Jon Peddie defines 2011 as anomalous for the GPU market

Subject: General Tech, Graphics Cards | August 4, 2011 - 02:14 PM |
Tagged: peddie, market share, gpu

TIBURON, CA-August 4, 2011—Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers’ market share for Q2’11.

Shipments during the second quarter of 2011 did not behave according to past years with regard to seasonality, and was higher on a year-to-year comparison for the quarter. 2011 is shaping up to be an anomalous year as businesses take their own path to recovery.

Normally, the second quarter of the year is a slower business quarter in the graphics industry (and in the PC industry as a whole). This year, Q2’11 did not conform to the normal seasonal cycle. Instead, sales were up significantly compared to previous years. The growth in Q2 comes as a welcome change, if not a bit worrying—is it inventory building for back to school and the holiday season, or channel stuffing?

Our forecast for the coming years has been modified since the last report, and is less aggressive on both desktops and notebooks—tablets have changed the nature of the PC market. Our findings include Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and industrial/scientific and embedded; and do not include handhelds (i.e., mobile phones), x86 Servers or ARM-based Tablets (i.e. iPad and Android-based Tablets), Smartbooks, or Servers.

The quarter in general

  • In Q2’11, Intel celebrated its sixth quarter of Embedded Processor Graphics CPU (EPG, a multi-chip design that combined a graphics processor and CPU in the same package) shipments, and enjoyed a 21% average growth in Desktops and Notebooks.
  • AMD and Nvidia lost in overall market share, while Intel grew compared to last quarter.
  • Year to year this quarter Intel had tremendous market share growth (14.7%), AMD had a loss of 14.2%, and Nvidia slipped 18.4% in the overall market partially due to the company withdrawing from the integrated segments.
  • The Q2’11 change in total shipments from last quarter increased 6.3%, significantly above the ten-year average of 3.5%, and raising concerns about an inventory buildup.
  • Netbooks contributed to notebook growth a bit,however, iPads and Android tablets have probably cannibalized some netbook sales.
    • Over 84 million PCs shipped worldwide in Q2’11, an increase of 2.4% compared to Q1’11, (based on an average of reports from Dataquest, IDC, and HSI) causing speculation that the 6.3% up-swing in graphics could be an inventory buildup and have a negative impact on Q3 or Q4.
    • AMD’s HPU quarter-to-quarter growth has been extraordinary at an average of 80% for desktop and notebook, and Intel’s EPG growth was significant at an average of 41%. This is a clear showing of the industry’s affirmation of the value of CPUs with embedded graphics and is in line with our forecasts. The major, and logical, impact is on older IGPs, and some on low-end add-in boards (AIBS).

Graphics chips (GPUs) and chips with graphics (IGPs, HPUs, and EPGs) are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset, or embedded in the CPU. The average has grown from 115% in 2001 to almost 160% GPUs per PC.

Since the crash of 2009, combined with the introduction and influence of ARM-based Tablets, the PC market has deviated from historical trends. Until the segment for Tablets is clearly defined the fluctuations in the market data is likely to continue. The disruptions probably won’t settle down for a while as Tablets find their place in the market and agreement can be reached on to include them in the PC market analysis, or to not include them.

Market shares shifted for the big three, and put pressure on the smaller three, and they showed a decrease in shipments as indicated in Table 1 (units are in millions.)

Intel continues to be the overall market share leader in Q2’11, elevated by Core i5 EPG CPUs, Sandy Bridge, and Pineview Atom sales for Netbooks. AMD gained market share quarter-to quarter and Nvidia lost share. Nvidia is exiting the integrated graphics segments and shifting focus to discrete GPUs. The company showed significant discrete market share gain (30% qtr-qtr) due to they say strong connect with new Intel Sandybridge notebooks. Ironically Nvidia enjoyed some serendipitous sales of IGPs in Q2. AMD share dropped 7.3 points.

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Galaxy Now Extending Warranty On Graphics Cards Purchased After August 1st

Subject: Graphics Cards | August 2, 2011 - 10:46 AM |
Tagged: graphics, gpu, galaxy

Popular maker of NVIDIA graphics cards Galaxy, recently announced that they are extending the warranty of their graphics cards products to three years.  "Galaxy has listened to the enthusiast market and we are glad to move from a 2 year warranty to a 3 year warranty by registration."  The new extended warranty will apply to all graphics cards purchased after August 1st, 2011 that are then registered with Galaxy.  Products will further bear the seal shown below to let customers know that the graphics card qualifies.

galaxywarranty.png

Seeing warranties being extended is always a good thing, especially in a world where the once popular lifetime warranty is rare.  What do you think of the extended warranty?  Will this be enough to push you towards a Galaxy branded card on your next purchase?

