NVIDIA will abandon general GPU market or most likely will be bought by IBM or similar heavy-weight.
1. Nvidia already lost integrated chips in MBs.
2. To add insult to the injury - they will lose massive low-end graphics market too, integrated GPUs in CPUs will make sure of that. Both Intel and AMD are launching products as we speak.
3. Nvidia already behind in mid/high end market for almost two generations. They still can catch up, but is it worth it? No doubt they'll try, but AMD isnt sleeping, while Nvidia will be losing money (or making pennies at most). NV is a rich company, but their funds wont last forever.
4. HPC market - Nvidia already lost this battle, and I think they know it too, just JHH ego wont accept it. My guess is - within 3 to 5 years there wont be more than traces of NV products in it.
Read about Intel's Knight Ferry:
http://www.pcworld.com/businesscent...el_unveils_new_server_chip_with_32_cores.html
http://www.intel.com/pressroom/archive/releases/2010/20100531comp.htm
Not only Intel have vastly more resources and influence in corporate market, their product is actually much more attractive for the developers and customers. Devs can very easy port their specialized software (or write for it), while customers get high-performance product in a bundled deal - Xeon + GPUs in one.
AMD will get a small part of this market too, and even theirs chances are much better than Nvidias. Green goblins lost HPC, I dont see any way around it. All they can do is to prolong the agony, not win the battle. CUDA will never be as attractive as what Intel is offering.
5. Most GPUs for the games today go to consoles, as far as I know, Nvidia doesnt have a single next gen contract.
6. Tegra and similar products are getting canceled or postponed. Yes Nvidia can still claw their way to this market, but competition is very strong there too.
What's left for Nvidia?
Only professional workstation market. This will keep NV afloat for a while, but it wont last long. Why? Because NV needs its consumer discreet market to offset costs required for R&D. Think about all previous GPU makers for this market - none of them survived if their only income was professional GPUs, not one of them.
AMD is increasing its share in it too, but in a long run it wont be the only threat for NV - Intel will launch its Knight's Ferry Xeon+Larrabee for this market too, and soon. What do you think software powerhouses will embrace more, CUDA or x86 GPU platform from Intel? I think we all know the answer.
Conclusion:
In the long run Nvidia doesnt have a chance to survive in GPU market, and either will find their niche market, or will be bought out, and the sooner the better for them, since their stocks value will only go down from now on.
). Jednostavno, u low endu vise nece biti mesta za diskretnu grafiku, taj dodatni cip je cist trosak kako god da okrenes.
