Nemesis11
Power Member
Larrabee to capture 20+ percent discrete in 2008
Our very informative sources believe that Intel can captured anywhere between 20 to 30 percent of all discrete graphic shipment in 2008. Following our report here, we learned that Intel can sell its graphic to most of the graphic players and most of the Taiwanese companies will go for Intel as this would be a long term strategy move.
It took ATI a year to make the chipset graphic good and we believe that Intel can do this in shorter time, as it has a lot of engineers and experienced people working on this project. We heard that Intel has as many as 700 engineers working on this project while Nvidia usually has up to 400 people working on the next generation graphic called design team.
With the right driver and the right price Intel can have an instant success in 2008.
http://www.fudzilla.com/index.php?option=com_content&task=view&id=2470&Itemid=1
Larrabee to be made in Intel’s FABs
We learned that Intel plans to make its Larrabee graphic cards in its own FABs. This will give Intel an edge as the prices of these chips will be better than TSMCs and if the yields are good such a chip / card could end up with very competitive prices.
Nvidia is earning way too much on their chips and ATI’s partners cannot get enough margins out of their sales and we believe that this is the strategy that Intel plans to use.
We believe that Larrabee starts with 65 nanometre process but Intle will work hard to get it to 45 nanometre and possible have the chance to beat both Nvidia and ATI to it. In intel’s FABs there is no half node process and Intel will probably go from 65 directly to 45 nanometre.
If all goes well Larrabee will be launched in 1H 2008 with whole range where the high end will cost below $300.
http://www.fudzilla.com/index.php?option=com_content&task=view&id=2469&Itemid=1