Featured Articles

Analysts expect ARM to do well next year

Analysts expect ARM to do well next year

British chip designer ARM could cash in on the mobile industry's rush to transition to 64-bit operating systems and hardware.

More...
Huawei and Xiaomi outpace Lenovo, LG in smartphone market

Huawei and Xiaomi outpace Lenovo, LG in smartphone market

Samsung has lost smartphone market share, ending the quarter on a low note and Xiaomi appears to be the big winner.

More...
Intel Broadwell 15W coming to CES

Intel Broadwell 15W coming to CES

It looks like Intel will be showing off its 14nm processors, codenames Broadwell, in a couple of weeks at CES 2015.

More...
Gainward GTX 980 Phantom reviewed

Gainward GTX 980 Phantom reviewed

Today we’ll be taking a closer look at the recently introduced Gainward GTX 980 4GB with the company’s trademark Phantom cooler.

More...
Zotac ZBOX Sphere OI520 barebones vs Sphere Plus review

Zotac ZBOX Sphere OI520 barebones vs Sphere Plus review

Zotac has been in the nettop and mini-PC space for more than four years now and it has managed to carve…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Friday, 10 December 2010 13:37

Nvidia is out of most Apple notebooks in 2011

Written by Fuad Abazovic


AMD gets in on the action
We've asked around in our industry source circles and we got some confirmation on rumours claiming that Nvidia is out of Apple.

Intel will replace Nvidia in most of its low-end notebook models and AMD will get many of it smobile GPUs in some higher end MacBook Pro class SKUs. Again, we will repeat that AMD will get Fusion to Apple in late 2011 for some entry level notebooks as well. Nvidia will continue to provide GPUs for recently refreshed MacBook Air products. This won't change in 2011.

AMD won the deal using the same strategy that they used with HP. It sells GPUs below prices it usually charges and this is apparently a Nvidia is unwilling to play. AMD investors will see some comfort in getting AMD in more Apple products, but we don’t see much profit for the troubled chip maker, at least not in the short term. AMD has most of HP’s mobile GPU business as it loses money on its GPUs, so the same thing will happen in the Apple deal.

Still, analysts won’t see this as a good development for Nvidia, as losing Apple means losing a lot of face and a few percent of total Nvidia notebook business market share. Separate reports confirmed by some announcement made by Nvidia CEO Jen Hsun Huang indicate that the company got most of Sandy Bridge quad core design wins with its Optimus platform and that they have scored much more business than in 2010 or as a matter a fact ever, but this is something that we will have to look deeper into.

So, while the Apple deal is a clear loss for Nvidia, it appears to be a pyrrhic victory for AMD. The only clear winner is Apple, as it will offer more choice to consumers and pay less for mobile GPUs.

Last modified on Friday, 10 December 2010 14:00
blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments