|
|
8 yr avg. |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
2009 |
|
Average
change
Q1
to Q2 |
0.83% |
-5.42% |
-5.18% |
1.63% |
-4.22% |
3.13% |
-0.49% |
31.29% |
Table 1:
Growth rates from Q1 to Q2 from 2003 to
2009
|
|
TOTAL MARKET
Year to year things were great. Shipments jumped up to 98.3 million
units, up 31.3% from last quarter -- and most everyone fared well.
|
Vendor |
This
quarter |
Market
share |
Last
quarter |
Market
share |
Growth
Qtr-Qtr |
A year
ago |
|
AMD |
18.13 |
18.4% |
12.81 |
17.1% |
41.5% |
17.11 |
|
Intel |
50.30 |
51.2% |
37.20 |
49.7% |
35.2% |
44.67 |
|
Nvidia |
28.74 |
29.2% |
23.26 |
31.1% |
23.6% |
29.63 |
|
Matrox |
0.06 |
0.1% |
0.07 |
0.1% |
-6.2% |
0.10 |
|
SiS |
0.40 |
0.4% |
0.70 |
0.9% |
-42.9% |
1.90 |
|
VIA/S3 |
0.67 |
0.7% |
0.84 |
1.1% |
-19.5% |
1.00 |
|
Total |
98.30 |
100.0% |
74.87 |
100.0% |
31.3% |
94.42 |
Table 2: Total Graphics Chip Market for Q2'09
Things probably aren't going to get back to the normal seasonality till
Q3 or Q4 this year, and we won't hit the levels of 2008 until 2010.
However, people still need to buy things. Old computers will fail, new
employees will be hired and need machines, and of course software upgrades
like Windows 7 will be coming along. |
We are still
predicting an upturn in the PC market in Q3 and Q4 and in particular for
the graphics market (which serves not just PCs but aerospace and
automotive, industrial systems, medical systems, kiosks and POS). We are
optimistic because these are seasonally the best quarters.
- In Q4 there will be two new operating systems: Apple's Snow Leopard,
and Windows 7 which will help stimulate new purchases in the holiday
season
- ATI & Nvidia will be introducing new 40nm designs with higher
performance, GPU-compute, and surprisingly aggressive prices.
- The worst is over for inventories run down and the channel is now
restocking for back-to-school, and the holiday madness.
- And yes, there is pent up demand.
- We still believe there will be an impact from the stimulus programs
worldwide
|
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