Intel and NVIDIA announced a joint collaboration, and the two companies will jointly develop central processors (CPUs) that integrate NVIDIA GPUs. The news shocked the industry, and market participants immediately paid attention to its impact. Although the cooperation details still need to be observed, in the subsequent video reporter meeting, NVIDIA executive chairman Huang Rensha gave the market a clear instruction, that is, the focus of the cooperation between the two companies will be on the large notebook computer market.
Huang Renfeng repeatedly mentioned the NT$150 million recorded computers sold each year in reporters, which strongly implies that this time Intel's joint with NVIDIA will not affect the choice of desktop computer CPUs in the short term. Moreover, in addition to focusing on data center chips, the main goal of the cooperation between the two companies is to completely overwrite the power market. Currently, the most popular game card on the market is a product that combines Intel CPUs and NVIDIA independent GPUs. However, AMD is also heading for the moment, with impressive equipment that launched the built-in independent Radeon GPU, which have shown impressive performance in reviews such as the Huashui ROG Flow Z13 and the Razer Blade 16.
Although the industry is full of speculation about this cooperation, it is believed that Huang Rensheng may have mentioned only one of the potential big business machines, not all. Especially in the desktop computer market, cooperation content is rarely mentioned. Similarly, no game handheld equipment or game machine is mentioned in this announcement. These two areas are currently mainly led by rival AMD. Currently, except for the Nintendo Switch, all major standard-size game hosts use customized AMD chips. In addition, most game handheld devices, such as Steam Deck, choose to use customized AMD CPUs, and chips such as AMD's Ryzen Z1 Extreme and Ryzen Z2 Extreme are also the first choice for most handheld devices.
In this regard, market analysis believes that Intel's cooperation with NVIDIA focuses on computers, rather than desktop computers, which are logical. This is because the simple addition of any independent display card in a desktop computer brings far greater performance improvement than a unified GPU. Even though NVIDIA will introduce its RTX technology into the Intel integrated CPU market. However, based on the basic structure of this type of chip, the original processing capability of this type of chip is still far away from the performance of independent card.
Taking AMD's existing products as an example, in a review of the AMD Ryzen 5 8600G, although this chip is impressive. However, when the 1080p resolution and low-detail setting is executed, the average can only reach 41fps. In contrast, an independent card priced at around $250, like the RX 7600, can easily reach over 60fps in a high-end setting, highlighting the performance ceiling of integrated wafers in raw processing capabilities.
Looking at the comprehensive view, after opening the current market speculation, Intel's alliance with NVIDIA will undoubtedly seriously shock the PC and computing industries. The industry is excited about the game overlords' war that may be triggered. In addition, there are two views in the market at present, one that would be somewhat unrealistic if this technology is not expanded to desktop computers. Another way, AMD should be worried about the final impact of this collaboration. Whether the cooperation between the two companies will successfully weaken AMD's progress in the field of high-performance integrated chips may be the focus of continuous attention in the technology industry in the next few years.