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Is NVidia King Of The GPU Arena?
Nvidia’s desktop GPUs accounted for nearly 80 percent of all sales in the segment in Q2 2015, its highest market share ever.
According to beancounters at the market research firm Mercury Research the GPU market is slowly dying.
The latest quarter was a decrease of 11 percent from Q1 2015 and a year-on-year decline of 21.7 percent so Nvidia is the undisputed king of a much smaller kingdom.
Mercury Research notes that the notebook GPU segment also witnessed a decrease to the tune of 34.1 percent year-on-year, mainly due to the continued improvements in the iGPU segment.
However when comparing both number of GPUs sold to partners and a four-quarter average of sales, Nvidia is the Windows and AMD is the FreeBSD.
AMD is dependent on its latest Radeon 300 series of cards to claw back something but at the moment it is looking like Nvidia is unstoppable.
Nvidia has continued to amass more sales over the course of the last year, and with its Maxwell-generation cards now available across all price tiers, it is unlikely has much to worry about from AMD.
Source- http://www.thegurureview.net/computing-category/is-nvidia-king-of-the-gpu-arena.html
Will nVidia’s Quadro Debut In August?
Nvidia appears to be readying new members of its professional Quadro range of graphics cards in time for the August SIGGRAPH 2015 event.
According to VideoCardz the latest Nvidia graphics driver for the Quadro range of graphics cards includes a telltale text string revealing Nvidia’s dark satanic intension.
The new driver adds support for:
NVIDIA_DEV.13F0.1152.103C = “NVIDIA Quadro M5000″
NVIDIA_DEV.13F1.1153.103C = “NVIDIA Quadro M4000″
NVIDIA_DEV.13F2= “NVIDIA Tesla M60″
At the same time last year Nvidia revealed details of the Quadro Kxx2 and since SIGGRAPH 2015 scheduled to start on 9th August (runs until 13th Aug, takes place in downtown LA) it looks like the latest Quadro graphics cards will be also launched.
Of course driver strings do not reveal much detail however the Quadro professional graphics range will be based upon the Maxwell architecture GM204GL graphics processor. We are expecting a 256-bit GPU with a a 4GB or 8GB frame buffer versions.
Then there is the Tesla M60. This GPU based general purpose computing product is expected to be based upon a fully-fledged GM204 GPU with 8GB of GDDR5 memory.
Will nVidia Drop Its Prices
Nvidia is about to release a range of price cuts in a bid to see off AMD in the longer term.
While the price cuts have already happened in the US, in the EU Nvidia’s GTX 980, GTX 980Ti and Titan X are still kept high because people were buying them at the prices the Green Goblin was asking.
In the US where competition between AMD and Nvidia is tighter, the prices dropped by 10 per cent. Ironically since Europeans are more loyal to Nvidia in the high-end graphics cards market the outfit decided they could continue to pay.
According to Kitguru the new R9 Radeon 300 series appears to have upset the apple cart. The cards have been launched at similar prices or lower than Nvidia’s top tier products. Apparently Europeans were thinking of going cheaper since the Green Goblin did not seem to admire their loyalty.
It could force AMD to drop its prices as it can’t remain competitive selling top-end graphics at prices higher than Nvidia’s while having weak selling figures in non-US countries.
It will force AMD to sell its freshly launched Fury X at prices lower than planned, and for such a new card this move damage AMD. Nvidia was expected to drop prices of course, but only for its lower-end products like the 700 or 600 series.
Does nVidia See Trouble Ahead?
GPU maker Nvidia is seeing trouble ahead, thanks to a slump in PC sales and a strong US dollar.
The company’s astrologers and tarot card readers have Nvidia predicted lower-than-expected revenue for the second quarter either that or someone is going to meet a tall dark stranger.
Nvidia also reported first-quarter revenue and profit below what the cocaine nose jobs of Wall Street estimated.
