AMD, Nvidia to see shrinking GPU demand in 4Q14 due to launch of low-cost notebooks

Notebook vendors including Hewlett-Packard (HP), Dell, Lenovo, Asustek Computer, Acer and Toshiba, will launch low-cost models with CPUs with integrated graphics in the fourth quarter of 2014 and therefore AMD and Nvidia are expected to see demand for their discrete mobile GPUs decrease, according to Taiwan-based supply chain makers.



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via Yuichun