We are still predicting an upturn in the PC market in Q3 and Q4 and in particular for the graphics market (which serves not just PCs but aerospace and automotive, industrial systems, medical systems, kiosks and POS). We are optimistic because these are seasonally the best quarters.
- In Q4 there will be two new operating systems: Apple's Snow Leopard, and Windows 7 which will help stimulate new purchases in the holiday season
- ATI & Nvidia will be introducing new 40nm designs with higher performance, GPU-compute, and surprisingly aggressive prices.
- The worst is over for inventories run down and the channel is now restocking for back-to-school, and the holiday madness.
- And yes, there is pent up demand.
- We still believe there will be an impact from the stimulus programs worldwide
We're just finalizing our Q2'09 Market Watch report and will have all the details on this quarter (and every other one back to Q1'04) for our subscribers first thing tomorrow.
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The latest edition of Jon Peddie's Market Watch is available now in both electronic and hard copy editions. The annual subscription price for Jon Peddie's Market Watch is $3,500 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company's bi-weekly report) and a copy of Market Watch as part of their subscription. For information about purchasing Market Watch, please call 415/435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.
About Jon Peddie Research
Dr. Jon Peddie has been active in the graphics and multimedia fields for more than 30 years. Jon Peddie Research is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in a variety of fields including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. Jon Peddie's Market Watch is a quarterly report focused on the market activity of PC graphics controllers for notebook and desktop computing.
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