Article: Parallelism at HotPar 2010
By: Richard Cownie (tich.delete@this.pobox.com), August 5, 2010 9:51 am
Room: Moderated Discussions
David Kanter (dkanter@realworldtech.com) on 8/5/10 wrote:
---------------------------
>At the bottom of the page, NV's units by price bin are listed for desktop discrete:
>
><100]: 5.7M, 66%
>[100,200]: 2M, 23%
>[200,300]: 0.32M, 3.7%
>>300: 0.47M, 5.5%
Adding in some guesses about the average price in each of
those ranges, my guess is that the percentages of revenue
in each sector are about 33%, 35%, 10%, 22%
I can imagine that you might be able to survive without
the sub-$100 market. But you really need the $100-200
mainstream range. If you get pushed out of everything
below $200, then what's left is less than 1/3 ...
And the laptop market is a lost cause: mainstream
laptops have already gone over to IGPs, even though the
current IGPs suck. As the IGPs get better, that trend
will creep upmarket.
---------------------------
>At the bottom of the page, NV's units by price bin are listed for desktop discrete:
>
><100]: 5.7M, 66%
>[100,200]: 2M, 23%
>[200,300]: 0.32M, 3.7%
>>300: 0.47M, 5.5%
Adding in some guesses about the average price in each of
those ranges, my guess is that the percentages of revenue
in each sector are about 33%, 35%, 10%, 22%
I can imagine that you might be able to survive without
the sub-$100 market. But you really need the $100-200
mainstream range. If you get pushed out of everything
below $200, then what's left is less than 1/3 ...
And the laptop market is a lost cause: mainstream
laptops have already gone over to IGPs, even though the
current IGPs suck. As the IGPs get better, that trend
will creep upmarket.