Source: Galaxy

AMD CFO States They Will Have 28 Nano-meter GPUs Out This Year

Subject: Graphics Cards | July 27, 2011 - 12:57 AM |
Tagged: gpu, amd, 28nm

A few weeks ago, a rumor regarding TSMC experiencing issues with NVIDIA’s 28nm manufacturing process for GPUs spread across the Internet. Not long after that rumor, a new rumor emerged that stated AMD would beat NVIDIA to 28nm. More information has now reached us in the form of a quote from AMD’s CFO Thomas Seifert who stated the following during the Q2 2011 Earnings Call:

“We also passed several critical milestones in the second quarter as we prepare our next-generation 28-nanometer graphics family. We have working silicon in-house and remain on track to deliver the first members of what we expect will be another industry-leading GPU family to market later this year. We expect to be at the forefront of the GPU industry's transition to 28-nanometer.”

48832F_AMDr_L_E_RGB.png

With some talk of the new Radeon HD 7xxx series coming out as early as September, the statement that AMD has working silicon is a good sign that they are on track to deliver GPUs on the small 28nm manufacturing process. Whether they can beat NVIDIA to it; however, still remains to be seen. With that said, things are looking good for AMD’s GPU division. What are your thoughts on this, will NVIDIA pull a Hail Mary and get Kepler out of the gate before AMD can ramp up production of the new Radeons?

Southern Island is ahead of the pack, but it is set to low power for now

Subject: General Tech | July 20, 2011 - 12:25 PM |
Tagged: southern islands, nvidia, gpu, amd, 28nm

Thanks to some information garnered by SemiAccurate we have a very good idea of AMD's release plans for their new GPU family, what we have been referring to as Southern Islands.  The confusion that we felt from AMD's announcement that Southern Island parts would be ready sooner than expected arose from the reported difficulties that TSMC was having with their 28nm HKMG process.  Thankfully someone had a chance to take apart some 28nm TSMC field programmable arrays and inside found a HKMG design modified for lower power states than the original specs.  That doesn't mean cellphone level graphics performance but certainly means that the first GPUs we see from Southern Islands will not be the high end cards.  AMD did the same thing with previous generations of GPUs, so the release schedule is becoming a habit, even if not what would be preferred.

There are other side effects to this choice by AMD and TSMC which are probably going to hurt NVIDIA, who are hoping to get full power Kepler based GPUs out at the beginning of next year.  Since NVIDIA tends towards more aggressive clocks, the experience that TSMC has with what is called the HPL 28nm process will not necessarily help NVIDIA's HKMG 28nm process.  SemiAccurate has more.

chipworks_151433-c_branded.jpg

"The final piece of the TSMC 28nm HKMG process puzzle was put in place at SemiCon last week, it now makes sense. Chipworks got ahold of a Xilinx Kintex-7 FPGA, and it revealed a few secrets on the operating table.

If you recall, AMD is on track to put out Southern Islands chips much earlier than most people, SemiAccurate included, expected, possibly even this quarter. The real question is what process they are going to make it on, the TSMC 40nm SiON or 28nm HKMG? 40nm would be big, hot, and limited, think volcanic island more than Southern, while the 28nm SHP HKMG process wasn’t supposed to be ready until late Q1, best case. The short story is that Southern Islands is very likely not on either one."

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Source: SemiAccurate

Podcast #162 - Adventures in Bitcoin Mining, the Eyefinity experience, Ultrabooks and more!

Subject: General Tech | July 14, 2011 - 04:38 PM |
Tagged: podcast, bitcoin, mining, gpu, gpgpu, amd, nvidia, eyefinity, APU

PC Perspective Podcast #162 - 7/14/2011

This week we talk about our adventures in Bitcoin Mining, the Eyefinity experience, Ultrabooks and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

  • iTunes - Subscribe to the podcast directly through the iTunes Store
  • RSS - Subscribe through your regular RSS reader
  • MP3 - Direct download link to the MP3 file

Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath and Allyn Malventano

This Podcast is brought to you by MSI Computer, and their all new Sandy Bridge Motherboards!

Program length: 1:16:40

Program Schedule:

