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Q4 2014 - nvidia gain market share again

Pottsey said:
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I didn’t compare Apple to NVidia, I pointed out you are wrong about the margins on phones and used Apple as an example to show how margins are not super thin. That was not to compare Apple to NVidia only to prove your comments on margins wrong.




That is not what I am doing. You don’t seem to understand the markets. Losing market share isn’t automatically associated with lost revenue. In a growing market you can gain growth (unit’s shipped), gain revenue but lose market share which is what’s happened to NVidia.

If you look at the entire GPU market for Q1 2014 to Q1 2015 NVidia had a 14% growth in the PC, 29% growth in cloud & servers, 42% growth in mobile but lost a massive amount of market share.

Mobile soc's and gaming gpu's are merging together more than you think but that's something to talk about in another thread. My comment wasn’t even just about mobile. It was about the entire GPU market some of which like cloud and server NVidia are doing very well in.
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Its impossible to have a sensible conversation with someone that refuses to name their source.

Also, in a conversation about revenues of chip designers and chip makers, talking about a full consumer electronics and software company's revenue and profit has what relevance? If nvidia wanted to compete in mobile chips their potential income would be more similar to Imagination, or Apple? Seriously?

Apple have managed to carve themselves a niche at the top end where a small chunk of the market are prepared to overpay "because apple", though both apple and samsung lost big chunks of market share to chinese brands, the mobile market is becoming comoditised, the margin is in niche
 
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TwsT said:
these threads :/
This brand vs brand nonsense is pathetic.

You're all trying to justify your expense when really no one cares. I mean literally Not one person cares how you spend your money. You can scoff at those who spend more too but it's their hobby and their money and their choice. I don't understand why anyone can't grasp that. The whole point of a purchase that you make is that it represents value for money to you not to some one else.

If you have nothing positive to contribute to a conversation why don't you go make a cup of tea and then read another thread.

Every single thread turns into a mindless omnishambles of **** flinging by the same people all of which ignore any points provided by the person they are arguing with. Which leads me to my final point IF your damned opinion is right and no one will prove you wrong. Why do you come to a place where you're supposed to discuss and evolve your opinions?

Now can we lighten up and keep it on topic for a change.
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Agreed. We can't stop people having an opinion. Whether you share that opinion is irrelevant. I'm not going to spend the next hour or so deleting or removing posts but the mindless bickering is going to stop here.
 
Isn't it more the case Nvidia simply has a better product stack for laptops and even products like the GTX750TI and GTX960 seem better fits for OEM desktop systems too(shorter cards and are easier to run off smaller PSUs). AMD have seem some decent growth in the professional markets and consoles which seems to be where they were targeting GCN,but have sadly this has come at the expense of keeping their eye off the mobile market and OEM desktops which was a stupid move.
 
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andybird123 said:
“Its impossible to have a sensible conversation with someone that refuses to name their source.”
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What are you on about? I never refused to name any source in fact I am perfectly willing to name any source. For example all the growth rate numbers I posted are directly from NVidia latest financial report. Go to their website click investor relation’s and download the newest report.



andybird123 said:
“If nvidia wanted to compete in mobile chips their potential income would be more similar to Imagination, or Apple? Seriously?”
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Not it would not be similar it would be billions higher. NVidia do want to compete in mobile chips and there potential income would be $billion+ higher then Imagination if NVidia had the same unit sales as Imagination. That's why NVidia are trying to break into the mobile market. The rewards more than outweigh the risk. NVidia are failing in the mobile world (running at a loss) but one can see why they keep trying considering the profit that can be made.
 
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TwsT said:
these threads :/
This brand vs brand nonsense is pathetic.

You're all trying to justify your expense when really no one cares. I mean literally Not one person cares how you spend your money. You can scoff at those who spend more too but it's their hobby and their money and their choice. I don't understand why anyone can't grasp that. The whole point of a purchase that you make is that it represents value for money to you not to some one else.

If you have nothing positive to contribute to a conversation why don't you go make a cup of tea and then read another thread.

Every single thread turns into a mindless omnishambles of **** flinging by the same people all of which ignore any points provided by the person they are arguing with. Which leads me to my final point IF your damned opinion is right and no one will prove you wrong. Why do you come to a place where you're supposed to discuss and evolve your opinions?

Now can we lighten up and keep it on topic for a change.
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Well put.
 
TwsT said:
these threads :/
This brand vs brand nonsense is pathetic.

You're all trying to justify your expense when really no one cares. I mean literally Not one person cares how you spend your money. You can scoff at those who spend more too but it's their hobby and their money and their choice. I don't understand why anyone can't grasp that. The whole point of a purchase that you make is that it represents value for money to you not to some one else.

If you have nothing positive to contribute to a conversation why don't you go make a cup of tea and then read another thread.

