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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 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.
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.
nVidia Explains Tegra 4 Delays
nVidia’s CEO Jen-Hsun Huang mentioned a concrete reason of Tegra 4 delays during the company’s latest earnings call.
The chip was announced back in January, but Jensen told the investors that Tegra 4 was delayed because of Nvidia’s decision to pull in Grey aka Tegra 4i in for six months. Pulling Tegra 4i in and having it scheduled for Q4 2013 was, claims Jensen, the reason for the three-month delay in Tegra 4 production. On the other hand, we heard that early versions of Tegra 4 were simply getting too hot and frankly we don’t see why Nvidia would delay its flagship SoC for tactical reasons.
Engaging the LTE market as soon as possible has been the main reason for pulling Tegra 4i, claims Jensen. It looks to us that Tegra 4 will be more than three months delayed but we have been promised to see Tegra 4 based devices in Q2 2013, or by the end of June 2013.
Nvidia claims Tegra 4i has many design wins and it should be a very popular chip. Nvidia expects to have partners announcing their devices based on this new LTE based chip in early 2014. Some of them might showcase some devices as early as January, but we would be surprised if we don’t see Tegra 4i devices at the Mobile World Congress next year, that kicks off on February 24th 2014.
Jensen described Tegra 4i as an incredibly well positioned product, saying that “it brings a level of capabilities and features of performance that that segment has just never seen”. The latter half of 2013 will definitely be interesting for Nvidia’s Tegra division and we are looking forward to see the first designs based on this new chip.
nVidia Wins With Tegra 4
Nvidia’s first Tegra 4 design win is here, apparently, and it doesn’t appear very impressive at all. Tegra 4 is late to the party, so it is a bit short on design wins, to put it mildly.
Now a new ZTE smartphone has been spotted by Chinese bloggers and it seems to be based on Nvidia’s first A15 chip. The ZTE 988 is a phablet, with a 5.7-inch 720p screen. It has 2GB of RAM, a 13-megapixel camera and a 6.9mm thin body. It weighs just 110g, which is pretty surprising. The spec is rather underwhelming, especially in the display department.
However, a grain of salt is advised. It is still unclear whether the phone features a Tegra 4 or a Qualcomm chipset. Also, it is rather baffling to see a 720p screen on a Tegra 4 phablet, it just seems like overkill.
Will Tegra 4 Help nVidia’s Financials?
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Trefis analysts believe Nvidia’s Tegra business is likely to grow over the next few years, although Nvidia won’t become a mobile chip company anytime soon.
In a note published a couple of days ago, Trefis concluded that Nvidia has managed to offset the impact of the PC slump thanks to mobile revenue. The PC market took a massive hit in 2012, and although things are looking up, Tegra could still come in handy.
Nvidia currently earns about 18 percent of its revenue from Tegra processors, which is not bad for a product that was on the drawing board just a few years ago.
“We estimate Tegra sales to grow at a CAGR of 17% until 2016. While we believe that Nvidia will manage to expand its footprint in mobile computing, we think that the increasing competition will keep its growth rate lower than the industry average,” said Trefis.
However, Trefis went on to conclude that Nvidia had more lack with tablets than smartphones. Last year it scored several big tablet design wins, but relatively few phone wins. The Tegra 4i, with integrated LTE, should lend a helping hand, but it won’t be ready for much of 2013. In addition, Nvidia is facing more pressure from Qualcomm and Samsung, while at the same time it was forced to push back the introduction of Tegra 4 due to technical issues.
Trefis believes Tegra’s contribution to Nvidia’s overall revenue could reach over 25 percent by 2019, which means the Tegra business won’t expand much in a mature smartphone market.
Nvidia has Tegra, AMD has consoles, so both outfits have something to fall back on in a slow PC market, at least for the time being.
Will Tegra 4 Launch In Q2?
Tegra 4 was supposed to be production ready in Q4 2012 and the general expectation was that CES 2013 would be marked by the launch of phones and tablets based on the new chipset.
It turns out that the chip needed another re-spin, something that usually creates a delay of roughly a quarter. We don’t know which part of the chip was to blame but our sources claim that Tegra 4 is a complex chip with a lot of components where many things can go wrong.
Nvidia dared to move to 28nm, change the core from A9 to A15 and find a way to make its LTE work. There were a lot of things that could go wrong and obviously some did.
This is why Intel first shrinks the core, for example from 32nm to 22nm, and then in its “tock” cycle goes for a newly designed core. Nvidia doesn’t have that luxury, as making a 28nm version of Tegra 3 would not be enough for the SoC market in 2013.
A few people at Nvidia have been telling us that the chip has been sampled to accounts and Nvidia is planning to have some designs announced at the Mobile World Congress. We managed to confirm this schedule with some Nvidia partners.
Will Tegra 4 Support USB 3.0?
Wayne, also known as Tegra 4 is coming out at CES 2013, or in some 10 days from now. Nvidia has an event planned days ahead of CES 2013 and the company will likely show some tablets and hybrids based on the new Tegra SoC. Let’s call Wayne Tegra 4 before it gets official.
Nvidia had Wayne ready to launch in Q4 2012 but it had to wait for partners to release the designs based on it, and most of them wanted to do it at CES 2013. European phones based on Wayne are going to show up in February, at the Mobile World Congress.
This is the first quad-core A15 design that will bring a significant performance increase over Tegra 3 and we are hearing that the four-plus-one core will deliver a bigger performance boost than Tegra 3 did over Tegra 2. Also, the fact that the new chip is 28nm and supports DDR3L also promises more efficiency.
USB 3.0 support is something that is getting us excited as usually it is quite slow to transfer anything onto tablets, phones and hybrids. USB 3.0 on tablets will significantly increase the data transfer speed and Tegra 4 will be among the first chips to feature USB 3.0 support, and many consumers will appreciate faster data transfer rates.
The other thing that got our attention is dual display support and you will be able to have two independent screens. On Tegra 3 based devices, you can only mirror the output, not display two independent screens. It could be a very interesting feature for dockable devices.
nVidia’s Tegra 4 Specs Spotted
Here is an interesting leak, just what the doctor ordered to spice up a rather slow news cycle. Chiphell has posted a slide containing a few Tegra 4 specs, but we still don’t know the clocks or a few other interesting details. Of course, the leak should be taken with a grain of salt, but the specs are more or less in line with what we were expecting all along.
Tegra 4, codenamed Wayne, is a 28nm part with revamped graphics and new ARM cores. Although the slide does not directly point to the type of ARM cores used in the design, the new chip is based on ARM’s latest A15 core. Like the Tegra 3, the new chip will also feature an additional companion core to improve energy efficiency. No surprises here really.
In terms of GPU performance, Nvidia promises to deliver a six-fold improvement over the Tegra 3 and a 20x improvement over Tegra 2 chips. Oddly enough, in spite of Nvidia’s graphics prowess, Tegra chips never featured world-beating graphics. This time around they could, thanks to the new 72-core GPU. The GPU will be able to cope with 2560×1600 screens at 120Hz, but it could also take on 4K resolutions, although details are still sketchy. At this point 4K support could only be relevant for next-generation smart TVs, with a huge price tag.
As far as other features go, Tegra 4 brings support for USB 3.0 and DDR3L dual-channel memory. The leak does not mention LTE support.
Tegra 4 will have to take on the likes of Samsung’s upcoming Exynos 5440, which should also debut in early 2013. Nvidia was first to market with a quad-core A9 chip, but this time around it will have to face off against the new Exynos and A15 quad-cores from other vendors.
Nvidia is expected to showcase the new chip at CES and we’ll be there to check it out.