Advanced Micro Devices (NASDAQ:AMD) Regained GPU Market Share From Nvidia (NASDAQ:NVDA) In Q3 2015

[Boomstick777]

AMD has reportedly been successful in regaining discrete graphics market share from its rival Nvidia in Q3 2015. According to Barron’s the market share gains for AMD have been primarily in the $200 and $400 price points which include the R9 380 and the R9 390X graphics cards. While Nvidia continues to hold its position in the premium high-end at the $500+ segment which includes the GTX 980 Ti and GTX Titan X.
It’s also worth mentioning that as the third fiscal quarter obviously hasn’t ended just yet, the report naturally does not cover the remaining two final weeks in the on-going September quarter.

Read more: http://wccftech.com/amd-regaining-gpu-market-share-nvidia/#ixzz3lrWmIfCP

.. Let’s take step back to quickly digest what happened during the past few months at AMD’s GPU business. In late Q2 early Q3 AMD introduced a new set of products which included the Radeon 300 series and the Fiji powered Radeon R9 Fury X, R9 Fury and R9 Nano discrete graphic cards. The new products were brought to market at the end of the second quarter which meant that they did not contribute to the company’s graphics shipments in Q2 2015 in any tangible way. AMD also took actions – which began in Q4 2014 – to reduce inventory of out-going last generation GPUs in the channel and make way for the graphics refresh. These actions were described by AMD’s CEO Lisa Su as being “largely completed” at the end of the second quarter. This in turn translated to a fewer number of GPUs being shipped by AMD and sold into the channel in Q2 to exhaust the remaining inventory of retired graphics chips. These events contributed to the 4.5 point loss of market share, from 22.5% in Q1 2015 to 18% in Q2 2015..

 

[Dave2150]

Awesome news.

I've seen many users purchasing 390 series cards - they really are the best option by far at their respective price points.

Futureproof 8GB frame buffer
Great DX11 performance in current games
Superb DX12 performance in future game

 

[Aretak]

That's good news. And deserved too. I really do think that AMD have the best card at every price point below the 980 Ti (well, depending on whether you're stacking the 980 against the 390X or the Fury).

 

[Meladath]

That's good news. And deserved too. I really do think that AMD have the best card at every price point below the 980 Ti (well, depending on whether you're stacking the 980 against the 390X or the Fury).

Agrred. The 390 and 380 are amazing cards in the current market. 390X not so much (like at all, why would anyone buy one?). Fury is great, Fury X ehh.... too expensive given the market.

Although the 950 looks like a clear winner over the r7 370 imo right now. 2GB 950 is more expensive that the 2GB 370, but cheaper than the 4GB 370. No one needs 4GB at that performance though so the extra slight (0-10%) performance and power efficiency is worth the extra £10 or so I think.

 

[andybird123]

Reading the article, Barons data is based purely on pricing shifts, not actual volumes, so they are assuming AMD have gained market share purely because they haven't dropped any prices.

 

[fs123]

Since AMD has a very good line-up in that price range with the 380 and 390 it shouldn't be a surprise that they may have regained some ground. The £170-£290 segment is where most most discreet gpu sales are made imo.

 

[JediFragger]

Awesome news.

I've seen many users purchasing 390 series cards - they really are the best option by far at their respective price points.

Futureproof 8GB frame buffer
Great DX11 performance in current games
Superb DX12 performance in future game

You're right, the 390 is a great buy imo. In fact, if Crossfire support was better I think I'd take a pair over a Fury/X any day!!

 

[elmuzzy66.]

Nvidia are doomed!

 

[uksoldierboy]

Recently built a system for a friend, X99 build with a 380 (he's only at 1080P and doesn't play very demanding games).

What i was shocked with was just how well the 380 held up during my testing, incredible performance.

 

[rtho782]

The way this reads, all the shipping percentages we see are based on prices, not actual shipment volumes... Is that true?

 

[LtMatt]

Recently built a system for a friend, X99 build with a 380 (he's only at 1080P and doesn't play very demanding games).

What i was shocked with was just how well the 380 held up during my testing, incredible performance.

Good to hear.

 

[andybird123]

The way this reads, all the shipping percentages we see are based on prices, not actual shipment volumes... Is that true?

If you click through to the blog this is based on, yes, its based purely on pricing, they are saying that because AMD have raised prices it must mean they are selling more... Things cant have gotten any worse than 18% market share though, so a small rise probably isn't too far wrong, but the 390/X being rebrands of the 290/X at higher prices...

That blog also have lots of stories about things improving or the future being positive, about AMD going back at least two years. It'll be another 2 months before we get actual data from the likes of Mercury or JPR.

 

[JediFragger]

Recently built a system for a friend, X99 build with a 380 (he's only at 1080P and doesn't play very demanding games).

What i was shocked with was just how well the 380 held up during my testing, incredible performance.

The upcoming 380X should be nice then

 

[fs123]

If you click through to the blog this is based on, yes, its based purely on pricing, they are saying that because AMD have raised prices it must mean they are selling more... Things cant have gotten any worse than 18% market share though, so a small rise probably isn't too far wrong, but the 390/X being rebrands of the 290/X at higher prices...

That blog also have lots of stories about things improving or the future being positive, about AMD going back at least two years. It'll be another 2 months before we get actual data from the likes of Mercury or JPR.

Is that an attempt at 'damage control'

 

[andybird123]

Is that an attempt at 'damage control'

By Barons? Yeah probably

 

[Confused Stu]

<snip> but the 390/X being rebrands of the 290/X at higher prices... <snip>

I keep seeing people quote this, but were the 390/X 8GB cards actually released at a higher price than the 290/X 8GB cards? Genuine question as I remember the 290X 8GB cards being quite pricey compared to the 4GB cards, but I can't remember how much they actually were. Or are people just comparing the 290/X 4GB prices to the 390/X 8GB prices?

 

[mmj_uk]

AMD's market share is so low that it shouldn't be too hard to increase it, slapping new names on their previous generation cards and pretending they're new would have been enough to do that.

Recovering the 20% or so they've lost in the last couple of years will be far more difficult though, it certainly won't be possible for them this generation with what they're offering.

 

[andybird123]

I keep seeing people quote this, but were the 390/X 8GB cards actually released at a higher price than the 290/X 8GB cards? Genuine question as I remember the 290X 8GB cards being quite pricey compared to the 4GB cards, but I can't remember how much they actually were. Or are people just comparing the 290/X 4GB prices to the 390/X 8GB prices?

the "normal" pricing on the 8GB was about the same, but there were some killer deals to clear old stock... for single card users the 4GB was a much better deal as iirc they were down to £200 at one point

I would find it a little bit surprising to find out that slapping a bigger number and a bit of vram on the same old card was enough to double their sales back up to ~40% market share, but they at least need to have stopped it sliding any further

 

[Confused Stu]

the "normal" pricing on the 8GB was about the same, but there were some killer deals to clear old stock... for single card users the 4GB was a much better deal as iirc they were down to £200 at one point

I would find it a little bit surprising to find out that slapping a bigger number and a bit of vram on the same old card was enough to double their sales back up to ~40% market share, but they at least need to have stopped it sliding any further

Cheers Andy. I did try having a quick look for pricing, but my Googling let me down and the boss started circulating so had to stop and get back to work!

 

[TwsT]

obviously as in Q1 and for half of Q2 there was no competition for nvidia so ofcourse the 390 which is a competitive card to the 970 had improved their market share after the losses from Q4 2014 to Mid Q2 2015