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| The discrete graphics card market for high-end notebooks is expected to see a big turn around with Hewlett-Packard (HP) and Dell ready to adopt AMD's latest discrete graphics solution for their notebooks. This will increase AMD's market share to over 50% in the second quarter this year, according to sources at notebook vendors. In 2007, AMD's proportion of the discrete notebook GPU market was less than 20%-30% due to vendor concerns that Intel's relationships would change following the acquisition of ATI, and so were unwilling to adopt Intel and ATI combinations for their notebooks. Additionally, uncertainty over the Radeon HD 2000 series also impacted vendor and consumer confidence. However, in the second quarter this year, around 55-60% of vendors' high-end notebooks will adopt AMD's M82 and M86 discrete GPUs due to their advantages in low power consumption and cost over Nvidia's 9P, 9M and 9E notebook solutions, noted the sources. Nvidia responded in saying that most major OEMs are still supporting Nvidia GPUs, but declined to comment on unannounced products nor the product planning of its partners. AMD did not respond for comment by the time of publication. |
