Core2 released, AMD tanks, AMD buys ATI 2 survive, ATI tanks

[Wombat2]

http://www.dailytech.com/article.aspx?newsid=5245

In the discrete mobile segment, ATI saw shipments decline dramatically on a quarterly basis while Nvidia saw shipments increase sequentially. Nvidia grew discrete mobile segment share from 37% in Q1’06 to 53% in Q3’06. ATI’s segment share fell from 63% in Q2’06 to 47% in Q3’06.

AMD just cant get a break :lol:

 

[CaptRobertApril]

Holy flying batcrap. Who's running AMD these days? Is it possible that Ken Lay faked his death and went to work for AMD? :twisted:

 

[Ycon]

Hector, that tells everything you need to know I guess

 

[celewign]

Wow, the title of this thread shocked me into looking at it...
-cm

 

[Guest]

Yeah whats up with the tittle?

Could ATI result be explained by the wait for their DX10 parts? or are those result for 'earlier' financial quarter?

 

[celewign]

What are you implying?
-cm

 

[Doughbuy]

Q2-Q3.. explains it fairly well... with the transition and uncertainty they were bound to take a hit. Let's see what happens in a couple of months though...

Rmr... DX10 is a non-factor at this moment, since it only caters to a niche market...

 

[brick88]

probably should wait till amd releases K8L before you declare amd dead. fact of the matter is that intel and amd are in the same tug of war that ati and nvidia are in.

 

[celewign]

Couldn't you say it's a factor because it will clearly be huge to PC gaming (which itself is pretty niche, I guess)? You can't discount something because it isn't here yet...
-cm

 

[enforcer22]

This is a stupid thread.

Both AMD and ATI are a little behind right now. Not to mention AMD perchaced ATI. I think your reading just what you want out of that. AMD did get a big break they were able to get a huge video and chipset department. Course its not like they can buy them and instantly be using its potential.

 

[Doughbuy]

Eh, just meant right at this moment. I'm saying that DX10 isin't what's increasing nVidia's share or anything, and when ATI comes out with it's R600 chip I don't expect that to really influence it's market share value either...

 

[djplanet]

ATI needs R600, and they need it to beat 8800, AMD needs K8L, and they need it to beat Conroe, it's as simple as that. Either they do it or they shall be crushed.

 

[enforcer22]

there is no doubt the r600 is going to beat the current nvidia chips just like i have no doubt hte next nvidia chips will beat the ati cards coming out now. and that will not crush either of them.

Same goes for the k8l they need to make a fast compatable cpu that does what it says at a price point that makes sense thats all they NEED to do. Unfortanitly since AMD decided they want to take intel head on in the fanboy department yes it has to crush conrea.

 

[4745454b]

Title is way off. I'm pretty sure AMD bought ATI BEFORE Core came out. (if it didn't, they came together pretty quick.) I also don't belive that AMD bought ATI to survive Core.

 

[casewhite]

http://www.dailytech.com/article.aspx?newsid=5245

In the discrete mobile segment, ATI saw shipments decline dramatically on a quarterly basis while Nvidia saw shipments increase sequentially. Nvidia grew discrete mobile segment share from 37% in Q1’06 to 53% in Q3’06. ATI’s segment share fell from 63% in Q2’06 to 47% in Q3’06.

AMD just cant get a break :lol: A very unintellegent statement given the following: http://www.theregister.co.uk/2006/11/21/darpa_petascale/
http://www.ornl.gov/ornlhome/print/press_release_print.cfm?ReleaseNumber=mr20060825-00
http://www.tacc.utexas.edu/research/users/features/track2.php
http://www.hpcwire.com/hpc/1099300.html
http://www.supercomputingonline.com/article.php?sid=12402
http://www.hpcwire.com/hpc/701937.html
http://www.lbl.gov/CS/Archive/news081006.html
http://www.linuxhpc.org/stories.php?story=06/06/27/1618028
http://www.llnl.gov/pao/news/news_releases/2005/NR-05-11-04p.html
http://www.itjungle.com/tlb/tlb091206-story01.html I count 10 contracts for AMD for computers that will be in the Top15, 1 for IBM and none for Intel. Total is a little over $1.2 billion for AMD based supercomputers. That means Intel is left looking for scraps. Don't give the excuse that Core 2 wasn't around , it was. The most prestigeous benchmarks are awarded by IEEE/DARPA and the cutoff date was OCT 26.2006. Results , take a look:
http://www.hpcchallenge.org/ I see 8 placements for IBM and 4 for AMD out of twelve, 0 for Intel.

