There seems to be some poisoned bait out there for the bears:
certain data points that might be mis leading - Greenberg jumped on it immediately and Savitz just copies and pastes - here was his chance to ask NVDA some intelligent questions.
Here are my two points I would have brought up
1.)Loosing high end graphic - actually all graphic business - from Apple does not bode well for Q3
2.)Integrated GPU-CPUs take over notebook market, says iSuppli
In 2010 Percentage Penetration 39% which appears completely owned by Intel;
Intel is not just selling CPU - they are also selling the graphic processor and the penetration rate (according to i-supply) is 39% up from...? zero
Latest news
DIGITIMES Research - quarterly shipments data
Advertisement
Press release, August 12; Joseph Tsai, DIGITIMES [Thursday 12 August 2010]
Four out of five notebooks shipped worldwide in 2014 will employ graphics-enabled processors, up from about one out of three in 2010, as computer makers seek to offer smaller and more innovative products, according to iSuppli.
In 2014, 82.9% of notebooks will use such processors, up from 39% in 2010.
"The booming popularity of products like ultra-portable (ultra-thin) notebooks and Apple's iPad has put the spotlight on products with small and innovative form factors," said Matthew Wilkins, principal analyst, compute platforms, for iSuppli. "To develop such products, PC makers are adopting highly integrated semiconductor solutions that use less power and generate less heat, thus allowing smaller form factors. By integrating functions that normally would be implemented in a separate graphics chip, graphics-enabled microprocessors play a key role in aiding this effort."
The charge toward graphics-enabled microprocessors is being led by ultra-portable notebooks, with 90% penetration in 2014. Such small-form-factor systems benefit greatly from the use of highly integrated semiconductor solutions. Ultra-portable PCs represent the fastest-growing segment of the notebook market, with global shipments doubling from 2010 to 2014.
Apple's iPad also has demonstrated the appeal of a PC-type product that leverages a highly integrated silicon solution to achieve an innovative form factor, said iSuppli.
As iSuppli's teardown analysis revealed, the iPad broke new ground in terms of electronic design, with its focus on the Human Machine Interface (HMI) elements, mainly the touch screen. An important element of this HMI focus was the use of the highly integrated A4 microprocessor, which enabled the design of a system with a minimal space and cost dedicated to core electronics.
Intel has cornered the market for graphics-enabled microprocessors, with its Core i-series products featuring the companies HD on-chip graphics. iSuppli expects AMD to launch graphics-enabled microprocessors in the fourth quarter of 2010 and 2011 time frame.
Rising sales of these microprocessors is expected to have a negative impact on sales of standalone graphics chips, with the worldwide market for discrete graphics devices for PCs declining to shipments of 62 million in 2014, down from 73 million in 2009.
iSuppli: Forecast of global penetration of CPUs with IGP in notebooks, 2010-2014
Year
2010
2011
2011
2013
2014
Percentage Penetration
39%
50%
65%
76.1%
82.9% |
