11.18.2022

NVIDIA gaming revenue collapsed by more than half, but server revenue grew by 31%--the company's net income fell by 72%

NVIDIA gaming revenue collapsed by more than half, but server revenue grew by 31%--the company's net income fell by 72%

NVIDIA gaming revenue collapsed by more than half, but server revenue grew by 31%--the company's net income fell by 72%

NVIDIA's long-awaited quarterly report was not a complete disappointment for analysts, as revenue of $5.93 billion slightly exceeded their expectations, and only earnings per share of $0.27 missed forecasts.
On the other hand, NVIDIA expects revenue in the fourth quarter not to exceed $6 billion, while investors were expecting a little more at $6.09 billion.
Only the server and automotive segments maintained positive year-over-year revenue dynamics.Source image: NVIDIAIn this area NVIDIA's revenue in the third quarter rose by 31% compared to the same period last year to $3.833 billion.
In fact, about 65% of all revenue in the last quarter the company received exactly from sales of components for data centers, and the presence of positive Consistent growth was hampered by weak demand in China, but even so, revenue increased by 1%.
As for the impact of U.S.
sanctions on the supply of calculator gas pedals in China, NVIDIA managed to largely offset it by the supply of alternative solutions to the PRC market - we are talking about recently introduced A800.The total revenue of the company at the same time decreased by 17% year-on-year, to $5.931 billion.
Consistent decline reached 12 %.
In the gaming segment, the company generated only $1.574 billion in revenue, down 51% from the same quarter last year, and down 23% from the second fiscal quarter.
By the way, the fourth quarter of fiscal 2023 is already on the NVIDIA calendar, so the captions in the table may be confusing to the uninformed reader.Image source: NVIDIAAccording to NVIDIA representatives, the dynamics of gaming revenue in the third quarter reflected the decline in supply of GPUs to its partners, who had to find ways to reduce accumulated inventory as quickly as possible.
Demand for graphics cards was undermined by both macroeconomic problems and the impact of lockdowns in China.
While a 51 percent year-over-year decline in gaming revenue was blamed on declines in both desktop and mobile graphics chip sales, the 23 percent sequential decline was primarily driven by mobile graphics solutions.There were few comments from the CFO about the impact of the cryptocurrency sector on NVIDIA's business.
According to Colette Kress, the transition of Ethereum to a new mathematical model reduced the degree of suitability of video cards for cryptocurrency mining.
In turn, this contributed to the influx of used graphics cards in the secondary market and reduced the demand for new graphics cards in some regions of the world, especially in its budget part, according to NVIDIA.In the direction of professional visualization NVIDIA's revenue decreased by 60% to $ 200 million, in annual comparison, the decline reached 65%.
In contrast, the automotive segment increased 86 percent to $251 million in year-over-year revenue and 14 percent in sequential revenue - primarily due to demand for autopilot systems.
For OEM and other, NVIDIA revenue decreased 69% year-over-year to $73 million and sequential revenue decreased 48%.
Sequential decrease in NVIDIA explain the decline in demand for Jetson platforms and components for notebooks, and revenue from sales of CMP gas pedals for cryptocurrency mining in the past quarter was negligible, although a year ago, reached $ 105 million.
Operating expenses of NVIDIA in the third quarter rose by 7% sequentially to $ 2.576 billion and by 31% year on year.
Operating income increased 20% sequentially to $601 million, but was down 77% year over year.
Net income rose 4 percent sequentially to $680 million, but was down 72 percent year over year.
NVIDIA's revenue per share also fell proportionally, from $0.97 last year to $0.27 this year.
It is noteworthy that NVIDIA's overall revenue in the segment of computing and network solutions grew by 27% year over year to $3.816 billion, although as you can guess in this case, the company helped the server segment.
Graphics sales alone were 24 percent less than the previous quarter, and 48 percent less than the year before - only $2.115 billion.
As a side note, NVIDIA was forced to write off $702 million in the third quarter due to a backlog in its inventory, but it was mainly due to problems with its server component A100 sales in China.
The breakdown was as follows: $354 million was for products that were already in stock, while $34 million was for products that were out of stock.

