AMD continues to make inroads on NVIDIA's marketshare

Subject: Graphics Cards | May 29, 2018 - 03:30 PM |
Tagged: amd, nvidia, marketshare, jon peddie

Jon Peddie Research have just released their latest look at the discrete GPU market, which has been doing significantly better than the PC market overall, for reasons we are all quite familiar with.  While sales of full systems have declined 24.5%, GPU sales increased 6.4% over the past quarter and an impressive increase of 66.4% when compared to this time last year.

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With just two suppliers in the market now, any gain by one results in a loss for the other, and it has been AMD's turn to succeed.  The gain of 1.2% over this quarter is not as impressive as AMD's total gains over the past 12 months, which saw 7.4% of the sales once going to NVIDIA shift to AMD.  Vega may not be the most powerful architecture on the planet, but it is selling along with previous generations of GPU. 

The next quarter may level out, not just due to decreases in the purchasing of new mining equipment but also due to historical trends as stock is accumulated to prepare for sales in the fourth quarter.  There is also the fact that it has been a while since either AMD or NVIDIA have released new kit and the majority of those planning an upgrade on this cycle have already done so.  

Once we see new kit arrive and the prices of products from the previous generation receive discounts, there should be another spike in sales.  The mystery is what the next generation will bring from these two competitors.

 

State of the GPU market for Q3 2017; miners and gamers putting a smile on manufacturers faces

Subject: Graphics Cards | November 20, 2017 - 06:57 PM |
Tagged: jon peddie, q3 2017

The latest results from Jon Peddie Research are out and it looks like it has been a good quarter for discrete GPU vendors, not so much for APUs however.  When JPR looks at the graphics market, they include all silicon with graphics capabilities, discrete GPUs, APUs and IGPs giving a broad overview of the current state of the market.

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It seems the market shares of Matrox and S3 have finally disappeared into the noise, leaving only Intel, AMD and NVIDIA represented in the breakdown of global GPU market share.  In all cases the total amount of sales have gone up, which fits in with seasonal patterns and demonstrates that while the PC market may be wounded, it is far from dead.  Intel's total GPU sales increased by 5% from last quarter, which translated to a loss of 3.2% of total market share.  AMD saw a total increase of 7.6%, their desktop GPUs alone increased by 16.1%, however that was only enough to keep them at the same ~13% of the global GPU market.  NVIDIA saw the biggest increase, a 29.5% jump in sales, which gives them just under 20% of the GPU market to call their own.

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A very interesting data point from JPR's latest report shows how the overall PC market has changed over time.  We have never recovered from the highs of the end of 2010, for a wide variety of reasons ranging from the long term impact of the global recession to a certain company's decision to switch from a lively two step to a stately waltz.  The market is signs that the long decline we have seen may be slowing, instead of dropping by several million units during the traditionally sluggish beginning of the year it only dropped by about one million units.  Consider the lack of driving reasons to do a complete upgrade of a computer this year until AMD's Ryzen and Threadripper appeared, it is quite possible we may see sales steady or perhaps even rise over 2018.

We won't know for a while yet, but the signs are more encouraging than they have been in a long time.

 

A good year to sell GPUs

Subject: General Tech | February 21, 2017 - 01:18 PM |
Tagged: jon peddie, marketshare, graphics cards

The GPU market increased 5.6% from Q3 to Q4 of 2016, beating the historical average of -4.7% by quite a large margin, over the year we saw an increase of 21.1%.  That increase is even more impressive when you consider that the total PC market dropped 10.1% in the same time, showing that far more consumers chose to upgrade their existing machines instead of buying new ones.  This makes sense as neither Intel nor AMD offered a compelling reason to upgrade your processor and motherboard for anyone who purchased one in the last two or three years.

AMD saw a nice amount of growth, grabbing almost 8% of the total market from NVIDIA over the year, though they lost a tiny bit of ground between Q3 and Q4 of 2016.  Jon Peddie's sample also includes workstation class GPUs as well as gaming models and it seems a fair number of users chose to upgrade their machines as that market increased just over 19% in 2016.

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"The graphics add-in board market has defied gravity for over a year now, showing gains while the overall PC market slips. The silly notion of integrated graphics "catching up" with discrete will hopefully be put to rest now," said Dr. Jon Peddie, president of Jon Peddie research, the industry's research and consulting firm for graphics and multimedia."

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Not a bad quarter to be a GPU vendor, though some fared better than others

Subject: General Tech | November 17, 2016 - 12:56 PM |
Tagged: amd, Intel, nvidia, jon peddie, q3 2016

Compared to Q2 2016, total GPU shipments including discrete and integral chips in the mobile and desktop markets increased by 20%; good but not enough to recover to the volume we saw in Q3 2015.  Indivdually, total AMD sales increased by 15% and but Intel 18% but it was NVIDIA that was the most successful with a 39% increase.  In AMD's case they saw sales of their aging desktop APUs drop by 10% but that was more than offset by a jump in discrete GPU sales of 34.7% and an increase in laptop demand by 19.1% . The discrete GPU market as a whole has grown by 35.6% from the last quarter and by 10.1% when compared to last year.  This is not bad news for AMD or Intel but it is certainly NVIDIA who has the most to celebrate.  Pop over to Jon Peddie Research for a look at their overview, or check out the full report if you subscribe to them.

Obviously the PC is still dead ... right?

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Courtesy of JPR

"AMD's overall unit shipments increased 15.38% quarter-to-quarter, Intel's total shipments increased 17.70% from last quarter, and Nvidia's increased 39.31%."

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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. One report I am received says that NVIDIA card sales specifically dropped off in Q2, though the exact reason why isn't known, and as a kind of defacto result, AMD gained sales share.

