SOURCE: The Bedford Report

The Bedford Report

February 11, 2011 08:46 ET

Nvidia & AMD Mounting a Comeback in the Graphics Chip Market

The Bedford Report Provides Analyst Research on Nvidia & AMD

NEW YORK, NY--(Marketwire - February 11, 2011) - The graphics chip market had a disappointing fiscal fourth quarter of 2010. Estimates from Jon Peddie Research argued that overall shipments of graphics devices for the year 2010 came in below expectations with 4.3 percent total year-to-year growth. There is optimism that the market could be ready to turn a corner this year as PC sales pick up and exciting new products enter the market. The Bedford Report examines the outlook for companies in the Semiconductor Industry and provides research reports on Nvidia Corporation (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NYSE: AMD). Access to the full company reports can be found at:

Intel was the leader in unit shipments for Q4, elevated by Clarksdale, continued Atom sales for Netbooks, and Sandy Bridge. However, on a quarter-to-quarter basis, AMD and Nvidia gained market share at Intel's expense. Intel expected to gain additional market share this year with its chip that combines a traditional core processor with a graphics processor, "Sandy Bridge." However Intel halted shipment of a companion chipset that worked with Sandy Bridge, the "Cougar Point," after it found a design flaw. While Intel has not yet replaced the defective part, it agreed to resume shipment for PCs which would be unaffected by the flaw.

Leslie Sobon, AMD vice president of product and platform marketing, said the company has received hardware requests as a direct result of Intel's issues.

The Bedford Report releases regular market updates on the Semiconductor Industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at and get exclusive access to our numerous analyst reports and industry newsletters.

Last month AMD reported fourth quarter earnings of 14 cents a share on revenues of $1.65 billion. During the fourth quarter earnings call AMD's management said it is optimistic about growth prospects for second generation DX11 graphics processing units. AMD reported graphics was 26 percent of the company's total sales.

Meanwhile, Nvidia's chief executive Jen-Hsun Huang recently unveiled the company's new graphics processor, known as Kepler, which Huang says is three to four times faster than Nvidia's current Fermi chip generation.

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