It's not a big deal. It's bad because they lowered their revenue from their latest revenue record, but that's it.
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nVidia is in trouble
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It's not a big deal. It's bad because they lowered their revenue from their latest revenue record, but that's it.
Miscommunication
Gawd
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Good grief, I am so sick of all these fud posts.Yes the market is in a slump, the economy is in a slump, unemployment is up, gas prices are up, food prices are up.
The PC endmarket ( parts etc) is down because people just are not buying as much. This is to be expected. nVidia is nowhere near being in trouble.
Once again, QFT
I wondered about that. I doubt it though. it was likely a problem in its own right but that JMO
DarkLegacy
[H]ard|Gawd
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lol @ Nvidia in trouble. Even with the ATI's 4850, 4870 & soon 4870 x 2, they'll probably won't even make 1/4 of what Nvidia will make the next 2 quarters. Let's look at things realistically. Are the ATI cards good? Yes, indeed they are. Do retailers care about it? To this point, no. Dell, Gateway, HP & many many others still favor Nvidia graphic solutions. As i said in a number of these threads, ATI has been way to unreliable in the past for these system manufacturers to put trust in them. You may be given the option to choose one of the cards if you use the build your own system option but besides that, nvidia will still be the recommended option. Nvidia is also crushing them in the mobile market so no argument there. AMD will have to produce back to back to back top graphic solutions to really start to gain equal ground with Nvidia. Something they have never been capable of doing. Even with that said, AMD had to lowball the price of there cards, use GDDR 5 memory chips & a 55NM die to get it done. This strat won't save them for very long if Nvidia goes that same route.
nVidia has very few other significant problems. The die yield problem with the GTX200s and the mobile chipset failures are drops in the bucket for them. They make most of their money on chipsets and low-end graphics cards anyways, and they aren't in any trouble in those areas. Regardless of their performance in the high-end market and a few extra costs from dealing with warranty issues, they'll have plenty of sales to keep them going.
The total amount pledged by nVidia to deal with the mobile GPU issue was $150-200 million. For a company the size of nVidia that is expecting to bring in almost $1 billion in revenue and has a ton of cash in the bank, that amount of money is merely a tiny setback.
Not quite. According to NV's SEC filing for Q1 08, ~60% of their revenue comes from desktop and mobile discrete GPUs. ~18 % comes from professional graphics, and just ~17% from chipsets and IGP.
http://ccbn.10kwizard.com/xml/download.php?repo=tenk&ipage=5689173&format=PDF Page 30
And out of those discrete mobile and desktop GPUs, most of what they sell are lower-end parts. The fact is, when most people look for a computer, they look for something that's cheap. When's the last time you saw anything better than an 8600GT in a cheap OEM build sitting on a shelf at Best Buy? nVidia has a large advantage over ATI in the OEM build sector as most of the systems with discrete graphics use their cards. Regardless of how the current high-end situation plays out for them, their bottom line is lower-end products and that is in no danger.