Both nVidia and AMD/ATi had been doing good lately, but nobody knows what happens in the future. Both Intel and AMD are going for IGP, and that can be a game-changer for low-end and OEM marked. That's where these guys makes most of their money.

It remain to be seen what kind of IGP we are going to get, but it will probably affect the OEM and low-end marked, and present a challange for nVidia and AMD in coming years.