Analysis of market opportunities of NVIDIA high-en

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Analysis of market opportunities for NVIDIA high-end image processors

in the next few years, the integrated image chipset market will gradually decrease and eventually disappear. However, in the short term, there will be an opportunity for NVIDIA's new image processor to work with Intel's Penryn processor. NVIDIA claims that this combination provides five times the image performance compared to using Intel's own integrated devices

from late 2009, Intel and its competitor AMD will launch CPUs with embedded image cores to save space and power while improving image processing in some laptops. This move shows a historic turning point in the development blueprint of PC processors

in the next two years, both companies will provide chips for more kinds of desktops and laptops. Before these processors were widely adopted, as a part of PC chipset, the image kernel with integrated IO controller still had important but gradually shrinking opportunities

nvidia hopes to seize this opportunity through its geforce 9300. The chip contains 16 cores used in NVIDIA's existing 8-core geforce 8400 chip family. 9300 is NVIDIA's first integrated image chip, which supports all decoding steps of H.264 video, the company's C language image programming environment (called CUDA) in China, and its multi image processor link technology

the support of H.264 enables the chip to playback Blu ray movies on third-party media players (not including Windows media players at present). It can process 7.1 channel audio through HDMI interface and supports DisplayPort and DVI interfaces

the IO controller on this chip can link to DDR2 and DDR3 DRAM at a rate of up to 1.3GHz. It supports 2.5 and 5GHz PCI Express links, and supports 12 USB 2.0 ports and 6 serial ATA interconnect ports

compared with the speed of Intel integrated graphics chip of about 10 frames per second, 9300 can perform games at the speed of 30 frames per second. When the core runs at the speed of 580mhz, the maximum power consumption of 9300 is 32 watts. The company plans to use this chip on motherboards priced below $100

from raw material preparation (mining or transportation), product production and use, "this redefines the home theater effect that a $500 PC can achieve." David ragones, NVIDIA's product line manager, said

the launch of this chip coincides with the withdrawal of AMD and Taiwan via electronics from the integrated chipset market for Intel CPU. This has created a market opportunity for NVIDIA, although it is temporary

a market observer pointed out that the sales volume of NVIDIA's new chips is likely to increase significantly, although these devices may face heavy pressure in terms of profits

Dean McCarron, head of mercury research, said that before AMD and via exited, the two companies shared the market of 9million chipsets per quarter, which was about 20million at its peak. He estimated that with the withdrawal of the two companies, NVIDIA's business volume in this part has jumped 10 times to 3million pieces per quarter

nvidia can double its shipments with its new chips, but the market has not yet recovered to its highest level in history, he said

mccarron said that the chipset sales competition with Intel is difficult - Intel has strongly bundled the CPU and chipset together, effectively reducing the chipset price to less than $10. In addition, Intel has turned to the latest technology to manufacture its chipsets, and is ready to integrate these devices as cores into its next generation CPU

"this is not an inaccessible market, but you obviously face the obstacles formed by Intel's economic scale." McCarron said, "in addition, there is always a demand for pressure testing machine of Jinan new era Gold Testing Instrument Co., Ltd., also known as electronic pressure testing function point, with different price/sex."

"even if you can provide double performance at half the price, it will still be difficult to enter this market, because Intel is very good at chip bundling." Adam Kozak, marketing manager of AMD chipset products, said

McCarron predicts that integrated image chipsets will be an important market until 2010. After that, as images are more widely integrated into the CPU, the market will lose meaning to NVIDIA. " He said

"the architecture of CPU is changing, and chipset manufacturers will eventually become the protagonists of the monologue." Kozak said, "but I expect this to be a slow conversion process, because it will take some time for the market to adopt new technologies," he said

short term opportunities are also very important. AMD is expected to release one or more versions of integrated image chips for its CPU before its fusion processor (including image kernel) is widely adopted

"during the transition to fusion, I won't be surprised if you find some quasi fusion products to ensure the safety of products and continue to use 880 class chipsets." Kozak said

McCarron of mercury believes that although integrated image chipsets will eventually be eliminated, discrete image chips are a "safety island". This is because the CPU is limited in power and size in terms of integrated image capability, and these cores are likely to fail to keep up with the increasing user performance requirements

McCarron predicts that the growth rate of discrete image chips will decline in general, from about 15% to large single digits, roughly equivalent to the growth rate of PC

"every company in the PC industry is looking for ways to expand into new markets." McCarron said

"these companies are doing a lot of research and development for new markets, most of which focus on mobile products." Referring to Intel's atom and NVIDIA's Tegra mobile CPU, he added

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