Subject: Graphics Cards, Systems | August 17, 2015 - 11:00 AM | Sebastian Peak
Tagged: NPD, gpu, discrete gpu, graphics, marketshare, PC industry
News from NPD Research today shows a sharp decline in discrete graphics shipments from all major vendors. Not great news for the PC industry, but not all that surprising, either.
These numbers don’t indicate a lack of discrete GPU interest in the PC enthusiast community of course, but certainly show how the mainstream market has changed. OEM laptop and (more recently) desktop makers predominantly use processor graphics from Intel and AMD APUs, though the decrease of over 7% for Intel GPUs suggests a decline in PC shipments overall.
Here are the highlights, quoted directly from NPD Research:
- AMD's overall unit shipments decreased -25.82% quarter-to-quarter, Intel's total shipments decreased -7.39% from last quarter, and Nvidia's decreased -16.19%.
- The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 137% which was down -10.82% from last quarter, and 26.43% of PCs had discrete GPUs, which is down -4.15%.
- The overall PC market decreased -4.05% quarter-to-quarter, and decreased -10.40% year-to-year.
- Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased -16.81% from last quarter.
An overall decrease of 10.4 % year-to-year indicates what I'll call the continuing evolution of the PC (rather than a decline, per se), and shows how many have come to depend on smartphones for the basic computing tasks (email, web browsing) that once required a PC. Tablets didn’t replace the PC in the way that was predicted only 5 years ago, and it’s almost become essential to pair a PC with a smartphone for a complete personal computing experience (sorry, tablets – we just don’t NEED you as much).
I would guess anyone reading this on a PC enthusiast site is not only using a PC, but probably one with discrete graphics, too. Or maybe you exclusively view our site on a tablet or smartphone? I for one won’t stop buying PC components until they just aren’t available anymore, and that dark day is probably still many years off.
Subject: Graphics Cards | February 21, 2015 - 12:18 PM | Ryan Shrout
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|
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.
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.
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.
Subject: General Tech, Mobile | October 22, 2012 - 02:00 PM | Jeremy Hellstrom
Tagged: arm, qualcomm, marketshare, SoC, imagination, Vivante, jon peddie, mali
ARM has made some serious impact on the mobile market with their Mali GPU on their SoC, with Jon Peddie Research reporting they have doubled their market share over the past year. That number is even more impressive when you pair it with the 91.3% growth in the mobile GPU market. Another player, Vivante, quadrupled their share of the market and while their products are found primarily in Asia you may recognize them as a member of the HSA. Their success comes at a cost to Imagination and Qualcomm, both of whom have seen their market shares drop. NVIDIA is currently making up 2.5% of the GPU market for tablets and smartphones which is not too bad when you consider that the other four main players all license their processors out while NVIDIA remains the sole provider of its Tegra SoCs. Get more numbers at The Inquirer.
"CHIP DESIGNERS ARM and Vivante have achieved significant market share gains in the system-on-chip (SoC) GPU market while Imagination and Qualcomm have seen their market shares fall."
Here is some more Tech News from around the web:
- AMD Q3 2012 analyst call talks IP strategy @ SemiAccurate
- Skype details Windows 8 app ahead of 26 October release @ The Inquirer
- Nanya Technology, Inotera to receive new financing to move to 30nm process, say sources @ DigiTimes
Subject: Mobile | February 26, 2012 - 06:08 PM | Tim Verry
Tagged: WP7, windows phone, smartphone, nokia, mobile, microsoft, marketshare
Last year Nokia and Microsoft announced a partner ship that would combine Nokia's hardware with Microsoft's Windows Phone 7 mobile operating system. Back then, the move by Nokia to abandon Maemo, MeeGo, and Symbian was not a popular one; however, it does seem to have worked out well for the company (despite some burned bridges).
According to a new report by Strategy Analytics, not only have Nokia Windows Phone 7 devices proved a popular choice, but the company has managed to propel itself to 33.1% marketshare; a number that makes Nokia the world's largest Windows Phone smartphone vendor in Q4 2011. Further, the company shipped just under 1 million units in Q4 2011 while the market as a whole saw 2.7 million units shipped. That is a significant jump from the previous quarter where Nokia did not ship any units and the market as a whole shipped only 2 million.
|Vendor Shipments (Millions) Q3'11||Vendor Shipments (Millions) Q4'11||Vendor Marketshare (%) Q3'11||Vendor Marketshare (%) Q4'11|
|Total||2 Million Units||2.7 Million Units||100%||100%|
While Nokia does not yet have majority share of the Windows Phone smartphone market all to themselves, they do have the most marketshare of any single vendor. The increased presence of Nokia helped the Windows Phone market as a whole see a total quarter over quarter growth of 36%, according to the report. Further, Director of Strategy Analytics Tom Kang noted that Nokia managed to snag most of it's marketshare from HTC who is also losing ground in the Android market to rival Samsung.
Neil Mawston, the Executive Director of Strategy Analytics determined that the Nokia Lumia WP7 smartphone series, and increased marketing and retail presence in Asian and European countries significantly helped Nokia grow it's marketshare.
Needless to say, Nokia management and shareholders are likely pleased by this turn of events. It will be interesting to see where Nokia is marketshare wise at the end of this year as their new Lumia series smarphones proliferate across the world. The full report is available here to Strategy Analytics clients.