SilverLake

引用:

Originally posted by dom at 2010-2-18 14:48:
Chipset -19%

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



see how much impact AMD 10.3 can get
PR staff is stirring the water up and down

SilverLake

引用:

Originally posted by qcmadness at 2010-2-18 17:06:

只可以 希望 GTX4xx係勁野

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 tape out to market in less than 9 months time.

or else, NV = 3dfx

SilverLake

引用:

Originally posted by qcmadness at 2010-2-18 17:19:

咁就要捱貴GPU

the r8xx after launch already hike price little

if fermi cannot meet the deadline and at the same time meet
the market expectation (performance > 5870 three or four times) ,
then NV doomed.

AMD, of course, will hike the price of their graphic card
in order to cover the CPU dept. loss (Verus  Intel)

SilverLake

引用:

Originally posted by qcmadness at 2010-2-18 17:29:

賺US~$130M

how about compare with last quarter ?

SilverLake

引用:

Originally posted by dom at 2010-2-19 01:20:


The problem is
Fermi don&#92;&#39;t have Mid-range product ( > $ 100 USD ~  < $200 USD )
that&#92;&#39;s where the company sell most + make profit from

nVIDIA can&#92;&#39;t rename G92 again and again to &quo ...

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 sell well may not repeat again to compete with
Everygreen mid-range and probably need to compete with
next generation/R9xx ? in the fall/winter 2010.  hohoho

SilverLake

引用:

Originally posted by dom at 2010-2-19 01:25:


I don&#92;&#39;t like ....... $ 2000 HKD
......................

business is business.
at the glory days of NV
it won&#92;&#39;t cut the selling price.

in the misery date of hyper-thread P4,
intel compete with price until core2-era come.

any kind of business will only make its profit to the max, period.

you don&#92;&#39;t like Li Ka Shing , don&#92;&#39;t buy from park&#92;&#39;n shop
you don&#92;&#39;t like intel , don&#92;&#39;t buy from its cpu
you don&#92;&#39;t like ATI , don&#92;&#39;t have no new graphic card from 2012

SilverLake

引用:

Originally posted by qcmadness at 2010-2-19 16:52:

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

做生意
不是開善堂

要怪
只可怪NV無能
design a super-large chip
not doing the homework of 40nm process

令 NV飯 等了又等
令 ATI飯  要捱貴card

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