Arm responded to Qualcomm's counterclaim: licensing scheme will not change

Arm responded to Qualcomm's counterclaim: licensing scheme will not change

Arm responded to Qualcomm's counterclaim: licensing scheme will not change

British processor developer Arm, owned by Japanese conglomerate Softbank, filed a response to Qualcomm's counterclaim, rejecting all statements and accusations by the American company.
The company has no plans to change its licensing scheme.Image source: community.arm.comIn August Arm sued Qualcomm, which was the result of a dispute over the licensing of processor architecture.
Qualcomm responded with unexpected accusations against the British partner: according to the defendant, Arm in this way is revenge for its position against the failed merger with NVIDIA, and to consolidate its position the company allegedly decided to change the processor licensing scheme to the detriment of all chip makers - payments will be charged from manufacturers of end devices.Arm denied all these allegations and in its response to the counterclaim stressed that the essence of its claims is simple: when Qualcomm bought startup Nuvia, which was a licensee of Arm, the buyer Qualcomm assures that Arm decided to take advantage of the situation and get additional royalties, and the license terms were not intended to obtain such permission.
Finally, Arm categorically rejected Qualcomm's assertion that it plans to change its licensing model - the British company said that this information is misinformation and misleading, according to The Register.
In reality, the company is not going to limit partners' access to its technology and will continue to cooperate both with processor manufacturers and OEMs.

GeForce RTX 4080 in real-world scenarios consumes much less than the claimed 320W

GeForce RTX 4080 in real-world scenarios consumes much less than the claimed 320W

GeForce RTX 4080 in real-world scenarios consumes much less than the claimed 320W

The power consumption of GeForce RTX 4080 in real-world scenarios was less than the claimed in its specifications.
The new GeForce RTX 4080 compared to previous-generation NVIDIA graphics cards, showing greater power efficiency with the new Ada Lovelace architecture, NVIDIA said in a press release.
For example, at the same maximum power consumption (Total Graphics Power, TGP), which is 320W, in real-world scenarios GeForce RTX 4080 consumption is much lower than the predecessor GeForce RTX 3080.Declared power consumption characteristics of graphics cards at NVIDIAIn typical workloads the power consumption GeForce RTX 3080 meets the declared 320W.
Conversely, the GeForce RTX 4080 averages 251W, or 78% of the advertised specification, according to NVIDIA.
It is also noteworthy that GeForce RTX 4080 is much more productive and efficient than the flagship GeForce RTX 3090 Ti, whose average gaming power consumption is 389W at the claimed maximum value of 450W.
22 gaming tests at 4K, 1440p and 1080p resolution, as well as video testing in video playback mode with AV1 codec gave GeForce RTX 4080 some conclusions about its high power efficiency.
Actual gaming power consumption of GeForce RTX 4080On Control, Cyberpunk 2077, Forza Horizon 5 and Guardians of the Galaxy Metro Exodus in 4K resolution with ray tracing and DLSS scaling enabled, the GeForce RTX 4080 consumed less than 300W.
The lowest consumption is observed at Full HD resolution.
Independent reviews of the new graphics card show similar results.

Intel has hired an executive to promote Arc graphics cards that has turned ASUS into a leading PC gaming brand

Intel has hired an executive to promote Arc graphics cards that has turned ASUS into a leading PC gaming brand

Intel has hired an executive to promote Arc graphics cards that has turned ASUS into a leading PC gaming brand

Intel has gained a valuable executive with a wealth of experience.
Vivian Lien announced that she has already joined Intel's graphics division as vice president and general manager.
\"I can't wait to get into building the Intel Arc graphics graphics graphics graphics adapter business,\" she wrote on Linked In, and promised that \"there's more to come.
\"Image source: Vivian LienLien is expected to play an important role in promoting the next generation Intel Arc Battlemage discrete graphics cards as well as attracting Intel's PC-ready partners to incorporate these products into their systems.
Intel Arc Battlemage is expected to be the next evolution of Alchemist to compete with AMD and NVIDIA products.Image source: Vivian LienThe appointment of Lien to a senior position at Intel suggests that the company needs her expertise and extensive partner relationships in the gaming PC business.
Lien was at Corsair by the middle of the decade before last, but made her name and reputation with a successful career spanning years at ASUS in PC and component marketing.
In fact, she was instrumental in ASUS becoming one of the premier suppliers of gaming PCs and components.
For the past few years, Lien has been Dell's VP of Alienware and Dell Gaming.
So this is someone with a wealth of experience in promoting gaming PCs and components.Image source: IntelIf Intel really wants to succeed in commercializing its discrete graphics cards, appointing someone who has been in PC and component sales to this position looks like a good choice.
And beyond that, Vivien's appointment is the nail in the coffin of persistent rumors about scaling back development or cutting back Intel's discrete graphics Arc business.

