|Lin expects the company will generate over NT$300 million monthly sales from Volari chips in the first quarter of next year. The company’s notebook-use graphics chips (the XP line) currently contribute about NT$300 million a month. The XP mobile graphics chips were originally developed at Trident Microsystems. XGI bought Trident’s graphics unit soon after spinning off from Silicon Integrated Systems (SiS) on June 1.
Anticipating a migration from AGP8X to PCI Express next year, the company plans to launch a PCI Express bridge controller in January. It does not, however, plan to launch a compete graphics chip line supporting the PCI Express interface until the fourth quarter of next year. Lin estimated that PCI Express adoption will account for 25% of the total graphics chip market in the fourth quarter of next year.
The company produces all its Volari graphics chips at United Microelectronics Corporation (UMC), SiS foundry partner, using a 0.13-micron process. SiS owns 30% of XGI.
We'll see if they are able to capture a 5-10% marketshare.