Over 3 Million Graphics Card Sold To Crypto Miners in 2017

[JaegerB]

https://wccftech.com/amd-nvidia-intel-q4-2017-gpu-market-share/

AMD GPU Shipments Increased Big Time in Q4 2017, NVIDIA and Intel Decline – Over 3 Million Graphics Card Sold To Crypto Miners in 2017

 

The latest GPU market report from Jon Peddie research has been released and shows that AMD gained a good chunk of the GPU market share during fourth quarter of 2017. At the same time, both NVIDIA and Intel witnessed decline in GPU market share.

When breaking down the numbers, it looks like AMD won this quarter big time with a market share increase of 8.1%. At the same time, NVIDIA decreased -6% while Intel decreased -2%. The current market share looks like the following:

AMD @ 14.2% (versus 13.0% Last Quarter)
NVIDIA @ 18.4% (versus 19.3% Last Quarter)
Intel @ 67.4% (versus 67.8% Last Quarter)

AMD was the main benefactor of the total mining hardware sales of $776 million as reported in the article. When comparing the graphics chip market segments, almost the entire industry saw a downward trend in Q4 2017 which include Discrete Graphics for desktop, Notebook integrated and embedded for mobility systems. The discrete notebook market and desktop integrated and embedded platforms saw a increase in growth rate of 3.6% and 3.0% respectively.

 

Also one reason why Intel’s share isn’t affected as big as AMD or NVIDIA is that they sell their GPUs as iGPUs which is integrated within their mainstream desktop and notebook processors. This make iGPUs unaffected by the crypto mining craze and the Intel GPU sales remain normal.

 

Quick highlights

 - AMD’s overall unit shipments increased 8.08% quarter-to-quarter, Intel’s total shipments decreased -1.98% from last quarter, and Nvidia’s decreased -6.00%.
 - The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 134% which was down -10.06% from last quarter.
 - Discrete GPUs were in 36.88% of PCs, which is down -2.67%.
 - The overall PC market increased 5.93% quarter-to-quarter, and decreased -0.15% year-to-year.
 - Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased -4.62% from last quarter.
 - Q4’17 saw no change in tablet shipments from last quarter

 

 

“Gaming has been and will continue to be the primary driver for GPU sales, augmented by the demand from cryptocurrency miners.,” said Dr. Jon Peddie, President of Jon Peddie research. We expect demand to slacken from the miners as margins drop in response increasingly utilities costs and supply and demand forces that drive up AIB prices. Gamers can offset those costs by mining when not gaming, but prices will not drop in the near future.”  via Jon Peddie Research

 

Jon Peddie also reports that prices of add-in-boards are not expected to drop in the near future which is something that NVIDIA has already acknowledged. The current situation is that mining enthusiasts are eating up entire supplies of discrete graphics cards and the production just can’t keep up with the huge demand. These figures might have been even higher if there were zero constraints with GPU production but right now, crypto mining has exceeded the gaming market in terms of GPU revenue.

 

I take no credit for any of this journalism, I posted it here because I thought others may find it interesting. Full credit for this journalism goes to wccftech.com

[Jurrunio]

I really wish I saved up an extra $100 for a 1080

[Silentprototipe]

RIP 3 Million gamers  

[ItsMitch]

lol 3 million people fucked over, thanks

[JaegerB]

2 minutes ago, SC2Mitch said:

lol 3 million people fucked over, thanks

 

2 minutes ago, silentprototipe said:

RIP 3 Million gamers  

 

4 minutes ago, Jurrunio said:

I really wish I saved up an extra $100 for a 1080

It gets worse: http://www.game-debate.com/news/24618/nvidia-gpu-prices-will-continue-to-rise-until-q3-2018-nearly-every-gpu-sold-for-mining

[Silentprototipe]

2 minutes ago, JaegerB said:

 

 

It gets worse: http://www.game-debate.com/news/24618/nvidia-gpu-prices-will-continue-to-rise-until-q3-2018-nearly-every-gpu-sold-for-mining

[Blademaster91]

1 minute ago, JaegerB said:

 

 

It gets worse: http://www.game-debate.com/news/24618/nvidia-gpu-prices-will-continue-to-rise-until-q3-2018-nearly-every-gpu-sold-for-mining

Nvidia chooses to sell nearly all their cards to miners,can't blame them but this sucks. Thanks miners

[dfsdfgfkjsefoiqzemnd]

Samsung and Apple are collectively grabbing the majority of video memory produced for use in mobile phones. As Samsung and Apple are willing to pay above the odds for video memory, thanks to high margins on phones, this is driving up the costs for graphics card manufacturers.

