nForce Makes OEM Inroads
Date: May 24, 2002
During
Nvidia's report
of its record Q1 revenue and earning results, Jen-Hsun Huang, president and CEO,
stated, "Our nForce platform processors continue to gain momentum and are now
the standard core logic for Athlon-based OEM systems worldwide." This is very
good news for AMD, and will further enhance its credibility as the chipmaker
markets its products.
With the industrial clout that Nvidia brings to the table, their core logic
solutions have helped to resolve OEM concerns about the perceived lack of
stability when choosing the AMD platform. This may be bad news for VIA and SIS
in the short term. Long term, if Nvidia is able to continue these inroads, core
logic providers will have to come up with compelling solutions or lose market
share.
Nvidia has raised the stakes, and in the process has raised the image and
perception of the Athlon brand. This will be very important when
AMD moves Athlon into the value segment. The combination of Athlon XP and
nForce will prove to be an irresistible solution when viewed against a
Celeron/845 bundle from Intel. The challenge for AMD and Nvidia will not be the
crippled
performance of Intel's offering, which will help, it will be getting that
message out into the marketplace.
the inquirer has
reported Nvidia's decision to not bring to market its next generation 615/620
nForce chipset for Athlon, the reason being product and development overlap.
Nvidia is now saying that the new capabilities of this chipset will now be
rolled into the next generation product family. From a development perspective,
Nvidia must already view desktop Athlon as a value brand, but as AMDZone
has reported
here,
Nvidia is making no comments on future mobile nForce chipsets for Athlon.
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