News Posts matching "market share"

Return to Keyword Browsing

NVIDIA Ships Over 75% of Discrete GPUs in Q2-2015

Mercury Research published its market analysis for PC Graphics, for the second quarter of 2015 (April-June), this is an important quarter as this is when people tend to buy or upgrade their PCs for the summer break. According to the numbers posted by Mercury Research, NVIDIA hit a new record in discrete GPU market share. In the assessment period, 76.4 percent of desktop discrete GPUs were NVIDIA, up from 63.8 percent in Q2-2014. AMD, the only other desktop discrete GPU maker, saw its share drop to 23.6 percent.

The mobile discrete GPU figures were slightly better for AMD, with the company making up 34.6 percent, slightly up from 33.2 percent in Q2-2014. NVIDIA slipped proportionately down to 65.4 percent, from 66.8 percent in Q2-2014. When being a "discrete" GPU is no longer a criteria, and Intel is added to the mix, i.e. every CPU with graphics Intel sold, and every APU AMD sold (including the ones it sold to Microsoft and Sony), NVIDIA makes up 15.7 percent, AMD 14 percent, and Intel a whopping 70.1 percent. The big-picture isn't looking good. PC graphics shipments declined by 8 percent over the quarter, and down 21 percent from the same time last year. This is the worst on-year decline since the 2008 Financial Crisis.

Source: Mercury Research

Lenovo Posts 1st Quarter FY15-16 Results

Lenovo Group today announced results for its first fiscal quarter ended June 30, 2015. Quarterly revenue was US $10.7 billion, a 3 percent increase year-over-year. First quarter pre-tax income decreased 80 percent year-over-year to US $52 million. Net income declined 51 percent year-over-year to US$105 million. Lenovo saw severe challenges in its main markets. It faced significant declines in the global PC and tablet markets, as well as slowing growth and increasing competition - especially in China - in smartphones. There were macroeconomic challenges in Brazil and Latin America and large currency fluctuations, intensifying competition, which hurt Motorola's profitability in particular. Finally, Lenovo saw a rapidly shifting technology demand landscape in the enterprise business.

Despite this tough environment, Lenovo continued to deliver solid results. Its PC business reached record worldwide share of 20.6 percent. It gained share in every geography and achieved the # 3 position in the critical U.S. market, with record high share of 13 percent. Lenovo gained nearly one point of share and strengthened its #3 position in the tablet market. For the third consecutive quarter, the enterprise business had positive operating margin, before non-cash M&A-related accounting charges. In smartphones the company accelerated its shift from a carrier-focused business model in China to the open market in the rest of the world, which drove Lenovo brand smartphone volume outside China up 68 percent year-on-year.

Microsoft Releases FY15 Q4 Results

Microsoft Corp. today announced that revenues for the quarter ended June 30, 2015 were $22.2 billion. Gross margin, operating loss, and loss per share for the quarter were $14.7 billion, $(2.1) billion, and $(0.40) per share, respectively.

These results include the impact of a $7.5 billion non-cash impairment charge related to assets associated with the acquisition of the Nokia Devices and Services (NDS) business, in addition to a restructuring charge of $780 million. There was also a charge of $160 million related to the previously announced integration and restructuring plan. Combined, these items totaled $8.4 billion or a $1.02 per share negative impact. Excluding this impact, operating income and EPS would have been $6.4 billion and $0.62, respectively. During the quarter, Microsoft returned $6.7 billion to shareholders in the form of share repurchases and dividends.

The following table reconciles these financial results reported in accordance with generally accepted accounting principles ("GAAP") to Non-GAAP financial results. Microsoft has provided this Non-GAAP financial information to aid investors in better understanding the company's performance. All growth comparisons relate to the corresponding period in the last fiscal year.