Every single thread turns into a mindless omnishambles of **** flinging by the same people all of which ignore any points provided by the person they are arguing with. Which leads me to my final point IF your damned opinion is right and no one will prove you wrong. Why do you come to a place where you're supposed to discuss and evolve your opinions?

Now can we lighten up and keep it on topic for a change.
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Well said, I've brought it up time and time again.
 
I'm not continuing anything, nor am I saying I don't get involved myself.

Your posts were deleted because you joined in with the usual stuff that gets deleted ;)

Back on topic, nvidia are awesome.
 
These threads always end up so.... bickery

Anyway my point from all this.

What is the percentage of cards sold to enthusiasts?

What is the percentage by both companies sold in bundled systems to PC world, best buy et all.

I do know that competition drives innovation. AMD do, seems to me, to be lagging behind on this.

I have used AMD for 10 years until I upgraded. I did look at all the options but it was various comments, reviews, endorsements and general chatter that pushed me to Nvidia.
I like to think it was an informed choice.

However (there is always a however)

There is no denying that with two suppliers, we as consumers are stuck between a red rock and a green hard place.

Our interests are best served with AMD still being in the game. For if they don't, then we will all be in Nvidia's pocket and innovation will be stifled, both in new hardware but also game releases.

I really believe MS and Sony are hoping that the PC GPU market collapses. It won't affect business sales for Intel or MS but it will push people to consoles. AMD might even think that is a good thing for them as well. Better margins on that side of the business. Software houses would love it. No more porting to troublesome PC's....

So, what DO you think the percentage of GPU sales is to people who care about these things.

From what I see, its a fairly low.
 
Ayahuasca said:
That's a risky sentence in a thread with Pottsey in it :D

Didn't you know ray tracing is coming to take over the world.
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Its not risky due to ray tracing its risky due to how you define booming. 1% or 2% market share and running at a loss is not what I would call booming. NVidia are doing great in the desktop and other markets but mobile they are struggling to turn a profit or gain market share.
 
Pottsey said:
What are you on about? I never refused to name any source in fact I am perfectly willing to name any source. For example all the growth rate numbers I posted are directly from NVidia latest financial report. Go to their website click investor relation’s and download the newest report.




Not it would not be similar it would be billions higher. NVidia do want to compete in mobile chips and there potential income would be $billion+ higher then Imagination if NVidia had the same unit sales as Imagination. That's why NVidia are trying to break into the mobile market. The rewards more than outweigh the risk. NVidia are failing in the mobile world (running at a loss) but one can see why they keep trying considering the profit that can be made.
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Again, based on what?
Nvidia have publicly said they are not trying to target phones and mass consumer tablets (though willing to work with if approached, e.g. nexus)

To use your example, Apple pay around $20 per chip for their SOC's, so where is the margin for nvidia in there?
As apple use an imagination design gpu it shows you right there what the margin would be for nvidia trying to get their chips in to phones, not billions at all, its nonsense to use apple as an example of margin for a chip maker who doesnt manufacture and sell directly to end users.

Where are you getting it that tegra is running at a loss? Every article i can find talks about growth and profit in tegra.
 
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FoxEye said:
I still disagree that there is an "AMD bias" on this forum.

Many posters like myself give both nV and AMD a hard time, because they both deserve it. nV for being outrageously expensive, and for badging what should have been low/mid range cards as mid/high end.

AMD also get stick from me for their endless rebrands, and having not released anything exciting in the mid-range for 3-4 years now.

Where is the AMD bias, exactly?
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If you post that NV opinion on this forum it will generally be met with agreement, save some fanboys. If you post that AMD opinion you will usually need to be wrapped in asbestos to survive the flames.
 
Final8y said:
Indeed! its not my fault that AMD offers what i need for less and many times half the price of the competition if bought at the right moment.
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Personally I think it's not a bad time to buy at the moment at all. £200 in the second hand market gives you the pick of the best GTX970/R290X models and they will max out just about anything at 1440p.

There's not even any reason to favour one brand as both offer a similar performing card at the same price point!
 
Tute said:
Personally I think it's not a bad time to buy at the moment at all. £200 in the second hand market gives you the pick of the best GTX970/R290X models and they will max out just about anything at 1440p.

There's not even any reason to favour one brand as both offer a similar performing card at the same price point!
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Indeed.
 
Gregster said:
This kind of posting just makes me despise AMD and the level of bitterness you and others show to nVidia owners just makes me want them more.
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See this... just doesn't make sense. To me.

How many people here do not choose their cards based on the tech and the performance, but instead because of emotive things like "the community" or "the image" or other suchlike?

It's like choosing the school to send your children based on what colour the carpets are.

And yes, I agree AMD's marketing is idiotic most of the time. But why should tech people give two craps about it? Does being on the right "team" make you feel better about yourselves?
 
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