Intel suffered but AMD surged in 2006, iSuppli says

Press release, March 16; Rodney Chan, DigiTimes.com [Friday 16 March 2007]

It was a tale of two companies in the semiconductor industry in 2006, with leading chip supplier Intel suffering a revenue decline, while rival AMD nearly doubled its sales, according to iSuppli.

"For US microprocessor giant Intel, 2006 was the worst of times, as its global semiconductor revenue dropped by 11.1% from 2005," said Dale Ford, vice president of market intelligence for iSuppli. "The revenue decline, which was due to Intel's bleak performance in its core PC microprocessor and flash-memory businesses, erased nearly all of the company's sales gains from its strong year in 2005. Intel's 2006 revenue of US$31.5 billion was less than half a percentage point higher than its sales in 2004."

"For Intel's smaller US rival, AMD, 2006 was the best of times as it achieved a whopping 91.6% increase in revenue for the year, partly due to a major acquisition, but also because of strong gains in microprocessor market share," Ford added.

This robust increase in revenue caused AMD's ranking to rise to eighth place in 2006, up seven positions from the 15th rank in 2005.

The divergent performances of Intel and AMD came during a 2006 when global semiconductor industry revenue rose by 9.3% to reach US$260.2 billion, up from US$237.98 billion in 2005. This is slightly higher than the 9% growth iSuppli predicted in its preliminary market share estimate compiled in November and released in early December.

Intel in 2006 faced hard times in its microprocessor and flash-memory businesses, which together accounted for 83% of total company revenue last year. The company's combined microprocessor and flash revenue in 2006 fell to its lowest level since 2003 as Intel faced rising competitive pressure in those markets. The revenue decline resulted in Intel's market share falling to 12.1 percent, its lowest level since before 2000.

Meanwhile, AMD in 2006 gained PC microprocessor market share at Intel's expense. AMD's PC microprocessor revenue rose by 35.5% in 2006 and its market share in that product segment increased to 16.1%, up 5 percentage points from 11.1% in 2005.

AMD's revenue also was boosted substantially by its acquisition of graphics chip seller ATI Technologies in 2006.

Looking beyond Intel and AMD, 2006 was a banner year for the leading pure-play memory chip suppliers.

Memory supplier Hynix Semiconductor of South Korea leapt to the seventh-place position in 2006, up from 11th in 2005 as its revenue surged by an impressive 41.5%. Hynix's memory revenue growth of US$2.3 billion surpassed the US$1.8 billion memory sales increase posted by memory-chip leader Samsung Electronics in 2006.

Germany's Qimonda, a newly created pure-play memory company formed from the spin-off of Infineon's memory business, increased its revenue by 54.9% in 2006.

However, the fastest growing memory supplier in 2006 and the quickest expanding supplier among the world's top-25 chip sellers-was Japan's Elpida Memory. Elpida's revenue nearly doubled in 2006, rising by 98.6% from 2005. This caused the company's ranking to rise to 19th in 2006, up from 28th in 2005.

Memory ICs were the key segment driving the growth of the overall semiconductor industry in 2006, with revenue in this area rising by 22.7%. A stronger-than-anticipated revenue increase in the fourth quarter boosted annual growth for DRAM to 35.2% in 2006.

(c) www.digitimes.com

Uni.Technology Tags: Intel, AMD, Semiconductor, Toshiba, Samsung, Rating

The Future of HDMI

by Tuan Nguyen

Is 2007 the year of the display format wars? A look at the licensing structures of these formats reveals more

Unfortunately, consumers will be faced a total of three display standards in 2007 -- and even more in 2008. Along with HDMI, computers will start to ship with DisplayPort and the Universal Display Interface (UDI) this year.  UDI is electrically compatible with DVI and HDMI, but does not carry the same licensing fees as either and has a stripped down feature set.  DisplayPort is not compatible with any existing signaling format.
One of the primary concerns for these new standards is cost and interoperability.  Expensive HDMI and HDCP certification is cited as one of the culprits delaying AMD 690G motherboards.
High fidelity signaling backers are split into two licensing camps: one supporting the DVI-derivatives (DVI-HDCP, HDMI, UDI) and the other supporting DisplayPort. AMD, Dell, Genesis Microchip, Hewlett-Packard, Molex, NVIDIA, Philips, Samsung and Tyco Electronics are supporters of DisplayPort; Hitachi, Panasonic, Philips, Sony, Silicon Image, Thomson and Toshiba compose the primary backers of HDMI. A significant portion of the DisplayPort supporters also have interests in HDMI.  Earlier last year, several manufacturers including Sapphire and PowerColor announced HDMI-enabled graphics cards based on ATI GPUs. MSI also announced HDMI cards based on NVIDIA GPUs.
When DailyTech asked why HDMI was taking a long time to appear in PC products, Leslie Chard, president of HDMI Licensing LLC, said "Right now most manufacturers are considering the cost of adding HDMI to their graphics products. Since HDMI is based mainly on DVI signals, the technology is already available in graphics processors. HDMI is everywhere -- consumer electronics, home entertainment and now companies are demanding the technology for smaller handhelds. You can't beat HDMI's cross platform compatibility."