Realtek Develops New Onboard LAN Chip to Win Back Gamer Crowd

In a bid to regain market share lost to Intel and Killer (Qualcomm) in the DIY motherboard market, particularly with motherboards targeted at online gaming PC builds; Realtek unveiled a new onboard LAN solution called the Realtek Dragon. Intel and Killer have replaced Realtek as a preferred onboard Ethernet chip provider for DIY PC motherboards over the past two generations, as perception of their lower driver overhead, lower latencies, and other advantages spread. Sensing that merely improving drivers for its existing RTL8111 family of PCIe gigabit Ethernet PHY chips won't fix the situation, Realtek sought to give its latest generation an off-beat brand name that it hopes could appeal to the DIY crowd.

At the heart of the Realtek Dragon is the new RTL8118AS, a PCIe gigabit Ethernet PHY, much like the 8111 family. Realtek says it made refinements to the chip over previous generations, which will offer better performance (lower driver overhead) for traffic with small UDP packets, which is how most online multiplayer games work, and lower power consumption than competing solutions, such as the Killer E2200. Realtek even set a new branding for its chip, and will allow motherboard makers to print it on their PCBs, just as they print branding for Killer or Intel onboard LAN solutions. Realtek Dragon will make its debut with certain socket LGA1151 motherboards by ECS.


Source: Anandtech

Big Swing in Market Share From AMD to NVIDIA: JPR

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, today announced estimated graphics chip shipments and suppliers' market share for 2014 2Q in its Market Watch quarterly PC graphics report, an industry reference since 1988.

Graphics processors, stand-alone discrete devices, and embedded processor-based GPUs are ubiquitous and essential components in all systems and devices today -- from handheld mobile devices, PCs, and workstations, to TVs, servers, vehicle systems, signage, game consoles, medical equipment, and wearables. New technologies and semiconductor manufacturing processes are taking advantage of the ability of GPU power to scale. The GPU drives the screen of every device we encounter -- it is the human-machine interface.

The third quarter is typically the big growth quarter, and after the turmoil of the recession, it appears that trends are following the typical seasonality cycles of the past.

Chromebook Shipments Up by 67% QoQ as Acer Dominates 37% of Market in 2Q-'14

In another strong quarter, Chromebook shipments increased by 67% QoQ and are projected to double in size YoY. Acer continues to maintain its lead over other vendors in the market, including Samsung, HP, and Dell. The top three leading vendors - Acer, Samsung, and HP - accounted for 74% shipment share during 1H 2014 and are forecasted to maintain market control through 2H 2014, according to quarterly data from technology market intelligence firm ABI Research.

"Consumers are hungry for a product that is cost effective but also provides the versatility and functionality of a laptop," says Research Analyst Stephanie Van Vactor. "The growth of the Chromebook market demonstrates a niche that is gaining traction among consumers."

The questionable need of Chromebooks by consumers contributed to the slow start of these devices; however, vertical markets such as elementary education still remain a driving force. In emerging markets, especially in Asia-Pacific and Eastern Europe, business-purchasing entities account for 75% of Chromebook sales. ABI Research also forecasts that North America will account for 78% of the Chromebook market in 2014, while other regions, especially Asia-Pacific and Western Europe, are expected to grow in market share by 2019.

Graphics Add-In Board Market Down in Q2, NVIDIA Holds Market Share Lead

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics add-in-board (AIB) shipments and suppliers' market share for 2014 2Q.

The quarter in general
JPR found that AIB shipments during Q2 2014 behaved according to past years with regard to seasonality, but the decrease was more than the 10-year average. The news was disappointing, quarter-to-quarter, the market dropped 17.5 % (compared to the desktop PC market, which increased 1.3%).
  • Total AIB shipments decreased this quarter to 11.5 million units from last quarter.
  • AMD's quarter-to-quarter total desktop AIB unit shipments decreased 10.7%.
  • Nvidia's quarter-to-quarter unit shipments decreased 21%.
  • Nvidia continues to hold a dominant market share position at 62%.
  • Figures for the other suppliers were flat to declining.