  1. 0:00:40 Introduction
  2. 1-888-38-PCPER or podcast@pcper.com
  3. http://pcper.com/podcast
  4. http://twitter.com/ryanshrout and http://twitter.com/pcper
  5. 0:02:10 Bitcoin Currency and GPU Mining Performance Comparison
  6. 0:22:48 Bitcoin Mining Update: Power Usage Costs Across the United States
  7. 0:34:15 This Podcast is brought to you by MSI Computer, and their all new Sandy Bridge Motherboards!
  8. 0:34:50 Eyefinity and Me
  9. 0:45:00 Video Perspective: AMD A-series APU Dual Graphics Technology Performance
  10. 0:47:02 As expected NVIDIA's next generation GPU release schedule was a bit optimistic
  11. 0:49:40 A PC Macbook Air: Can Intel has?
  12. 0:53:00 PC: for all your Xbox gaming needs
  13. 0:56:06 Email from Howard
  14. 1:00:28 Email from Ian
  15. 1:03:00 Email from Jan
    1. In case you're interested, here are almost 150mpix of HDR: http://rattkin.info/archives/430
  16. 1:08:55 Quakecon Reminder - http://www.quakecon.org/
  17. 1:09:45 Hardware / Software Pick of the Week
    1. Ryan: Dropped the ball
    2. Jeremy: I NEED FLEET COMMANDER
    3. Josh: Finally getting cheap enough for me to buy
    4. Allyn: http://gplus.to/
  18. 1-888-38-PCPER or podcast@pcper.com
  19. http://pcper.com/podcast   
  20. http://twitter.com/ryanshrout and http://twitter.com/pcper
  21. 1:15:15 Closing
Source:

CoolIT Systems Announces Availability of Sealed-Loop Liquid Coolers for NVIDIA GTX 590 GPUs

Subject: Graphics Cards, Cases and Cooling | June 8, 2011 - 07:08 AM |
Tagged: water cooling, nvidia, gpu, CoolIT

 

CoolIT Systems recently launched the OMNI N590 A.L.C. water cooler for NVIDIA’s GeForce GTX 590 graphics cards. The sealed-loop water cooler promises to solve both thermal and acoustic issues, and enable high performance NVIDIA Quad SLI setups for enthusiasts.

CoolIT claims that their OMNI A.L.C. is the world’s first fully contained water cooling loop for graphics cards. Following in the success of its OMNI N480 and N580 coolers, the new A.L.C. model promises to “deliver up to 30°C lower GPU operating temperatures” in addition to lowering the noise output of the PC.

The cooler itself is very reminiscent of Corsair’s H70 CPU cooler; however, on the OMNI A.L.C, the pump is located on the radiator instead of the water block, which may limit the amount of airflow compared to the CPU variants from other manufacturers. By moving the pump to the radiator, they have been able to make the GPU-attached water block very thin, which should make SLI setups physically easier.

Further, the cooler is immediately available in complete systems from MAINGEAR, Falcon Northwest, and Puget Systems.

What are your thoughts on sealed-loop graphics card coolers?

Source: CoolIT

Discrete Graphics Card Shipments See Slight Increase Versus Previous Quarter

Subject: General Tech, Graphics Cards | May 10, 2011 - 08:52 PM |
Tagged: nvidia, jpr, gpu, amd

The last quarter of 2010 saw shipments totalling 18.84 million units. In 2011, shipments rose slightly by 2% to 19.03 million add-in cards. According to JPR (Jon Peddie Research), while Q1 of 2011 behaved similarly to past years seasonally, it did not fair as well overall as shipments did not exceed those of Q1 2010. Where AMD increased units shipped by 5.7% versus the previous quarter (Q4 2010), NVIDIA saw a 2% decrease.

JPR notes that while increase in units shipped versus Q4 2010 was rather slight, it remains a positive change due to Q4 2010 behaving irregularly regarding the seasonal cycle.

The increased units shipped further reflect changes in market share for the two largest discrete graphics card makers. Versus last quarter, NVIDIA lost 2.7% of the market while AMD gained 4.4%. JPR states that AMD has gained 16.6% market share while rival NVIDIA lost 8.4 on a year-to-year basis.

 

Q1 2011

Market Share

Q4 2010

Market Share

Market Share

Change Qtr-Qtr

Previous Year

Market Share

Market Share

Change Yr-Yr

AMD 40.46% 38.77% 4.37% 34.65% 16.79%
NVIDIA 59.12% 60.77% -2.71% 64.50% -8.35%
Others 0.42% 0.47% -9.99% 0.85% -50.62%

JRP's reported market shares over time.

John Peddie Research notes that of the 19.03 million discrete graphics cards shipped, NVIDIA was the clear market leader, thanks in part to sales of CUDA and GPU-Compute cards used in scientific and data research.  The add-in board market is further composed of three main segments that amount to the 19.03 million boards shipped.  On the high end rests the enthusiast gamer (approx. 9 million sold per year) and GPU-compute markets which exists as lower volume of sales but higher price per card.  The majority of graphics card shipments come from the mainstream market which is a balance of price and volume.  Finally, the workstation segment which is smaller than even the enthusiast gaming market but traditionally sees higher average asking prices for the hardware that is shipped.

JPR estimates that the add-in market will fall 4.5% to $19.8 billion USD despite positive increases in the number of cards shipped due to "a gradual decline in the ASP."

As the chart illustrates, NVIDIA still remains the market juggernaut, shipping 11.25 million cards; however, AMD has made a lot of headway in the past year.  With both the AMD 6950 and Nvidia 560ti proving to be the cards of choice by many gamers worldwide competition is healthy and enthusiasts have only to benefit from the market's positive increases.

