Originally Posted by TheMailMan78
So NVIDIA has lower yelds and lost all the console market and is losing laptop market share in leaps and bounds.......not looking good for the green team.
And yet they will make 2x as much money as the entire AMD, as usual.
Now seriously. The console market is not very profitable for AMD/Nvidia, it's a very low margin market, so I don't think it's going to affect them much, compared to say gaining (or losing!) some ground in the GPU market, consumer and professional.
Nvidia is talking about more laptop design wins than ever before for Kepler. If true that angle is covered.
And regarding yields we don't know if they are lower than AMD's, lower enough to mean anything I mean. All they said is that they had lower than expected* yields, which is not to say the rest are not in the same boat. Like always the media has overdramatized a comment that was only suposed to explain why operating expenses went from $330-something to $380-something millions. At least that's what I read on the situation.
* Remember that Nvidia talked about not doing a paperlaunch, and they are going to (try to) release the entire lineup in 2-3 months (AMD in ~5-6 depending on when you start counting), that's a lot of chips in a short period and ANY yield problem, any yield lower than expected can affect you much more in this situation. Also remember that in the discreet GPU market Nvidia still has >60% market share and they want to retain it so they will need to launch more cards. They always release with a higher number of cards than AMD.