NVIDIA denies exit from core logic market

Saturday 02nd August 2008, 01:33:00 PM, written by Rys

NVIDIA, in email communication with the Tech Report, has denied it is leaving the PC core logic market after a news report by Digitimes claimed it was.

The original story, citing a confidential source at a Taiwanese mainboard vendor, claimed that the Californian company was set to get out of the core logic business completely, following a meeting with its mainboard partners not too long ago.

In email to TR, NVIDIA's head of PR for its platform products said that Digitimes' story was completely groundless.

Check out Tech Report's news item for the full email text and discussion.

Discuss on the forums

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nvidia ± tech, report, cyril, rocks, chipset, business, digitimes


Latest Thread Comments (1073 total)
Posted by Razor1 on Saturday, 27-Jun-09 21:09:57 UTC
both Dell and HP had similiar press releases, although nV admitted before hand, but things like this happen, OEM's and system builders aren't going to just drop suppliers like Charlie is saying. If that was the case Dell would have dropped Intel and went to AMD after Intel's motherboard mishap in the early 2000's, which even till date Intel hasn't taken resposibility for. There is more to it then just bad parts that cause deals to fall apart, its the same shallow thinking that Charlie has in all of his articles.

Posted by rjc on Monday, 29-Jun-09 08:05:18 UTC
Quoting Tahir2
What you are speculating on doesn't really make much sense to me since the 2D component architecture is going to be able to crank all the way up to 2048x1536 at 75Hz if the display supports it (maybe badly but netbooks definitely have a long long way to go before they have 8 to 11" displays of that resolution!
So in the above case the device doesnt really need extra gpu power nvidia is providing, then nvidia is going to have real difficulty preserving large margins on making that sale. Obviously from nvidia's point of view somehow they need to make the extra performance essential something that the device cannot just do without.

(Sorry if above is obvious, was just trying to make point clear)

Re >45%....i guess that was for the Zune business. If they can continue to keep it above 40% it will all work out good. Of concern though is that given Tegra has been on sale for a year now the possibility they are restricting sales only to higher margin clients. Similar to the strategy they seem to be using with Ion.

Earlier in 2009 i think guidance was roughly $100m for Tegra this year. If they achieve that or better at good margins then everything will be fine.

Posted by Tahir2 on Monday, 29-Jun-09 21:02:28 UTC
Quote
Obviously from nvidia's point of view somehow they need to make the extra performance essential something that the device cannot just do without.
Agreed and at the moment it is the ability to play HD material (big win for them) and a more tolerable gaming experience. In other words NVIDIA have positioned ION as being capable of playing 720p and 1080p material.

Posted by neliz on Tuesday, 30-Jun-09 08:49:19 UTC
Vr-Zone reports that nV's 40nm GT200 discrete products won't launch before October, production starts in August.

http://vr-zone.com/articles/nvidia-partners-get-ready-40nm-g210--gt-220-cards/7272.html?doc=7272.

This goes the same for the mobile products. Ouch.

Posted by kemosabe on Tuesday, 30-Jun-09 23:30:24 UTC
I don't have membership access to the details, but analyst JoAnne Feeney at FTN Midwest Securities apparently claims (http://www.theflyonthewall.com/permalinks/entry.php/NVDAid1095466) that her own channel checks suggest that OEMs (namely Dell, HP and Apple?) will be giving Nvidia less business going forward.

Too early to sound the alarms, but there might be more here than Charlie's imagination running wild.

Posted by kemosabe on Friday, 03-Jul-09 16:20:53 UTC
Chestthumpless denial (http://www.fudzilla.com/content/view/14512/1/) by NVDA, at least with respect to Apple.

Posted by ShaidarHaran on Friday, 03-Jul-09 17:09:21 UTC
I think this is the saddest day ever. Fraud abababa is denouncing Charlie Demerjian's FUD? What has this world come to!

Posted by Tahir2 on Friday, 03-Jul-09 18:41:06 UTC
Quote
Fraud abababa
You can get Charlie's name right but not Fuad's? That ain't very nice is it.

Posted by ShaidarHaran on Saturday, 04-Jul-09 00:12:24 UTC
Quoting Tahir2
You can get Charlie's name right but not Fuad's? That ain't very nice is it.
Fraud's is so much easier to make fun of. Besides, at least Charlie has contributed positively to the industry by breaking "bumpgate".

Posted by kemosabe on Saturday, 04-Jul-09 00:16:51 UTC
Fuad seems to have no qualms about messing up Jen-Hsun's name. :wink:


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