• Competitor rules

    Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.

Dark days, AMD share price at lowest ever.

andybird123 said:
AMD release vega and sell the same number of cards as the quarter before, but nvidia sell 4 million more having released nothing new.

That doesnt scream miners snapping up vega.
Click to expand...

You can't make that connection from the numbers. Unless your looking at something I am not. These numbers take into account sales to the data centre and in fact any piece of hardware that can run gfx including apu's etc. nv have also done good work and secured wins in the datacenter with the like of Tesla etc which goes some way towards those numbers.

Numbers without context are pretty useess.
 
There are several pieces of info in the text - specifically talking about discrete GPU numbers/percentages. A 35% gain in dGPU in one quarter is roughly 4 million cards. I find it very unlikely they just happened to sell that many more cards to data centres the same quarter AMD released vega and made no gain in dGPU sales.

If miners are jumping on vega with gay abandon then it means gamers are completely shunning it and things would be even worse without miners. Or gamers and miners alike are buying some but not enough to improve AMD's market share.

Or AMD are deliberately not making any cards to sell.
 
Its basically said that both AMD and Nvidia shipped more dGPUs from last quarter. That is in black and white from loads of websites.

GPU attachment rates were up in Q3 2017, with 39.55 per cent of all PCs shipping with discrete GPUs, that's up 4.18 per cent.
Click to expand...

In all cases the total amount of sales have gone up, which fits in with seasonal patterns and demonstrates that while the PC market may be wounded, it is far from dead. Intel's total GPU sales increased by 5% from last quarter, which translated to a loss of 3.2% of total market share. AMD saw a total increase of 7.6%, their desktop GPUs alone increased by 16.1%, however that was only enough to keep them at the same ~13% of the global GPU market. NVIDIA saw the biggest increase, a 29.5% jump in sales, which gives them just under 20% of the GPU market to call their own.
Click to expand...
Nvidia's total PC graphics shipments increased 29.5 per cent from last quarter.
Click to expand...

"AMD's notebook APU shipments were up 2.2 percent. Desktop discrete GPUs increased 16.1 per cent from last quarter, and notebook discrete shipments increased 5.2 per cent. AMD's total PC graphics shipments increased 7.6 per cent from the previous quarter."
Click to expand...

So AMD,dGPU sales went up by 7.6% and Nvidia dGPU sales went up by 29.5% and Intel IGP sales went up by 5%,but they lost marketshare by 3.2% which would indicate that the rest of the dGPUs were covered by Ryzen systems,and the fact that more systems now have a dGPU.
That is a good sign,that perhaps the dGPU market is starting to rebound and regarding Vega - LMAO. HBM2 is meant to be in short supply,hence the high prices and if that is the case I can't see AMD having made that many Vega cards. Price is the major concern for it.

Plus if Vega is not responsible for AMD increasing dGPU sales at all,it means that is down to Polaris.

Edit!!

Plus I am quite surprised AMD laptop dGPU shipments are up too. If anything I thought they would go the other way especially with the new Nvidia Max-Q designs being released.
 
Last edited:
D.P. said:
Math fail on your part!
Click to expand...

????

You do realise its not the dGPU report but the one including IGPs too,right??

eB5nIS5.png

I mean dude,its in the article you just quoted:

In all cases the total amount of sales have gone up, which fits in with seasonal patterns and demonstrates that while the PC market may be wounded, it is far from dead. Intel's total GPU sales increased by 5% from last quarter, which translated to a loss of 3.2% of total market share. AMD saw a total increase of 7.6%, their desktop GPUs alone increased by 16.1%, however that was only enough to keep them at the same ~13% of the global GPU market. NVIDIA saw the biggest increase, a 29.5% jump in sales, which gives them just under 20% of the GPU market to call their own.
Click to expand...

Have you noticed how AMD APU sales on the desktop have not been mentioned?? I suspect they are not selling well at all,since the basic CPU uarch is ancient now.

The dGPU one is probably another kettle of fish,so AMD has lost share relative to Nvidia,but this is also in a quarter where they shipped more dGPUs each too.

Also,this:

GPU attachment rates were up in Q3 2017, with 39.55 per cent of all PCs shipping with discrete GPUs, that's up 4.18 per cent.
Click to expand...

More systems are now having a dGPU which is quite interesting. It might be possibly down to Ryzen sales and why Nvidia was so enthusiastic in embracing it.

Lack of IGP= good for Nvidia and AMD.
 
andybird123 said:
nvidia's discrete sales jumped 34% this quarter and the discrete market overall was only up 29%, meaning all of that 29% plus a bit went to nvidia - the AIB report will be out soon but some back of fag packet calculation means AMD is back down to low 20's in discrete share... selling a few extra APU's isn't going to make up for everyone shunning vega to buy nvidia cards as seems pretty obvious that was around 3-4million high end card sales that just went to nvidia instead of vega
Click to expand...

andybird123 said:
https://www.jonpeddie.com/reports/add-in-board-report/

add in board report is up now too - AMD are down to 27% market share in add in boards
Click to expand...

So you said it was low 20s,and yet it wasn't??

Yet,AMD shipped 7.6% more dGPUs than last quarter and Nvidia 29% more - looks they both sold more cards,but at the expense of Intel.

If Intel sold 5% more CPUs with IGPs but still dropped 3.2% in total graphics share,that indicates to me that Ryzen has had some impact,which is why Nvidia seemed quite happy to jump on it early.

That would explain why Intel in its consumer group decreased slightly from Q3 2016 to Q3 2017 but Nvidia and AMD showed large increases by comparison.

Edit!!

Looking at AMD and Nvidia Q3 2017 to Q3 2016 results,AMD revenue went up by 26% and Nvidia by a whopping 32% and Intel went down by -0.3% it seems on their client group and 1.8% overall if you include datacentre.

Second Edit!!

Also I don't see why this can be a negative for either AMD or Nvidia.

Nvidia still makes around 60% of its revenue from gaming dGPUs.

AMD by extension makes far less,and is more dependent on CPU sales,and stuff based around its CPUs.

If Nvidia does not sell enough gaming dGPUs its comparatively worse for the company than AMD.

OTH,if AMD does not sell enough CPUs its worse for them,as even at full pelt their graphics division won't be enough to support the two different parts of the company.

They seem to both be gaining sales where it matters TBH,as in the end Intel is the bigger problem here.
 
Last edited:
CAT-THE-FIFTH said:
????

You do realise its not the dGPU report but the one including IGPs too,right??

eB5nIS5.png

I mean dude,its in the article you just quoted:



Have you noticed how AMD APU sales on the desktop have not been mentioned?? I suspect they are not selling well at all,since the basic CPU uarch is ancient now.

The dGPU one is probably another kettle of fish,so AMD has lost share relative to Nvidia,but this is also in a quarter where they shipped more dGPUs each too.

Also,this:



More systems are now having a dGPU which is quite interesting. It might be possibly down to Ryzen sales and why Nvidia was so enthusiastic in embracing it.

Lack of IGP= good for Nvidia and AMD.
Click to expand...


AMD shipments increased but their market share still declined. AMD lost market share, nothing else to say.
 
D.P. said:
Math fail on your part!
Click to expand...

Yea maths fail when the graph clearly shows they lost no share overall. Maths fail when the article clearly said they lost no share. No maths were needed just a little reading. I suggest you read again. The article was not about discrete and about share overall in the market as a whole.
 
You must log in or register to reply here.
Back
Top Bottom