Nvidia's dominance in the discrete graphics card market is expected to see strong challenges from Intel and AMD beginning from 2021, according to sources from the upstream supply chain.

Nvidia has recently disclosed its revenues and profits for fiscal second-quarter 2020 ended July 28, 2019 improved sequentially. The company expects its revenues in fiscal third-quarter 2020 to grow further.

But Nvidia's results for the quarter registered on-year declines due to the dissipation of the cryptocurrency mining faddrops. Its gaming and datacenter businesses saw worse-than-expected decreases.

Nvidia is looking at a gaming market with slowing growth, and impacts from the US-China trade tensions, the sources noted.

Nvidia also faces mounting competition AMD and Intel. AMD, working closely with Taiwan Semiconductor Manufacturing Company (TSMC) since 2018, already started selling its 7nm Navi graphics card series in July.

Nvidia has also released its RTX 20 Super series, AMD's latest graphics cards have an edge in performance enabled by the advanced manufacturing process, the sources said.

With AMD set to continue its cooperation with TSMC in more advanced processes including 7nm EUV, 5nm and 3nm, the sources believe the two's partnership should allow AMD to garner a major share of the discrete graphics card market.

Intel, which had twice entered the discrete graphics card market, but failed on both occasions, has decided to come back to the market again after having headhunted AMD's ex-CTO of graphics Raja Koduri. Intel has established a R&D center in India with a team of engineers and is set to unveil its new 10nm Xe-based discrete graphics card series in 2020 and a 7nm GPU packaged using Foveros 3D technology in 2021.

Intel's new GPUs and graphics cards are not only targeting the high-end gaming market segment but will also focus on obtaining orders from datacenter, AI and machine learning applications, the sources noted.

At the moment, Intel's GPUs have already received support from the upstream supply chain and has already been integrated into Intel's CPUs to be used in the datacenter and AI fields.

By: DocMemory
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