Add-in board market decreased in Q2’15
Despite strong in the Performance sector, quarter-to-quarter AIBs shipments decreased -16.81% and -18.77% year-to-year
Overall GPU shipments dropped 11% from last quarter, AMD slipped 26%, Nvidia fell 16%
Year-to-year total GPU shipments dropped 18.8%—Desktop graphics down 21.7%, notebooks down 16.9%
GPU shipments dropped 11% from last quarter
http://jonpeddie.com/publications/market_watch/
Download Dr. Peddie’s presentation given at SIGGRAPH 2015
http://jonpeddie.com/download/media/slides/SIG15_Next_Gen_Tech_CGmarket.pdf
Doom and gloom in mobile phone land
They’ll love you forever, until they don’t … I remember, not too long ago, when Qualcomm was the darling of Wall Street, the prince of processors, the regal radio rogue, the king of the hill and the towers on the hill—until they weren’t. And then their revenue slipped 7% in a seasonally down quarter, and the mobs called for a … Read more
SIGGRAPH and our annual JPR Luncheon next week
http://jonpeddie.com/events/details/2015-jpr-siggraph-luncheon1
The CG market will exceed $235 billion by 2018
Industry enjoying 6.3% growth for next few years
Less than two weeks away from the annual JPR Luncheon at SIGGRAPH
http://jonpeddie.com/events/details/2015-jpr-siggraph-luncheon1
Fearing the small
I was thinking about the Pluto flyby and a comment made by an older gentleman that he doubted we would see as much technological progress as he had, having seen the Wright Brothers (when he was 17) to the moon landing (when he was 84). I think the developments are just as spectacular, but will be miniaturized and virtual, nano … Read more
Qualcomm confirms restructure plan as Q3 profit drops
http://www.mobileworldlive.com/qualcomm-confirms-restructure-plan-q3-profit-drops?utm_campaign=MWL_20150723&utm_medium=email&utm_source=Eloqua
The spring refresh
In the land of technology, the second quarter isn’t so much about spring as it is about laying plans, getting ready, and marshalling forces. Traditionally, the commercial spring refresh is about updating and spiffing up products, and getting them out the door to clear the decks for summer when it’s time to hunker down and prepare for the new year. … Read more
AMD and Intel show mixed results
AMD suffered loses and lower sales, while Intel was up in sales and profits. The second quarter was seasonally down in consumer PCs, but up in the datacenter which helped Intel. Intel also benefited from IoT, AMD’s Enterprise, Embedded and Semi-Custom segment, revenue increased. and that is where the company is putting its strategy focus. Citing softer-than-expected consumer PC demand … Read more