JPR: Nvidia gained record all time high 92% AIB Q1 2025 marketshare

[mmj_uk]

OCUK alone sold over 10,000 so this is extremely unlikely. Their numbers worldwide must surely be in the hundreds of thousands, maybe even a million or more.

At the end of the day AMD's market share went down with what looks to be a great card, no doubt the scalper friendly launch and horribly inflated prices has contributed to that.

If they can't increase market share with 9070 going forward they either have no interest in doing so (as current prices would suggest) or are incompetent.

 

[humbug]

I think the reason we didn't have any 50 series stock to buy, remember that or do people have a memory like that of a goldfish??? was because Nvidia were diverting those cards to satisfy AI demands, these are not "PC sales"

 

[CAT-THE-FIFTH]

At the end of the day AMD's market share went down with what looks to be a great card, no doubt the scalper friendly launch and horribly inflated prices has contributed to that.

I touched on the issue of prebuilt sales including laptops - Nvidia dominates there so AMD could do well in DIY sales but get swamped by places such as Costco selling gaming PCs. The lack of RDNA4 laptop cards is a real problem when the laptop RTX4060 is one of the most represented cards on Steam.

But unless AMD can increase wafer supply,the issue is they can't even make enough CPUs too,so they will prioritise those. Intel sells more CPUs.

Then the reality is China is buying vast numbers of gaming cards for AI via places like Singapore to beat technology restrictions. Nearly 20% of Nvidia revenue is from Singapore. It's like mining all over again for Nvidia.

 

[muon]

Your post makes no sense. The 9070 cards were extremely well-reviewed and sold as well as an AMD card realistically can. You both acknowledge that it was a huge success for AMD and their best-selling GPU launch ever, but also accuse them of "missing an open goal". How can both of those things be true? AMD can't affect what Nvidia are doing or force people to stop buying their products. Explain how you think AMD could realistically have done more, without verging into ludicrous territory like suggesting the 9070 XT should have launched at £150 or something.

AMD missed an open goal by having not enough stock in the weeks after launch and pricing themselves put by only having premium 9070 cards available. Today MSRP cards are well above their official MSRP.

A successful launch for AMD (and nvidia for that matter) would be having stock at MSRP and not having stock sit on shelves well above MSRP given they were well reviewed.

https://www.overclockers.co.uk/pc-components/graphics-cards/amd-graphics-cards/amd-radeon-rx-9070-xt-graphics-cards

 

[rare]

We are screwed aren’t we.

 

[humbug]

We are screwed aren’t we.

No... Well, "The house that GeForce Built" is much less interested in you and me now that they have people who are willing to pay a lot more for the limited stock than you and me, AMD would be no different if Nvidia didn't own 98% of the AI market (guesstimation) don't get me wrong.

What worries me more is when gamers take on a church mentality and gleefully wag their green appendage at Intel and AMD because their favourite vendor appears to be winning again, they do this as they can't find any overpriced Nvidia cards to buy, in that sense we have been screwed for about a decade already.

However i think even those green appendaged fans know AMD can and in fact are eating Nvidia's lunch in the gaming space, they know this even despite what this garbage article says.

 

[SpudMaster]

Yes, clearly. The only way to NOT be an idiot is to buy AMD instead of Nvidia. Clearly.

Spoiler

/s just in case, cause who knows these days, so hard with so many …. ‘idiots’

Thought my comment may ruffle some feathers, I'm currently stuck in a hospital bed after shoulder surgery so don't care

Idiot is probably too strong of a term and I don't mean your an idiot for not buying AMD but you have to be very one minded to go out and buy a 50 series card after all the negativity, issues and Nvidia shenanigans. If buyers can't bring themselves to buy AMD then just keep your current card. There can't have been that many buyers in desperate need of a new GPU to bump up market share that much considering how well AMD's cards supposedly sold.

As other have said it does sound a little iffy.

 

[dargla]

This pseudo article says nothing about 9070s retail sales in Q1. Not a single sentence provides any kind of data regarding this. The title is very suggestive but in a manipulative way, this isn't a journalism but a sensationalism . Sales to AIBs is NOT retail sales.