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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.

An odd Q2 for tablets and PCs

Subject: General Tech, Graphics Cards | August 19, 2014 - 12:30 PM |
Tagged: jon peddie, gpu market share, q2 2014

Jon Peddie Research's latest Market Watch adds even more ironic humour to the media's continuing proclamations of the impending doom of the PC industry.  This quarter saw tablet sales decline while overall PCs were up and that was without any major releases to drive purchasers to adopt new technology.  While JPR does touch on the overall industry this report is focused on the sale of GPUs and APUs and happens to contain some great news for AMD.  They saw their overall share of the market increase by 11% from last quarter and by just over a percent of the entire market.  Intel saw a small rise in share though it does still hold the majority of the market as PCs with no discrete GPU are more likely to contain Intel's chips than AMDs.  That leaves NVIDIA who are still banking solely on discrete GPUs and saw over an 8% decline from last quarter and a decline of almost two percent in the total market.  Check out the other graphs in JPR's overview right here.

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"The big drop in graphics shipments in Q1 has been partially offset by a small rise this quarter. Shipments were up 3.2% quarter-to-quarter, and down 4.5% compared to the same quarter last year."

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Desktops and discrete graphics cards still selling thanks to devoted PC gamers

Subject: General Tech | August 7, 2013 - 01:47 PM |
Tagged: gaming, jon peddie

The overall market for computers may be down thanks to the advent of tablets and smartphones that have more than enough power for casual gaming but there is still a market for heavy duty silicon.  Jon Peddie Research compares the dedicated PC gamer to motorcycle, 4X4, and sports car enthusiasts; sure a SmartCar will get you from place to place but it won't win any races against high end sports cars.  The very nature of ultramobile devices limits the resolution and features that are possible to display, to an extent the same applies to gaming consoles but for a desktop computer the only limit is what the hardware can manage and frankly it would be disappointing if games were released for today's hardware and not for the next generation.  Many PC gamers are impatiently waiting for the next big GPU release so that they can turn up their settings and resolution and maybe even add another three screens to their gaming rig, something that is unique to PC gaming and continues to drive sales of high end hardware at a time when mid-range and budget sales are declining.

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"Ted Pollak, Senior Gaming Analyst at JPR said "The effect that key titles have on hardware sales is phenomenal. Enthusiast PC Gamers embrace content creation and modding, so when titles like Bohemia Interactive's ARMA 3 are in the pipeline; we start to see anticipatory hardware sales. In fact, we are estimating over $800 million of PC builds influenced primarily by this title. A major component of this situation is that many games are placing increasing demands on the CPU. The result is that swapping out the graphics add-in board is not enough this time around and gamers are building (and ordering) overclocked PC's from the ground up."

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A graphical description of market woes from Jon Peddie

Subject: General Tech, Graphics Cards | February 25, 2013 - 01:32 PM |
Tagged: jon peddie, graphics, market share

If last weeks report from Jon Peddie Research on sales for all add in and integrated graphics had you worried, the news this week is not gong to help boost your confidence.  This week the report focuses solely on add in boards and the drop is dramatic; Q4 2012 sales plummeted just short of 20% compared to Q3 2012.  When you look at the entire year, sales dropped 10% overall as AMD's APUs are making serious inroads into the mobile market, as are Intel's, with many notebooks being sold without a discrete GPU.  The losses are coming from the mainstream market, enthusiast level GPUs actually saw a slight increase in sales but the small volume is utterly drowned by the mainstream market.  You can check out the full press release here.

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"JPR found that AIB shipments during Q4 2012 behaved according to past years with regard to seasonality, but the drop was considerably more dramatic. AIB shipments decreased 17.3% from the last quarter (the 10 year average is just -0.68%). On a year-to-year comparison, shipments were down 10%."

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Intel's embedded GPU might finally be 'good enough' according to JPR

Subject: General Tech, Graphics Cards | February 19, 2013 - 01:38 PM |
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.

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"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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Jon Peddie has good news for NVIDIA in Q3 2012

Subject: Chipsets | November 26, 2012 - 01:06 PM |
Tagged: jon peddie, Q3 2012, graphics, market share

Jon Peddie Research have released their findings for the graphics market in Q3 of 2012, with bad news for the market, though not so bad for NVIDIA.  The downward trend in PC sales has had an effect on the overall graphics market, with the number of units sold dropping 5.2% from this time last year and only NVIDIA seeing a rise in the number of units sold.  AMD saw a drop of 10.7% in the number of units they shipped, specifically a 30% drop from last quarter in desktop APUs and just under 5% in mobile processors.  Intel's overall sales dropped 8%, with both segments falling roughly equally but NVIDIA's strictly discrete GPU business saw a 28.3% gain in desktop market share and 12% for notebooks when compared to last quarter.

Worth noting is what JPR includes in this research above and beyond what we used to think of as the graphics market.  Any x86 based processor with a GPU is included, tablets to desktops as are IGPs and discrete cards; ARM based devices, cell phones and all server chips are excluded.

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"The news was terrific for Nvidia and disappointing for everyone the other major players. From Q2 to Q3 Intel slipped in both desktop (7%) and notebook (8.6%). AMD dropped (2%) in the desktop, and (17%) in notebooks. Nvidia gained 28.3% in desktop from quarter to quarter and jumped almost 12% in the notebook segment.

This was a not a very good quarter the shipments were down -1.45% on a Qtr-Qtr basis, and -10.8% on a Yr-Yr basis. We found that graphics shipments during Q3'12 slipped from last quarter -1.5% as compared to PCs which grew slightly by 0.9% overall (however more GPU's shipped than PCs due to double attach). GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped and most of the PC vendors are guiding down for Q4."

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