Subject: General Tech, Graphics Cards | February 19, 2013 - 10:38 AM | Jeremy Hellstrom
Tagged: Q4 2012, NVIDA, jon peddie, Intel, amd
Jon Peddie Research have released their findings on the state of the discrete and integrated graphics market, not counting servers, smartphone nor ARM based systems. While the overall PC market showed a negligible gain of 2.8% over the final quarter of 2012, discrete graphics sales saw a decline of 8.2%, which JPR attributes to a noticeable increase of purchases of systems with only an Intel or AMD embedded GPU. When you break the quarter down by manufacturer the news is not good. For AMD the last quarter did see an increase of less than 1% on desktop CPUs but declines of 19% in laptop CPU sales and 13.6% in discrete GPU sales. Intel saw desktop CPU sales up 3% but lost over 6% on laptop sales with their overall decline compared to last quarter sitting at about 3%. NVIDIA was hit the hardest at the end of 2012 with only their discrete GPU sales applying to this survey, a loss of 15% on the desktop and a loss of 18% on mobile GPUs lead to an overall decline of 16%.
Compared to the final quarter of 2011, AMD lost 29.4%, Intel 5% and NVIDIA 4.6%, reflecting the difficulty of making sales in the past year; the total discrete GPU market dropped almost 10% or about 3 million units. Even with the companies making profits, in some cases significant profits, the entire GPU market is depressed with ARM based devices and smartphones starting to erode the market that is already shrinking thanks to Intel and AMD shipping CPUs with embedded GPUs that are good enough for many users needs.
"The news was disappointing for every one of the major players. AMD dropped 13.6%, Intel slipped the least, just 2.9%, and Nvidia declined the most with 16.7% quarter-to-quarter change, this coming on the heels of a spectacular third quarter. The overall PC market actually grew 2.8% quarter-to-quarter while the graphics market declined 8.2% reflecting a decline in double-attach. That may be attributed to Intel's improved embedded graphics, finally making "good enough" a true statement."
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Q4-2012 In a Nutshell
Tis the reporting season. Yes, that time of year when some of the major players in the computing world get together and tell us all how well they did this past quarter. Ok, so they do not necessarily get together to announce results, but they sure time them that way. Today was AMD’s turn (and Apple’s), and the results were not nearly as positive as what Intel had to offer a few days ago.
Q4 2011 was flat in terms of revenue as compared to Q3. The company had gross revenue of $1.69 billion and had a net income loss of $177 million. That net income is not necessarily a bad result, but more on that later. Margins rose to 46%, which is still a far cry from Intel’s 65% for the past quarter. Gross revenue was up 2% from last year, which considering the marketplace and Intel’s dominance, is a solid win for AMD.
When we start talking about non-GAAP results, AMD had a net income of $138 million. The difference between those two numbers (a loss vs. a nice profit) is that the loss came from one time writeoffs. AMD has lowered its stake in GLOBALFOUNDRIES to 8.8%, and in so doing incurred a hefty charge. This is not so much money lost as it is lost value in the company.
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