Toshiba Details Its Storage Products Strategy

The storage business is one of Toshiba's strategic focus businesses, alongside energy and healthcare. Our data storage products, such as HDD and SSD, are the key components of the storage business, along with NAND Flash, and we will make our business more competitive and larger by supporting cloud and social network service businesses that are expected to see rapid expansion.

HDD responsible for storing large amount of data and SSD responsible for high speed processing are seen as co-existing, complementing each other's characteristics. While offering a wide line-up of storage products, our main focus will be the enterprise market and the following products and targets.
  • Near line HDD: Expand market share by increasing the capacity.
  • Enterprise SSD: Gain market share by utilizing advantages of in-house NAND flash memory and expanding line-up for high speed processing storage at data centers.

Personal & Entry Level Storage Market Sees Shipment Growth in Q2, Says IDC

The worldwide personal and entry-level storage (PELS) market was up by 1.5% year over year with almost 17 million units shipped in the second quarter of 2014 (2Q14), according to the International Data Corporation (IDC) Worldwide Personal and Entry Level Storage Tracker. Shipment values increased along with unit shipments by 1.8% from a year ago to $1.5 billion.

Hard disk drive (HDD) vendors continued to increase their share of PELS units shipped, gaining 3.3 points year over year to grow to 77.6% market share in 2Q14. Although the entry-level storage market continued to be dominated by the mainstream non-HDD vendors with 58.8% unit shipment market share, their market share was down 13.0 points year over year.

TSMC May Lose 16 nm and 14 nm Market Share to Competitors in 2015: Chairman

TSMC may lose out on orders to competing fabs on the 16 nanometer (nm) and 14 nm nodes, in terms of market share, in 2015, according to company chairman Morris Chang. Chips built on the 16 nm node will amount to single-digit percentages of the company's output in the year. Samsung Electronics is expected to take the lead on these processes, as it just netted orders from Qualcomm, a major mobile baseband chip and SoC designer.

Chang stressed that 20 nm and 16 nm will drive revenue for the next three years for major fabs. 20 nm products will account for 10 percent of TSMC's revenues in Q3 2014, will expand to 20 percent in Q4, and contribute over 20 percent of TSMC's revenues in 2015. TSMC's 16 nm node will be competitive for products such as mobile baseband chips, ICs, GPUs, NICs, and server chips. Despite these setbacks in the company's competitive outlook, it expects its revenues to grow by 12.6 to 14.2 percent sequentially in Q3 2014, year over year.Source: DigiTimes

PC Shipments Down 1.7% in Q2, According to IDC

Worldwide PC shipments totaled 74.4 million units in the second quarter of 2014 (2Q14), a year-on-year decline of -1.7%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. The results reflect the smallest decline in global PC shipments since the second quarter of 2012 when declining shipments of mini notebooks combined with a surge in tablet sales to disrupt the PC market.

Buoyed by both continued business PC replacements and returning consumer interest, the preliminary results for 2Q14 are markedly better than the projected decline of -7.1% for the quarter. Despite the end of Windows XP support in early April, it appears many Windows XP migrations continue to take place. Most major vendors saw solid growth, and early indications also point to desktop shipments being stronger than expected in some areas, signaling continued business buying. The consumer side also appears stronger than expected, with growing activity among the lower-priced models as well as Chromebooks.

Worldwide Purpose-Built Backup Appliance (PBBA) Market Revenue Declines -2.5%

Worldwide purpose-built backup appliance (PBBA) factory revenues declined -2.5% year over year to $664.5 million in the first quarter of 2014 (1Q14), according to the International Data Corporation (IDC) Worldwide Quarterly Purpose-Built Backup Appliance Tracker. In addition, the total PBBA open systems market fell -2.6% year over year in 1Q14 with revenues totaling $598.9 million while the mainframe market experienced a decline of -1.1% for the same period. Total worldwide PBBA capacity shipped for open systems and mainframe PBBA systems reached 398,280 terabytes, increasing 7.1% year over year.

