GLG News by Graphic IC Chip Experts (North America)

Nathan BrookwoodResearch FellowInsight 64

How will Intel’s Decision to Cancel Larrabee Impact Intel, AMD and Nvidia?

December 7, 2009

Analysis of:Intel Scraps Plan For Graphics Chip | online.wsj.com

Intel’s decision to cancel its first generation Larrabee design gives AMD and Nvidia (NASDAQ: NVDA) two more years without significant competition from Intel in the discrete GPU market, and lets these vendors gain momentum in the GPU Computing segment. Don’t count Intel out; the second generation LRB design will be a far stronger product than the Gen 1 product would have been.

Nathan BrookwoodResearch FellowInsight 64

Even 2-D Users Will Miss Nvidia's Integrated 3-D Graphics on Core i3/i5 Systems

October 8, 2009

Analysis of:Nvidia Escalates Feud With Intel | online.wsj.com

Nvidia's chipsets outperform Intel's when it comes to integrated 3-D graphics, but Intel's move to incorporate graphics into its Core i3/i5 CPUs leaves no room for Nvidia's integrated solution. Too bad! Windows 7's DirectCompute feature speeds up media operations on systems with AMD or Nvidia discrete or integrated GPUs, but won't work with Intel's integrated graphics. Even users who don't care about 3-D may notice this media deceleration on Core i3/i5 systems that lack discrete GPUs.

Jon PeddiePresidentJON PEDDIE RESEARCH

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.

Nathan BrookwoodResearch FellowInsight 64

Fermi versus AMD Radeon: Who Wins, Who Loses in Supercomputing Applications?

October 4, 2009

Analysis of:Supercomputer to use new Nvidia 'Fermi' chip | news.cnet.com

While AMD and Nvidia battle for supremacy in the GPU computing arena, there's one obvious loser, Intel. AMD's 5870 appeared on schedule. Nvidia's Fermi is late, but its GTX 280 series still is competitive. Intel's Larrabee remains a no-show. End users who buy their systems by the teraflop have discovered and validated an alternative approach that requires fewer x86 CPUs, less power, and less space. GPU computing is here to stay, and the market will punish those who lack a competitive offering.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Sony follows Apples lead.

September 26, 2009

Analysis of:Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Sony is following what has been an extremely successful model with Apple's iTunes stores for both the iPods and iPhone in selling songs and applications.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Apple must enter new markets to continue growth

September 2, 2009

Analysis of:Apple, Facing Competition, Readies iPhone for Launch in Giant China Market | online.wsj.com

Apple is becoming a mature company with its growth slowing in the US and Europe. Microsoft has realized it must change its OS to compete with the Mac and is doing so with Windows 7. So for Apple to continue to grow it has to expand into more markets and has had to change it ways.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Why I won't be buying Apple iTablet.

August 5, 2009

Analysis of:Why consumers won't buy tablets | news.cnet.com

The rumors are flying on a new Apple Tablet computer coming this September, will this be a hit or a flop?

Jon PeddiePresidentJON PEDDIE RESEARCH

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.

Jon PeddiePresidentJON PEDDIE RESEARCH

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)

Jon PeddiePresidentJON PEDDIE RESEARCH

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.

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