Confirmed: NVIDIA entering the Intel IGP market, preparing large G8x lineupneup
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NVIDIA has just held its quarterly earnings conference call, discussing its financial results and answering questions from analysts. The quarter is strong overall with record revenue and rapidly increasing market share, although with slightly lower net profit than expected by analysts. This was partially due to a confidential patent licensing charge of $17.5M related primarily to old products. But the real shocker is that Jen-Hsun Huang, President and CEO of NVIDIA, announced in the conference call that they're working on Intel IGP solutions, as customer demand is increasing and the merged AMD-ATI is leaving the market, thus creating a void to be filled. They're currently aiming at an introduction date as early as Spring 2007.
Jen-Hsun cited high-definition video and DirectX10 as key reasons for the increased demand and necessity, but it is unclear whether he implied by that this IGP is G8x-based or not. NVIDIA is certainly boasting its architecture's scalability and increased performance per watt, and some presentations slides are in fact hinting at CUDA, their new GPGPU framework with direct support for C-based programming, extending all the way to embedded markets. It could also be that NVIDIA is working on a G80 derivate for the GoForce product line, potentially with only some parts shared (like the shader core), or a completely different architecture that boasts similar programmability.
No matter what, they're working on at least nine more G8x-based products, that is to say, ones with unique codenames. This is substantially more than the historical average, although if an IGP was included in there and the notebook parts had separate codenames, that'd be roughly four chips for the desktop lineup - the same number ATI's lineup currently sports. |