Source:

Intel Atom Processors Will Not Use Intel Graphics, PowerVR GPUs Planned

Subject: Processors, Chipsets, Mobile | May 9, 2011 - 09:07 PM |
Tagged: PowerVR, Intel, gpu, atom

In a surprising move, Intel plans to move away from using it's own graphics processors with the next "full fat" Atom processors. Intel has traditionally favored its own graphics chipsets; however, VR-Zone reports that Intel has extended it's licensing agreements with PowerVR to include certain GPU architectures.

These GPU licenses will allow Intel to implement a PowerVR SGX545 equivalent graphics core with its Cedarview Atom chips. While the PowerVR graphics core is no match for dedicated GPUs or likely that found in Intel's own Sandy Bridge "HD 3000" series, the hardware will allow Atom powered systems to play video with ease thanks to hardware accelerated decodding of "MPEG-2, MPEG-4 part 2, VC1, WMV9 and the all-important H.264 codec."  VR-Zone details the SGX545 GPU as being capable of "40 million triangles/s and 1Gpixles/s using a 64-bit bus" at the chips original 200mhz.

Intel plans to clock the mobile chips at 400mhz and the desktop graphics cores at 640mhz.  The graphics cores will be capable of resolutions up to 1440x900 and supports VGA, HDMI 1.3a and Display Port 1.1 connections for video output.  DirectX 10.1 support is also stated by VR-Zone to be supported by the SGX545, which means that the net-top versions of Atom may be capable of running the Aero desktop smoothly.

This integration by Intel of a GPU capable of hardware video acceleration will certainly make Nvidia's ION chipsets harder to justify for HTPC usage.  ION chipsets will likely reliquish marketshare to cheaper stock Intel Atom platforms for basic home theater computers, but will still remain viable in the more specific market using ION + Atom chips as light gaming platforms in the living room.

Source: VR-Zone

AMD is still the graphics market leader ... except for that SandyBridge problem

Subject: General Tech | May 4, 2011 - 11:19 AM |
Tagged: peddie, nvidia, market share, Intel, gpu, amd

SemiAccurate got hold of Jon Peddie's most recent look at the GPU market and how it is divvied up between the major competitors; which doesn't include SIS who hit 0% this year.  The two current discreet GPU makers swapped positions last quarter with AMD in the lead  and that remains true this quarter as they have grown to 24.8% while NVIDIA fell to 20%.  Last year at this time NVIDIA had a comfortable 8% more of the market than AMD, but with a Fermi launch that just didn't go as well as hoped and AMD coming out strong and generally less expensive, that lead has evaporated thanks not only to the discreet GPUs but also Brazos.

Speaking of APUs, the more mathematically inclined readers may notice that a large chunk of the graphics market is missing in those figures.  54.4% of that missing market belongs to Intel who have seen their share of the market jump by alnost 10% since Q1 2010.  The vast majority of their market share belongs to the embedded GPU present in many Intel systems but at least some of that growth is thanks to the new SandyBridge platform which many enthusiasts are purchasing and which counts towards market share even if it is only being used for transcoding in a system with a discreet GPU.

SA_peddieGPU.png

"The latest GPU marketshare numbers from Jon Peddie are out, and it looks like we have a new leader in GPUs, AMD. According to the numbers released today, Q1 saw AMD overtake Nvidia in year over year GPU marketshare, and the turn-around promised last February fizzle."

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Source: SemiAccurate

AMD's new DX11 compatible embedded E6760 GPU can handle 6 displays

Subject: General Tech, Graphics Cards | May 3, 2011 - 11:54 AM |
Tagged: e6760, embedded, gpu, amd, eyefinity

Usually reading off a list of the abilities of an embedded GPU are fairly quick ... determine if it can handle YouTube in high definition and maybe play WoW and move on.  APUs offer a bit more interest for enthusiasts with interesting load sharing applications with a discreet GPU and the rise of SandyBridge and Bobcat seem to spell the end of the GPU embedded on a motherboard.  However there are still a few tricks left before the end of the line, the new Radeon E6760 isn't going to win many speed races but it can support up to 6 monitors, a nice trick when you consider that many of these chips will be running displays in casinos, airports and medical imaging.  The E4690 is finally retiring, meet the new E6760 at AnandTech.

AAT_e6760.jpg

"Kicking off our coverage of embedded GPUs is AMD’s Radeon E6760, which is launching today. The E6760 is the latest and greatest AMD embedded video card, utilizing the Turks GPU (6600/6700M) from AMD’s value lineup. The E6760 isn’t a product most of us will be buying directly, but if AMD has it their way it’s a product a lot of us will be seeing in action in the years to come in embedded devices."

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Source: AnandTech