"ATI's desktop and notebook IGC shipments are growing steadily and providing a challenge to Intel in these segments," said Lisa Epstein, a senior analyst at Jon Peddie Research. "But Nvidia is in turn challenging ATI for more lucrative discrete graphics share. Nvidia leads ATI in the discrete desktop segment and grew share in the discrete mobile segment by nearly five points in the first quarter," Epstein concluded.
Despite all this, we still see the emphasis being placed on extremely expensive, extremely beefy cards. There seems to be a disconnect between companies at this point, which brings up the question of what manufacturers really want: speed or low power.