If you haven't figured it out yet in the HPC market which is where about 37% of profits are with 3% of sales , Intel is DOA. Gaming is less than .1% or 60% of the value of either the IBM P7 or Cray Cascade contracts by themselves. Ignoring a market segment that acounts for 37% of profits for the manufacturers(becuase they get the full sales price and don't have to split with wholesalers) is more than misleading.

AS for ATI, Stream is where the money is right now. http://www.hpcchallenge.org/ Considering that one of these cards sells for about $2500-$4000 depending on configuration and no middle men to take a cut. That means that each of these cards is worth as much profitwise as 10-15 of nVidia's 8800s. Those are on the market and in short supply. Stanford University will give you a concise description of the problem facing nVidia:
"Which cards are supported?
We now support serveral classes of GPU boards, including X1600, X1800, and X1900 class GPU's from ATI. At the launch, we supported X1900 cards only. X1800 cards do not provide the performance seen in X1900's and so we strongly recommend X1900 class cards (although we now officially support X1800). X1900 and X1800 cards are actually quite different -- they have different processors (R520, R530 vs. the R580 [in the X1900 series]). The R580 makes a huge difference in performance -- its 48 pixel shaders are key, as we use pixel shaders for our computations.

"What about video cards with other (non-ATI) chipsets?
The R580 (in the X1900XT, etc.) performs particularly well for molecular dynamics, due to its 48 pixel shaders. Currently, other cards (such as those from nVidia and other ATI cards) do not perform well enough for our calculations as they have fewer pixel shaders. Also, nVidia cards in general have some technical limitations beyond the number of pixel shaders which makes them perform poorly in our calculations. " http://folding.stanford.edu/FAQ-ATI.html

So basicly Intel and nVidia face some tough engineering problems for uses in the real world outside of gaming. At SC06, Ken Kennedy(you don't know who he is look up his bio at the IEEE website) put it rather bluntly for Intel they have the memory on the wrong side of the CPU. With the northbridge in the way between the memory and the cpu Intel is not very successful in running GPU accleration and can't run the IBM Cell BE as an accelerator. A single core opteron with GPU acceleration is about 400GFLOPS or 10X Intel's Core 2. K8L with HTT 3.0 will allow the GPU to access the system memory and not be limited by onboard memory. K8L is the basis for the Cray XT4 and puts Intel further behind in the HPC market. Intel didn't even have a conceptual offering to compete with the IBM P7 or Cascade. Sun did have a new version of SPARC.

Mark Twain put it best : "there are lies , damned lies, and statistics."

 

[MarcusL]

I count 10 contracts for AMD for computers that will be in the Top15, 1 for IBM and none for Intel. Total is a little over $1.2 billion for AMD based supercomputers. That means Intel is left looking for scraps.

lol

$1.2 billion in supercomputers... but AMD only gets $20 million of that since they just sell processors, not deliver the big iron. AMD probably gets less than that since they certainly sold the processors at steep discount in order to get some good press.

Super computers are in the noise as far as corporate earnings go.

 

[caamsa]

Companies loose millions every day on the stock market. This is the nature of the beast "Free enterprise"

If gas, electric, food prices, and taxes keep going up and putting a huge burden on the middle class.......the whole middle class in America might tank.

Look at what is happening to Ford Motor Company. I doubt they are gonna tank.


S@%T Happens get over it!

 

[justjc]

It's just plain bad luck!

nVidia have made an exceptional efford in the mobile graphics area, currently having the two fastest solutions, so that accounts for the great loss in that area. After all gamers want the fastest, also in their notebooks.

In normal cards nVidia have also had both top cards, and for a long time, the best cost/performance, plus SLi(that requiers at least two cards) have had a better time than Crossfire.

But as one of the commenters to the original article wrote the picture doesn't include all areas. Just the PC market. Among other things the revenue/marketshare, from the graphic chips in the Wii and XBox 360, seems to be lacking. I know nVidia supply the PS3, but I doubt that can follow the number of chips the two other will need.

So I doubt ATI is actually loosing that much market, it might have shifted a bit at the moment, but next generation is just around the corner and the pc graphics market might just shift back with it.

