ConsumerIT - For Europe's High Volume PC Retailers, Distributors & Builders

For RETAILVISION MIDDLE EAST, Bob was asked to present a 30-minute speech  for Power Retailers in the Middle East on what is coming in retail in the near future. Much of the work that Bob did seems to apply to European retailers and distributors as well.

BUT, to take full advantage of this free PowerPoint, you'll need to also read the NOTES underneath the Power Point. There Bob shows you his source material, provides links to manufacturers, and further explains why the product or trend is significant. You can download this Presentation for free from SlideShare

(Video) Watch Dirk Hohndel,  Intel’s Chief Open Source Strategist, share the vision behind open source and Taiwan’s new challenge to Windows. 

The Taiwan government is supporting this attempt to break out of Window's grasp.

Go MOBLIN

 Or Go Intel's open source developer community at www.moblin.org

For Q3, the graphics processor market grew 22.5% as more than 111 million GPUs, were shipped (versus 91m in the same period last year), says John Peddie Research. Compared to 94m units shipped in Q2, shipments increased nearly 18%, the largest Q-to-Q growth in six years.

GPUs were inside more than 33% of all PCs shipped in Q3.. AMD and Intel were the biggest winners with Y-to-Y growth of 22.8% and 81.4%, respectively. Nvidia saw shipments decline by 6.4%. The biggest losers were small vendors Matrox, SiS and VIA/S3, dropped respectively 16.7%, 35.7% and 84.6%.

GPUs are also used in industrial and medical systems, point of sale terminals, kiosks, digital signs.

Desktop GPUs saw an increase of 4.7% this quarter to 61.9m units. For desktop GPUs Intel increased to 43.9% share, Nvidia slipped to 32.6% and AMD climbed up to 20.3%.

Notebooks
Notebook chips soared almost by 40% Q-to-Q to 49.4m units, earning 44.4% of the total market. In the notebook GPU market Intel dropped one point to 56.2% while Nvidia shipments declined to 21.8% and AMD jumped to 20.9%.

"Q3 is seasonally up as OEMs place orders for chips to build inventory for the holiday season. However, this quarter was up more than any other for some time, and in spite of suggestions of a recession that started last Q4," says Dr. Jon Peddie.

Peddie notes that Q4 will be interesting as AMD and Nvidia probably will not release any more new GPUs (given the large number of intros so far this year), and Intel and AMD have stabilized on their integrated offerings.

Q4 is usually a crescendo for the year, but it could well be flat (compared to Q3) this year, says Peddie.
Go No GPU Recession in Q3

iSuppli’s estimates PC shipments actually reported healthy growth over Q3 2007, up 12-14%. Intel warns that business conditions may worsen and that demand for its chips may take a hit because of global economic conditions.

"…There could be a number of follow-on effects from the credit crisis on Intel's business, including insolvency of key suppliers resulting in product delays; inability of customers to obtain credit to finance purchases of our products and/or customer insolvencies," Intel wrote in a Wall Street filing.

A recession normally works backwards: when retailers read the economy and forecast less inventory need, they cut orders. The first actual loss affects the component makers who are taking advance orders and then in the bounce-back wave comes back to hit the market and the real recession starts.

GO Supply Chain is Weakening