NVIDIA Will Not Release a New Architecture Until the End of 2005
Goldman Sachs Believes NVIDIA Corp. Unlikely to Release New GPU Soon
Research and investment firm Goldman Sachs said in its recent report it did not expect NVIDIA Corp. to release a new graphics architecture earlier than in late 2005 and any significant market share changes between ATI Technologies and NVIDIA Corp.. The company said it expected NVIDIA’s handset products revenue to grow significantly.
No New Architecture Shortly from NVIDIA
“In terms of the core discreet desktop graphics (58% of revenue) franchise, NVIDIA will not release a new architecture until the end of 2005. This could allow ATI Technologies a window of superior performance if its gets its R520 products out on time (mid-2005). Overall, we expect little movement in desktop discreet market share in 2005 between NVIDIA and ATI Technologies,” Goldman Sachs’ report claims.
While NVIDIA remains extremely tight-lipped over its future products, it is known that the company is readying its code-named NV47 visual processing unit, a massively revamped GeForce 6 architecture with 24 pixel pipelines. The NV47 is expected to be released sometime in Spring, 2005, but it is unknown whether NVIDIA is ahead, or behind ATI’s R520 product. With 24 pixel pipelines NVIDIA Corp. is likely to feel itself competitive with ATI’s R520.
The status of NVIDIA’s future architecture code-named NV50 is also uncertain: some reported recently that the chip had been cancelled, but officials decline to confirm or deny the information.
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