Dr. Jon Peddie Ph.D.

GLG News by Dr. Jon Peddie Ph.D., President

GLG News is now G+ Insights

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Nvidia leaps into supercomputers

October 5, 2009

Analysis of:Nvidia and "Starting the Next Age of Personal Computing" | www.tgdaily.com

Nvidia is in the test of its life with big stakes, big investments, and big risks – Fermi is a hail Mary pass if ever there was one. It’s not as reactionary or impulsive as some have suggested and a plan I think has been in the process for the past three years. Nvidia has been putting the pieces in place for the Fermi product through acquisition,  industry initiatives and setting up the platform. One of Jen Hsun Hung’s strengths is his long range vision and I think you can see it at work here.

Pineview not delayed

July 30, 2009

Analysis of:Digitimes Insight: Intel Pine Trail launch to delay | www.digitimes.com

In a meeting yesterday with Intel excutives I learned that Pineview, Intel's Atom CPU intgrated with a graphics processor and memory manger, is not delayed as has been reported elsewhere.

Continued growth in all segements in computer graphics industry

July 28, 2009

Analysis of:The Compute Graphics market will have a CAGR of 8% to 2013 | www.jonpeddie.com

The computer graphics industry has enjoyed almost non-stop growth since it was established the late 1970s. Today,  computer graphics hardware and software (not counting services, maintenance and other aspects) are worth $68 billion – that’s a mind boggling average growth rate of 16.5% for 28 years!  (Charts available: email jon@jonpeddie.com)

The convergence of CG computing and visualization has arrived.

July 28, 2009

Analysis of:How does the world change when you can see what you’re thinking? | jonpeddie.com

Today, with GPU compute the researcher launches the computation in his or her own lab with his or her local supercomputer and with the same machine does the visualizations the way he or she wants them done. Depending on the complexity of the task jobs that took weeks now takes days, jobs that took days can be done in minutes and the time scales are further compressing. Productivity goes up, quality of research goes up, humanity benefits - it is the convergence of compute and viz.

2009 Digital Video Software Market

July 27, 2009

Analysis of:Digital video software market hit $1.5 billion in 2008. | jonpeddie.com

The digital videos software market supplies the tools for movie and TV making and has weathered the recession well and is poised for growth in 2010.

The market for GPUs exploded in Q2 29%

July 27, 2009

Analysis of:AMD soars in Q2'09, Intel and Nvidia also show great gains | jonpeddie.com

We've hit bottom and have stone-skipped off -  Q3 and 4 are looking very good for the PC indiustry

Video on the Wire

February 8, 2007

Analysis of:Internet to revolutionize TV in 5 years: Gates | news.yahoo.com

We’ve been hearing about ITV for ten years, and online TVs since WebTV popped up. Many of us have tried at one time or another to get (and pay for) a movie via the internet, only to be sadly disappointed in either the time it took, the quirkiness of the PC, the poor sound quality and the intermittent picture quality. Like the old expression “I’ll believe it when I see it,” well we’ll see it when we believe (in) it. That’s not to say that all the above cited service won’t be available, or that one or two of them may actually become successful to some degree, but IPTV is not going to quickly or easily replace FOA, Cable, Satellite and DVD (no mater how you get one.)

Its Not About Games

December 19, 2006

Analysis of:The Unlikely Game Player | www.businessweek.com

It seems almost everyone has misread the reasons behind the acquisition, and what Voodoo is really all about.

Need an application processor? Call Nvidia in about a year

November 10, 2006

Analysis of:Nvidia to acquire PortalPlayer for $357 million | www.marketwatch.com

Nvidia will now accelerate their entry into the applications processor market for handhelds - may help with potential Apple deal.

Sony will be the long term winner

November 1, 2006

Analysis of:Opinion: Why Sony Won't Lose the Next-Gen War | biz.gamedaily.com

Microsoft will rule 2006, Sony will bring them to a draw in 2007 and in 2008 Sony will ship more than Microsoft and Nintendo combined.

The architecture is killer. That’s the good news and the bad news. The PS3 has longer legs than any of the other consoles and that is mostly what will make Sony win.

keep your eyes on the game titles, and that will tell you who is going to win. The market isn’t a win all or nothing situation. Many consumers in the middle class and above have two game consoles and a PC. The reason consumers purchase all three platforms is because of the games.

Sony’s problems aren’t Blu-Ray manufacturing

September 12, 2006

Analysis of:Blaming Faulty Part, Sony Scales Down World-Wide Launch of PlayStation 3 | online.wsj.com

Consoles are sold on the basis of games – not hardware technology and Sony knows this better than anyone.

Programming the PS3 is very difficult – games may be the delay

There are also problems with yield of the IBM cell processor

Only the Nvidia GPU design is on target and also easy to program.

2008 will be Sony’s year, not 2007

Microsoft is taking it to Sony in Japan with games, prices and production

September 12, 2006

Analysis of:MS to Offer Cheaper Core X360 in Japan Before PS3 | biz.gamedaily.com

Microsoft is taking it to Sony in Japan with games, prices and production

Microsoft is presenting a five point program for the Japanese market:

Better prices

More product available

Custom Japanese games

Cross platform games

Xbox Live Community

Nintendo marches to a different beat

September 12, 2006

Analysis of: Nintendo Reaffirms 6 Million Wii Shipment Target | biz.gamedaily.com

Nintendo does not follow Sony or Microsoft and has led them in many respects

First to offer full backward compatibility across all its platforms

First to offer, wire-free gesture controllers

First to offer handheld game machines

First to offer games for all sexes and ages

Production on target and there is a strong pent up demand

Major move for game industry with targeted ads

September 5, 2006

Analysis of:Coming To Video Games: Live Ads | www.washingtonpost.com

I see a direct correlation between in content advertising for TV (all forms) and that of the game industry.

I believe our estimates could be conservative considering the worldwide market for all advertising is estimated to be over $380 billion annually and growing at 6 to 8% a year.

Approximately $6 billion was spent on US TV advertising to 18-24 year-olds in 2005, and only about $20 million on video game advertising. Total annual online advertising dollars as of 2006 is approximately $17 billion; which makes my $200 million estimate for casual all the more realistic. By the end of 2010 game and game related advertising should be at least $1.2 billion and  growing if advertisers continue to accept the benefits of this relatively new medium. I think someday the value of game advertising and shopping will be in the 10's of billions worldwide but that the tipping point is over five years away.

The difference between stereo vision and "3D"

August 29, 2006

Analysis of:Fox Sports Conducting 3-D Tests | www.tvweek.com

Stereo vision, with or without glasses is not satisfying long term. Stereo vision is not 3D.

However, 3D models of a game, as the BBC did after the world cup, which allows you any POV, even the ball’s, is very interesting.

No magic MEG-4 soultions

July 28, 2006

Analysis of:MPEG-4 HD encoders - Harmonic's entry | www.harmonicinc.com

MPEG-4 encoders are pretty much the same.

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