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標題: [業界消息] GPU Market: Intel / NVIDIA gain, AMD loses [打印本頁]

作者: qcmadness 時間: 2013-11-22 04:50 標題: GPU Market: Intel / NVIDIA gain, AMD loses

http://jonpeddie.com/publications/add-in-board-report/

http://jonpeddie.com/press-relea ... quarter-to-quarter/

Intel CPU強勢, AMD APU弱勢, 同埋未計Hawaii, 呢個情況好合理

Haswell vs Richland, Intel win
Kepler vs Southern Island, NVIDIA win

作者: cheungmanhoi 時間: 2013-11-22 09:20

ARE U AT HONEY MOON?

作者: Aware 時間: 2013-11-22 09:29

QC Honey Moon係去睇財報？

作者: ccw 時間: 2013-11-22 10:24

引用:

原帖由 cheungmanhoi 於 2013-11-21 21:20 發表
ARE U AT HONEY MOON?

MULTITASKING

作者: cheungmanhoi 時間: 2013-11-22 11:15

引用:

原帖由 ccw 於 2013-11-22 10:24 發表

MULTITASKING

作者: tat0801 時間: 2013-11-22 11:31

AMD係無得玩．．
佢而家咁夾game出..
都加唔到market share
driver 又一pat野咁...

作者: Puff 時間: 2013-11-22 13:37

想知 AMD d design win 點解越來越少

作者: tamalemon 時間: 2013-11-22 14:09

引用:

原帖由 tat0801 於 2013-11-22 11:31 發表
AMD係無得玩．．
佢而家咁夾game出..
都加唔到market share
driver 又一pat野咁...

每一家美國為領導層的巨企
都有一個通病，就係拒绝投資在產品核心上
寧原將所謂有限資源投放在可以增加競争成本的地方上
目的是阻止競争者輕鬆地達到平等競争的途徑
所有到達巨企級的公司都已形成了半獨市的霸權級
美式高管都認為投資在增強霸權能力的非核心部門才是最有效投資
亦多以可樂或聯合利華毛利率作指標認為自家產品核心成本過高
應削核心部投資而不是增加
否則投資者寧願投資在聯合利華或苹果

作者: qcmadness 時間: 2013-11-22 16:11

引用:

原帖由 Puff 於 2013-11-22 13:37 發表
想知 AMD d design win 點解越來越少

PC market is being replaced by tablets.

作者: dom 時間: 2013-11-23 02:42

引用:

原帖由 qcmadness 於 2013/11/22 04:50 發表
 http://jonpeddie.com/publications/add-in-board-report/

http://jonpeddie.com/press-relea ... quarter-to-quarter/

http://jonpeddie.com/i ...

GPU 送 game 都係唔夠打.........

作者: dom 時間: 2013-11-23 02:43

引用:

原帖由 tat0801 於 2013/11/22 11:31 發表
AMD係無得玩．．
佢而家咁夾game出..
都加唔到market share
driver 又一pat野咁...

佢 Driver 又整到一鑊粥咁我都唔知點撐.....

作者: qcmadness 時間: 2013-11-23 02:44

引用:

原帖由 dom 於 2013-11-23 02:42 發表
GPU 送 game 都係唔夠打.........

Q3 ends 30 September

作者: dom 時間: 2013-11-23 02:45

引用:

原帖由 tamalemon 於 2013/11/22 14:09 發表

每一家美國為領導層的巨企
都有一個通病，就係拒绝投資在產品核心上
寧原將所謂有限資源投放在可以增加競争成本的地方上
目的是阻止競争者輕鬆地達到平等競争的途徑
所有到達巨企級的公司都已形成了半獨市的霸權級
...

對唔住, 我諗你都唔明 AMD 根本唔係獨市/霸權級
要講霸權級係 INTEL

[ 本帖最後由 dom 於 2013-11-23 02:46 編輯 ]

作者: dom 時間: 2013-11-23 02:45

引用:

原帖由 qcmadness 於 2013/11/23 02:44 發表

Q3 ends 30 September

Never Settle Forever 係七月完架..

作者: qcmadness 時間: 2013-11-23 02:47

引用:

原帖由 dom 於 2013-11-23 02:45 發表

Never Settle Forever 係七月完架..

咪大半個quarter無左NSF

作者: Puff 時間: 2013-11-23 13:40

引用:

原帖由 qcmadness 於 2013-11-22 16:11 發表

PC market is being replaced by tablets.

但我睇依家個勢似係 tablet 增長放緩 + PC 收縮放緩

作者: qcmadness 時間: 2013-11-23 18:29

引用:

原帖由 Puff 於 2013-11-23 13:40 發表

但我睇依家個勢似係 tablet 增長放緩 + PC 收縮放緩

唔知你點睇啦
http://jonpeddie.com/press-relea ... quarter-to-quarter/

引用:

The overall PC market increased 6.8% quarter-to-quarter, but declined 7.6% year-to-year.

Q3 is the quarter when retailers stock up for the holiday season and is traditionally seasonally higher than previous quarters. The gain this quarter compared to pre-2008 years is smaller, but it is positive.

GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped and most of the PC vendors are guiding down to flat for Q4’13.

The popularity of tablets and the persistent economic slowness are the most frequently mentioned reasons for the decline in the PC market. The CAGR for total PC graphics from 2012 to 2016 is -2.7%; we expect the total shipments of graphics chips in 2016 to be 429 million units. In 2012, 479 million GPUs were shipped and the forecast for 2013 is 436 million.

Over a ten-year period the average quarter-to-quarter change showed a 6.5% increase. This quarter is below the average with a 1.6% increase.

作者: qcmadness 時間: 2013-11-23 18:30

引用:

原帖由 dom 於 2013-11-23 02:45 發表

對唔住, 我諗你都唔明 AMD 根本唔係獨市/霸權級
要講霸權級係 INTEL

佢連"Atom series成功"都講得出既話, 佢有咩係知

事實係Intel / AMD / NVIDIA必須diversify

佢唔知Intel賣左ARM department
佢唔知AMD賣左smartphone chip GPU department
如果咁係叫唔重視主業, 我都唔知Intel / AMD係點先叫重視主業了

但係而家主業係無乜增長, 仲會慢慢收縮, 唔係Intel做咩要入smartphone market

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