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标题: 独立分析师 Jon Peddie 认为 NVIDIA Fermi 已经出货 40 万片 [打印本页]

作者: Edison 时间: 2010-5-14 23:10
标题: 独立分析师 Jon Peddie 认为 NVIDIA Fermi 已经出货 40 万片
http://www.xbitlabs.com/news/vid ... _Chips_Analyst.html

Nvidia Shipped 400 Thousand Fermi-Class Chips – Analyst.
Yields of Fermi Exceeded Our Expectations – Nvidia
[05/14/2010 06:59 AM]
by Anton Shilov
An independent analyst has confirmed that Nvidia Corp., a leading supplier of graphics and multimedia chips, has shipped hundreds of thousands Fermi-generation graphics processors. According to Jon Peddie, the head of Jon Peddie Research, Nvidia so far has shipped 400 thousand Fermi-generation chips.

“My estimate is Nvidia has shipped over 400 thousand [Fermi processors] as Tesla and Gefore units. The shipment numbers ‘to date’. Nvidia shipped a lot to OEMs, loads of Tesla versions since the announcement in Boston in March,” said Jon Peddie in a conversation with X-bit labs.

Earlier high-ranking Nvidia executives said that the company had shipped hundreds of thousands Fermi-class graphics processors. At present those chips are all based on the code-named GF100 (NV60, GT300) design, which is so complex that many analyst estimated that the yields of such chips was between 20% and 30%. Nvidia claims that its yields were higher than expected.

“Yields of our high-end, Fermi-based GPUs were much higher than expected, leading to good availability of our new GeForce GTX 480 and 470 GPUs and Tesla high-performance computing products,” said David White, chief financial officer of Nvidia, during the latest quarterly conference call with analysts.

Analyst Jon Peddie claims that the problems with yields are over for Nvidia. It has to be noted that in order to achieve those yields, Nvidia had to cut down the number of GF100’s stream processors from 512 to 480 on GeForce GTX 480 graphics board and to 448 on GeForce GTX 470 and Tesla C2050 add-in-cards.

“I think most of Nvidia's problems are behind and they are back on track. You will see a whole slew of derivative products in the next few months,” said Mr. Peddie.

Even though Nvidia celebrates the vast amount of Fermi-class graphics chips shipped, many questions regarding business side of the achievement remain. The GF100 – in both GeForce and Tesla versions – is by any definition a premium product, which drives up revenues, profits and margins. Nevertheless, it does not look that Fermi was actually a breakthrough for the company’s business.

In the first quarter of fiscal 2011 Nvidia posted 2% quarter-over-quarter revenue growth as well as 0.9% gross margin growth. The company recorded net income of $137.6 million, or $0.23 per diluted share, for the Q1 FY2011, compared to $131.1 million, or $0.23 per diluted share, in the Q4 FY2010. The company indicated that during the first quarter if fiscal 2011 the GPU business was flat, Quadro business was on the rise (there are no Fermi-based Quadro at the moment) and Tesla business achieved record revenue.

As it can be observed, despite of shipping around 400 thousand premium GF100 graphics processors, the company did not see any tangible improvements either in profitability or margins. Obviously, Nvidia is losing chipset market share rapidly and throughout the whole Q1 FY2011 it probably has been losing share on the market of discrete graphics processors. As a result, the GF100 chip as well as increasing sales of high-margin Nvidia Quadro solutions helped Nvidia to offset declines in the core-logic and GPU businesses in terms of revenue, however, it does not look like the company managed to earn a lot more than in the previous quarter.

作者: gzpony 时间: 2010-5-14 23:16
想起了曾经在这里到处传的“全球只有8000片”

经典案例啊

作者: UX201A 时间: 2010-5-14 23:21
版主知不知道有关KIN手机所用Tegra芯片的详细规格？

作者: Edison 时间: 2010-5-15 00:05
我想既然已经知道曙光的 5000 片已经全部到位为何楼上还要咋做不知道。

作者: CoreSolo 时间: 2010-5-15 00:07
我在想40万都是在分析师家后院生产的么

作者: Edison 时间: 2010-5-15 00:08

我在想40万都是在分析师家后院生产的么
CoreSolo 发表于 2010-5-15 00:07

反正 bbs 上看到的也就是 100 片不到，所以全球出货量显然低于 100 片。

作者: Edison 时间: 2010-5-15 00:19

bbs上有100或者接近100这个数字么？
twiki 发表于 2010-5-15 00:14

没看到我说 100 片不到吗？你想反驳什么？

作者: Edison 时间: 2010-5-15 00:24

曙光的fermi都到位了么，这个还真不知道，e版能提供消息来源链接么
我是来围观的发表于 2010-5-15 00:21

来自我的消息来源，这个我在差不多半个月前就在这里说过了，前天负责 gpcbenchmark 的 hpctech 也依据他的消息渠道予以证实。

作者: Edison 时间: 2010-5-15 00:31

没啥，说话是一种艺术，bbs上一亿片也不到
twiki 发表于 2010-5-15 00:29

你喜欢怎样就怎样，对你耍嘴皮没啥兴趣。

作者: zyxbull2002 时间: 2010-5-15 09:09
Gefore系列我估计不到10万，40万，大部分应该优先提供给T去了。。。。。。。。。。。。

作者: henghahengha 时间: 2010-5-15 09:38
提示: 作者被禁止或删除内容自动屏蔽

作者: 苯苯小哥 时间: 2010-5-15 09:40

不会以465那样残次芯片为主吧。。。。。。。。。

作者: readma 时间: 2010-5-15 12:58
给个到位的链接啊

作者: zull20031 时间: 2010-5-15 13:59
觉得分析师统计还是比玩家个人统计靠谱点

作者: leorex 时间: 2010-5-17 11:59
N要是真想为消费者做点善事，少出点马甲就行了

作者: anolen01 时间: 2010-5-17 14:37
仔细看看，分析师也只是估计40W嘛，也没有什么数据来源或者逻辑推算啥的

作者: lfghb3 时间: 2010-5-20 18:46
卫道士卫道士卫道士

作者: 随缘1180 时间: 2010-5-23 14:51
路过看看

作者: eyu51762 时间: 2010-5-23 15:50
。。。。。4000块。。。。

作者: yizaren 时间: 2010-5-28 19:18
鸟文看不懂！对不起啊

作者: 随缘1180 时间: 2010-5-30 17:03
路过……

作者: inmark 时间: 2010-5-30 18:07
前几天又有新闻所470 出货不理想，难道这40W 片大部分是480？

作者: vicker 时间: 2010-5-30 18:49
不是470不出了么？

作者: lfy913 时间: 2010-6-2 08:09
鸟文。看不懂，。

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