Intel and AMD talent swap
The door swings both ways
Steamy results make seeing the truth difficult
If one looks at the distribution of AIBs, AMD has about 35% market share based on Q1’18 shipments. Not all those AIBs were used for gaming, but most of them were. Q1’18 market share desktop discrete AIBs However, if one looks at the volunteered data of Steam users, AMD has about 15% market share (and Intel 11%). Steam conducts … Read more
The power of Twitter — a GPU it makes
Seven words set the web on fire
MSPR finally means something, part 2
The following is a collage of stories about AIBs that occurred in Q1’18. Not meant to be an exhaustive listing of every mention of an AIB, or product announcement, it will give you some view of the general activities and areas of interest. MSPR finally means something, part 2 No longer a cheap discount disguise We’ve heard and used … Read more
Jon Peddie Research releases its Q1, 2018 add-in board report
Q1, 2018 goes down as a record-breaking quarter for add-in boards
Jon Peddie Research releases the Q1’2018 Market Watch report on PC GPU shipments
JPR reports that the GPU market increased year-to-year by 3.4%; sequentially GPU shipments decreased -10%
Inflated AIB prices will increase branded PC sales.
PC shipment models are out of synch What will the run up in AIB prices do to PC pricing? Probably not very much immediately, as the OEMs negotiate their deals six months ahead of shipping a PC and buy direct instead of through the opportunistic distribution channels, which have enthusiastically raised prices. However, smaller white box (WB), custom system integrators … Read more
AMD Q4 2017 results
$1.5 billion in sales, $71 million GAAP profit for the quarter, sales and profit down from last quarter. AMD reported its calendar Q4 2017; revenues and operating income were up as well as its graphics and compute groups revenue and profits. “2017 marked a key inflection point for AMD as we re-shaped our product portfolio, delivered 25% annual revenue growth, … Read more