 

Miners are just as much victims as gamers are.  The real a-holes are those people who are buying new phones.

[Jurrunio]

Memory side of things arent going to be that bad. I read a piece of Chinese tech news claiming some newer fabs in mainland China are starting pre-production runs of DDR4 while some that produced DDR3 in the past are moving towards GDDR5. Dont know how well those attempts go.

15 minutes ago, Captain Chaos said:

Miners are just as much victims as gamers are.  The real a-holes are those people who are buying new phones.

Phones arent a new thing, and we dont have shortage problems back when mining isnt a thing.

[dfsdfgfkjsefoiqzemnd]

Just now, Jurrunio said:

Phones arent a new thing, and we dont have shortage problems back when mining isnt a thing.

Last year and before, phones didn't use the same memory that GPUs use.  Now they do.  That alone had a much larger impact than those 3 million mining cards does. 

[JaegerB]

1 minute ago, Captain Chaos said:

Last year and before, phones didn't use the same memory that GPUs use.  Now they do.  That alone had a much larger impact than those 3 million mining cards does. 

Could you provide some statistics to back that up?

[dizmo]

Good. I'm glad. More sales mean more profit which can in turn be put into more R&D.

AMD especially needed this.

Yeah, it won't be the popular opinion. Come at me.

[Blademaster91]

4 minutes ago, dizmo said:

Good. I'm glad. More sales mean more profit which can in turn be put into more R&D.

AMD especially needed this.

Yeah, it won't be the popular opinion. Come at me.

AMD already markets to miners instead of gamers,there aren't any AMD cards competitive to Nvidia on store shelves for any gamer to buy either,not that Nvidia isn't screwing the enthusiasts over any less especially with this news.

8 minutes ago, Captain Chaos said:

Last year and before, phones didn't use the same memory that GPUs use.  Now they do.  That alone had a much larger impact than those 3 million mining cards does. 

If that is the case then just don't support Samsung & Apple directly by not buying their phones or anything Samsung.

[dizmo]

1 minute ago, Blademaster91 said:

AMD already markets to miners instead of gamers,there aren't any AMD cards competitive to Nvidia on store shelves for any gamer to buy either,not that Nvidia isn't screwing the enthusiasts over any less especially with this news.

If that is the case then just don't support Samsung & Apple directly by not buying their phones or anything Samsung.

What are you talking about? Their whole push with the RX480/580 was affordable 4k gaming. Which was a bit of a stretch, but still.

They're companies. They market to the people with the money. If that's miners, then it's miners. The only reason this is even an issue is the supply chain. If mining remains mainstream, that will grow as soon as the factories are done being built, and more GPUs will be pushed out.

 

Boycotting all phones won't solve anything. It's not like it's really a luxury these days, people need them to more or less survive.

[JaegerB]

1 minute ago, dizmo said:

Their whole push with the RX480/580 was affordable 4k gaming. Which was a bit of a stretch, but still.

Yeah, stretch is a word for it.

[dfsdfgfkjsefoiqzemnd]

18 minutes ago, JaegerB said:

Could you provide some statistics to back that up?

Simple maths : Let's assume that the average miner card has about 8GB of memory.  Given 3 million cards bought by miners, that's 24 million GB of RAM taken up by miners.  Actually it'll probably be less because of the amount of 3GB 1060s etc, but it's hard to get a proper estimate.

The iPhone X has 3GB of RAM and estimates show that there are around 20 million of those.  That alone is 60 million GB, or 2.5 times as much as the miners' cards.  And that's just Apple, we haven't mentioned the recent high-end Samsung phones yet. 

[bimmerman]

While this sucks, this is making me glad I splurged on an R9 290 a few years ago. It's still fairly competitive with an RX580/ NV 1060 for my needs-- I can't justify spending $600+ for 10-20% more FPS from a 1070+ tier card. Best $250 I've spent in a long time.

 

Gaming isn't my highest priority hobby either, so if prices continue to stay where they are in the realm of utter ridiculousness, I'll just do other things and turn down graphical settings until prices come back down to earth. I don't need to Ultra 144Hz all the things, and if this shortage teaches anyone else that lesson, it'll be for the better anyway. $800 MSRP for a 1080ti was ridiculous enough.