MediaTek plans to snatch a piece of the Windows PC market with Arm processors

MediaTek plans to snatch a piece of the Windows PC market with Arm processors

MediaTek plans to snatch a piece of the Windows PC market with Arm processors

MediaTek executives have announced plans to enter the PC market by offering powerful Arm processors there, and thus compete with Qualcomm, which hatches similar plans for its Snapdragon platform.
The chip maker has not yet released details of its plans, however.image source: mediatek.comMediaTek has said it sees new growth opportunities in the PC market, which has an annual turnover of $40 billion.
MediaTek has already started conquering this segment with its Kompanio chipsets, which include radio modules for connecting to 5G, Bluetooth, Wi-Fi, as well as display controllers.
Vince Hu, MediaTek's VP of corporate affairs, said the company is going to move from \"low power to high power space\", applying solutions that have already proven themselves in the smartphone segment to the PC market, while the company intends to develop CPUs and GPUs internally, rather than take over players with a ready-made portfolio, as Qualcomm did when it bought Nuvia.
By the way, Qualcomm thereby incurred the wrath of Arm - the British developer has filed a lawsuit against the American partner, claiming that after the absorption license Nuvia became invalid.
MediaTek, meanwhile, has already made its first steps in the PC market by launching the Kompanio family of chipsets designed for Chromebooks.
The latest are the Kompanio 520 and 528 platforms announced last week, aimed at entry-level machines.The PC sector at the Taiwanese company will be overseen by Adam King, vice president and general manager of client computing at MediaTek - he worked at Intel and oversaw mobile Core chips from 4th to 6th generations.
Mr.
King also did not provide details, but noted that the company is confident in the long-term potential of Windows on Arm, but to implement the strategy will have to do a lot of work and overcome many barriers.

11.14.2022

First gaming review of GeForce RTX 4080 - up to 19% faster than GeForce RTX 3090 Ti

First gaming review of GeForce RTX 4080 - up to 19% faster than GeForce RTX 3090 Ti

First gaming review of GeForce RTX 4080 - up to 19% faster than GeForce RTX 3090 Ti

Two days left before the sales of GeForce RTX 4080 graphics gas pedal on Ada Lovelace architecture, and Chinese enthusiasts already started to publish first reviews of novelty in circumvention of NVIDIA ban.
For example, performance data was shared by Big Hardware Player user on Bilibili platform.
Previously, he was one of the first to publish reviews GeForce RTX 3080 Ti and RTX 3070 Ti generation Ampere.Image source: NVIDIAChinese enthusiast did not specify the manufacturer tested GeForce RTX 4080, but pointed out that the graphics card is equipped with a dual BIOS.
In one case, the maximum TDP of the novelty is set at a nominal value of 320 watts.
The second firmware increases the maximum TDP of the graphics card to 450W.
The second BIOS the Chinese enthusiast used to test the power efficiency.
Source images here and below: Bilibili / Big Hardware PlayerThe GeForce RTX 4080's gaming tests used Forza Horizon 5, Cyberpunk 2077, Borderland 3, Total War Troy and Shadow of the Tomb Raider.
Below is the average performance of the new gas pedal against the GeForce RTX 4090 and GeForce RTX 3090 Ti.
In gaming benchmarks, the GeForce RTX 4080 averaged 19% faster than the GeForce RTX 3090 Ti and about 23% slower than the GeForce RTX 4090.
Note that GeForce RTX 4090 and GeForce RTX 3090 Ti were tested on a DDR5-6800 PC, whereas GeForce RTX 4080 were tested on a DDR5-6200 system.
However, in both cases the test platform was based on the flagship Intel Core i9-13900K processor.
GeForce RTX 4080 in Cyberpunk 2077 GeForce RTX 4080 in Forza Horizon 5 GeForce RTX 4080 in Shadow of the Tomb Raider In 3DMark the new GeForce RTX 4080 is 25% faster than GeForce RTX 3090 Ti and 21% slower than the new flagship GeForce RTX 40 series.
Performance of GeForce RTX 4080 in synthetic 3DMark testsThe most interesting detail of an early review of GeForce RTX 4080 graphics gas pedal were the results of energy efficiency measurements.
For this test Chinese reviewer used BIOS with inflated to 450W TDP value.
Power consumption of GeForce RTX 4080 in synthetic benchmarksTests showed that the card is close to its maximum performance already at 280W.
GeForce RTX 4080 gaming power consumptionGaming power consumption of GeForce RTX 4080 can be reduced even further, to nearly 260W.
Increased power consumption does not bring gas pedal significant performance boost, at least in tests in 4K resolution.Video review of GeForce RTX 4080 by Chinese enthusiast can be found here.
The video card will go on sale on November 16.