"The worldwide PBBA market is showing maturity coupled with a typically slow first quarter of the calendar year," said Robert Amatruda, Research Director, Data Protection and Recovery. "We expect the PBBA market will resume growth over the months ahead as customers continue to embrace appliance form factors to meet their growing data protection and recovery challenges."

Worldwide PC Monitor Market Declines in Q1 2014, According to IDC

Worldwide PC monitor shipments totaled nearly 33.7 million units in the first quarter of 2014 (1Q14), a year-over-year decline of -0.4%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Monitor Tracker. IDC expects worldwide shipments to continue on their current trajectory, slipping to 106 million units for the full year 2018.

"Despite the overall decline, the shipment totals were stronger than the forecast of 31 million units," said Phuong Hang, Program Director, Worldwide Trackers at IDC. "Geographically, Japan and the Middle East and Africa (MEA) regions delivered the largest gains during the first quarter while Dell and HP both experienced solid shipment growth."

NAND Flash Brand Supplier Revenue Falls 6.6% in First Quarter

The shipment performances of Smartphones, Tablets, and Notebooks were relatively weak in the first quarter due to seasonality. As a result of the entire NAND Flash market's oversupply in 1Q 2014, the branded suppliers' Q1 revenues saw a 6.6% drop compared to the previous quarter, and slid to approximately US$ 7,244 million, according to Sean Yang, Assistant Vice President at DRAMeXchange, the memory and storage research division of TrendForce.

Looking at the branded supplier revenue ranking, Samsung managed to retain its lead in the market with approximately US$ 2,175 million in sales, but saw its market share dip slightly to 30.0%; Toshiba came in second with a revenue total of US$ 1,548 million and an improved market share of 21.4%; SanDisk ended up in third place with US$ 1,367 million in revenue, while Micron came in fourth with US$ 1,050 million; Affected by its capacity allocations, SK Hynix's revenues slid to approximately US$ 594 million, resulting in market share of 8.2%.

Graphics Add-in Board Market Down in Q1, NVIDIA Holds Market Share

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics add-in-board (AIB) shipments and suppliers' market share for 2014 1Q.

JPR's AIB Report tracks computer add-in graphics boards, which carry discrete graphics chips. AIBs are used in desktop PCs, workstations, servers, and other devices such as scientific instruments. They are sold directly to customers as aftermarket products, or are factory installed. In all cases, AIBs represent the higher end of the graphics industry using discrete chips and private high-speed memory, as compared to the integrated GPUs in CPUs that share slower system memory.

Intel Gains, Nvidia Flat, and AMD Loses Graphics Market Share in Q1

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers' market share for 2014 1Q. For the previous three quarters, the PC graphics market has gone up. This was the first quarter to show a decrease in shipments since last. Shipments were down 11.6% quarter-to-quarter, and down 4% compared to the same quarter last year.

Quick highlights:
  • AMD's overall unit shipments decreased 18.2% quarter-to-quarter, Intel's total shipments decreased 7.9% from last quarter, and Nvidia's decreased 10.4%.
  • The attach rate of GPUs to PCs for the quarter was 135% and 33% of PCs had discrete GPUs, which means 67% of the PCs are using the embedded graphics in the CPU.
  • The overall PC market decreased 9% quarter-to-quarter, and decreased 3.5% year-to-year.

Graphics Chip Shipments Up In Q4 2013, Intel and Nvidia Gain Market Share

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers' market share for 2013 4Q. The quarter was the second quarter in a row to show a gain in shipments, up 1.6% quarter-to-quarter, and up 2% compared to the same quarter last year.

Quick highlights:
  • AMD's overall unit shipments decreased 10.4%, quarter-to-quarter, Intel's total shipments increased 5.1% from last quarter, and Nvidia's increased 3.4%.
  • The attach rate of GPUs to PCs for the quarter was 137% and 34% of PCs had discrete GPUs that means 66% of the PCs are using embedded graphics.
  • The overall PC market increased 1.8% quarter-to-quarter, but declined 8.5% year-to-year.

