Yesterday Rick Bergman presented ATI at the Pacific Crest Technology Forum in Colorado. During the presentation quite a number of interesting things were told about current and future products from ATI.
ATI confirmed that it experienced no yield issues with its Radeon 9600-series made by two TSMC fabs using the 0.13 micron process. It looks like ATI has no issues with the 0.13 micron process, to opposite of nVidia was had quite a lot of problems with his GeForce FX 5600 and 5900's.
ATI also hopes a lot that their integrated chipsets for desktop and mobile PC's will become tha bomb.
Thanks to excellent adoption of RADEON 9600 and 9800 families of VPUs, ATI Technologies now dominates in performance-mainstream segment of graphics cards and has terrific positions in enthusiast segment of the market. The next step for the company is to offer the RADEON 9600 or its derivative for entry-level market to compete against NVIDIA’s GeForce FX 5200 family of GPUs.
Besides, Rick Bergman said that the company’s FIRE GL products for workstations are also very well positioned. ATI Technologies’ market share in the workstation market segment is currently 20%, whereas the share of its arch-rival NVIDIA is about 70%. The remaining part of the market is divided between providers of extremely high-end products, such as 3Dlabs, HP and Sun.
Just like NVIDIA’s representatives during the most recent conference call, ATI’s VP of Desktop division also did not said anything on timeframes of the code-named R400/R420 next-generation architecture product, but said that it contains hundreds of millions transistors and will be made using [now] mature 0.13 micron fabrication technology. We should note that the next high-end VPU from ATI expected this Fall and known as R380 will still be made using 0.15 micron technology.
Presently 90% of total ATI Technologies’ sales are accounted by chips, while only 10% of revenues are accounted by sales of graphics cards. Those 10% of ATI’s revenue include FIRE GL and ALL-IN-WONDER products as well as Built by ATI consumer graphics cards for North American market.