Chief Financial Officer Colette Kress said that there had been a fall in demand from OEMs and PC market which is softer than an Apple fanboy’s bottom.
Worldwide PC shipments fell about 6.7 percent to 68.5 million units in the first quarter, and are expected drop 4.9 percent during the year.
Rival chipmaker AMD reported a steep fall in first-quarter sales last month and said it expected weak demand for PCs to continue for some time.
Nvidia was also hurt by the strong dollar, which has risen about 9 percent. The outfit does a lot of its business in US dollars which has made its GPU gaming more expensive.
The outfit forecast second-quarter revenue of $1.01 billion, plus or minus two percent, below the average analyst estimate of $1.18 billion.
The company’s net income fell to $134 million in the first quarter ended April 26.
Revenue rose 4.4 percent to $1.15 billion, but missed the average estimate of $1.16 billion.
HP Has Two More Tablets In Route
HP is about to put out two tablets later this year.
The names are expected to be the HP Pro Slate 10 EE G1 and HP Pro Tablet 10 EE G1 and they were found on the world wide wibble by Notebook Italia,.
Both tablets are powered by an Intel quad-core Bay Trail Atom Z3735F processor. Accompanying the processor package is 2GB of RAM, as well as 32GB of internal storage. Both the Pro Slate and Pro Tablet come with 10.1-inch displays, as well as 802.11n Wi-Fi, Bluetooth, and NFC.
The Pro Slate sticks with Android, while the Pro Tablet opts for Windows 8.1. The tablets mean they will each come with a stylus, but it would appear that the stylus is just a stand in for your finger, rather than doing anything useful.
Pro Slate will set you back $400.00 and Pro Tablet cost $499.
HP has yet to officially announce either device.
Samsung Moves To Block nVidia
Samsung has moved to try and block the sales of Nvidia chips in the US.
Samsung has filed a complaint with the U.S. International Trade Commission as part of patent war which appears to have broken out between the two chipmakers. Samsung claims Nvidia infringed several of its chip-related patents and for making false claims about its products. This is effectively counter-suing after Nvidia filed a suit against the company in September making more or less the same charges.
Nvidia accused Samsung and rival Qualcomm of infringing patents on its graphics-processing unit (GPU). Samsung, which had filed the lawsuit in a US federal court on November 4, is seeking damages for deliberate infringement of several technical patents, including a few that govern the way semiconductors buffer and use data.
The ITC complaint also named computer-parts manufacturers Biostar Microtech and Elitegroup. These things run and run and usually wind up with a settlement where both sides agree to keep the details quiet. The ITC is often used as leverage in such cases because it deals with things a little quicker and a product embargo to the US can be seriously damage a company’s wealth.
HP Increases SlateBook Pricing
Hewlett-Packard’s SlateBook 14 laptop with Google’s Android OS has started shipping on schedule, but it’s priced at $429, which is $30 more than the company had said it would cost.
The laptop, which has a 14-inch screen and Android 4.3, was announced in June. At the time, HP said it would be priced at $399.
It is available on HP’s website.
The SlateBook 14 was introduced after customers told HP they wanted laptops with Android. The laptop has an interface similar to that on Android tablets and can adjust mobile apps to run on the larger touchscreen. Users will also be able to sync laptop data with mobile devices and vice versa.
The laptop is also for those who rely on the Web for most of their computing, much like Chromebooks. It has a few advantages over Chromebooks, with support for key Android apps such as Skype. Android also boasts better wireless printing support than Chromebooks.
The laptop weighs 1.68 kilograms and offers nine hours of battery life, according to specifications on HP’s website.
It has a quad-core Tegra 4 processor, 2GB of DRAM and 16GB of storage. Connectivity features include 802.11b/g/n Wi-Fi and Bluetooth 4.0. It also has a webcam, USB 3.0 port and a micro-SD slot for expandable storage.
