Featured Articles

Intel refreshes CPU roadmap

Intel refreshes CPU roadmap

Intel has revealed an update to its CPU roadmap and some things have changed in 2015 and beyond. Let’s start with the…

More...
Hands on: Nvidia Shield Tablet with Android 5.0

Hands on: Nvidia Shield Tablet with Android 5.0

We broke the news of Nvidia's ambitious gaming tablet plans back in May and now the Shield tablet got a bit…

More...
Nokia N1 Android tablet ships in Q1 2015

Nokia N1 Android tablet ships in Q1 2015

Nokia has announced its first Android tablet and when we say Nokia, we don’t mean Microsoft. The Nokia N1 was designed…

More...
Marvell launches octa-core 64-bit PXA1936

Marvell launches octa-core 64-bit PXA1936

Marvell is better known for its storage controllers, but the company doesn’t want to give up on the smartphone and…

More...
Nvidia GTX 970 SLI tested

Nvidia GTX 970 SLI tested

Nvidia recently released two new graphics cards based on its latest Maxwell GPU architecture, with exceptional performance-per-watt. The Geforce GTX 970…

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