If you can read the charts you will see what I mean. The general trend is worrying and that's perhaps linked to an insufficient supply, high prices and general market conditions but there isn't anything horrible for AMD or Intel there, nor any fantastic news for Nvidia gaming dpt. Don't be daft, don't base your opinions on titles.

 

[Gibbo]

GPU sales are down year on year:

Q1’25 PC GPU shipments decreased by -12.0% from last quarter; quarter following seasonality but still down from historical average

Data center GPUs showed impressive growth of 9.6%.

www.jonpeddie.com

But reading those figures,hints at AI sales propping up things.

Our GPU sales for Q1 are massively up year on year, Q2 even more so.

What you need to remember is NVIDIA stopped 40 series production in Q3/Q4 2024, which meant in January 2025 they shipped very little consumer product as they had nothing to ship, the RTX 5080/5090 launched January 30th and the shipments were not upto speed until March/April, was always sold out.
Similar story for AMD just clearing old stocks for entire of Q1 as their 9070 launched end of Q1.

I'd expect Q2 reports to paint a very different picture and show massive year on year growth, if not the case then I guess OcUK is performing against the trend and doing extremely well as our Q1 and Q2 GPU sales are like up and beyond expectations by miles, but we have also won a lot of market share from competitors.

 

[G J]

I think what happened was
ocuk sold 10,000 or more and then all the other retailers sold a negative number of them and that obviously brought the total sold back down to a few thousand obviously

You joke but here's the actual post:

We did over 5000 in first two weeks, safe to assume we have probably sold over 15,000 9070 XT GPU's now at least. Best AMD launch probably in last decade!

Just for more context here's a post of the madness that was the 3080 launch...

This around 14,000 cards were pre-sold on day one.

The short and simple fact is NVIDIA priced it far too low for the generational improvement it gave, it was a huge shock to the market, they released an amazingly stupidly fast card and then priced it in such a way that put the market in total shock. Needless to say it was the most successful GPU launch in terms of numbers sold in all time, even beating the GTX 970 which was a total market shocker regarding price / performance.

Reality is the £649 price was mega aggressive!

 

[Ayahuasca]

It's sounding like new motor time.

 

[CAT-THE-FIFTH]

Our GPU sales for Q1 are massively up year on year, Q2 even more so.

What you need to remember is NVIDIA stopped 40 series production in Q3/Q4 2024, which meant in January 2025 they shipped very little consumer product as they had nothing to ship, the RTX 5080/5090 launched January 30th and the shipments were not upto speed until March/April, was always sold out.
Similar story for AMD just clearing old stocks for entire of Q1 as their 9070 launched end of Q1.

I'd expect Q2 reports to paint a very different picture and show massive year on year growth, if not the case then I guess OcUK is performing against the trend and doing extremely well as our Q1 and Q2 GPU sales are like up and beyond expectations by miles, but we have also won a lot of market share from competitors.

Some good points and nice to also hear OcUK are doing great!

 

[humbug]

This pseudo article says nothing about 9070s retail sales in Q1. Not a single sentence provides any kind of data. The title is very suggestive but in a manipulative way. If you can read the charts you will see what I mean. The general trend is worrying but there isn't anything horrible for AMD or Intel there, nor any fantastic news for Nvidia gaming dpt.

9070 was launched on March 6, Q1 ends March 31, if JPR didn't collect data for the last month of Q1, that being March then this would make sense, i Don't know why they would do that, its not the full quarter, its missing 1:3 worth of data and this data has been published half way through Q2 so its not as if they published to early to get all of Q1 data. Wired....

What do they do for the next quarter of results, include the last third of Q1 along with Q2, omit it and pretend it never exited? Along with the reasons for the point @Gibbo just made above next quarter results should be interesting.

But there is something iffy about all this.

 

[Gibbo]

It's sounding like new motor time.

Nothing floats my boat, tried all the latest stuff, mega fast but rather boring. I'll slum it in McLaren for another year.

 

[humbug]

It's sounding like new motor time.

Get the E30 nut and bolt level reconditioned, it deserves it....

 

[Gibbo]

Get the E30 nut and bolt level reconditioned, it deserves it....

