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Nvidia losing market share

Been a bit up and down for all the players lately, be interesting to see how things shake out towards the end of the year/early next with new generation offerings from several players.
 
I wouldn't worry too much about nvidia going bankrupt quite yet.

The original report says that graphics shipments went up 10.3% in the last quarter. Nvidia's share fell only 1.7% in that same period. So nvidia's sales actually increased in absolute numbers.
EDIT: Actually that third column is unit growth, not share growth as I initially read it. So nvidia have actually sold 1.7% fewer GPUs. Their discrete numbers are still going up, so I suspect that it is the loss of their integrated chipset market that is causing their overall drop.

Intel's (and AMD's) market share will go up as an increasing percentage of their CPUs come bundled with a GPU. This inevitably results in a decrease in nvidia's share. But doesn't necessarily mean that nvidia will sell less. They'll just sell a smaller percentage of a larger (in terms of volume) market.
 
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Pretty much worthless data really, lots of people now will have a intel iGPU thats not being used, but it will count towards those charts, it will be a similar story with AMD and their current + upcoming fusion stuff.

What you really want is a breakdown, market share of on die, on motherboard, and discrete. The profit margins and volume of these will be very different as well.


Also by the looks of it, Tegra 2 is already a success with no signs of slowing (until Kal-El) So even if your ridiculous assumption is correct, Nvidia will be sticking around for a while yet.
 
I'm surprised they still sell anything in the Laptop space, they really didn't do themselves any favours a few years back. I've had to have a motherboard replaced in my Macbook Pro due to Nvidia chips popping. (Which Apple were absolute dweebs about doing and wanted to charge £900 for even tho I had 3 years AppleCare on it at the time)
 
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If one of the two, nVidia or AMD going bankrupt, it will be AMD.

If Bulldozer fails to compete with SB it's gonna look grim.

You have to be more specific because there are many levels of competing & if its the obvious performance terms then no it does not have to beat it to compete, it just has to be priced right in relation to it without making a loss just like what's been happening since Intel Core.
 
nvidia have been too arrogant for too long and lost focus on making good products. It's not surprising they've lost market share, but 20% of the market still looks pretty good, and history suggests they can really raise the performance bar when dedicated to making a better GPU. If they do that their market share will rise again.
 
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