DanielEran
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Why Apple's new GPU efforts are a major disruptive threat to Nvidia
freeper said:DED's ridiculous claim that Nvidia gets most of their licensing revenue from cheap PCs that have Intel and AMD GPUs, you can tell people who 1) have no actual IT or enterprise experience or 2) only buy and use products from a single platform.
The "claim" comes from Nvidia's 10K. I didn't read the rest of your wordsalad.
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Why Apple's new GPU efforts are a major disruptive threat to Nvidia
freeper said:Apple's GPUs will only be used in Apple products. So, for this "prediction" to be true, Apple's products are going to have to somehow put Windows PCs out of business. You Apple fans have been predicting this for 25 years. Yet macOS has like 10%-15% of the PC market. I suppose maybe 4-5 years ago you could have claimed that iPads were going to put PCs out of business, but iPad sales have dropped like a stone, to the point where Apple doesn't even have events to launch new models anymore. Also, there haven't been any major new software pushes for the iPad - either enterprise or consumer - in years. Even attempts to get schools in large numbers to switch from PCs to iPads failed, and Apple has largely stopped trying.
Also, you really are misinformed if you think that cheap PCs are the main market for Nvidia GPUs. That could not be further from the truth. The cheap GPUs are made by Intel and AMD, things like Intel HD Graphics 630. The cheapest Nvidia graphics card, the Geforce GTX 900 series, costs $125.
Nvidia makes most of their money on high end gaming and graphics workstations. Those things aren't going to be replaced even Mac Pros, let alone iPads.
Please, give it a rest. Windows isn't going anywhere. Android isn't going anywhere. And unless/until "the next big thing" comes along, Apple is going to remain a company that gets 70% of its money from iPhones, a self-contained product that has little effect on the rest of the tech world (beyond Apple's own supply chain that its). Peak iPhone/iPad ended in 2014. The competition that weathered the storm has largely seen their sales and profits rebound: Dell, Lenovo, Microsoft, Google, Samsung you name it.
The Imagination deal just means that Apple is going to stop paying $100 million a year to one of their own suppliers/licensees. That is all. It is not going to cause the 85% of people who buy PCs to start buying iPads and MacBook Airs. By the way ... did you know that the laptops that have among the cheapest Nvidia graphics card lines in them COST MORE THAN THE MACBOOK AIR? Of course you didn't, which is why you made the ridiculous claim that Nvidia gets most of their revenue from non-gaming laptops that don't have the RAM and CPU power - let alone graphics capability - to run cheap Steam games.
This reminds me of the old men in the 80s who told me minicomputers were not going to be replaced by a bunch of PCs.
I don't know of anyone predicting that "Apple's products are going to have to somehow put Windows PCs out of business." I did predict that Microsoft's monopoly position could be threatened by Apple at the high end and Linux at the low end if the need for Win32 went away. That's what Apple accomplished, with Google promoting Linux on mobile devices.
But when you say nothing is changed and Microsoft hasn't been affected, look back to its pre-iPad earnings and marvel at where its $10B Office and $10 billion Windows consumers licensing business went. Today Microsoft is focused on the "cloud and devices" because its old model of sitting on a monopoly didn't last.
"iPad sales have dropped like a stone, to the point where Apple doesn't even have events to launch new models anymore."
Apple turned much of its iPad business into larger iPhone sales (making more money and shortening the replacement cycle). The only reason it didn't have a launch party for the new iPad is because is was a minor refresh. It launches new iPad Pro models. -
Why Apple's new GPU efforts are a major disruptive threat to Nvidia
Welcome to the forums with your first comment.PhelanPKell said:Your entire premise is wrong, and honestly feels like a heavy-handed attempt to prove "Apple Greatness" simply for the sake of proving "Apple Greatness".
You're talking about a premium company with ultra premium prices (Apple) dethroning a premium company with premium prices (nVidia), simply by entering a market the latter company dabbles in.
Do you honestly believe that people will want an Apple sandbox to run AI in? Hell no! It will be an in-house solution for them at best.
And how many Android users out there will accept a premium price add-on for their car that is 2-5x the competitor's product, and doesn't fully integrate with their phone?
Apple should pray for being option 2 in a vehicle integration package.
You're living in a fallacy, man.
The fallacy is that Apple is "ultra premium" in pricing. Prior to iPhone, there were several $1000+ phones, they just didn't sell in high volumes. Apple made $600 phones mainstream. Samsung sells more expensive models, although it can't sell as many premium devices.
Before iPad, Samsung and others were trying to sell bulky Windows tablets that started at $1000+. iPad was introduced $500. A year later Google's Android 3.0 partners tried to sell more expensive, larger tablets but nobody wanted them. Microsoft tried selling more expensive tablets too. Failure all around.
The fact that the high volume market for phones and tablets is all super cheap commodity today is only because companies apart from Apple couldn't manage to support sales at a higher quality tier. Not because they didn't try.
Nvidia sells products at very very high prices because it has limited competition for the technology it owns. Except for mobile, where Nvidia totally failed to sell anything.
Scrape per away the marketing BS, which Nvidia excelled at, and the company is ripe for disruption. -
Why Apple's new GPU efforts are a major disruptive threat to Nvidia
The network division was all it had left after its phone business collapsed and was sold off to Microsoft.jfanning said:
Since Nokia (for example) makes the varst majority of its income from their Network division, how is their protection of their intellectual property a switch of focus?DanielEran said
"They switch focus" -
Why Apple's new GPU efforts are a major disruptive threat to Nvidia
Did Imagination publish its missive to shame Apple into buying it at a discount?gregg thurman said:
If Apple and Imagination were negotiating the acquisition of Imagination the Imagination is for sale.qwwera said:Can't help but feel bad about Iimagination Technology. That's business though. We've seen this happen before.
I for one hope Imagination is able to get through this and surprise even Apple.
Competition is in the best interest of everyone, hopefully Google or Microsoft steps in where Apple left off with Imagination.
If Imagination is for sale, and nobody has stepped up to the plate after talks stopped, then nobody is interested in a Company almost wholly dependent on the likes of Apple for their equity's multiple.
I think Apple's/Imagination's announcement has destroyed any interest from others, in an Imagination acquisition. Hopefully Apple held back its best offer in order to salve bruised egos when an acquisition does happen.
Currently valued at $380M (after it crashed). Not so expensive to Apple (~5 years worth of existing royalties). Looks like Apple really isn't interested in buying what IMG has, and Apple probably best knows the real value of that particular technology & patent portfolio.
Also indicates Apple has zero interest in MIPS.
Or perhaps Apple only wants to devote brainpower toward exceptional acquisitions / talent pools?
