AMD Gains Significant Market Share in Q2 2016

Subject: Graphics Cards | August 24, 2016 - 10:34 AM |
Tagged: nvidia, market share, jpr, jon peddie, amd

As reported by both Mercury Research and now by Jon Peddie Research, in a graphics add-in card market that dropped dramatically in Q2 2016 in terms of total units shipped, AMD has gained significant market share against NVIDIA.

GPU Supplier Market share this QTR Market share last QTR Market share last year
AMD 29.9% 22.8% 18.0%
NVIDIA 70.0% 77.2% 81.9%
Total 100% 100% 100%

Source: Jon Peddie Research

Last year at this time, AMD was sitting at 18% market share in terms of units sold, an absolutely dismal result compared to NVIDIA's dominating 81.9%. Over the last couple of quarters we have seen AMD gain in this space, and keeping in mind that Q2 2016 does not include sales of AMD's new Polaris-based graphics cards like the Radeon RX 480, the jump to 29.9% is a big move for the company. As a result, NVIDIA falls back to 70% market share for the quarter, which is still a significant lead over the AMD.

Numbers like that shouldn't be taken lightly - for AMD to gain 7 points of market share in a single quarter indicates a substantial shift in the market. This includes all add-in cards: budget, mainstream, enthusiast and even workstation class products.

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There are several other factors to watch with this data however. First, the quarterly drop in graphics card sales was -20% in Q2 when compared to Q1. That is well above the average seasonal Q1-Q2 drop, which JPR claims to be -9.7%. Much of this sell through decrease is likely due to consumers expecting releases of both NVIDIA Pascal GPUs and AMD Polaris GPUs, stalling sales as consumers delay their purchases. 

The NVIDIA GeForce GTX 1080 launched on May 17th and the GTX 1070 on May 29th. The company has made very bold claims about product sales of Pascal parts so I am honestly very surprised that the overall market would drop the way it did in Q2 and that NVIDIA would fall behind AMD as much as it has. Q3 2016 may be the defining time for both GPU vendors however as it will show the results of the work put into both new architectures and both new product lines. NVIDIA reported record profits recently so it will be interesting to see how that matches up to unit sales.

AMD Gains Market Share in Q1'16 Discrete GPUs

Subject: Graphics Cards | May 18, 2016 - 06:11 PM |
Tagged: amd, radeon, market share

AMD sent out a note yesterday with some interesting news about how the graphics card market fared in Q1 of 2016. First, let's get to the bad news: sales of new discrete graphics solutions, in both mobile and desktop, dropped by 10.2% quarter to quarter, a decrease that was slightly higher than expected. Though details weren't given in the announcement or data I have from Mercury Research, it seems likely that expectations of upcoming new GPUs from both NVIDIA and AMD contributed to the slowdown of sales on some level.

Despite the shrinking pie, AMD grabbed more of it in Q1 2016 than it had in Q4 of 2015, gaining on total market share by 3.2% for a total of 29.4%. That's a nice gain in a short few months but its still much lower than Radeon has been as recently as 2013. That 3.2% gain includes both notebook and desktop discrete GPUs, but let's break it down further.

  Q1'16 Desktop Q1'16 Desktop Change Q1'16 Mobile Q1'16 Mobile Change
AMD 22.7% +1.8% 38.7% +7.3%
NVIDIA (assumed) ~77% -1.8% ~61% -7.3%

AMD's gain in the desktop graphics card market was 1.8%, up to 22.7% of the market, while the notebook discrete graphics share jumped an astounding 7.3% to 38.7% of the total market.

NVIDIA obviously still has a commanding lead in desktop add-in cards with more than 75% of the market, but Mercury Research believes that a renewed focus on driver development, virtual reality and the creation of the Radeon Technologies Group attributed to the increases in share for AMD.

Q3 of 2016 is where I think the future looks most interesting. Not only will NVIDIA's newly released GeForce GTX 1080 and upcoming GTX 1070 have time to settle in but the upcoming Polaris architecture based cards from AMD will have a chance to stretch their legs and attempt to continue pushing the needle in the upward direction.

