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NVIDIA公司是AMD的杀戮？
By Anders Bylund 作者 ： 安德斯Bylund
January 14, 2010 | Comments (15) 2010年1月14日 | 评论（15）
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If I were a NVIDIA (Nasdaq: NVDA ) shareholder today (which I'm not, and never have been), I'd be shaking in my boots .如果我是NVIDIA公司 （Nasdaq代码：NVDA）今日股东（这我不，永远都），我会在我的靴子震动 。
Chief rival Advanced Micro Devices (NYSE: AMD ) , via its ATI subsidiary, has introduced a brand-new graphics chip in the market's sweet spot of less than $100, where two-thirds of all graphics-crunching chip sales happen.主要竞争对手AMD公司 （纽约证券交易所：AMD公司 ）通过其ATI的子公司，已经在市场上推出的不到100美元，其中三分之二的所有图形运算芯片销售情况甜蜜一个崭新新的图形芯片。 Early reviews overwhelmingly say that NVIDIA has nothing in its modern lineup that could compete with AMD's new chip, and the older products that could compete are too outdated and expensive to manufacture to last for long.绝大多数早期评论说，NVIDIA公司在其现代阵容没有任何可以对抗AMD的新芯片，而老产品，而竞争的太旧，而且贵会持续下去。
The Radeon 5670 is the first sub-$100 graphics product to support the version of DirectX programming that came with Microsoft 's (Nasdaq: MSFT ) Windows 7.而Radeon 5670是第一款100美元以下显卡产品，以支持DirectX编程的版本与微软 （纳斯达克代码：MSFT）的Windows 7来。 So far, NVIDIA has no support for that technology at all.到目前为止，NVIDIA还没有在所有的技术支持。 AMD's chip runs modern games faster than the closest NVIDIA equivalent, known as the GeForce 240 GT, while only slightly trailing or being equal with NVIDIA's finest low-budget chip in terms of power use, noise levels, and system temperatures. AMD公司的芯片运行速度比现代奥运会的最接近的NVIDIA的GeForce相当于240亿吨众所周知，而只是轻微落后或正在与NVIDIA最优秀的低预算的芯片平等权力的使用，噪音水平方面，和系统的温度。
In the words of longtime industry observer Charlie Demerjian, "ATI has no competition for the time being. NVIDIA can't match the cost, features, or anything else. ATI has a clean kill with this part."在长期的产业观察家查理Demerjian的话说，“ATI已经没有暂时的竞争。NVIDIA公司无法比拟的成本，功能，或其他任何东西。ATI公司与这部分干净的杀人。” That's bad news for a company that makes more than half of its sales in the consumer graphics-chip segment.这是坏消息，一家公司做多的消费者在图形芯片市场的销量的一半。 Meanwhile, NVIDIA is crossing lawsuits with Intel (Nasdaq: INTC ) and perhaps giving up on the system chipset market that accounted for another 16% of sales in the last year.与此同时，NVIDIA正在交叉与英特尔 （纳斯达克： 英特尔 ） 诉讼 ，也许放弃的系统芯片组市场 ，为再在去年的销售额占16％ 了 。 What's left? The mobile device market ?还剩下些什么？ 的移动设备市场 ？ I'm not sure that's good enough.我不知道就好了。
NVIDIA CEO Jen-Hsun Huang claims to have demand for more chips than he can supply , but you have to wonder how long that imbalance will last in the new competitive landscape. NVIDIA公司总裁黄仁勋声称拥有更多的芯片需求比他可以提供 ，但你必须知道多久，这种不平衡将持续在新的竞争格局。 And this weakness comes at a very inconvenient time for NVIDIA: Market research firm Gartner says that demand for new computers is exploding worldwide, with heavy shipment increases for market leaders like Apple (Nasdaq: AAPL ) and Hewlett-Packard (NYSE: HPQ ) .克服这一弱点，是在一个非常不方便对NVIDIA时间：市场研究公司 Gartner表示，新电脑的需求与日俱增，与苹果 公司（Nasdaq： 苹果 ）和惠普 （纽约证券交易所： 惠普 ）市场的领导者沉重的发货量增长全球。 Despite year-over-year shipment gains that substantially trailed its peers, even Dell (Nasdaq: DELL ) showed healthy growth.尽管去年同期相比出货量增长的大幅落后于同行，甚至戴尔公司 （纳斯达克： 戴尔 ）显示，健康成长。 It would be a shame to miss out on this exciting market opportunity because of disappointing products.这将是非常遗憾的错过这个令人失望的产品，因为令人兴奋的市场良机。
Until NVIDIA shows that it can design a cost-effective performer in this critical low-end sector, I can't help but wonder whether chip giant Intel might swoop in and buy the flailing graphics expert at long last, if the government would allow it.之前NVIDIA公司表明，它可以设计在这个关键的低端领域具有成本效益的表现，我不禁怀疑芯片巨头英特尔公司可能一举在购买摇摇欲坠的图形专家终于，如果ZF将使它。 Intel's manufacturing expertise and massive research department could be just what NVIDIA needs in order to become a competitor again.英特尔的制造技术和庞大的研究部门可能正是NVIDIA的需要，从而再次成为竞争者。 In any case, NVIDIA's next-generation Fermi architecture can't come soon enough for its beleaguered lineup.在任何情况下，NVIDIA的下一代米架构不能来很快为处于困境的阵容。
That's my take.这就是我的需要。 What's yours?你叫什么？ The comments box is waiting for your input below.的评论框正等待您的输入如下。
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Fool contributor Anders Bylund owns shares in AMD, but he holds no other position in any of the companies discussed here. 傻瓜贡献者安德斯Bylund拥有在AMD公司的股票，但他认为没有在公司担任任何其他职位这里讨论。 Intel and Microsoft are Motley Fool Inside Value recommendations. 英特尔和微软是 莫特利内价值 的建议 傻瓜 。 Apple and NVIDIA are Motley Fool Stock Advisor picks. Motley Fool Options has recommended buying calls on Intel and diagonal calls on Microsoft. 苹果和NVIDIA Motley Fool的联合顾问 挑选 。Motley Fool的选项 建议买进英特尔和微软对角线求助电话。 Try any of our Foolish newsletters today, free for 30 days . 请尝试我们的任何愚蠢的通讯今天， 免费试用30天 。 You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors . 您可以在安德斯的地产和一份简明的生物如果你喜欢，和The Motley Fool的是投资者对投资者的写作 。 |
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