NVIDIA To Exit Chipset Business
The rumor that we discussed a few months back is looking more real. Vigile writes "Once the darling of the enthusiast chipset market, NVIDIA has apparently decided to quit development of future chipsets for all platforms. This 'state of NVIDIA' editorial at PC Perspective first highlighted the fact that the company was backing away from its plans to develop a DMI-based chipset for Intel's Lynnfield processors due to legal pressure from Intel and debates over licensing restrictions. That effectively left NVIDIA out in the cold in terms of high-end chipsets, but even more interesting is the later revelation that NVIDIA has only one remaining chipset product to release, what we know as ION 2, and that it was mainly built for Apple's upcoming products. NVIDIA still plans to sell its current offerings, like MCP61 for AMD platforms and current generation ION for netbooks and nettops, but will focus solely on discrete graphics options after this final release."
I was trying not to pimp my own stuff, but since you asked.....
Short story #1, the G200b based cards are huge and need expensive PCBs. They cost more to make than the upcoming and likely faster ATI Juniper parts, so NV will have to wrap a $20 bill around each card to make them sell. Not a long term good business plan. I can't say more because I was prebriefed on the ATI cards and agreed not to talk about them. When you read this, keep in mind that I gave Nvidia a very generous benefit of the doubt. You will understand why a lot better next week or so.
http://www.semiaccurate.com/2009/10/06/nvidia-will-crater-gtx260-and-gtx275-prices-soon/
Short story #2, a short while after I finished the above story, I got a call detailing how the GTX260/275/285 and possibly 295 were being killed. I wrote it up here:
http://www.semiaccurate.com/2009/10/06/nvidia-kills-gtx285-gtx275-gtx260-abandons-mid-and-high-end-market/
If you go back and look, the Nvidia denials and attacks against me are personal and do not address the facts, just attack the messenger. Kyle posted one from Ken Brown at Nvidia here:
http://www.hardocp.com/news/2009/10/07/nvidia_abandons_market6363636363/
Note HOW they say it, and what they do NOT say. They did the EXACT same thing a year ago when they were denying the chipset knifings. You could almost take this as desperate spinning because their pants are so firmly around their ankles that they can't run, and they can't refute the facts because I am right.
Then again, what do I know.
-Charlie
Note: Cue the Nvidia fanbois in 3.... 2.... 1.....