People may actually be migrating to Linux, or at least off of Windows

Subject: General Tech | May 2, 2016 - 03:36 PM |
Tagged: windows 10, microsoft, market share, linux

We've all seen the comments about how Windows 10 has finally convinced people to switch operating systems but today we have numbers which show that some may have been true to their word.  According to Netmarketshare the marketshare of Windows on desktop machines has dropped below 90% for the first time.  Mac OSX holds onto 3.96% of the market but the Other category is up to 8.59%, which is the category that represents the various flavours of Linux; it holds 1.56%, as well as other non-Microsoft OSes.  It may not be the year of Linux but it certainly is not Microsoft's year.  You can read the calm, rational discussion over at Slashdot on this topic, it is guaranteed to provide amusement.

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"Windows 7 is still the king, but it no longer holds the majority. Nine months after Windows 10's release, Windows 7 has finally fallen below 50 percent market share and Windows XP has dropped into single digits. While this is good news for Microsoft, April was actually a poor month for Windows overall, which for the first time owned less than 90 percent of the market, according to the latest figures from Net Applications."

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Source: Slashdot

T'is but a flesh wound! The PC market shrinks by about 10% this Q1

Subject: General Tech | April 12, 2016 - 12:41 PM |
Tagged: Lenovo, apple, asus, market share, doom

That rustling you hear outside your door is the press getting ready to once again predict the impending doom of the PC industry, ready with bon mots describing how the world, including statisticians, engineers and animation creators will be using tablets for their work from now on.  As is always the case, these doomsayers are vastly overstating their case, though this is not to say there are some hurdles facing the PC industry as a whole.

Windows 10 has failed to drive consumers to update their hardware, for a variety of reasons obvious to everyone but Gartner, IDC and Microsoft's marketing team.  Intel's latest offerings have not provided a solid reason for enthusiasts to upgrade their machines and AMD is worryingly quiet lately.  This has lead to a fall in sales compared to this time last year of between 9.6-11.5% depending on which of the two sources The Inquirer quoted you choose to believe is more accurate

Apple and ASUS are the only two companies showing growth and a 1% increase is nothing you should brag about, even if you are beating the competition.  Even Lenovo is seeing their sales shrink, to the tune of roughly 10%.  There is new hardware slated to arrive soon and the falling price of M.2 and PCIe SSDs may provide some impetus for enthusiasts to pick up a new motherboard at the very least, so hopefully we will see this trend begin to reverse itself before the end of the year.

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"Gartner's report said that PC shipments reached 64.8 million units in the first quarter of 2016, while IDC offered the more pessimistic figure of 60.6 million. This represents a decline of 9.6 per cent or 11.5 percent, depending on which figure you go on."

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Source: The Inquirer

The sad tale of the refresh that failed to quench the desires of Windows users

Subject: General Tech | November 2, 2015 - 12:31 PM |
Tagged: windows 10, microsoft, market share

Of the total PC market Windows holds just over 90%, Linux 1.57% and Mac around 8% which is about what it was a year ago.  The release of Windows 10 has not created a surge in Microsoft users, nor has it caused the migration to Linux that so many claimed they would do after the EoL of Windows XP.  Worse news for Microsoft is that there are more people using Windows 7 than there were 12 months ago, 55.71% compared to 53.05%.  Even Windows 8 users are not shifting in any significant amount, 13.22% compared to 16.8% last year.  Even with the dearth of new hardware to spur an upgrade cycle the numbers show that consumers have little to no interest in updating to Microsoft's newest platform.  Perhaps the negative press surrounding some of the contentious features which Microsoft introduced in the new OS have harmed the upgrade cycle in addition to the lack of a driving reason to do a full system upgrade.  For more on these interesting times in the PC market you can check the original story at The Inquirer.

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"Things are almost stagnant elsewhere, which is a worry because it seems that, although Windows 10 is gaining ground, very slightly, it doesn't seem to be at the significant expense of anything else."