AMD explained why its Radeon RX 7900 XTX and RX 7900 XT are better than the GeForce RTX 4080

AMD explained why its Radeon RX 7900 XTX and RX 7900 XT are better than the GeForce RTX 4080

AMD explained why its Radeon RX 7900 XTX and RX 7900 XT are better than the GeForce RTX 4080

Two days before the launch of the GeForce RTX 4080 graphics card, AMD has decided to try and divert the attention of its potential customers and turn it towards its newly introduced Radeon RX 7900 series graphics cards based on the new RDNA 3 architecture.
AMD noted the details, which should, in its opinion, should convince PC owners to opt for its gas pedals.Image source: AMDI AMD had already confirmed earlier that the main competitor of graphics cards Radeon RX 7900 XTX and RX 7900 XT will be just the model GeForce RTX 4080.
Thus, the GeForce RTX 4090 will remain the fastest gaming graphics card, at least for the foreseeable future.
Radeon RX 7900 XTX, RX 7900 XT and GeForce RTX 4080 specificationsThe Radeon RX 7900 XTX has a VRM power subsystem with 20 phases, three more than the GeForce RTX 4080 in the Founders Edition benchmark.
The AMD Radeon RX 7900AMD graphics card board also draws attention to the fact that its new graphics cards are more compact than its competitor.
They are shorter and thinner than the GeForce RTX 4080 Founders Edition.
In addition, unlike GeForce RTX 40-series cards, Radeon RX 7900 XTX and RX 7900 XT gas pedals are equipped with DisplayPort 2.1 and USB Type-C connectors.
AMD once again reminds that unlike the competitor its new graphics cards do not require any adapters and new power connectors.
They are equipped with two regular 8-pin PCIe power connectors, making them fully compatible with most power supplies.It is also fair to say that in the $900-1200 price range AMD graphics cards will offer more video memory.
The Radeon RX 7900 XTX gets 24GB of GDDR6 and the Radeon RX 7900 XT gets 20GB of GDDR6.
The flagship GeForce RTX 4090 has 24 GB of faster GDDR6X memory on board, but its recommended price is $1600.
The GeForce RTX 4080, on the other hand, has \"only\" 16 GB of GDDR6X at a recommended price of $1200.
Unfortunately, neither AMD nor NVIDIA are yet ready to directly compare the performance of their gas pedals against each other.
Since the GeForce RTX 4080 is not yet available, AMD is comparing its RDNA 3 architecture-based graphics cards against its own flagship Radeon RX 6950 XT gas pedal from last generation.
Raster performance of the Radeon RX 7900 XTX and RX 7900 XTThe company has shared two graphics.
According to them, the raster performance of new generation graphics cards in games when using 4K resolution is up to 67% higher than the Radeon RX 6950 XT, and the performance of the light tracing technology in the new graphics cards up to 82% higher than the Radeon flagship on the RDNA 2 architecture.
Radeon RX 7900 XTX and RX 7900 XT ray tracing performanceTill the launch of Radeon RX 7900 XTX and Radeon RX 7900 XT are still a month away.
Their release is scheduled for December 13.

MediaTek will reduce dependence on TSMC by outsourcing chip production to Intel and GlobalFoundries

MediaTek will reduce dependence on TSMC by outsourcing chip production to Intel and GlobalFoundries

MediaTek will reduce dependence on TSMC by outsourcing chip production to Intel and GlobalFoundries

Reducing dependence on TSMC and its Taiwanese facilities will be an important trend for MediaTek in coming years, as CEO of this mobile processor developer, Rick Tsai, made clear.
The company's CEO explained that the main factor behind this decision will be geographical diversification, as over-reliance on Taiwan concerns not only the company, but also its customers.
Large consumers of semiconductor products, according to Mr.
Tsai, will begin to require chip suppliers to use multiple sources of production: Taiwan will be combined with the U.S.
or Europe.
MediaTek is preparing for the emergence of such requirements and is gradually expanding the geography of its chips production, not just limited to Taiwan.As over time, MediaTek expects to increase the volume of sales of its chips in the U.S.
market, then the localization of production, it is ready to pay close attention.
When TSMC's chip contract manufacturing facility in Arizona will start operating, MediaTek hopes to become its customer.
In addition, the production of processors of this brand will be engaged in GlobalFoundries, which has enterprises in New York State and Singapore.
However, in this case we are talking about the use of not the most advanced lithography, but it is more important to diversify sources.Intel, which has repeatedly reported on cooperation with MediaTek, from the second half of 2024, as explained by Rick Tsai, will provide it with chips, which will be produced by Intel 16 technology in the enterprise in Ireland.
These components will find use in TVs and Wi-Fi routers, and do not require advanced lithography to produce them either.
This market segment is quite large, so the company considers cooperation with Intel in all seriousness.
The head of MediaTek personally observes progress in this area on an almost monthly basis.

