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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
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Comments  

 
+19 #1 Zone 2010-12-10 13:57
And another typical Fuad article, this one pushes a bit harder then usual though, atleast in my experience.

I tell you, more of this means on man less checking this site on a daily bases.

I mean come on, Fuad is writing this like some angry ignorant 13 year old fanboy.
Im not trying to be insulting but when I read this "article" that was the image I got of the writer.
 
 
+22 #2 seacyp 2010-12-10 14:18
Several of you tech journalists seem stuck on this idea that AMD and Nvidia can actually compete fairly with Intel...

With INTEL, you are dealing with a company who is WILLING AND ABLE to pay even 1-BILLION in a single quarter to make an OEM (namely Dell)to not use a competitor's processors.

And Intel routinely dished out exclusivity rebates worth hundreds of millions to HP, Acer, Toshiba, Sony, etc.

What makes you think Apple would be any different - especially considering that Intel would "punish" OEMs who dared to sell more than an intel-specified % of a competitor's processors?

Apple has already made up its mind to work with Intel's massive marketing dollars. End of story already!
 
 
+29 #3 majorpayne 2010-12-10 14:22
Poor Fuad 99.9% of fudzilla readers dont believe in his article.
 
 
+15 #4 fuadzilla 2010-12-10 14:51
Quoting majorpayne:
Poor Fuad 99.9% of fudzilla readers dont believe in his article.


someone should get a new job... :-|
 
 
+3 #5 inaphasia 2010-12-10 15:35
Bye, bye Mercury Playback Engine for the MacBook "Pro"?

Bye, bye "ala Optimus" card switching too?
 
 
+4 #6 robbied 2010-12-10 16:42
I always found the macbook pro GPU ridiculously hot. I wonder if Apple is going to go to AMD for an equal or better performing chip that uses less power/dissipates less heat.

Good point on the card switching tho. AMD should have a solution to that (or have the ability to throttle consumption WAAAAY back).
 
 
+18 #7 redisnidma 2010-12-10 18:14
No wonder why this place is called FUD zilla.

Keep it up Fuad, let's see how far you'll get with all the misinformation and AMD-bashing. ;-)
 
 
+2 #8 DJDestiny 2010-12-10 20:30
Quoting robbied:
I always found the macbook pro GPU ridiculously hot. I wonder if Apple is going to go to AMD for an equal or better performing chip that uses less power/dissipates less heat.

Good point on the card switching tho. AMD should have a solution to that (or have the ability to throttle consumption WAAAAY back).


Example : HP tx2 series also .
Nevermind , all Nvidia Cards are ridiculously hot , and poor performing for their heat output .
 
 
+1 #9 The_Wolf88 2010-12-10 21:00
Intel will be the next to be out after AMD release their Fusion processors !

Chipset + GPU + CPU = Apple will turn to Pure AMD !!
 
 
-8 #10 Naterm 2010-12-10 22:02
Quoting The_Wolf88:
Intel will be the next to be out after AMD release their Fusion processors !

Chipset + GPU + CPU = Apple will turn to Pure AMD !!



Yeah, probably not. AMD's mobile CPU business is a joke. They really just don't have good mobile products and for the forseeable future Fusion chips will be low-end SKUs. I think nVidia will be back into Apple's high-end notebooks as soon as the out of court settlement with intel shakes out.

The only platform I could really see Apple potentially using AMD is the iMac and the lower-end iMacs specifically. AMD just doesn't have the mobile platform that intel does (CPU) and they don't seem to be pushing in that direction very hard.
 

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