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disolitude on 10 November 2014
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torok said:
disolitude said:
 

Its funny but Nvidia stock is at a 1 year high and latest revenue numbers are record breaking for the company.

http://www.forbes.com/sites/greatspeculations/2014/11/07/nvidia-reports-a-record-q315-continued-growth-in-pc-gaming-automotives-large-scale-data-centers/

Yet AMD which has 100% of console GPU and CPU marketshare (wii U excluded but come on) is sucking on Intel and Nvidia's dust on both markets  on the revenue side. 


Just a little joke ;) . Console GPUs won't help a lot on revenue. They will be sold at a contract with mass price and low profit margin, while a desktop GPU is sold standalone for a bigger margin. My point here is that NVidia only started to do this kind of statements after they lost the console contracts. I wonder if the Tegra SoCs stopped being manufactured we wouldn't be seeing some statements about the end of the mobile golden age.

AMD issue is that they have a low margin marketshare (consoles) and 0% mobile share. The higher percentage of laptops on the PC market isn't helping them because Intel dominates and the percentage of devices with dedicated graphics is lower here. They only have a good position on the desktop PC market, but even here I think NVidia can keep the pressure with their tech. In the GPGPU side, Nvidia completely slaughters AMD thanks to CUDA, it's not even a contest.

So we got NVidia with half of desktop, a little bit of the laptops, some mobile and all the GPGPU market. AMD has half of desktop, a lower bit of the laptops, zero mobile, consoles and zero GPGPU and HPC market. It's goot to note that while losing share on PC or mobile takes some time, losing share on consoles can be instant (Nvidia went from having a decent share to having no share at all, it depends on the console manufacturer).

AMD's market situation had been a little dire for some time. Consoles won't help because they are basically commodities and only software generates profit (publishers and console companies).

Edit: NVidia just has to get their Tegra straight. They had a large share with Tegra 2 and lost it all to Qualcomm with Tegra 3 and 4 (nobody cared, the Nexus 7 was the only thing saving T3 from a flop). But I do believe in Tegra K1. At least I plan to upgrade my old N7 2012 with Tegra 3 for a new and nice Nexus 9 with the K1.

Yep, fuly agree with you. And the joke was great... :)

I am fairly certain that the "golden days" for consoleg aming for Nvidia isn't related to game console selling well, but them and other hardware manufacturers being able to make money on them. 

As a sidenote, Tegra 3 and 4 did ok but not as ood as Tegra 2 for sure. At least both were in nexus and Surface RT models which counts for media attention at least. K1 however looks to be very capable and should give them a GPU performance edge over the competition. The success to K1 will be a fully fledged Maxwell GPU which is when things will just get rediculous for Nvidia.