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Intel Loses Chipset Market Share
Positions of Smaller Chipset Makers Strengthening, Says Report
by Anton Shilov 10/29/2004 | 03:21 PM Intel Corp. lost 6.7% of the chipset market to companies like VIA Technologies, SiS and ATI, who produce chipsets, during the third quarter of the year according to a report from Merril Lynch analyst cited by DigiTimes web-site in Taiwan. During the Q3 2004 Intel Corp. supplied 62.1% of all chipsets shipped worldwide, VIA Technologies commanded 18.5% of the market, Silicon Integrated Systems Corp. shipped 9.9% of core-logic products in Q3 2004, while ATI Technologies and NVIDIA Corp. only occupied 4.5% and 4.2% of the market. According to Merrill Lynch analyst Den Heyler VIA's third-quarter 3.6% market share gains become possible as shipments of core-logic chipsets supporting Intel and Advanced Micro Devices microprocessors rose 17% and 67%, respectively, from the second quarter of 2004. Shares of ATI, NVIDIA and SiS also increase 1% each in Q3. Still, chipset business of companies like VIA, SiS and ATI, who supply the majority of their core-logic products for PCs running Intel Pentium 4 processors, is under fire, as Intel Corp. competes fiercely in the entry-level and mainstream chipset market segments, which puts pricing pressure on third-party core-logic makers. ATI, SiS and VIA supply chipsets designed for both widely available platforms: Intel and AMD. In contrast, NVIDIA Corp. ships chipsets only for AMD-based computers, as it does not have license to make core-logic for Intel's central processing units. Intel only makes chipsets for its own processors. This quarter ATI, NVIDIA and VIA are expected to initiate commercial shipments of the first breed of PCI Express chipsets targeted at AMD64 infrastructure. SiS and VIA are also expected to begin volume supplies of PCI Express and DDR2 products designed for Intel's Pentium 4 processors in weeks." http://www.xbitlabs.com/news/chipset...029152027.html Kinda surprising considering Intel makes the overwhelming majority of chipsets for its own platforms. I didn't think there was much of a market for Intel chipsets for VIA, SIS, or ATI. Yousuf Khan -- Sending me email: if you can reply to this newsgroup posting, you will have to go through an identity challenge-response system. Alternatively, you can just send me email at ykhan at rogers dot com. |
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On Fri, 29 Oct 2004 19:20:07 -0400, "Yousuf Khan"
wrote: Kinda surprising considering Intel makes the overwhelming majority of chipsets for its own platforms. I didn't think there was much of a market for Intel chipsets for VIA, SIS, or ATI. Most of the cheap all in one boards are using VIA or SIS chipsets. My guess is the sheer volume of cheap board sales is what props up VIA/SIS. Ppp -- L.Angel: I'm looking for web design work. If you need basic to med complexity webpages at affordable rates, email me Standard HTML, SHTML, MySQL + PHP or ASP, Javascript. If you really want, FrontPage & DreamWeaver too. But keep in mind you pay extra bandwidth for their bloated code |
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The little lost angel wrote:
On Fri, 29 Oct 2004 19:20:07 -0400, "Yousuf Khan" wrote: Kinda surprising considering Intel makes the overwhelming majority of chipsets for its own platforms. I didn't think there was much of a market for Intel chipsets for VIA, SIS, or ATI. Most of the cheap all in one boards are using VIA or SIS chipsets. My guess is the sheer volume of cheap board sales is what props up VIA/SIS. Ppp But who sells these cheap Intel systems? I don't seem to see them when I go to various home electronics retailers here in town. Nor do you see them from mom'n'pop computer stores either. Are these like really cheap Celeron systems that can only be bought in a market in Thailand or something? Yousuf Khan |
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"Yousuf Khan" schrieb im Newsbeitrag ... Positions of Smaller Chipset Makers Strengthening, Says Report by Anton Shilov 10/29/2004 | 03:21 PM Intel Corp. lost 6.7% of the chipset market to companies like VIA Technologies, SiS and ATI, who produce chipsets, during the third quarter of the year according to a report from Merril Lynch analyst cited by DigiTimes web-site in Taiwan. During the Q3 2004 Intel Corp. supplied 62.1% of all chipsets shipped worldwide, VIA Technologies commanded 18.5% of the market, Silicon Integrated Systems Corp. shipped 9.9% of core-logic products in Q3 2004, while ATI Technologies and NVIDIA Corp. only occupied 4.5% and 4.2% of the market. According to Merrill Lynch analyst Den Heyler VIA's third-quarter 3.6% market share gains become possible as shipments of core-logic chipsets supporting Intel and Advanced Micro Devices microprocessors rose 17% and 67%, respectively, from the second quarter of 2004. Shares of ATI, NVIDIA and SiS also increase 1% each in Q3. Still, chipset business of companies like VIA, SiS and ATI, who supply the majority of their core-logic products for PCs running Intel Pentium 4 processors, is under fire, as Intel Corp. competes fiercely in the entry-level and mainstream chipset market segments, which puts pricing pressure on third-party core-logic makers. ATI, SiS and VIA supply chipsets designed for both widely available platforms: Intel and AMD. In contrast, NVIDIA Corp. ships chipsets only for AMD-based computers, as it does not have license to make core-logic