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Molto interessante l'analisi dell'andamento delle vendite:
PC Segment
PC revenues increased 8.5% year-over-year to $499.7 million. Sales of desktop and notebook integrated products increased more than 200% year-over-year with the continued success of the Radeon Xpress 200 product line. The increase in sales of integrated products was partially offset by an approximate 15% decline in sales of desktop discrete products due to lower average selling prices resulting from a mix shift towards mainstream and value products in the add-in-board (AIB) channel. On a sequential basis, desktop discrete sales declined approximately 10% reflecting a seasonal decline in the market for discrete GPUs. Sales of notebook discrete solutions were also lower year-over-year as a result of the increased use of integrated graphics in notebook platforms.
Consumer Segment
Consumer revenue grew nearly 120% year-over-year to $152.6 million in the third quarter of fiscal 2006. Handheld revenue and unit shipments each increased more than 150% on growing sales of Imageon multimedia processors to major manufacturers of handheld devices. Digital television (DTV) revenues more than doubled on a greater than 150% increase in unit shipments to DTV manufacturers, with notable strength on LCD and integrated platforms. Royalties and non-recurring engineering revenue related to our game console business represented approximately 2% of consolidated revenues.
In pratica, il segmento componenti discreti e quindi in particolare quello delle schede grafiche, ha avuto una contrazione, mentre il mercato delle soluzioni integrate è cresciuto notevolmente e quello consumer è addirittura esploso.
Devo ricredermi sulla capacità commerciale del management di ATI, hanno saputo seguire l'andamento del mercato alla grande. 30% di gross margin parla da solo.
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