With the recession hitting every major company hard in the last year it is good to get some positive information. Reports for the third quarter show that 20.3 million graphics cards were sold which translates to a 21 percent increase.
While it is good to see such a massive increase in sales when compared with the previous quarter the results aren’t quite so bright and cheerful – looking at the first quarter of 2008 for instance shows 24.4 million units sold. Additionally, PC add on card sales have declined as people are opting for integrated solutions to save on additional expenses.
Analysts also predict that the fourth quarter would show huge increases for AMD although they are going to be hurting due to availability issues with the 40nm process …. demand is far outstripping stock levels – across the globe.
Jon Peddie Research said: “The one potential snag for AMD is the broadly reported, less-than-stellar ramp of 40 nm product coming out of TSMC. Nvidia’s relying on 40 nm as well, but should TSMC’s struggle with yield be limited to the fourth quarter, and not Q1’10, then it will be AMD that will primarily suffer, not Nvidia. “