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AMD Graphics Gain Share From Nvidia’s In Q1
- Thread starter Final8y
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Soldato
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So I wonder how much of the discrete graphics market market (not mobile market as quoted above) AMD has now? About a 1/3?
To work it out you need to know the relative sizes of both the mobile and desktop markets.
Then simply a case of algebra.
Includes mobile discrete that figure.
Caporegime
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Its probably fairly close now between Nvidia/AMD, as even though it seems ridiculous to gamers, Matrox, and a few others have a little of the market between them, they I forget how much. Lots of business's buy things like matrox's for multiscreen setups and a few other cards, I think it was around 5% for all of them together.
This is why ultimately Fermi for now doesn't dent Nvidia sales that much, just hurts the reputation, same for not shipping many GT200b over the same 6 month period that Fermi was delayed, its the GT210-240's but the absolute well, cargo ship container loads that make up most discrete graphics sales and their low end, based on last gen, being nice and small and lacking features you don't really need on the low end make it very competitive in yields/performance/features to AMD's low end. WHile the high end doubled in size, the low end stayed at 80shaders, though had a little increase in size due to dx11 and other things. Nvidia's last gen with dx10.1 shrunk to 40nm makes for a tiny tiny core.
It will likely be when AMD is making low end newer stuff on GloFo with a far better process that Nvidia starts to have more issues with the low end.
Even worse, when LLano i3 type cpu's are standard in 18-24 months Nvidia will have almost completely lost about 60% of its sales and Intel/AMD will have another 20% of the market each.
This is why ultimately Fermi for now doesn't dent Nvidia sales that much, just hurts the reputation, same for not shipping many GT200b over the same 6 month period that Fermi was delayed, its the GT210-240's but the absolute well, cargo ship container loads that make up most discrete graphics sales and their low end, based on last gen, being nice and small and lacking features you don't really need on the low end make it very competitive in yields/performance/features to AMD's low end. WHile the high end doubled in size, the low end stayed at 80shaders, though had a little increase in size due to dx11 and other things. Nvidia's last gen with dx10.1 shrunk to 40nm makes for a tiny tiny core.
It will likely be when AMD is making low end newer stuff on GloFo with a far better process that Nvidia starts to have more issues with the low end.
Even worse, when LLano i3 type cpu's are standard in 18-24 months Nvidia will have almost completely lost about 60% of its sales and Intel/AMD will have another 20% of the market each.
Soldato
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I think Intel has two versions of GMA one for Laptops and one of desktops, my Laptop video chips is 'Mobile Intel Series 4 xpress chipset', I'm not sure what the desktop versions are called (probably just drop the mobile bit and has better clocks) and on wikipedia they do have there own section.
Caporegime
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Nope, intergrated, are shockingly not described as discrete, theres intergrated, and discrete, thats it. AMD have 42% of discrete, Nvidia have 51% or so right now with the swing towards AMD pretty much happening for 2 years straight, but progress in these situations(not least when you don't produce your own stuff) is slow.
In terms of the complete graphics market, Intel run about 50% of every gpu sold when including everything.
Mobile: AMD 9.1 million parts vs nVidia's 9.2 million
DX11: AMD shipped 3.9m parts in Q1 vs 1.575m in Q4
Discrete: AMD shipped 15.95m (42.1%) versus 21.9m (57.8%)
Total: AMD shipped 25.4m (20.2%), nVidia at 33.05m (26.3%) and Intel 65.5m (52.2%)
Intel = the graphics daddy, and they don't sell a single discrete card........ yet
When you look at whats discrete and whats intergrate, hmm, its actually hard to know, I think the mobile numbers are intergrated and discrete, just anything in a laptop. Which puts AMD's intergrated sales at 25m - 16m discrete = about 9 mil. Nvidia still sell a lot of intergrated and the vast majority of the rest, is low end sales gt210-220's, less so but still large sales of things up to gt240's. Most of that segment, intergrated and low end sales is probably, I dunno, at least 15mil of AMD's sales, and probably 20mil or more for Nvidia.
This is Nvidia's problem in the future, intergrated, gone, chipset, gone, low end(and thats the killer yet to happen), gone.
In 2 years those market share numbers are going to be a very odd picture to say the least.
If Intel get a half decent on die gpu, they'll get a ridiculous portion of Nvidia's lost sales, if Intel can't make anything good and AMD stuff something 4 times more powerful on die than Intel can manage, they might take a hefty chunk of Nvidia's lost sales.
The problem is with Intel running roughly 82-84% of the market right now, that means 80+ of the low end discrete market, is in Intel rigs, so if most of them simply move to Intel on die low end gpu's it makes sense that 82-84% of Nvidia's lost sales will move to Intel.
If AMD's on die gpu is "that" much better though, it could really help push their cpu sales up against Intel aswell as getting more "gpu" sales.
In terms of the complete graphics market, Intel run about 50% of every gpu sold when including everything.
Mobile: AMD 9.1 million parts vs nVidia's 9.2 million
DX11: AMD shipped 3.9m parts in Q1 vs 1.575m in Q4
Discrete: AMD shipped 15.95m (42.1%) versus 21.9m (57.8%)
Total: AMD shipped 25.4m (20.2%), nVidia at 33.05m (26.3%) and Intel 65.5m (52.2%)
Intel = the graphics daddy, and they don't sell a single discrete card........ yet
When you look at whats discrete and whats intergrate, hmm, its actually hard to know, I think the mobile numbers are intergrated and discrete, just anything in a laptop. Which puts AMD's intergrated sales at 25m - 16m discrete = about 9 mil. Nvidia still sell a lot of intergrated and the vast majority of the rest, is low end sales gt210-220's, less so but still large sales of things up to gt240's. Most of that segment, intergrated and low end sales is probably, I dunno, at least 15mil of AMD's sales, and probably 20mil or more for Nvidia.
This is Nvidia's problem in the future, intergrated, gone, chipset, gone, low end(and thats the killer yet to happen), gone.
In 2 years those market share numbers are going to be a very odd picture to say the least.
If Intel get a half decent on die gpu, they'll get a ridiculous portion of Nvidia's lost sales, if Intel can't make anything good and AMD stuff something 4 times more powerful on die than Intel can manage, they might take a hefty chunk of Nvidia's lost sales.
The problem is with Intel running roughly 82-84% of the market right now, that means 80+ of the low end discrete market, is in Intel rigs, so if most of them simply move to Intel on die low end gpu's it makes sense that 82-84% of Nvidia's lost sales will move to Intel.
If AMD's on die gpu is "that" much better though, it could really help push their cpu sales up against Intel aswell as getting more "gpu" sales.
Associate
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I wonder if Intel could end up actually buying Nvidia in the future, I've had this intuitive feeling for a couple of years now. Strange I know, but somehow it would feel 'right', they are made for each other lol.
- Ordokai
I've been thinking that as well. Then we could simplify the intel vs amd and nvidia vs ati flamewars to just intel vs amd flamewars
.