Intel had been promising that its latest generations of graphics-enabled CPUs would make CAD professionals think twice about paying extra dollars for a discrete graphics card on their next workstations. And it appears those promises are holding true … not in dramatic fashion, but valid nonetheless.
The thought of CPU-integrated graphics is a new proposition for buyers of professional-caliber looking to speed their CAD workflows. Prior to Intel's Westmere generation, released in early 2010, virtually ever workstation shipped with a professional-brand graphics add-in card installed. The vast majority have been Nvidia Quadro models, with a minority share of units bearing AMD's FirePro brand.
Westmere's CPU+GPU combination first raised the question — could integrated graphics perform well enough for CAD duties to allow buyers to save some cash on the add-in card? The answer in 2010 was generally "no." Performance was not up to snuff, even for entry-class CAD use, and as a result, most workstation OEMs still required the presence of a Quadro or FirePro card in any machine leaving the factory. That choice made sense, as the last thing HP or Dell would want for their professional customers is a poor graphics experience that might turn them off workstations altogether.
But then came 2011 and the launch of the Sandy Bridge generation of die-integrated graphics. With Sandy Bridge, Intel more than anything else focused performance improvements in graphics. And for the first time, the company began actively marketing its graphics for professional use (the "P" prefix in the P3000 signifying "professional" grade). The combination of Intel's posture and Sandy Bridge's substantially improved graphics were enough to get OEMs like HP to (for the first time) allow buyers to choose integrated graphics and pass on the graphics add-in card.
Now, Sandy Bridge's graphics can't compete head-to-head with Quadro or FirePro … it's not intended to. What it is intended to do is provide competent graphics for CAD professionals who don't have the highest demand for performance and whose budgets are especially tight. How did Intel do on its goals? Well, a look in the past few quarters at the add-in card attach rates for low-end systems and the distribution of the add-in cards sold should give a clue.
Professional graphics unit share history, by class. (Source: Jon Peddie Research)Anecdotally, OEMs are reporting that, while attach rates remain quite high, they have dropped with Sandy Bridge. And those reports seem to be validated by shipment numbers seen for professional graphics add-in card segments, specifically the low-cost Entry 3D segment. That segment sees steady gains over the years, for a logical reason … as average street prices fall and capabilities climb, the Entry class satisfies more and more of the workstation community. But then right around the start of 2011 — precisely when Sandy Bridge comes out of the chute in workstations like HP's Z210 —Entry 3D shipments start to flatten and then decline (albeit modestly).
Next week, I'll continue this discussion by explaining why Entry 3D sales more indicative than other segments of a possible erosion from integrated Sandy Bridge graphics.