Lenovo Posts Third Quarter 2013-14 Results

Lenovo Group today announced record results for its third fiscal quarter ended December 31, 2013, driven by strong global execution, an innovative product portfolio and an increasing mix of PC Plus revenues. Quarterly revenue was US$10.8 billion, a 15 percent increase year-over-year, passing the US$10 billion milestone for the first time ever. Third quarter profit grew even faster with pre-tax income increasing 30 percent year-over-year to US$321 million, while earnings also grew 30 percent year-over-year to US$265 million. Lenovo shipped a record 32.6 million devices in the quarter or nearly 5 devices every second. Lenovo's third quarter mix of sales from its Mobile Internet and Digital Home division which develops PC Plus products such as smartphones, tablets and smart TVs, was 16 percent of total revenues, up from 11 percent one year ago and seven percent two years ago, with steadily improving profitability.

For the third straight quarter, Lenovo was the world's largest PC vendor, with its highest-ever quarterly market share of 18.5 percent, up 2.4 points year-over-year. Record high share in EMEA, Asia Pacific and China with number one positions in five of the seventh largest PC markets globally - supported this strong performance. Lenovo's PC shipments for the third fiscal quarter were 15.3 million units, again making it the fastest growing of the top five PC vendors. This was also the 19th quarter in a row that Lenovo outperformed the industry as a whole, growing at a 14 point premium to the market.

Worldwide PC Monitor Market Sees Sequential Growth in Q3

Total worldwide PC monitor shipments were more than 35.0 million units in the third quarter of 2013 (3Q13), an increase of 4.5% compared to the previous quarter and 1.2 million units more than forecast, according to the International Data Corporation (IDC) Worldwide Quarterly PC Monitor Tracker. Year-over-year growth was -8.6% in 3Q13, largely due to the ongoing decline in PC sales.

"Asia/Pacific (excluding Japan)(APeJ), Western Europe, and Central and Eastern Europe (CEE) outperformed the overall market in the third quarter and increased their regional market shares," said Jennifer Song, Research Analyst, Worldwide Trackers at IDC. "China and India were the top growth drivers within APeJ, while Germany and Russia were the leading country markets in Europe."

Intel and NVIDIA Raised Graphics Chip Shipments Levels in Q3

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers' market shares for 2013 3Q. Q3'13 was the second quarter in a row to show a gain in shipments, up 1.6% quarter-to-quarter, but down 8.8% compared to the same quarter last year.

AMD's overall unit shipments decreased 4.2% quarter-to-quarter, Intel's total shipments increased 3.5% from last quarter, and Nvidia's increased 2.3%. The attach rate of GPUs to PCs for the quarter was 137%, which means only 73% of the PCs with embedded graphics are using them.

Dell Captures Top Position in Worldwide PC Monitors in the Second Quarter

Dell moved ahead of Samsung in the worldwide PC monitor market for the first time since 2007, shipping more than 5.0 million units in the second quarter of 2013 (2Q13). Total PC monitor shipments for the quarter were 33.5 million units, which was 1.6 million units more than forecast but still represented a year-over-year decline of -0.7%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Monitor Tracker.

"Dell grew its unit shipments by 12.7% compared to the first quarter of 2013, which vaulted the company into the number one position worldwide. However, Samsung continues to be the worldwide revenue leader, despite its declining shipment numbers," said Jennifer Song, Research Analyst, Worldwide Trackers at IDC. "On a geographic basis, China remained the largest market for PC monitors with 29.2% share, followed by the U.S. with 18.4% share. The number three market, Brazil, trailed by some distance with 4.3% share."

