That's because the actual graphics unit has better access to the computer's memory, directly from the processor socket.

The graphics unit, as well as the impact of acquisitions, and a joint venture would spur that growth, it said.

The group gave no specific guidance, but outgoing Cornu said in a statement the group was noticing a market recovery at its graphics unit.

Including a one-time gain of $160 million for the sale of SoftImage, a special-effects graphics unit, Microsoft's net income reached $1.68 billion.