AMD has dramatically reduced its market share in the PC processor market, but increased it in the server segment

AMD has dramatically reduced its market share in the PC processor market, but increased it in the server segment

AMD has dramatically reduced its market share in the PC processor market, but increased it in the server segment

Continuing to battle with Intel Xeon, AMD Epyc chips have captured the competitor's share for the 14th consecutive quarter, but in the desktop and notebook processor segment, the red camp is not so lucky: Q3 has stripped the company of all the achievements of recent years, writes Computer Base.Image source: amd.com The most serious losses were in the notebook chip market.
At the end of III quarter AMD share was 15.7% - a drop of 9.1 points compared to II quarter, and a year earlier this figure was 22%.
The company's current share was last seen in late 2019, but this is clearly not the time to get excited about a return to pre-pandemic levels.
The decline in the desktop chip market is just as unpleasant - it was 6.6 p.p.
in quarterly terms, and the company's share dropped to 13.9 percent, though it was 17 percent last year.
And this is the worst value for AMD since 2018.AMD continues to show positive dynamics in the server segment: during the quarter, the company's share increased by 3.6 p.p.
to 17.5%, while a year earlier it was only 10.2%.
The performance advantage continues to bear fruit: even if the recently introduced Genoa family processors had not come out by the end of the quarter, the company would have continued to build share with Milan, as Sapphire Rapids will definitely not come out this year.On average selling price (ASP) AMD gained 8 p.p.
for the year, while Intel lost 12.
Finally, the Reds once again have the console chip segment to thank: PlayStation and Xbox are flying in the millions, and sales continue to grow compared to last year.
As a result, AMD sells more console chips than notebook, desktop and server processors combined.

MediaTek unveiled the 5G modem T800, Kompanio 520 and 528 processors for Chromebooks and Pentonic 1000 for smart TVs

MediaTek unveiled the 5G modem T800, Kompanio 520 and 528 processors for Chromebooks and Pentonic 1000 for smart TVs

MediaTek unveiled the 5G modem T800, Kompanio 520 and 528 processors for Chromebooks and Pentonic 1000 for smart TVs

Taiwan's MediaTek unveiled various chips designed for Internet of Things devices, Chromebooks and smart TVs that will appear as part of various products in 2023.
Image source: mediatek.com5G modem MediaTek T800 is designed for gadgets other than smartphones - that is, for Internet of Things devices.
It supports a wide range of bands, including millimeter and sub 6 GHz.
The maximum theoretical speed on the incoming channel is 7.9 Gbps and 4.2 Gbps on the outgoing channel, which exceeds the actual speed of today's networks.
The modem supports simultaneous operation of two SIM cards.
The T800 is manufactured using 4nm process technology, increasing battery life on end devices.The MediaTek Kompanio 520 and 528 chipsets are designed for entry-level Chromebooks.
Here 8-core processors are used: 2 Arm Cortex-A76 cores and 6 Cortex-A55 cores.
The A55 cores in both cases run at 2.0 GHz, while on the Kompanio 520 performance A76 have the same 2.0 GHz, and on the Kompanio 528 they are overclocked to 2.2 GHz - no other differences between the chipsets.
For graphics is responsible subsystem Arm Mali G52 MC2 2EE.
There is also a dual-core APU unit to work with artificial intelligence algorithms.LPDDR4x memory and eMMC 5.1 type drives are supported.
The chipsets also support installation of cameras up to 32 megapixels, have hardware optimization for VP9 decoding and H.265 encoding, and allow for video connectivity at up to 60 frames per second.
Chromebooks on these chipsets will be able to work with their own Full HD+ displays and optional Full HD monitors.Finally, the Pentonic 1000 platform is designed for 4K resolution TVs and up to 144Hz.
It supports Wi-Fi 6/6E, Dolby Vision IQ with Precision Detail (higher detail in bright and dark areas) and screen division into 8 streams, there is also a powerful AI-processor.
The central processor is a 4-core Arm Cortex-A73 with a frequency of 2.0 GHz, and the graphics is processed by Arm Mali-G57 MC2.
MediaTek specified that the devices on the new platforms will be available in 2023.