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Nvidia: Q4 Profit Doubles, RSX complete

M

MassiveAttack

Banned
http://biz.yahoo.com/rb/060216/nvidia_earns.html?.v=4

Highlights from the conference call:

- RSX design finished
- RSX production silicon ready to ship
- Waiting on Sony for delivery dates
- Has $1B in cash and is looking to acquire other companies

A couple of analysts asked about when PS3 royalties would start to show up but they refused to comment. General answer was: "It's Sony's product, not ours."
 
If I were NVIDIA, I'd pick up Matrox. Matrox isn't that big of a company anymore meaning that it's cheap, and it's privately held meaning that the buyout process is easy.

The advantages would be immediate entry into the medical imaging market and expanding their broadcast video work (which started with the Quadro SDI line-up).

You heard it here first.
 
Stinkles said:
Who was on here earlier saying PS3 would still make spring?
Click to expand...
:lol yeah it's funny some people actually still believe that. It'll be spring in around a month and we still haven't even seen the final controller design yet.
 
GXAlan said:
If I were NVIDIA, I'd pick up Matrox. Matrox isn't that big of a company anymore meaning that it's cheap, and it's privately held meaning that the buyout process is easy.

The advantages would be immediate entry into the medical imaging market and expanding their broadcast video work (which started with the Quadro SDI line-up).

You heard it here first.
Click to expand...
Couldn't hurt their IQ either.
 
GXAlan said:
If I were NVIDIA, I'd pick up Matrox. Matrox isn't that big of a company anymore meaning that it's cheap, and it's privately held meaning that the buyout process is easy.

The advantages would be immediate entry into the medical imaging market and expanding their broadcast video work (which started with the Quadro SDI line-up).

You heard it here first.
Click to expand...

i dunno man matrox was THE company back in the day. But now...i dont know who is running that ship cause they sank fast, and its not like they didnt have the talent or vision to freaking compete it was more a thing where management just wanted to focus on business application solutions. Bleah they were some of the finest in teh business now just a shell, who knows if they still have their old talent there now.
 
Heh, I figured you were using this info as another clue that the PS3 will be out in Spring. At least in Japan. Sony has till June 20! Have four months!

oooo, and the controller too!
Click to expand...

With Gyro functionality. ;) C'mon Sony... do it!
 
Marconelly said:
Wasn't Xenos finished literally in the last moment too?
Click to expand...

xenos silicon ready = july


july >> nov ( end of..)

feb >> june ( end of ) [best case scenario]


IF RSX was the only piece not ready for ps3 ( and i don't think so )
 
Thursday, February 16, 2006
A Clue From Nvidia On PlayStation 3 Schedule

Dean Takahashi, 06:28 PM in Dean Takahashi, Gaming

Graphics chip maker Nvidia reported today that it doesn't anticipate any royalties from Sony during the current fiscal quarter which closes at the end of April. In a conference call, Chief Financial Officer Marv Burkett made the statement. Jen-Hsun Huang, CEO, said that he couldn't talk about the schedule for the PlayStation 3. He said that Nvidia's RSX graphics chip for the PS 3 is done and the company has production silicon for it.

However, since Nvidia won't be collecting royalties on the chip this quarter, that suggests that Sony isn't going to be producing machines during the months that close at the end of April, 2006. That suggests that Sony won't be shipping the PS 3 anytime soon, despite its comment last May that it would ship in the spring of 2006.

Nvidia got license and engineering revenue from Sony amounting to $20 million in its previous quarter that ended Jan. 29. Publications such as Next Generation Biz have said that the launch of the PS 3 won't happen until the fall. Burkett said that Nvidia got follow-on engineering contracts from Sony and so that it continued to spend money on engineering development for Sony.

Nvidia had a strong quarter with net income doubling to $98 million and sales growing 12 percent to $633.6 million compared to a year ago. Huang predicted that the graphics business will do well this year from the adoption of high-definition TV/computing as well as the launch of the Windows Vista operating system. Regarding a new PC graphics chip, Huang said, "I don't have anything to announce today. The buzz around the industry is we have something to announce soon."
Click to expand...


http://blogs.mercurynews.com/aei/2006/02/a_clue_from_nvi.html


SPRING LAUNCH AM CRY
 
DonasaurusRex said:
i dunno man matrox was THE company back in the day. But now...i dont know who is running that ship cause they sank fast, and its not like they didnt have the talent or vision to freaking compete it was more a thing where management just wanted to focus on business application solutions. Bleah they were some of the finest in teh business now just a shell, who knows if they still have their old talent there now.
Click to expand...
I am only a casual student of video card history, but iirc Matrox was primarily a 2D focused company, and only competed in the gaming arena when 90% of games were still 2D, IQ was king, and only a few weird shooters actually used them new fangled polygons. Then glQuake comes along, all the sudden 2D performance doesn't matter anymore, and Matrox kind of faded into the background and kept on doing their thing while the bigname 3D companies slugged it out.
 
HomerSimpson-Man said:
Okay, what the hell is RSX supposed to be? It shouldn't have taken this long to basically link a supposely 7800 tech card right?
Click to expand...
Hopefully something that goes way over the edge(Kutaragi's crazy, just look back at what he asked ibm with regards to cell performance... iirc it was 1000x perf.).
 