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Source: The Inquirer

GPU Market sees 20-point swing in 2014: NVIDIA gains, AMD falls

Subject: Graphics Cards | February 21, 2015 - 12:18 PM |
Tagged: radeon, nvidia, marketshare, market share, geforce, amd

One of the perennial firms that measures GPU market share, Jon Peddie Research, has come out with a report on Q4 of 2014 this weekend and the results are eye opening. According to the data, NVIDIA and AMD each took dramatic swings from Q4 of 2013 to Q4 of 2014.

  Q4 2014 Q3 2014 Q4 2013 Year-to-year Change
AMD 24.0% 28.4% 35.0% -11.0%
Matrox 0.00% 0.10% 0.10% -0.1%
NVIDIA 76.0% 71.5% 64.9% +11.1%
S3 0.00% 0.00% 0.00% +0.0%

Data source: Jon Peddie Research

Here is the JPR commentary to start us out:

JPR's AIB Report tracks computer add-in graphics boards, which carry discrete graphics chips. AIBs used in desktop PCs, workstations, servers, and other devices such as scientific instruments. They are sold directly to customers as aftermarket products, or are factory installed. In all cases, AIBs represent the higher end of the graphics industry using discrete chips and private high-speed memory, as compared to the integrated GPUs in CPUs that share slower system memory.

The news was encouraging and seasonally understandable, quarter-to-quarter, the market decreased -0.68% (compared to the desktop PC market, which decreased 3.53%).

On a year-to-year basis, we found that total AIB shipments during the quarter fell -17.52% , which is more than desktop PCs, which fell -0.72%.

However, in spite of the overall decline, somewhat due to tablets and embedded graphics, the PC gaming momentum continues to build and is the bright spot in the AIB market.

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NVIDIA's Maxwell GPU

The overall PC desktop market increased quarter-to-quarter including double-attach-the adding of a second (or third) AIB to a system with integrated processor graphics-and to a lesser extent, dual AIBs in performance desktop machines using either AMD's Crossfire or Nvidia's SLI technology.

The attach rate of AIBs to desktop PCs has declined from a high of 63% in Q1 2008 to 36% this quarter.

The year to year change that JPR is reporting is substantial and shows a 20+ point change in market share in favor of NVIDIA over AMD. According to this data, AMD's market share has now dropped from 35% at the end of 2013 to just 24% at the end of 2014. Meanwhile, NVIDIA continues to truck forward, going from 64.9% at the end of 2013 to 76% at the end of 2014.

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The Radeon R9 285 release didn't have the impact AMD had hoped

Clearly the release of NVIDIA's Maxwell GPUs, the GeForce GTX 750 Ti, GTX 970 and GTX 980 have impacted the market even more than we initially expected. In recent weeks the GTX 970 has been getting a lot of negative press with the memory issue and I will be curious to see what effect this has on sales in the near future. But the 12 month swing that you see in the table above is the likely cause for the sudden departure of John Byrne, Collette LaForce and Raj Naik.

AMD has good products, even better pricing and a team of PR and marketing folks that are talented and aggressive. So how can the company recover from this? Products, people; new products. Will the rumors circling around the Radeon R9 390X develop into such a product?

Hopefully 2015 will provide it.

If you build it, they still might not come

Subject: General Tech | August 1, 2014 - 01:48 PM |
Tagged: microsoft, Windows 8.1, market share

More bad news for Microsoft as their newest OS continues to lose market share to the previous version.  This month sees the total share drop slightly to 12.48% while Windows 7 grew a similar amount and now represents 51.22% of the market. The recently deceased WinXP holds a 24.82% share, also much to Microsoft's dismay.  As for Apple and Linux, they hold 6.64% and 1.68% respectively.  The numbers that The Inquirer posted came from Net Applications and are comprised of all unique visitors to our network sites; they track browser and OS shares as well as other data points via this methodology.

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"MICROSOFT HAS REASON to cringe again this month as the July figures from Net Applications reveal that there has been a further drop in the use of Windows 8.x"

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Source: The Inquirer

The PC is still not dead

Subject: General Tech | July 10, 2014 - 02:30 PM |
Tagged: market share, desktop pc

There has been a 2 year slump in PC sales due to a number of reasons, from a lack of attractive system upgrades to the increasing capabilities of mobile devices but according to Gartner this is coming to an end.  While Acer and the smaller brands and no-name systems continue to see sales declines the major players such as Lenovo HP, Dell, and Asus have all seen increases in the amount of systems they have sold in this past quarter.  The Register quotes Gartner analyst Mikako Kitagawa in their article, "... we expect to see slow, but consistent, PC growth" as emerging markets augment their low cost tablets with purchases of full PCs. 