 

[exit2dos]

http://www.pcpro.co.uk/custompc/news/98211/nvidia-to-enter-foldinghome.html#

 

[weskurtz81]

Intersting, so I guess AMD and ATI are going out of business. Get a damn life guys. Just because AMD might not be the leader of the enthusiast sector, doesn't mean they are not selling everything they can make. Because they are selling everything that rolls out of the fabs. As far as ATI, who cares if they have lost a little ground over the past year. They will gain it back, this has been going on for how long now? Short of a natural disaster wiping ATI and AMD out, they will be around for quite some time in the future. I assume this thread is supposed to be a stab at Baron, or the few others like him.

Rather than making a case based on just the percentage of increase and decline of sector shipments, how about we look at the big picture? ATI is supplying the GPU's for the #1 and #2 selling consoles on the market. So, in that segment, ATI is beating the hell out of Nvidia. I am not going to be able to look up all the profit and loss in on ATI atm, but I will just to prove the fanboys on this thread who have posted wrong. R600 will be out soon, and it will probably outpace the G80, then Nvidia will bump the core/memory speed up to outpace the R600 cards by a marginal amount. Same story, different year.

As far as AMD, even though they do not have the fastest desktop cpu's, they are still breaking into new boxmakers. Dell, HP/Compaq just to name two. The list goes on and on.... I don't see how they are going out of business when they sell everything they can produce. I doubt they are sitting by idle while Intel continues to compete in the business.

All of this aside, I guess I should come to expect this from this forum. You have the people like Baron, who just don't know, and argue for the sake of arguing. Then, the rest, that just antagonize him, read some article, and post it while not even knowing the big picture, and not really caring. Atleast when I post something that could be negative about one company or the other.... I am looking for input to see if I am interpreting the information correct. I am not posting it just to start wars, and have people like ycon and whoever else just reinforce my incorrect assumptions.

wes

 

[enforcer22]

amen.


Course they got into compaq computers years ago about the time athlon first came out. Interesting enough thats exactly when they lost thier #1 spot as OEM computer manu. Not that im going to go as far as to say that is why i just threw it in there lol.

 

[weskurtz81]

Yeah, I think they lost it for other reasons, but HP overtook Dell as the largest supplier, so... I guess that makes up for it.

I just get tired of titles like this, and people posting garbage. You have all the hipcrits on here, that come to the defense of Intel whenever someone posts false info.... but when crap like this pops up.... all the sheep just tag along like it is cool. I try to give credit where it is due.

Intel is doing great, they got rid of netburst, they made something worth buying. If I were building a new system, it would be core 2. But, just because Core 2 is faster for desktops, doesn't mean they own all sectors. AMD has been playing catch up to Intel for years.... and to date, they have been doing a pretty good job. AMD is still gaining ground, and are expected to still gain ground in 07. Maybe not in the enthusiast sector.... but like we all should know.... we are a very SMALL area of the overall market. Now, if AMD tries to milk K8 for another couple of years.... well, then they deserve the same thing that happend to Intel.

I will stop ranting.

wes

Edit: AMD sales up 32% from Q3 05 to Q3 06. AMD no longer has the memory business losing money.... so that should help a bit. Gross margin has dropped a little bit due to the price wars, but now that Intel has cleared old stock, it is possible that the margins for both shops might start to increase again. And, with AMD releasing 65nm, they should be able to either continue the price war, while making the same or a little more, or if the price war stops, they will just make more money.

 

[4745454b]

HP overtook Dell as the largest supplier,

OMG, DELL IS GOING OUT OF BUSINESS. THEY'VE LOST THE NUBMER ONE SPOT. SELL YOUR SHARES NOW!!!!!!

lol.....

 

[Heyyou27]

http://www.dailytech.com/article.aspx?newsid=5245

In the discrete mobile segment, ATI saw shipments decline dramatically on a quarterly basis while Nvidia saw shipments increase sequentially. Nvidia grew discrete mobile segment share from 37% in Q1’06 to 53% in Q3’06. ATI’s segment share fell from 63% in Q2’06 to 47% in Q3’06.

AMD just cant get a break :lol:

 

[weskurtz81]

Good one, I never looked at it that way.... since I am such a loyal HP buyer(sarcasm), you are probably correct. Dell is done, they are going out of business since they have lost ground. They should stop selling computers. Stick to rebranded monitors or something. Poor Dell, I can't wait for the going out of business sale!! Cheap core 2 cpu's for all!!

wes