On Tue, Jul 22, 2003 at 06:56:58PM -0700, Mark Vojkovich wrote:
| The interest, at least as far as the press is concerned, seems to
| be almost totally in the chipset performance.  nForce2 is available
| without internal graphics.  If I recall correctly, nForce3 (I believe
| there were some reviews out today) has no internal graphics.

I'll take a look.

|    I do not expect graphics hardware to become a commodity.  

As Joel Spolsky mentioned, Microsoft tries hard to make such things
happen. :-)

| It is something that graphics hardware vendors fight hard against,

Understandably.

| and commoditization has not been the trend.

In the PC, workstation, and simulator spaces there are fewer graphics
hardware vendors today, and their products are more compatible, than at
any time in the past five to ten years.  I agree that graphics hardware
hasn't been completely commoditized, but it sure looks like the trend is
strong in that direction.  I'd expect the same trend to carry through to
embedded devices (as the PC folks leverage their technologies in the new
markets).

I'd also argue that programmable GPUs with a common programming
interface increase the tendency toward commoditization.  The business
model for graphics apps running on various vendors' GPUs begins to look
a lot like that of ordinary application software running on various
implementations of the x86.  This isn't accidental.

| > There is at least one very significant incentive -- driving down system
| > cost and enlarging the market by commoditizing the software
| 
|    This is something graphics vendors will fight hard against.
| They don't want to commoditize the software.  ...

If you believe that lower device/system costs lead to higher volumes of
sales, and software cost is an appreciable fraction of the device/system
cost, then commoditizing the software leads to higher revenue for the
hardware vendors.  That's one reason Linux gained a foothold in the
embedded space.

Maybe you're thinking primarily about driver software.  Graphics vendors
do add a tremendous amount of value in their drivers, but even there
parts of the software are commoditized when it makes economic sense.
Perhaps the commonly-used code in XAA is a good example.

| The goal is to have your graphics kill your competitors, and that
| is done by preventing commoditization of software and hardware.
| It involves outfeaturing and outperforming your competitor and protecting 
| your software and hardware IP. 

Certainly that used to be true.

Judging by what I hear from app developers, it's getting less true all
the time.  They really want to stick to standardized functionality
that's available with decent performance on all platforms.  Their
return-on-investment is highest if the hardware is commoditized.

And Microsoft maintains its position in part by playing the hardware
vendors off against one another.  MS wants the best price and
performance for the features in its APIs, not for features that aren't
part of those APIs.  That leaves less room for the hardware vendors to
compete on features.

Allen
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