Intel Corp (INTC)

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wbmw,

Agreed on Intel really pushing integrated graphics. I don't know how much you dig through Intel LinkedIn profiles, but Broadwell's iGPU is referred to as Gen8, Skylake's is Gen9, and Haswell as 7.5. We may be seeing TWO "tocks" on iGPU in a row from Intel starting with Broadwell.

THAT BEING SAID, the idea that integrated graphics from Intel will significantly eat into the discrete graphics space is, I believe, too pessimistic. I don't know how much of a gamer you are, but even "Haswell" will probably only be competitive with the bottom-of-the-stack Nvidia GPUs, except with worse drivers and will only come on the highest end CPU SKUs. There will continue to be legitimate benefit in buying discrete GPUs in premium notebooks, and I just don't see that changing.

People will pay for performance, and you will never get Nvidia mobile GPU like performance out of an integrated solution.