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

dom

Chipset -19%

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

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

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

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

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)

Aware

咁今季NV賺定蝕？

qcmadness

引用:

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

賺US~$130M

SilverLake

引用:

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

賺US~$130M

how about compare with last quarter ?

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

河本鬼茂

Professional: +22%
係乜野？

Aware

引用:

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

賺US~$130M

居然見番黑字

qcmadness

引用:

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

Quadro