It could be a strong multimedia laptop with a 1920 x 1080 pixel screen and an integrated graphics processor that can handle 4K video. TVs can be connected to the laptop through an HDMI port.
Will nVidia’s Tegra 5 Go LTE?
The tradition continues. Our sources are confirming that Nvidia’s Logan SoC, possibly called Tegra 5, doesn’t come with an integrated LTE modem. Just like Apple, Nvidia makes a big fast chip with impressive Kepler based GPU, but it won’t put a an icera LTE solution inside the same chip.
Icera i500 is Tegra 5 compatible and it has AT&T certification. As the launch draws near, it should become compatible with other US and international LTE carriers like Verizon and T-mobile.
This should not be a big issue for Nvidia’s target market, manufacturers will have to choose two chips instead of one, a clear competitive disadvantage compared to future Qualcomm chips with Adreno 400 graphics and updated CPU cores, expected in early 2014.
During Nvidia’s recent conference call, CEO Jen Hsun Huang said devices based on the new Tegra 4i with integrated LTE should be announced in Q1 and ship no later than Q2. Jensen also mentioned that people are going to be “delighted by the OEM that it comes from” which is probably his way of of announcing some big brand design wins, but he also emphasised that the designs will be global rather than US. For US success you need CDMA Jensen said, but as far as we know Verizon is the only company using it.
Since Apple can pull of two chip designs from day one, we can only assume that two chip approach won’t cost much battery life compared to single chip design that has LTE on board (Snapdragon 600 and 800 ed. ). However, Nvidia is likely going to be making bets on its Kepler based GPU, expected to be the fastest graphics core ever integrated in a mobile SoC that will rock tablets and some phones around the world. The fact that Logan is likely to pack very powerful graphics sans on-die LTE makes it a bit more interesting for tablets than phones, which is exactly what we saw with the Tegra 4.
We expect to see Tegra 5 devices announced at CES 2014 so early January and with some luck we might see them shipping very early in 2014.
More OEM’s Seeking nVidia
As expected and announced, Zotac has now “joined the mobile gaming revolution” with the new Tegra Note 7 tablet and will be one of a handful of Nvidia partners that will sell it in both Europe and Asia-Pacific region for US $199.
In case you missed it yesterday when it was officially unveiled by Nvidia, the Nvidia Tegra Note 7 is based around a 7-inch 1280×800 IPS display and powered by Nvidia’s own Tegra 4 SoC with quad-core Cortex-A15 CPU and 72-core Geforce GPU paired up with 1GB of memory. It also packs some neat features exclusive to Nvidia, including a stylus with Nvidia DirectStylus technology as well as the 5-megapixel rear main camera backed by Chimera computational photography architecture revealed earlier by Nvidia. The camera will have support for both HDR as well as slow-motion video.
Unfortunately, Zotac did not announce the precise launch date so we are still stuck with Nvidia’s October time-frame and we are still to see the price of the new Tegra Note 7 in Europe.
Are More Firms Moving To Tegra 4?
A curious rumor is coming out of Taiwan this morning. Nvidia is reportedly seeing more Tegra 4 orders, boosted by the Xiaomi Mi3 smartphone, Surface RT 2 and new tablets from Asus, Toshiba and HP. The source is Digitimes, or its moles in the “upstream supply chain” to be specific. Specific is not the word usually associated with such sources and we have no specific numbers to report.
However, while Nvidia is seeing a bit more interest for Tegra 4 it simply has no high-volume design wins and shipments will remain low until it is eventually phased out in favour of the Tegra 5. We wrote about Nvidia’s Tegra 4 volume woes last month, here.
The Tegra 4 still has just a handful of design wins and the fact that most of them are high-end tablets is not encouraging at all. Not much has changed since our previous report, although Nvidia did manage to land a single smartphone design win, albeit not a major one.
We still believe Tegra 4 shipments will be modest at best and new Android tablet design wins will not help much. Neither will the Shield and Tegra Note tablets.