NVIDIA grabs 71% of discrete graphics card market

Posted on Friday, Apr 25 2008 @ 11:05 CEST by Thomas De Maesschalck
Forbes has a rather positive article on NVIDIA and cites data from Jon Peddie Research that the green GPU maker had a marketshare of 71% in the discrete graphics card market in Q4 2007:
"Nvidia's CEO, Jen Hsun-Huang, was talking some serious smack on Intel at the company's analyst day, dropping several choice lines," notes Mowrey. "First, he mocked Intel's claim of 42% market share in PC graphics in Q4 2007, versus Nvidia's 33% and AMD's 18%. Intel's figures count its 'integrated' on the motherboard graphics business, which Mr. Hsun-Huang called 'a joke.' So what's he gonna do? He's gonna 'open up a can of whoop-ass!' Really. He said that."

Mowrey chuckles at Hsun-Huang's colorful talk, but he notes that he is talking from a position of strength.

"Research firm Jon Peddie Research pegged Nvidia's Q4 2007 share of the add-in graphics board market at 71% of all units shipped, up from 64% in the prior quarter," he says. "As Nvidia continues to build its Tesla CPU business, focused now on supercomputing applications, it may well begin to take an interest in lower-level computing tasks, encroaching on Intel's home turf."

Mowrey and Buckingham have a 12- to 24-month price goal of $47 for Nvidia.

About the Author

Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.

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