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Exclusive: Jon Peddie predicts great second half of 2009 for graphics market

by Scott Bicheno on 6 February 2009, 10:49

Tags: Intel (NASDAQ:INTC), AMD (NYSE:AMD), NVIDIA (NASDAQ:NVDA), Jon Peddie Research

Quick Link: HEXUS.net/qaqxe

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Reasons to be cheerful

Last week leading graphics market research outfit Jon Peddie Research announced a drop in graphics shipments in Q4, but revealed a hope that things would pick up again in the second half of this year.

HEXUS.channel spoke to Jon Peddie himself (pictured) to find out the thinking behind that prediction and to pick his brains about the graphics market.

Read on to find out Peddie's thoughts on NVIDIA's Ion (as well as how to write its name), AMD's Fusion concept and Intel's Larrabee discrete graphics plans, as well as some unique insight into the industry in general.

 

HEXUS.channel: You forecast a weak first half of 2009 but a strong second half. Can you elaborate on how you see this year panning out?

Jon Peddie:  Six reasons why Q3 & 4 will be great.

1.            Seasonally the best quarters

2.            New designs from ATI & Nvidia

3.            GPUs will be based on 40nm which will be exciting and performance enhancing

4.            Inventories depleted need to restock for back-to-school, and the holiday madness

5.            Pent up demand - I'm tired of this recession already, let's party.

6.            Obama's stimulation programs will emotionally, if not fiscally, stimulate encouragement.