Joe Lee, director of marketing for Silicon Image, added "Card manufacturers now only have to consider ways of grabbing the sound output through the PCI Express bus and adding the cost of the physical connector. If card manufacturers can finish writing the special [drivers] needed to grab the audio, everything would be set. Windows Vista should help drive HDMI forward."
According to initial reports, DisplayPort was heralded as a royalty-free technology. As it stands today, DisplayPort is royalty free but is composed with well over 200 patents. According to VESA, the committee that overlooks over the DisplayPort standard, the intellectual property (IP) holders are not held fixed and can and may charge a "reasonable" fee for the technologies used in DisplayPort.
Chard took a shot at DisplayPort, claiming "These IP holders are free to charge royalties under RAND [Reasonable and Non-Discriminatory] terms.  Until these IP holders make a public commitment, manufacturers have no idea what this rate will be.  Moreover, additional IP holders may come forward and charge additional royalties in the future; this is especially true if the DisplayPort standard ever evolves to incorporate advanced new technologies." 
HDMI's fees are already disclosed -- $0.04 per product and a small minimal fee for the HDCP keys, if used. HDMI Licensing LCC reduced the fees associated with using the technology late last year.
The largest hurdle DisplayPort faces, besides getting out the door, is interoperability with other devices.  DisplayPort is not compatible with HDMI, UDI or DVI.  The hurdle in jumping from one signaling protocol to the other is that the DVI-derivative protocols use HDCP, DisplayPort uses DPCP and HDCP.   VESA partners claim they will develop devices that allow HDMI to DisplayPort conversion, though doing so would mitigate DPCP.  Lee points out that this is essentially against the whole principle of a content protection protocol in the first place: if someone can freely negotiate between multiple or non-existent protocols that aren't under the same certification umbrella, then why have a certification process at all?
It has not been disclosed yet as to whether or not DisplayPort implementers may be required to pay royalties for the HDCP and Display Port Content Protection (DPCP) conversion either.
As of right now, the consumer electronics playing field is blanketed with HDMI-enabled products. The technology also recently entered its 1.3 revision, supporting features such as higher resolution and deep-color (wider color gamut) -- Sony's PlayStation 3 supports HDMI 1.3.  Philips, the inventor of DisplayPort's content protection scheme DPCP, recently announced a wireless version of HDMI.
AMD is expected to launch DisplayPort compatible GPUs later this year with NVIDIA opting for the standard as well. Early last year, Silicon Image stated that UDI will end up replacing both HDMI and DVI standards on the PC when it becomes available to reduce licensing fees, though it will still be compatible with the older standards.  

(c) www.dailytech.com

Nvidia unveils nForceR 680a SLI MCP

Nvidia introduced its new nForce 680a SLI media and communications processor (MCP), designed specifically for the new AMD Quad FX Platform with Dual Socket Direct Connect Architecture.

The nForce 680a SLI MCP provides processing capabilities on a massive scale, by allowing users to harness the power of up to four GPUs, eight displays, 12 SATA hard drives, and four gigabit Ethernet connections, all from a single consumer desktop PC, according to the company.

The nForce 680a SLI MCP is a motherboard core-logic solution providing a host of technologies, which include support for Nvidia SLI multi-GPU technology, with four PCI Express slots that can be used to drive up to eight independent, high-resolution displays for extended work spaces and advanced networking and storage capabilities, including support for up to four gigabit Ethernet connections and 12 SATA hard drives for a combined eight terabytes of media storage, according to Nvidia.

