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Hardware 2.0

Adrian Kingsley-Hughes

NVIDIA spanked by Apple, then economy, and finally shareholders

By | July 28, 2010, 2:55pm PDT

Summary: All in all, it’s been a bad week for NVIDIA, and it’s only Wednesday.

All in all, it’s been a bad week for NVIDIA, and it’s only Wednesday.

First, Apple has eradicated NVIDIA from the iMac lineup, choosing to go with ATI. With the next Mac Pro refresh NVIDIA will be given the boot from that platform too. NVIDIA still has a foothold in the MacBook/MacBook Pro lines … for now, but expect that to evaporate with future hardware refreshes.

Apple and ATI, sitting in a tree …

Then there’s the lowering of the outlook for the second fiscal quarter. And this is no small reduction either, it’s a 15% cut, down from $950 - $970 million to $800 - $820 million. Increased costs and weak European/China demand are being blamed.

Then shareholders gave NVIDIA a spanking. Shares were down 3% in regular trading and more than 6.6% in after-hours trading.

NVIDIA’s Fermi gamble doesn’t seem to be paying off, and losing the iMac and the Mac Pro underlines the lack of confidence that OEMs have in NVIDIA’s current silicon lineup.

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Adrian Kingsley-Hughes is an internationally published technology author who has devoted over a decade to helping users get the most from technology.

Disclosure

Adrian Kingsley-Hughes

All opinions expressed on Hardware 2.0 are those of Adrian Kingsley-Hughes. Every effort is made to ensure that the information posted is accurate. If you have any comments, queries or corrections, please contact Adrian via the email link here. Any possible conflicts of interest will be posted below. [Updated: February 23, 2010] - Adrian Kingsley-Hughes has no business relationships, affiliations, investments, or other actual/potential conflicts of interest relating to the content posted so far on this blog.

Biography

Adrian Kingsley-Hughes

Adrian Kingsley-Hughes is an internationally published technology author who has devoted over a decade to helping users get the most from technology -- whether that be by learning to program, building a PC from a pile of parts, or helping them get the most from their new MP3 player or digital camera.

Adrian has authored/co-authored technical books on a variety of topics, ranging from programming to building and maintaining PCs. His most recent books include "Build the Ultimate Custom PC", "Beginning Programming" and "The PC Doctor's Fix It Yourself Guide". He has also written training manuals that have been used by a number of Fortune 500 companies.

Adrian also runs a popular blog under the name The PC Doctor, where he covers a range of computer-related topics -- from security to repairing and upgrading.

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About time...
iravgupta 29th Jul 2010
May be now they will be able to control the excessive heat dissipation in MacBook Pros. nVidia is just plain bad at heat control.
No company, product, or person ever stays on top forever. What determines what futures that these companies have that fall from market dominance is what they do once they fall to regain their footing. Let's see what Nvidia does in the next few months!
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What's with the ATI lovefest?
GoodThings2Life 28th Jul 2010
Adrian, your recommendations on this site for as long as I've been reading have been pro-ATI/anti-NVIDIA. I'd love to know the history of why.
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It's no surprise
UseYourHead 28th Jul 2010
Apple switched its GPU between NVIDIA and ATI for its iMac, iBook product line for years. Other PC vendors did the same.
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About time...
iravgupta 29th Jul 2010
May be now they will be able to control the excessive heat dissipation in MacBook Pros. nVidia is just plain bad at heat control.

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