Look, games are not important anymore. It's starting to become a niche market. You're probably thinking that I'm pulling that out of my ass, which is a logical assumption, but just look at the facts:
-Current gen console sales are nowhere near what they used to be with the previous generation consoles (like the Playstation 2), and;
-PC game sales are nowhere near consoles, according to the enterprise.
Conclusion: game sales are declining at an extreme speed. The prices go up, which is how the industry grows in worth in terms of money, which is the reason prices are still climbing, resulting in even more piracy. It's a downwards spiral.
Many people are converting to the Mac, which isn't realy the ultimate gaming platform, showing not a lot of people care for games. The biggest sales are in the cheap ass PC sector, which are not suitable for gaming. The PC graphics industry focusses on gimmick stuff like 3D, because that's the only way for PC gaming to have an advantage above console port games (make them somehow nicer), and 3D panels and glasses almost do not sell. Look at the figures for that.
So are superb graphics capabilities the key for market succes? Not realy and only slightly and vastly declining. Therefore drivers that are stable, energy efficient and somewhat capable of 3D desktop acceleration (which are the open source ones allmost, in terms of energy), are more important. Now look at the China example and conclude what is more profitable. Aren't IGP's pwning because of that now?
Rethink the market. IT companies are reinventing themselves constantly and those who don't addapt; DIE. AMD is addapting and will be succesfull. Intel is already adapting where needed, but on the PC they are fit enough for survival already. nVidia is being left to die if they don't reinvent quickly. If they realise what they have to do and put much more effort into documentation, DRM escaping and open development than AMD then you can bet your ass I will go nVidia.
You see; I'm NOT a fanboy. I'm only a giant fanboy of AMD _right now_ because they're better. If nVidia beats AMD at open source and free software I will instantly become a nVidia fanboy and vice-versa.