Latest Articles
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Windows 7 Smartphones Can Give Modest Boost to Qualcomm
Microsoft (NASDAQ:MSFT) recently unveiled its new mobile phone operating system Windows Phone 7 at a launch event in New York. If Windows Phone 7 based smartphones were to gain traction, they could certainly provide some upside to Qualcomm’...
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Nvidia’s Share in Pro Graphics Cards Expected to Decline
Nvidia’s (NASDAQ:NVDA) dominant position in the professional graphics cards market is under pressure from AMD (NYSE:AMD). Nvidia has seen significant growth in its Pro Graphics Cards market share, from around 70% in 2005 to around 86% in 20...
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Android Market May Decide Fate of Nvidia’s Tegra 2 Chip
Chipmaker Nvidia (NASDAQ:NVDA) has released a new version of its Tegra mobile processor. Nvidia competes mainly with Intel (NASDAQ:INTC) in the mobile processor market. Although the first Tegra chip lost the market battle to Intel’s Atom p...
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Is Nvidia’s Market Share in Pro Graphics Cards Sustainable?
Nvidia (NASDAQ:NVDA) faces challenges in the graphics market from players like Intel (NASDAQ:INTC) and AMD (NYSE:AMD), which are increasingly providing integrated graphics chips to PC makers that reduce the need for separate (discrete) graphics c...
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Nvidia Stock Could Slide 4% On Soft PC Demand
Nvidia (NYSE:NVDA) reports that soft consumer PC demand in China and Europe hurt sales of its discrete graphics processing units (GPUs) in the second quarter of 2010. Nvidia competes mainly with AMD (NYSE: AMD) in the discrete GPU market. We rec...
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Lower Expectations for Intel’s Mobile Chipset Biz
Intel’s (NASDAQ:INTC) mobile chipset business may trend lower than expected, leading to a slight downside of around 2% for the Trefis price estimate for Intel’s stock. This downside is based on forecasts created by Trefis members for...
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Potential 2% Intel Upside From Rising Server & Notebook Shipments
Intel (NASDAQ:INTC) competes with AMD (NYSE:AMD) and nVIDIA in the notebook and server processors market. We currently have a Trefis price estimate of $24.78 for Intel’s stock, about 25% above the current market price of around $20. Trefis...
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Small Upside to Nvidia from Higher Share in Notebook PC Graphics
Nvidia (NASDAQ:NVDA) competes with Intel (NASDAQ:INTC) and AMD (NYSE:AMD) in the notebook processor market. We currently have a Trefis price estimate of around $13 for Nvidia ‘s stock, about 43% above the current market price of around $9....
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Atom Processor Only 2% of Intel’s Stock
We estimate that Intel (NASDAQ:INTC) owes only about 2% of its stock value to the Atom line of low-voltage microprocessors for netbooks, nettops (small, low-power desktop computers) and similar devices. Intel mainly competes with AMD (NYSE:AMD)...
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10% Upside to AMD from Higher Expected Desktop Processor Pricing, Share
AMD (NYSE:AMD) competes with Intel (NASDAQ:INTC) and nVIDIA (NASDAQ:NVDA) in the PC processor market. We currently have a Trefis price estimate of around $10 for AMD’s stock, about 32% above the current market price of $7.50. Trefis membe...
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Small Upside to Intel’s Stock from Higher Atom Market Share
Intel (NASDAQ:INTC) manufactures ultra low voltage microprocessors under the brand name, Atom, that are used for powering netbooks and other mobile internet devices (MIDs). In this segment, Intel primarily competes with AMD (NYSE:AMD), nVIDIA (NA...
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No Recovery for Intel’s Server Processor Share Yet
Trefis members have created forecasts for two key drivers of Intel’s (NASDAQ:INTC) stock over the last week: (1) Intel Server Processor Market Share and (2) Intel Server Processor Pricing. Their forecasts suggest that Intel Server Processor...
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Nvidia Looks to 3D PC Market for Growth
Nvidia (NASDAQ:NVDA), which competes with AMD (NYSE: AMD) in the discrete graphics processing market, is trying to benefit from the growing popularity of 3D entertainment by promoting 3D PCs for mainstream usage. As 3D PC sales grow, we see an o...
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AMD’s Fusion Challenges Dominance of Intel and Nvidia
AMD (NYSE:AMD), which competes with Intel (NASDAQ:INTC) and Nvidia (NASDAQ:NVDA) in the notebook and graphics processor markets, is set to launch its Fusion processor, which combines the processing power of a central processing unit (CPU) and a g...
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Intrinsity Acquisition Could Benefit Apple’s Stock at the Expense of Qualcomm
Apple (NASDAQ:AAPL) recently acquired Intrinsity for around $120 million according to industry insider estimates quoted by the New York Times . Intrinsity makes mobile phone application processors and competes with Qualcomm’s (NASDAQ:QCOM) Snapd...
