AMD, Intel, Nvidia Market share checkup

[nicehat]

Today, the guys over at Jon Peddie Research, a research and consulting firm has released their Q2 GPU figures. Basically, AMD has gained 1.3% market share from last quarter, while Intel's has decresed by 0.9%. Although Nvidia reported its July quarter figures (http://seekingalpha.com/currents/post/1213592), its market share fell 2.2% from last quarter. 

 

About AMD's rise in market share,

 

"AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs that declined 9.6% from Q1 and increased an astounding 47.1% in notebooks. The company’s overall PC graphics shipments increased 10.9%"

 

article: http://jonpeddie.com/press-releases/details/amd-winner-in-q2-intel-up-nvidia-down/

 

 

 

 

[IPCharger]

Nice! AMD getting back in the game!

[Morpheus]

AMD :D

[mr moose]

"Healthy GPU sales (+9.3% Q/Q and +7.5% Y/Y to $858.6M) softened the response to nosediving Tegra sales (-49% Q/Q and -70.7% Y/Y to just $52.6M)."

 

this tells me that NVidia are actually doing a lot better than AMD on the GPU front right now. But AMD are excelling in the mobile market.

[nicehat]

"Healthy GPU sales (+9.3% Q/Q and +7.5% Y/Y to $858.6M) softened the response to nosediving Tegra sales (-49% Q/Q and -70.7% Y/Y to just $52.6M)."

 

this tells me that NVidia are actually doing a lot better than AMD on the GPU front right now. But AMD are excelling in the mobile market.

 

How do you come to that conclusion? 

AMD's overall PC graphics shipments have increased by 6%

Nvidia's overall PC graphics shipments have decreased by 8% 

 

Now remember this doesnt translate into profits. This is market share. The whole GPU/APU/PC industry is tanking but in terms of market share, this definitively shows that AMD is doing "less worse" than either Intel or Nvidia, and are actually clawing back some market share. 

[mr moose]

How do you come to that conclusion? 

AMD's overall PC graphics shipments have increased by 6%

Nvidia's overall PC graphics shipments have decreased by 8% 

 

Now remember this doesnt translate into profits. This is market share. The whole GPU/APU/PC industry is tanking but in terms of market share, this definitively shows that AMD is doing "less worse" than either Intel or Nvidia, and are actually clawing back some market share. 

It's in the quote I gave from the article, Nvidias gpu sales increased by 9.3% quarter to quarter and had a yearly increase of 7.5%. What weighed nvidia down was the drop in sales of tegra -49%.

Therefore Nvidia are doing better in GPU sales and AMD are doing better in mobile because of their growth in mobile apu.

[Goldilock]

Local notebook seller in my city now sell more APU than 6 months ago, but they only sell low version that is equipped with A6 and E1.

[nicehat]

It's in the quote I gave from the article, Nvidias gpu sales increased by 9.3% quarter to quarter and had a yearly increase of 7.5%. What weighed them down was the drop in sales of tegra -49%.

Therefore Nvidia are doing better in GPU sales and AMD are doing better in mobile.

 

Agreed. But what I think you are getting confused with is revenue and market share. You are talking about Nvidia making $858 million in sales to cover its $52 million in Tegra losses. The thrust of this article is to describe shipments and thus market share, not revenue (amount of money Nvidia makes on a card). We already know that Nvidia makes more money than AMD on GPU's. But in terms of market share (units shipped/sold) for GPUs, AMD has climbed while Nvidia has fallen. 

 

Now if you want to talk about revenues, then by Revenue Market share definition, Nvidia is top dog because of the sheer cash it makes per unit GPU. 

[mr moose]

Agreed. But what I think you are getting confused with is revenue and market share. You are talking about Nvidia making $858 million in sales to cover its $52 million in Tegra losses. The thrust of this article is to describe shipments and thus market share, not revenue (amount of money Nvidia makes on a card). We already know that Nvidia makes more money than AMD on GPU's. But in terms of market share (units shipped/sold) for GPUs, AMD has climbed while Nvidia has fallen. 

 

Now if you want to talk about revenues, then by Revenue Market share definition, Nvidia is top dog because of the sheer cash it makes per unit GPU. 

I don't think I am confused about anything, I did not mention revenue or profit, I referred to the quoted sales percentages which would affect market share.  The report included their $ equivalent but I did not refer to it nor did I insinuate that it had any affect on market share.  I am not sure what I said to cause the confusion.

 

AMD's GPU unit sales have only increased if you include all their mobile sales as well, "AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs declined 9.6% from Q1 and increased an astounding 47.1% in notebooks. The company’s overall PC graphics shipments increased 10.9%.". Where as Nvidai are claiming a 9.3% sales increase in discrete GPU alone. and the reason for their over falling unit sales is due to a massive -43% hit to integra. Which means they suffered almost the exact opposite effect.

 

I would like to see AMD's market current, that would put a lot of this in a different light.

[cDNA]

yay AMD !

[TechFan@ic]

[GPUXPert]

Intel's market share is pretty much the same, AMD's is rising and Nvidia's is declining.

[obsidian1200]

I'm not surprised that discrete graphics are declining in the market in general, but it's good to see AMD making some headway.

[bcredeur97]

can someone make a pie chart? lol