qcmadness

Intel Q4 2009 revenue: +28% QoQ
AMD Q4 2009 revenue: +18% QoQ
(CPU + chipset: +14% QoQ)
(GPU: +40% QoQ)

如果NVIDIA都post +20%以上的revenue, 咁係AMD落後於人

當然, market share計又唔同講法, 因為Intel的ASP升左唔少

EDIT: 17/02/2010

NVIDIA Q4 2010 revenue: +9% QoQ
(GPU: +23% QoQ)
(Chipset: -19% QoQ)
(Professional: +22% QoQ)

原來NVIDIA真係滯後好多

qcmadness

Updated

qcmadness

引用:

Originally posted by SilverLake at 2010-2-18 17:00:


2010 spring
GPU -1x%
after GT3xx launch (g92 core)

if GT4xx really show up in retail market  (fermi core)
GPU -4x%
280W and performance 12% better than 5870



s ...

只可以希望GTX4xx係勁野

qcmadness

引用:

Originally posted by SilverLake at 2010-2-18 17:18:


single digit yield rate
chip size larger than evergreen/R8xx
no middle/entry level

basically, NV sell one fermi will loss $$$

you can only pray/wish fermi II on 28nm
from tap ...

咁就要捱貴GPU

qcmadness

引用:

Originally posted by Aware at 2010-2-18 17:29:
咁今季NV賺定蝕？

賺US~$130M

qcmadness

引用:

Originally posted by SilverLake at 2010-2-18 17:36:


how about compare with last quarter ?

http://phx.corporate-ir.net/phoe ... 2142&highlight=

$77M Income

qcmadness

引用:

Originally posted by 河本鬼茂 at 2010-2-18 18:00:
Professional: +22%
係乜野？

Quadro

qcmadness

引用:

Originally posted by SilverLake at 2010-2-19 09:42:


I know fermi only for highest rank.
Even if the GPU really make it out to the market,
it may still take 6-9 months to trim down to mid-range.

ATI only need to double it up.  

G92 40nm ...

NVIDIA GF1xx mid-range有排等
AMD RV8x0 mid-range又無誠意

qcmadness

引用:

Originally posted by Aware at 2010-2-19 20:10:
其實NV今季有賺，係唔係cut咗蝕賣既GT200b先賺到？

我諗主要係GT21x比較好賣 (die size細)

qcmadness

引用:

Originally posted by Aware at 2010-2-19 22:19:

N仲喪(GTX280)

$399 => $499 => $599 => $699