| Intrinsic said: No worries, we all make mistakes. But finally. Something I can agree with and yet some here are arguing with me like I am crazy or something. I have never said what they are managing to accomplish on the dedicated GPU front is poor. Not once, all I have been saying is that its still a niche market. Its a growing niche market, but a niche market none the less. And i kept guessing their annual revenue caus ei was just extrapolating from one quater since i didnt want to dig in to the number research. But my estimates were even much higher than what they actually make. Cause I gave them $8B lol. I will add though, when nvidia says GPUs in that report. They are not just talking about desktop GPUs. They are talking about discrete GPUs in general which a majority of goes into laptops and all in one PCs. A MAJORITY. So if they ship 65M GPUs, well over 55M of those are going to specific vendors to put into laptops or all in ones. |
55M out of 65M would be 85%, 85% being mobile sales is way, way too high, it's also based off of Zarx calculating based on revenue versus aliexpress single unit price, so it would be 65m if you were paying single part prices, but higher if you were paying less per GPU, it's also using the assumption that the average unit price for each GPU was that of the GTX770, you can't have it both ways, you can't say 85% of sales are mobile then tack on the price of a much higher cost discrete gpu as the average.
So either the average price is lower because of the higher portion of mobile gpu's, driving up the overall GPUs per year sold, or the portion of mobile gpus isn't as high as you are guessing.
Would you agree that manufacturers buying GPU dies in bulk would be paying much less than single unit prices?
Even if you don't, after your high end 85% -are-mobile assumption, that still leaves 10m for nvidia, based on market share that would put AMD more or less between 10m-12m, so for PC as a whole, that's 20-22m GPUs sold based on the assumption that the number of GPU's sold in total were using the mean average of a high end GPU, even so, 20-22m per year is hardly niche.
At the same time, of the 85% are mobile guess of yours, a portion of those will also be high end laptop gpu's which as just as capable at gaming, so those would count towards the grand total of gaming-gpus, pushing that 20-22m/year figure higher.
