filter: on

:nutkick: ;) j/k *no pun intended


?

Either I'm really missing something or you have no idea what pun means.

[Hellbinder]

Personally, i dont believe Xbit for one second. There is absolutly no way on earth that those numbers are even close to accurate.

[Hellbinder]

I don't think he ask too much of ATI.
This is the proof that all those bull**** some fanboys were telling - NV loosing marketshare bla.... is nothing but plain wrong.

I dont think you understand what you are reading. that is DX9 hardware Shipped in Q2. not Dx9 hardware SOLD in Q2. Not to mention a lot of it shipped really LATE.

Further the marketshare information from Q1 is not *Fanboy BS*. Ati gained 1%, and Nvidia Lost 2%.

I would like to remind everyone that the same sources for this information were claiming that ATi had *shipped 1 million R300's* litterally months before it was an actual reality.

[CapsLock]

Richthofen said

Pretty bad for ATI that they could not profit more from their 9 month lead. I haven't seen any semiconductor company gaining so little with such a massiv product line lead.
Even AMD did better in their Thunderbird times.


It was this I was replying to StealthHawk.

How come no one picked up on Digs giant hint dropping?

Sounds promising to me.

Caps

[Hellbinder]

The more i read this thread the more i see that most of you dont understand what the *reported* information is saying.

In Q2 Nvidia *SHIPPED* 60% of the Dx9 hardware. Which makes sense, they are really driving a lot of Dx9 Product and the lower end ATi cards are DX8.1 Not DX9.

But if this same information would have been presented over the last 2 Quarters with the same obvious *Spin* it is now, then ATi would have shipped 100%, and 99% of DX9 hardware. Does that mean then that Ati gained 60% or 99% of the market share?? NO, it means they *SHIPPED* that % of that type of hardware.

Also, You guys are completely ignoring the statement where the guy says Nvidia last Quarter was FLAT.

None of these statements have anything to do with actual Marketshare.

[Malfunction]

Originally posted by Smashed
?

Either I'm really missing something or you have no idea what pun means.

:baaa:: Baaah! Can't a person have fun with words when they are happy...lol. It made sense to me at the time... I was punning in relation to something that was discussed some time ago. :D

Although I could see your point as well...lol, ahh.. oh well. :tongue2: I will choose more carefully next time so that everyone atleast has a chance to see my humor... ;)

Yes, I am aware of the definitions of "Pun," (http://dictionary.reference.com/search?q=pun) thank you for your concern. :thumbsup: :kill:

Peace,

hehe... :D