Taiwanese Chipset Designers' Sales Continue to Slide
 

Despite of recent market share gains, Taiwan-based chipset designers, namely VIA Technologies and Silicon Integrated Systems Corp., still experience consequential revenue declines, say recent financial reports from both core-logic companies.


VIA Technologies’ net sales for October 2004 reached approximately $55.32 million.On a sequential basis, this monthly sales revenue represents a 1.87% decrease over September’s figure $56.37 million and 6.32% decline from October 2003. SiS’ sales were $32.72 million, down 31% annually, and up only about 2.9% sequentially.

During the Q3 2004 Intel Corp. supplied 62.1% of all chipsets shipped worldwide, VIA Technologies commanded 18.5% of the market, Silicon Integrated Systems Corp. shipped 9.9% of core-logic products in Q3 2004, while ATI Technologies and NVIDIA Corp. only occupied 4.5% and 4.2% of the market.

more @ http://www.xbitlabs.com/news/chipset...112125855.html

Hmmmm, besides Taiwan where do chipsets come from?
Nvda; is now traded in NASDAQ, still it comes from Taiwan. ATI is beginning to produce chipset; likely ended up production from China.
The last one would be Intel; and 915/925 boards are not selling besides taken by DELL. The decline may be the entire industry.

If new chipsets do not provide better performance at introduction, sales decline follows.

Anandtech has a nice article on that, will update tommorow with link, or search the webnews forums:)