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AMD Overtakes NVIDIA In GPU Market Share For The First Time Since Q3 2014 – Jon Peddie Research
- Thread starter Satchfanuk
- Start date
Soldato
22% of what? A pound?
Caporegime
The market.
Permabanned
I think it's forum for everyone. Overclocking is the best for those on a budget - take something cheap, overclock it, and get something of higher value.
The graph: shows two things - RTX doesn't work for nvidia, and AMD still has a lot to do to make the difference with intel smaller. High prices don't help.
Man of Honour
I think it's forum for everyone. Overclocking is the best for those on a budget - take something cheap, overclock it, and get something of higher value.
The graph: shows two things - RTX doesn't work for nvidia, and AMD still has a lot to do to make the difference with intel smaller. High prices don't help.
That is one useless and misleading graph.
Where are all the quarters from Q4 2015 to Q1 2018?
It would also be helpful to see Discrete GPUs for AMD and NVidia listed separately.
It would also be interesting to see what the discrete market share is by value for AMD and NVidia.
As to RTX where all the important quarters are missing it actually shows it is doing ok as sales are flat but these are very high value cards.
Associate
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- 21 Apr 2007
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- 2,487
Which is an unsustainable position leading to a decline in overall sales volume, all they've done is try to hold onto GP for their shareholders by asking customers to pay more.
Soldato
Just because X ships more than Y in a quarter doesn't mean X has more market share than Y.
If Y has a huge market share and X ships more in a quarter and Y doesn't ship anything at all, it doesn't mean X is suddenly bigger.
Soldato
In that quarter, it does. And thats what the report says.
Man of Honour
I really don't care whether NVidia or AMD sell more cards over any given time period.
All I care about is that they have products that I want to buy and once purchased do what I need them for well.
Anyone who spends more than a moment worrying about which vendor sells more cards has obviously got their priorities wrong.
All I care about is that they have products that I want to buy and once purchased do what I need them for well.
Anyone who spends more than a moment worrying about which vendor sells more cards has obviously got their priorities wrong.
Soldato
But how does that equate to market share. Market share is the share of market said company has, not how many shipments it has.
Soldato
No it's not, as I mentioned previously market share is based on the number (or as I forget to mention, the value) of shipments as a percentage of total shipments for a given period. So, last quarter, Amd shipped more so Amd had the larger share of the market..for that period. That's all. That doesnt mean AMD would be ahead if you were looking at year to date figures.
You are thinking of install base
Anyone who spends more than a moment worrying about which vendor sells more cards has obviously got their priorities wrong.
Well, I'm glad they are shipping more than nvidia. Itll even up the market and drive competition, which will drive prices and benefir consumers. We should all be happy with this.
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Soldato
I think it's forum for everyone. Overclocking is the best for those on a budget - take something cheap, overclock it, and get something of higher value.
The graph: shows two things - RTX doesn't work for nvidia, and AMD still has a lot to do to make the difference with intel smaller. High prices don't help.
That graph is useless and very misleading. The graph showed RTX is worked for Nvidia, Turing outsold Maxwell by a bit and Turing seemed had same volume as Kepler Geforce 700 refreshed from Q2 2013 to Q1 2014 but graph made no sense showed Nvidia shipped less Maxwell GPUs in 2014 than Kepler refreshed Geforce 700 series GPUs in 2013. I thought Maxwell was the most successful GPU ever and GTX 970 was the most popular GPU which very cheap and affordable to buy at £250-£300 at the time and Nvidia supposed had sold more Maxwell GPUs than Kepler 1.0 and Kepler 2.0 combined. Nvidia made total revenue of $7,004M after 3 quarters since Turing launch, $2,579M in Q2 2019, $2,220M in Q1 2019 and $2,205M in Q4 2018. Nvidia will expect Q3 2019 revenue of $2.900M that would added up $9,004M after 4 quarters. Looked back how much Nvidia made with Maxwell GPUs... $1,225M in Q3 2014, $1,251M in Q4 2014, $1,151M in Q1 2015, $1,153M in Q2 2015, $1,305M in Q3 2015, $1,401M in Q4 2015, $1,305M in Q1 2016 and $1,428M in Q2 2016. Nvidia made $10,219M during Maxwell lifetime but made $3,627M after 3 quarters and $4,780M after 4 quarters. Let looked back to Kepler launched back in March 2012, Kepler 1.0 (Geforce 600 series) generated $924.9M in Q1 2012, $1,044.3M in Q2 2012, $1,204.1M in Q3 2012, $1,106.9M in Q4 2012 and $954.7M in Q1 2013, Geforce 600 series GPUs made revenue of $5,234.9M after 6 quarters. Kepler 2.0 (Geforce 700 series) generated $977.2M in Q2 2013, $1,054.0M in Q3 2013, $1,144M in Q4 2013, $1,102.8M in Q1 2014, $1,103M in Q2 2014 and $1,225M in Q3 2014, Geforce 700 series GPUs made revenue about $6,606M after 6 quarters. Nvidia made about $11,840.9M in Kepler lifetime, Nvidia would make more money if they launched Maxwell refresh lineup but it never happened as Nvidia decided to skipped it until Turing refresh SUPER lineup.
It is far too late for AMD now to do a lot to make the difference with intel smaller. AMD overtook Nvidia marketshare and took some marketshare from Intel will be shortlived due to current Intel CPUs shortage and Nvidia cannot ship GPUs in notebooks without Intel CPUs. Intel will fix CPU shortages in the next few quarters then Nvidia can ship more GPUs than AMD and plus don't forget about Intel upcoming Xe integrated and discrete GPUs expect to launch possible around 6 months time from now that will probably take away over 10% marketshare from AMD and Nvidia, AMD probably will be at new historic low ship very few GPUs than about 5M units since Q2 2015.
Another issue with the graph missed Q4 2015, 2016, 2017 and Q1 2018 data so we don't know how well Pascal did at launch.
Q2 2019 AIB report is in.
https://www.jonpeddie.com/press-rel...leases-its-q2-2019-global-add-in-board-report
AMD gained 32.1% marketshare in Q2 2019 compared to 22.7% in Q1 2019 while Nvidia hold 67.9% marketshare in Q2 2019 compared to 77.3% in Q1 2019. AMD gained 9.4% marketshare that looked like bigger number but 7.4 million AIBs were shipped in Q2 2019, AMD shipped 2,375,400 AIBs and Nvidia shipped 5,024,600 AIBs. Q1 2019 shipped 9.4 million AIBs with AMD 2,133,800 AMD AIBs and Nvidia 7,266,200 AIBs. Q2 saw Nvidia lose 2,241,600 AIBs due to Nvidia scaled down 1 year old Turing GPUs production to prepared for SUPER GPUs launch in Q3 and Nvidia fans are hold for cheap RTX 2060 SUPER and RTX 2070 SUPER but in Q2 saw AMD only just shipped 241,600 AIBs more than did in Q1 which is not that much.
Soldato
Quick Amd has some positive news bring in the Nvidia army lol
Who cares if amd wins or nvidia wins PC market share.
Amd wins either way they have the biggest gaming market in there hands they winning.
Come next year more people will own a Navi GPU and Ryzen CPU that the hole PC market combined.
Who cares if amd wins or nvidia wins PC market share.
Amd wins either way they have the biggest gaming market in there hands they winning.
Come next year more people will own a Navi GPU and Ryzen CPU that the hole PC market combined.
Associate
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Can someone tell me why this actually matters to anyone other than shareholders?
Soldato
Doesnt really tell us anything we didnt already know.