The gain didn't came from ATI, but from some smaller players.
Even those companies who lost market share during the quarter could take some comfort from the fact that shipments rose in the period, up 1.5 per cent sequentially and 3.3 per cent on Q4 2003.More details at The Register
Almost 23 per cent of the 64.1m graphics chips shipped in the quarter were mobile parts - the highest percentage the segment has taken yet, JPR said. Some 14.7m mobile chips shipped, up 16.3 per cent in Q3 and 21.3 per cent over Q4 2003. Shipments of integrated parts grew 21.5 per cent sequentially and 32.3 per cent year on year, compared to 10.5 per cent and 10.2 per cent, respectively, for discrete parts.