HomerSimpson-Man said:
Okay, what the hell is RSX supposed to be? It shouldn't have taken this long to basically link a supposely 7800 tech card right?
Click to expand...


hopefully a very fast NV5x GPU and not the G70 (NV4x) based GPU that they were saying last year.

maybe Nvidia and Sony are pulling off some kind of massive deception on RSX.
 
Reilly said:
oooo, and the controller too!
Click to expand...

Yha Guerrilla doesn't have the final controller yet, or atleast thats what it sounds like on their board. They hinted of having final dev kits since mid January so they seem to be one of the first in line to get whatever new comes out for the system.
 
SolidSnakex said:
Yha Guerrilla doesn't have the final controller yet, or atleast thats what it sounds like on their board. They hinted of having final dev kits since mid January so they seem to be one of the first in line to get whatever new comes out for the system.
Click to expand...

how is it that they had the "final dev kits" when the rsx final silicon is just now ready to ship?
 
Doube D said:
how is it that they had the "final dev kits" when the rsx final silicon is just now ready to ship?
Click to expand...

I dunno ask them, other people have said they've been getting kits too, so they aren't on their own.
 
SolidSnakex said:
I dunno ask them, other people have said they've been getting kits too, so they aren't on their own.
Click to expand...

that is unless the dev kits where fitted with engineering/test samples (unlikely since they cost thousands) and the RSX mentioned in the article is the final mass produced silicon.
 
Doube D said:
how is it that they had the "final dev kits" when the rsx final silicon is just now ready to ship?
Click to expand...

Engineering/Production samples? iirc, some dev's spoke of a 'near final' RSX.
 
xexex said:
http://blogs.mercurynews.com/aei/2006/02/a_clue_from_nvi.html


SPRING LAUNCH AM CRY
Click to expand...

Unfortunately there is no clue to be found in Nvidia's announcement. The reason simply being that no one has any idea how Sony's deal with Nvidia was structured in terms of advances against royalties. At the point where Nvidia earns out the total advances paid, royalties on each PS3 sold start figuring into the equation and not until then. The timing of this is impossible to gauge but it's not difficult to ascertain that royalties wouldn't be paid until well after launch and certainly beyond April.
 
Well, they do say "production" silicon. I'm not too well versed in how these companies refer to their fabbing processes, but maybe they're saying the production version of the chip (the one actually going into the machine) is ready, but they've had pre-production samples, either at larger process sizes or missing certain features for developers to work on.
 
Nothing surprising here.

Marconelly said:
Wasn't Xenos finished literally in the last moment too?
Click to expand...
December 2004 along with the CPU (also when we got 'complete' leaked specs (only change was lower CPU clockspeed) IIRC). Production silicon was later.
Here
ATI finished its GPU design on November 2004.
Click to expand...

A full years difference, well, unless you bring G70 into it. Thats a pretty significant gap.
 
exact Jen Hsun quote (from PS3 forums):


"yeah, you know Mark, we haven't....we're being um rather cautious about...about what we say about Playstation3, simply because Playstation3 is not our product, it's...it's Sony's product, and the only thing that..I... I can um help you with is that, is that um we're completed with our RSX design work, and...and uh we have production silicon in hand, uh, at this point you know, it's uh... it's up to Sony and, and their uh, and their aggressive march toward the marketplace."
Click to expand...

he was very careful not to say anything!
 
MassiveAttack said:
Unfortunately there is no clue to be found in Nvidia's announcement. The reason simply being that no one has any idea how Sony's deal with Nvidia was structured in terms of advances against royalties. At the point where Nvidia earns out the total advances paid, royalties on each PS3 sold start figuring into the equation and not until then. The timing of this is impossible to gauge but it's not difficult to ascertain that royalties wouldn't be paid until well after launch and certainly beyond April.
Click to expand...

thankyou
 
Bhav said:
In the article linked in the first post, I don't see anything about RSX being finished...
Click to expand...

Listen to the conference call. They reiterate that the production RSX has been complete for "some time". Most likely for 2-3 months.
 
Striek said:
December 2004 along with the CPU (also when we got 'complete' leaked specs (only change was lower CPU clockspeed) IIRC). Production silicon was later.
Here

A full years difference, well, unless you bring G70 into it. Thats a pretty significant gap.
Click to expand...
No, actually, I'm pretty sure the Xenos production silicon was ready only in July/August 2005 or something close to that. What you linked there is chip being designed / taped out, and RSX was taped out long ago too.
 
Marconelly said:
No, actually, I'm pretty sure the Xenos production silicon was ready only in July/August 2005 or something close to that. What you linked there is chip being designed / taped out, and RSX was taped out long ago too.
Click to expand...
I know that re: xenos and thats what I said because thats what you asked.

When was RSX taped out? It certainly wasn't close to E3, and suggestions have long held the December viewpoint.
 
Striek said:
I know that re: xenos and thats what I said because thats what you asked.

When was RSX taped out? It certainly wasn't close to E3, and suggestions have long held the December viewpoint.
Click to expand...

I don't believe a public date has been given for the RSX "taping out". Most folks figure it's a relatively straightforward derivation of the G70, with some modifications made for the RAMBUS memory and a few other minor console latchings. Could also be closer to the G71 or even a substanitial derivation from both.

The lack of hard RSX commentary has been notable for it's absence so far.
 
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