for Intel's central processing units. Intel only makes chipsets for its own processors. This quarter ATI, NVIDIA and VIA are expected to initiate commercial shipments of the first breed of PCI Express chipsets targeted at AMD64 infrastructure. SiS and VIA are also expected to begin volume supplies of PCI Express and DDR2 products designed for Intel's Pentium 4 processors in weeks." http://www.xbitlabs.com/news/chipset...029152027.html Kinda surprising considering Intel makes the overwhelming majority of chipsets for its own platforms. I didn't think there was much of a market for Intel chipsets for VIA, SIS, or ATI. Yousuf Khan An xbitlabs-article from a Digitimes-report from a Merril-estimate should probably be taken with three grains of salt, to begin with. Having said that, it's nothing short of a landslide. Anyway, couple of factors played against Intel in Chipsets last quarter indeed: Grantsdale's slip of six weeks, huge mobo-inventories of imbalanced structure (reported shortages of 8xx-boards) and as well mss gains of AMDs platforms. Hard to extract the dimension of PA* contributing to the number. K. *Prescott Avoidance |
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On Fri, 29 Oct 2004 19:20:07 -0400, "Yousuf Khan"
wrote: Positions of Smaller Chipset Makers Strengthening, Says Report by Anton Shilov 10/29/2004 | 03:21 PM Intel Corp. lost 6.7% of the chipset market to companies like VIA Technologies, SiS and ATI, who produce chipsets, during the third quarter of the year according to a report from Merril Lynch analyst cited by DigiTimes web-site in Taiwan. ....snip... http://www.xbitlabs.com/news/chipset...029152027.html Kinda surprising considering Intel makes the overwhelming majority of chipsets for its own platforms. I didn't think there was much of a market for Intel chipsets for VIA, SIS, or ATI. Yousuf Khan Not exactly surprising considering AMD market share growth. I have no knowledge of Intel chipset supporting AMD processor beyond socket7 ;-) |
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On Sat, 30 Oct 2004 19:51:58 -0400, "Yousuf Khan"
wrote: wrote: Not exactly surprising considering AMD market share growth. I have no knowledge of Intel chipset supporting AMD processor beyond socket7 ;-) No, but the article indicated that the biggest chipset makers behind Intel were VIA, SIS, and ATI, followed by Nvidia. Nvidia is the only one exclusively focused on AMD chipsets, so it is limited by that single market. The other three have chipsets for both Intel and AMD, so their overall marketshares are larger than Nvidia's. Yousuf Khan NVDA is limited not simply to AMD-based systems, but mostly to higher end of the segment. While not sure about the statistics, I am under impression that for each Athlon64 or high-end XP (Nforce targeted segment) there is a number of Duron/Sempron/low-end XP sold, and these tend to be paired with cheaper VIA/SIS chipsets. |
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On Sat, 30 Oct 2004 03:28:37 -0400, "Yousuf Khan"
wrote: Most of the cheap all in one boards are using VIA or SIS chipsets. My guess is the sheer volume of cheap board sales is what props up VIA/SIS. Ppp But who sells these cheap Intel systems? I don't seem to see them when I go to various home electronics retailers here in town. Nor do you see them from mom'n'pop computer stores either. Are these like really cheap Celeron systems that can only be bought in a market in Thailand or something? They didn't say it was only Intel did they? quote ATI, SiS and VIA supply chipsets designed for both widely available platforms: Intel and AMD /quote So given that AMD has been slowly upping their market share and generally system prices have been falling, it goes to reason that VIA/SIS would be taking more of the market. Especially when there ARE cheap Intel based systems being sold by the busier shops here. Which are also shops I wouldn't go shopping at simply because of the cheap crap stuff. Ppp -- L.Angel: I'm looking for web design work. If you need basic to med complexity webpages at affordable rates, email me Standard HTML, SHTML, MySQL + PHP or ASP, Javascript. If you really want, FrontPage & DreamWeaver too. But keep in mind you pay extra bandwidth for their bloated code |
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On Sun, 31 Oct 2004 00:48:31 GMT, "
wrote: NVDA is limited not simply to AMD-based systems, but mostly to higher end of the segment. While not sure about the statistics, I am under impression that for each Athlon64 or high-end XP (Nforce targeted segment) there is a number of Duron/Sempron/low-end XP sold, and these tend to be paired with cheaper VIA/SIS chipsets. Note that Intel's market share of chipsets was only a bit over 60%, while their market share of processors is up around 85%, so obviously there is a lot more at work here than simply VIA/SiS et al. making AMD-supporting chipsets. Of course, the question does remain, just where are these systems with Intel processors and non-Intel chipsets? After a quick look through HP and Dell's site I couldn't find a single desktop system with such a setup (servers were a different story, but they used almost all Serverworks stuff). Laptops might be one explanation, HP doesn't seem to list what chipset their laptops use. For ATI, at least, I suspect that a lot of their chipset market share came from laptop chipsets. ------------- Tony Hill hilla underscore 20 at yahoo dot ca |
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