Already done the whole car mechanically.
Over Winter it is having shell stripped and engine out to remedy any areas of rot and will then have a full respray in Q1 next year.
Also going to rebuild top of engine, drinking bit of oil so needs new valve stem seals and potentially piston rings, could explain why its 10-15HP down, so will have the engine rebuilt whilst it is out also.

Come Summer next year should be spot on, still drives mint even with only 155HP and handles so good for its age but I fitted new suspension and brakes all round. Just doing a full audio refresh on it at moment also, dropped a Kenwood KDC-960DAB in it and focal speakers, sounds epic, but I need to re-live my 90's and drop a sub/amp in boot too me thinks.

 

[dargla]

9070 was launched on March 6, Q1 ends March 31, if JPR didn't collect data for the last month of Q1, that being March then this would make sense, i Don't know why they would do that, its not the full quarter, its missing 1:3 worth of data and this data has been published half way through Q2 so its not as if they published to early to get all of Q1 data. Wired....

What do they do for the next quarter of results, include the last third of Q1 along with Q2, omit it and pretend it never exited? Along with the reasons for the point @Gibbo just made above next quarter results should be interesting.

But there is something iffy about all this.

They may have collected Q1 data but it has nothing to do with the cards sold in retail shops to us. Merely the stock that was pumped to AIBs and that would include companies like Asus, Sapphire, Gigabyte but also Dell, Acer, Lenovo etc. - all the companies that design, manufacture cards ( either directly or indirectly) and sell it later to the consumer. The Q1 for 9070s in terms of AIBs distribution started much earlier than 06/03/2025. 6/3 was the date the final product was offered to the general public. AMD commenced selling the chips to AIBs at least 2,3 months earlier.

The sales to AIBs , mentioned in this pseudo article include EVERYTHING - chips for integrated graphics from both Intel and Nvidia, new 5090/5080, new 9070s and available stock of previous gens. Surely, with the upcoming launch of 5xxx series, NVidia pushed their remaining stuff hard. They are the biggest on the market, effectively a monopolist, thus they had the biggest stock waiting to be sold, regardless how well they are actually manage it. AMD, however big corporation it became, is a much smaller company in comparison to the highest stock valued company in the world. AMD don't even exists on some markets Nvidia sells to.

The 5xxx wasn't selling that well , AMD must have spooked NVidia a bit, they wouldn't add free game and reduced prices so soon after the launch otherwise.

 

[humbug]

Already done the whole car mechanically.
Over Winter it is having shell stripped and engine out to remedy any areas of rot and will then have a full respray in Q1 next year.
Also going to rebuild top of engine, drinking bit of oil so needs new valve stem seals and potentially piston rings, could explain why its 10-15HP down, so will have the engine rebuilt whilst it is out also.

Come Summer next year should be spot on, still drives mint even with only 155HP and handles so good for its age but I fitted new suspension and brakes all round. Just doing a full audio refresh on it at moment also, dropped a Kenwood KDC-960DAB in it and focal speakers, sounds epic, but I need to re-live my 90's and drop a sub/amp in boot too me thinks.

Oh nice, are you documenting all this for Youtube? please do...

If memory serves correct it should be 168 or 170 Bhp, You're not far off, its old and its done some miles, can't remember what you said it was but even in good health engines do lose some power over miles used, yes you could change the rings, polish the valve seats and replace worn valve sleeves to get that power back, these are usually the wear parts that cause it.

Anyway yeah great stuff, these cars are worth saving and its great that you're doing that, again please document it if you can

 

[mark 11:11]

You joke but here's the actual post:


Just for more context here's a post of the madness that was the 3080 launch...

yeah that's the point i cant believe they only sold a few thousand of the amd cards unless these figures were taken during a few days when none were on sale or something.
I actually took a good 3 or 4 weeks after release to be able to get mine.

 

[muon]

I'm not sure where a few thousand came from.

8% share of 9.2 million units is still fair bit.

A "small" 1% share on the steam hardware survey represents 1.3m users.

The point people don't get is that 200k GPUs, is peanuts at a global level. People here celebrate AMD selling 200k cards, whilst nvidia probably sold 2 million cards in the mean time and apparently that's a complete failure.