GLG News by Video Game Software 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.

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.

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.

Jon PeddiePresidentJON PEDDIE RESEARCH

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

William GardnerPresident and Managing PartnerDigital Entertainment Insights, LLC

Microsoft's X-Box Challenge

July 2, 2008

Analysis of:Microsoft reportedly to cut price of Xbox 360 to $299 | news.yahoo.com

There are several key implications from this price move. First of all, the X-Box 360 is not moving well at retail, and there is "push-back" from retail vendors to get the hardware moving again. This lack of movement is causing a slowdown  in software sales, forcing developers and publishers to reconsider longer term planning and will impact X-Box-360 sales even further. Lastly, the world wide demand for the Playstation 3 is on the rise, and Microsoft needs to stimulate the X-Box 360 space. One question, why now?

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

If We Build It, A 450 mm Wafer Fab, Will Customers Come?

May 7, 2008

Analysis of:Will industry build 450-mm fabs? | www.eetimes.com

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

How Can AMD Save Itself and Stay Independent? Is Nvidia AMD's Savior?

March 4, 2008

Analysis of:Nvidia-AMD: Deal or no deal? | www.eetimes.com

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

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