AMD Winner in Q2, Intel Up, NVIDIA Down, According to Jon Peddie Research

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers' market share for 2013 2Q. While the news was disappointing year-to-year, the news was encouraging quarter-to-quarter. AMD overall unit shipments increased 10.9%, quarter-to-quarter, Intel increased 6.2%, and Nvidia decreased by 8%. The overall PC market declined 2.5% quarter-to-quarter while the graphics market increased 4.6%. Overall this net 7.1% increase reflects an interest on the part of consumers for double-attach-the adding of a discrete GPU to a system with integrated processor graphics, and to a lesser extent dual AIBs in performance desktop machines.

On a year-to-year basis we found that total graphics shipments during Q2'13 dropped 6.8% while PC shipments which declined by at a faster rate of 11.2% overall. GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped and most of the PC vendors are guiding down to flat for Q3'13. The popularity of tablets and the persistent economic slowness are the most often mentioned reasons for the decline in the PC market and the CAGR for PC graphics from 2012 to 2016 is -1.4%; we expect the total shipments of graphics chips in 2016 to be 319 million units.

IDC Lowers Forecast Growth for PC Monitors While Average Screen Size Increases

Continued decline in demand for PC desktops has led International Data Corporation (IDC) to lower its estimate of PC monitors shipped in the first quarter of 2013 (1Q13) to 33.8 million units, down from its previous forecast of 34.7 million units for the quarter. In the latest update of the Worldwide Quarterly PC Monitor Tracker, IDC also lowered its total shipment forecast for 2013 from 140.1 million units to 134.4 million units, which will represent a 9.9% year-on-year decline. By 2017, worldwide shipments are expected to drop further to 113.6 million units.

"The continued decline in PC desktops is bringing about changes in strategy and product focus in the PC monitor market," said Jennifer Song, Research Analyst at IDC. "With Windows 8 operating system, we expect to see more touch-based monitors although price points are a little high. Average screen size of the market is also expected to increase to 21.4" in 2017 from 20.4" in 2012."

Palit and PC Partner Beat ASUS in Graphics Card Market Share

According to the latest global graphics card market share seen by Taiwanese tech industry observer DigiTimes, Palit Microsystems and PC Partner have each surpassed ASUSTek. The two relegated ASUS to the position of third biggest graphics card vendor by volume. ASUS is a vendor-neutral graphics card vendor, selling both NVIDIA GeForce and AMD Radeon graphics cards; while Palit beat it with a predominantly GeForce-based product stack. Although Palit Microsystems is vendor-neutral on paper, it virtually stopped making AMD Radeon-based products.

Palit Microsystems runs two major brands, Palit, and Gainward, which target different global markets, and are seldom found in the same market. PC Partner, on the other hand, runs Sapphire, which focuses on AMD Radeon products, and ZOTAC, focusing on NVIDIA GeForce. Both Palit Microsystems and PC Partners also contract-manufacture graphics cards for other companies. With the surge of Palit Microsystems and PC Partner, ASUSTek is pushed down to the third place in global market-share, followed by MSI and GIGABYTE.


Source: DigiTimes

Worldwide Disk Storage Systems Maintain Steady Growth in Third Quarter: IDC

Worldwide external disk storage systems factory revenues posted year-over-year growth of 3.3%, totaling just over $5.9 billion, in the third quarter of 2012 (3Q12), according to the International Data Corporation (IDC) Worldwide Quarterly Disk Storage Systems Tracker. For the quarter, the total disk storage systems market posted just under $7.9 billion in revenues, representing 3.7% growth from the prior year's third quarter. Total disk storage systems capacity shipped reach 7,104 petabytes, growing 24.4% year over year.

"The external disk storage system market continues to exhibit steady growth, posting solid third quarter factory revenues of just over $5.9 billion," said Liz Conner, senior research analyst, Storage Systems. "End users continue to invest in storage infrastructures despite persistent concerns surrounding global and regional economies. Helping to drive the worldwide market in the third quarter was the double-digit growth in multi-protocol storage architecture and strong demand for upper mid-range and high-end storage."
Return to Keyword Browsing