Tag Archives: Nvidia

AMD drops in top 25 semi league table

MARKET RESEARCH firm Isuppli said that falling memory sales  significantly slowed growth  in the semi market in 2007.

AMD took an inevitable hit in 2007 compared to 2006, while Nvidia rose, as did Intel, which remained in first place, followed by Samsung.

DRAM revenues fell by 19.1 per cent in Q4 compared to the earlier quarter, while NAND flash revenues fell by 3.9 per cent in the period.

Forecasts by the manufacturers had been ebullient, based on the previous year. Dale Ford, senior VP at Isuppli said: “This was a complete role reversal for memory semiconductors compared to 2006.” Sales of memory integrated circuits had helped prop up the growth of the overall semi market, he said.

“If memory were excluded from the revenue total, the semiconductor market would have grown by 2.4 per cent in the fourth quarter. However, due to the influence of the weak memory market, total semiconductor market revenues fell by 0.5 per cent in the fourth quarter,” he continued.

Nanya and Qimonda were particularly badly affected, with their memory IC revenues falling by 32.4 per cent and 26 per cent for the year.

Data courtesy of Isuppli, figures for revenues are in millions of dollars. ♦

Semiconductor 2007 league table

2006 2007 Firm
Rev
06
Rev
07
%
change
%
total
1 1 Intel
31,542
33,995
7.8
12.6
2 2 Samsung
19,842
19,691
-0.8
7.3
3 3 TI
12,600
12,275
-2.6
4.6
4 4 Toshiba
10,141
12,186
20.2
4.5
5 5 ST Micro
9,854
10,000
1.5
3.7
7 6 Hynix
7,865
9,047
15
3.4
6 7 Renesas
7,900
8,001
1.3
3
14 8 Sony
5,129
7,974
55.5
3
15 9 Infineon
5,119
6,201
21.1
2.3
8 10 AMD
7,506
5,918
-21.2
2.2
9 11 NXP
5,707
5,746
0.7
2.1
11 12 NEC
5,601
5,742
2.5
2.1
16 13 Qualcomm
4,529
5,619
24.1
2.1
10 14 Freescale
5,616
5,264
-6.3
2
13 15 Micron
5,247
4,869
-7.2
1.8
12 16 Qimonda
5,413
4,005
-26
1.5
19 17 Elpida
3,527
3,838
8.8
1.4
17 18 Matsushita
4,022
3,800
-5.5
1.4
25 19 Broadcom
3,668
3,746
2.1
1.4
25 20 Nvidia
2,578
3,466
34.4
1.3
20 21 Sharp
3,341
3,401
1.8
1.3
21 22 IBM
3,172
2,977
-6.1
1.1
26 23 Marvell
2,550
2,777
8.9
1
23 24 Analog
2,603
2,707
4
1
22 25 Rohm
2,882
2,633
-8.6
1
82,401
83,027
0.8
30.9
Total
Revenue
260,355
268,905
3.3
100%

SPEC developing graphic power-performance benchmark

INDUSTRY BODY SPEC said that it is in the course of preparing an industry standard benchmark for power and performance related to professional workstations.

The body said that the SPEC/GWPG benchmark will be available this summer, and will use workloads from the SPECviewperf benchmark for 3D graphics, as well as CPU workloads for a number of applications including financial modelling, scientific computing,  and open source.

Participants in the push to the benchmark include AMD, Dell, Fujitsu Siemens, HP, Nvidia, Sun and Intel.

Intel will take on AMD, Nvidia head to head

THE CHIP called Larrabee will have so many notches on its gun that there will likely be a gunfight at the not-so-OK corral between Intel, AMD and Nvidia next year.

Today, Stephen Smith, VP of Intel’s Digital Enterprise division, told me that Larrabee, which the firm will demo later this year, will allow the firm to build discrete graphics cards. Products will follow, and that probably means 2009.

So that will mean that it will have graphics products to compete against Nvidia and ATI.

Making 2009 an interesting year in the already highly competitive graphics market.
Larrabee will be vector based, and use shared cache across multiple cores.

Smith also disclosed some details about Nehalem’s successors. It will be followed by a 32 nanometre chip called Westmere, and Sandy Bridges in 2010. Tock. Tick. ♣

BOGGARD The INQ’S take

Intel to brief on Nehalem, Larrabee, Dunnington

CHIP GIANT Intel is holding a teleconference for world hacks this coming Monday on its Nehalem, Larrabee and Dunnington technologies.

It will unveil further details of architectures it expects to implement during the course of this year.

I understand its Nehalem and its Larrabee plans are already far advanced. Nehalem will frighten AMD because it’s an answer to its chip architecture, while Larrabee will frighten, er, AMD and Nvidia because it poses a threat to their graphics business.

We’ll be listening in on Monday for the details after we’re back from Bengalaru. ♣

Nvidia’s back is against the wall

AMD, according to reliable sources, is preparing some shock treatment for Nvidia on the graphics front later this year.

But the same sources reckon that it will be earlier rather than later, pushing Nvidia to the limits. We’d say that Nvidia is a little like Intel in that it performs better when it’s under pressure rather than AMD, which always seems to start misfiring when things don’t go exactly right.

The word is the AMD strategy is something to do with codename Thunder. But don’t be surprised if Nvidia has something up its corporate sleevies too.  Because we suspect it has. ♣