[Misanthrope]

One thing I didn't consider before was that neither AMD or Nvidia have officially adjusted MSRP which might lead me to believe they haven't increased their profits and this has all been money made hand over fists by the distributors and stores alone (Apart from the miners making money of course)

[Blademaster91]

2 minutes ago, dizmo said:

What are you talking about? Their whole push with the RX480/580 was affordable 4k gaming. Which was a bit of a stretch, but still.

They're companies. They market to the people with the money. If that's miners, then it's miners. The only reason this is even an issue is the supply chain. If mining remains mainstream, that will grow as soon as the factories are done being built, and more GPUs will be pushed out.

 

Boycotting all phones won't solve anything. It's not like it's really a luxury these days, people need them to more or less survive.

An RX 480/580 is quite the stretch for 4k gaming,I meant more so with Vega cards with luck in even finding one of those.

It takes years for those factories to be ready for chip fabrication. More GPU's getting made would only help for a short while,miners will just buy more as long as crypto keeps growing. I didn't say all phones,most people only see Samsung or Apple as an option? I have a Nokia 6 which works just fine. Sure maybe you can't survive if you have to order food by app or use uber.

[Misanthrope]

6 minutes ago, Blademaster91 said:

An RX 480/580 is quite the stretch for 4k gaming

Microsoft and Sony seem to disagree. Of course they also seem to think 4k gaming at just 30 FPS is acceptable as long as they can claim to support 60 on select titles (read: most of the shittier or easier to run ones) and other chicanery.

 

Although honestly the dynamic resolution tricks to keep things low detail at the edge of the FOV seems like something that should make it's way to PCs it would help a lot.

[DoctorWho1975]

10 minutes ago, Misanthrope said:

One thing I didn't consider before was that neither AMD or Nvidia have officially adjusted MSRP which might lead me to believe they haven't increased their profits and this has all been money made hand over fists by the distributors and stores alone (Apart from the miners making money of course)

Not yet but its starting, Steve from GN reports the BOM on memory has gone up 3x to 4x. He couldn't say specific amount or vendor but you can bet its market wide. It didn't go up initially because they had locked in contracts well in advance... well they are now expiring so new pricing is kicking in.

[Suika]

1 hour ago, Blademaster91 said:

Nvidia chooses to sell nearly all their cards to miners,can't blame them but this sucks. Thanks miners

NVIDIA has made efforts to keep cards within the hands of gamers, especially since there's no long term benefit to pandering to miners, but there will be limitations to anything they do.

[Misanthrope]

4 minutes ago, DoctorWho1975 said:

Not yet but its starting, Steve from GN reports the BOM on memory has gone up 3x to 4x. He couldn't say specific amount or vendor but you can bet its market wide. It didn't go up initially because they had locked in contracts well in advance... well they are now expiring so new pricing is kicking in.

If that is true that'd be reaaaally sneaky: Not adjusting MSRP but adjusting pricing seems a quite dishonest move hiding the fact that they cant/wont increase production from the consumers.

[JaegerB]

2 minutes ago, Misanthrope said:

If that is true that'd be reaaaally sneaky: Not adjusting MSRP but adjusting pricing seems a quite dishonest move hiding the fact that they cant/wont increase production from the consumers.

Just gonna drop this here: https://www.gamersnexus.net/industry/3211-what-do-manufacturers-think-of-mining-and-gpu-prices

[dizmo]

12 minutes ago, Blademaster91 said:

An RX 480/580 is quite the stretch for 4k gaming,I meant more so with Vega cards with luck in even finding one of those.

It takes years for those factories to be ready for chip fabrication. More GPU's getting made would only help for a short while,miners will just buy more as long as crypto keeps growing. I didn't say all phones,most people only see Samsung or Apple as an option? I have a Nokia 6 which works just fine. Sure maybe you can't survive if you have to order food by app or use uber.

That's what they marketed it as though.

It won't be that long. Only one of them is a ground up build, the others are just getting production enhancements. While China's 30 billion dollar NAND factory isn't due to be completed until 2020, multiple factories will be doubling capacity by Q4 2018. If they keep buying, then the only answer is to increase supply. It's not like they don't want to sell GPUs to both parties.

Any higher end phone will be utilizing the better memory, not just two manufacturers.

2 minutes ago, Suika said:

NVIDIA has made efforts to keep cards within the hands of gamers, especially since there's no long term benefit to pandering to miners, but there will be limitations to anything they do.

"Efforts". Face it, they're not that heart broken about the profits, anything they're saying is just PR. After all, it's not like there's 4 or 5 other companies to compete with. Where else do gamers have to turn when they want a card? Nvidia. (Or AMD, but since they're doing the same thing, it's not like they'd choose AMD over them).