GLG News by Play Station 3 (PS3) Hardware Experts

William GardnerPresident and Managing PartnerDigital Entertainment Insights, LLC

3D Impact on Video Gaming

August 19, 2010

Analysis of:Gaming Giants bet on 3D for next big boost | www.google.com

The advent of in-home capability for delivery of 3D content has begun to pave the way for the next generation of video game hardware manufacturers (SONY , Microsoft, Nintendo )and software publishers (EA - ERTS, ATVI, TTWO, etc.) to prepare for this next evolution of that entertainment form. DEI's David Ward has drafted a first look "white paper" on issues and opportunities that will become important.

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.

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

Nortel Optical Sweepstakes

August 14, 2009

Analysis of:Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com

As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.

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.

Jon PeddiePresidentJON PEDDIE RESEARCH

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.

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