Additionally, the nForce 680a SLI MCP has been architected to take advantage of the power behind the AMD Athlon 64 FX-70 series processors, allowing users to also run multiple multi-threaded, CPU-intensive applications simultaneously without compromising performance, according to the company.

[original post: www.digitimes.com]

NVIDIA GeForce 8600-Series Details Unveiled

by Anh Huynh

NVIDIA prepares its next-generation mid-range and mainstream DirectX 10 GPUs

Earlier today DailyTech received it's briefiing on NVIDIA’s upcoming GeForce 8600GTS, 8600GT and 8500GT graphics processors. NVIDIA’s GeForce 8600GTS and 8600GT are G84-based GPUs and target the mid-range markets. The lower-positioned G86-based GeForce 8500GT serves as the flagship low to mid-range graphics card.
The budget-priced trio feature full support for DirectX 10 features including pixel and vertex shader model 4.0. NVIDIA has yet to reveal the amount of shaders or shader clocks though. Nevertheless, the trio supports NVIDIA SLI and PureVideo technologies.

NVIDIA GeForce 8600GTS

 

NVIDIA GeForce 8600GT

NVIDIA touts three dedicated video engines on the G84 and G86-based graphics cards for PureVideo processing. The video engines provide MPEG-2 high-definition and WMV HD video playback up to resolutions of 1080p. G84 and G86 support hardware accelerated decoding of H.264 video as well; however, NVIDIA makes no mention of VC-1 decoding. G84 and G86 also feature advanced post-processing video algorithms. Supported algorithms include spatial-temporal de-interlacing, inverse 2:2, 3:2 pull-down and 4-tap horizontal, and 5-tap vertical video scaling.
At the top of the mid-range lineup is the GeForce 8600GTS. The G84-based graphics core clocks in at 675 MHz. NVIDIA pairs the GeForce 8600GTS with 256MB of GDDR3 memory clocked at 1000 MHz. The memory interfaces with the GPU via a 128-bit bus. The GeForce 8600GTS does not integrate HDCP keys on the GPU. Add-in board partners will have to purchase separate EEPROMs with HDCP keys; however, all GeForce 8600GTS-based graphics cards feature support for HDCP.
GeForce 8600GTS-based graphics cards require an eight-layer PCB. Physically, the cards measure in at 7.2 x 4.376 inches and available in full-height only. NVIDIA GeForce 8600GTS graphics cards feature a PCIe x16 interface, unlike ATI’s upcoming RV630. GeForce 8600GTS-based cards still require external PCIe power. NVIDIA estimates total board power consumption at around 71-watts.
Supported video output connectors include dual dual-link DVI, VGA, SDTV and HDTV outputs, and analog video inputs. G84-based GPUs do not support a native HDMI output. Manufacturers can adapt one of the DVI-outputs for HDMI.
NVIDIA’s GeForce 8600GT is not as performance oriented as the 8600GTS. The GeForce 8600GT GPU clocks in at a more conservative 540 MHz. The memory configuration has more flexibility, letting manufacturers decide between 256MB or 128MB of GDDR3 memory. NVIDIA specifies the memory clock at 700 MHz. The GeForce 8600GT shares the same 128-bit memory interface as the 8600GTS. HDCP support on GeForce 8600GT is optional. The GPU and reference board design support the required HDCP keys EEPROM, however, the implementation is up to NVIDIA’s add-in board partners.
GeForce 8600GT-based graphics cards only require a six-layer PCB instead of the eight-layer PCB of the 8600GTS. The physical board size is also smaller too – measuring in at 6.9 x 4.376 inches. GeForce 8600GT-based cards do not require external PCIe power. NVIDIA rates the maximum board power consumption at 43-watts – 28-watts less than the 8600GTS.
The GeForce 8600GT supports similar video outputs as the 8600GTS, however, the 8600GT does not support video input features.
NVIDIA has revealed very little information on the GeForce 8500GT besides support for GDDR3 and DDR2 memory. It supports dual dual-link DVI, VGA and TV outputs as well.
Expect NVIDIA to pull the wraps off its GeForce 8600GTS, 8600GT and 8500GT next quarter in time to take on AMD’s upcoming RV630 and RV610.

(c)  www.dailytech.com

Uni.Technology Tags: nVidia, GeForce, RV630, RV610, GeForce 8600 GT, GeForce 8600 GTS, GPU, DirectX 10