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"By Gartner's estimates, worldwide PC shipments were essentially flat for the second quarter of 2014, growing just 0.1 per cent when compared to the same period a year ago. But even that is encouraging, the analyst firm points out, because shipments have declined for the last eight consecutive quarters."

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Source: The Register

Traditional PC shipments continue their steep decline

Subject: General Tech | December 5, 2013 - 01:31 PM |
Tagged: sales, pc sales, market share

The PC market has eroded over the past few years to the point where sales are only slightly above what they were in 2008, roughly 300 million sales.  Even more worrisome for vendors is the predicted 10.1% decline predicted for the overall sales in 2013.  DigiTimes cites a lack of reasons to upgrade being a root cause and to an extent that makes sense, a first generation i5 laptop will still compete with a current generation laptop with an equivalent Haswell model.  Another reason is the changing market, with tablets and phones providing good enough connectivity for many who previously would have had to purchase a 'traditional' computer.  Commercial sales are not declining as quickly yet but that could change with the spread of the BYOD disease.

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"Worldwide PC shipments are expected to fall by 10.1% in 2013, slightly below the previous projection of 9.7%, and by far the most severe yearly contraction on record, according to IDC. Interest in PCs has remained limited, leading to little indication of positive growth beyond replacement of existing systems. Total shipments are expected to decline by an additional 3.8% in 2014 before turning slightly positive in the longer term."

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Source: DigiTimes

Internet Explorer Still Most Popular Web Browser in 2013

Subject: General Tech | March 2, 2013 - 11:58 PM |
Tagged: web browser, market share, internet explorer, chrome

Net Market Share has released statistics on the state of browser market share as of last month (February 2013). The numbers indicate that Internet Explorer is still the dominant browser on the desktop, with Firefox and Chrome coming in second and third place respecitvely. Interesting, the situation is reversed on the mobile front, with Internet Explorer being greatly surpased by Apple’s Safari in the top spot.

On the desktop browser front, Internet Explorer experienced year over year growth to 55.52% in February 2013. Firefox market share remained fairly stable YoY, ending up with 20.12%. Further, Chrome saw a slight YoY decline to 16.27%. Additionally, Safari and Opera sustained 5.42% and 1.82% market share in February 2013. Both browsers’ slice of the market remained fairly stable throughout the year. It will be interesting to see if Opera’s switch to WebKit will net the browser additional market share (RIP Presto).

 

Desktop Web Browser Market Share Bar Graph.png

Ars Technica further compiled charts on the specific browser versions used. While the majority of IE users are running version 8 and 9 (with IE 6 sadly being the thrid most popular version), Chrome and Firefox users are spread out fairly evenly between the different versions. That may have more to do with Chrome and Firefox’s accelerated versioning/updating though.

For mobile, Apple’s Safari browser leads the pack with 55.41% as of February 2013, which is surprisingly a YoY decline. Meanwhile, the stock Android web browser gained ground throughout the year, ending up with a market share of 22.85%. Opera Mini came in third place with 12.72% market share. Other interesting numbers include Chrome with 1.96%, Internet Explorer (mobile) with 1.58%, and BlackBerry with 0.96%. Further, Symbian has 1.37% market share, which puts it above BlackBerry and just under Internet Explorer. Not bad for a dying mobile OS!

 

Mobile Web Browser Market Share_1.png

I was fairly surprised by the Internet Explorer numbers, but when taking into account work machines and Windows’ dominance (and users that generally use the default browser--power users excluded of course) I suppose it makes sense. I do wish that the IE6 numbers would fall a bit more though, even it if it just users moving to a newer version of IE.

You can find the full Net Market Share report here. What browser(s) do you use on a daily basis?

Source: Ars Technica