O que cada empresa ganharia ou perderia com tal aquisição segundo o Xbitlabs:
Let us make no final conclusions, but just try to summarize, what the potential deal means for both companies.
Advantages for ATI:
* Gain access to advanced manufacturing facilities, which are constantly ahead of TSMC with process technologies;
* Save on chip prototyping;
* Ability to sell graphics cores among AMD’s multi-chip-module design processors;
* Ability to share engineers with AMD;
Disadvantages for ATI:
* Being a part of the company known for selling out business units, which have no immediate benefits;
* Tied to particular manufacturing facilities;
* AMD may reassign some engineers or teams to work on the CPUs;
* Roadmap adjustments for projects, which are scheduled for 2008+;
* ATI’s team may get dissolved in AMD, which will be reflected by material results;
Isso é o que mais me preocupa.
* Intel’s chipset business and collaboration will be ceased;
Advantages for AMD:
* New markets;
* New engineering talent;
* Ability to sell chipsets and platforms;
* Ability to address gaming consoles;
* Ability to load fabs to the maximum level;
* Increase the influence on the PC industry;
* Bump GPUs onto processors;
Disadvantages for AMD:
* Competition with Intel on more than one market had not been successful for AMD before;
* Increased complexity and execution of the company;
* Necessity to re-build AMD and ATI amid Intel’s heavy attacks on the CPU market;
Impact on Nvidia:
* Both rivals (Intel and AMD) will have own fabs;
* Both rivals will have huge product portfolios and many businesses, which may mean that they will be less aggressive on the graphics field,
which is good for Nvidia, as it will be the only big GPU-dedicate company;
Isso também.
* AMD-Nvidia long-term collaboration will be halted;
* Nvidia will have to concentrate on Intel chipsets, which is generally larger, but perhaps, less profitable compared to AMD chipset market;
* Among the current participants of CPU and GPU duopolies, Nvidia will be the only unable to ship top-to-bottom platform solutions;
* Nvidia is likely to enjoy very high profit margins in the segment of professional graphics, if its hardware is enough fast;
Fonte:
http://www.xbitlabs.com/articles/editorial/display/amd-atyt-merge.html