JPR: NVIDIA and AMD both see strong GPU shipments this quarter

TheRealDeal · 12 Nov 2015 at 11:21

http://www.tweaktown.com/news/48368/jpr-nvidia-amd-both-see-strong-gpu-shipments-quarter/index.html

It would seem it's all doom and gloom for AMD as of late but JPR reports that in q3 AMD's along with Nvidia had a big jump in Discrete Gpu shipments.

According to JPR, overall GPU shipments are up quarter-over-quarter - with AMD's overall GPU shipments up 15.8%, while NVIDIA enjoyed an uptick of 21.3%. The PC market as a whole increased by 7.5% quarter-over-quarter but decreased 9% year-over-year. NVIDIA's discrete GPU shipments were up 26.3% according to JPR, while AMD's discrete GPUs spiked by 33.3%.

Mei · 12 Nov 2015 at 11:27

"The PC market as a whole increased by 7.5% quarter-over-quarter but decreased 9% year-over-year."

my brain doesnt understand this lol ><

Final8y · 12 Nov 2015 at 11:29

Mei said:
"The PC market as a whole increased by 7.5% quarter-over-quarter but decreased 9% year-over-year."

my brain doesnt understand this lol ><

2 steps forward 3 steps back.

TheRealDeal · 12 Nov 2015 at 11:30

Mei said:
"The PC market as a whole increased by 7.5% quarter-over-quarter but decreased 9% year-over-year."

my brain doesnt understand this lol ><

All it means is this quarter had 7.5% more sales than the prior one but this quarter last year had 9% more shipments.

andybird123 · 12 Nov 2015 at 11:31

Mei said:
"The PC market as a whole increased by 7.5% quarter-over-quarter but decreased 9% year-over-year."

my brain doesnt understand this lol ><

From Q2 to Q3 this year, PC sales went up 7.5%
Comparing Q3 2014 to Q3 2015, PC sales were down 9%

this is all from the PC MarketWatch which covers all PC sales
http://jonpeddie.com/publications/market_watch/

the AIB report usually follows along about 1-2 weeks later, which will show more information about discrete card sales

Aa83 · 12 Nov 2015 at 11:32

Quarter-over-quarter looks at this quarter vs the previous quarter (Q3 15/16 vs Q2 15/16), and year-over-year looks at this quarter vs. the same quarter last year (Q3 15/16 vs Q3 14/15).

Ayahuasca · 12 Nov 2015 at 11:33

With Black Friday/Cyber Monday and Christmas coming up, hopefully we'll see another spike.

Mei · 12 Nov 2015 at 11:36

greg ur math skills are needed

Mei · 12 Nov 2015 at 11:37

so really they are down 9%?
its just this is a more busy time of year?

TheRealDeal · 12 Nov 2015 at 11:41

Mei said:
so really they are down 9%?
its just this is a more busy time of year?

The overall PC market is down 9% compared to quarter 3 last year yes.

Gregster · 12 Nov 2015 at 11:44

Mei said:
greg ur math skills are needed

YeaNo

But good stuff and I like to see both doing well.

Ayahuasca · 12 Nov 2015 at 12:32

Mei said:
so really they are down 9%?
its just this is a more busy time of year?

Was always going to be hard beating last years sales due to the popularity of the 970.

Mei · 12 Nov 2015 at 12:46

lol maybe
i still dont understand that graph at all tho

AMDJoe · 12 Nov 2015 at 13:04

Wait....good news?

LambChop · 12 Nov 2015 at 13:09

If Nvidia have 82% of the market...

AMD's overall GPU shipments up 15.8%, while NVIDIA enjoyed an uptick of 21.3%

Means Nvidia have stretched that 82% a little further. Where is the AMD good news ?

Ayahuasca · 12 Nov 2015 at 13:26

Don't turn it into one of those threads Chop.

LambChop · 12 Nov 2015 at 13:38

Ayahuasca said:
Don't turn it into one of those threads Chop.

I dont mean to, unless my math is off thats how I see it ?

andybird123 · 12 Nov 2015 at 13:51

LambChop said:
If Nvidia have 82% of the market...

AMD's overall GPU shipments up 15.8%, while NVIDIA enjoyed an uptick of 21.3%

Means Nvidia have stretched that 82% a little further. Where is the AMD good news ?

AMD's desktop shipments increased 33.33% from last quarter

Nvidia's desktop discrete shipments were up 26.35% from last quarter

the thing is, 33% gain on 18% is still pretty small, so if there has been a gain in desktop market share for AMD it is like 23%/77%
it is a marginally better situation for AMD but selling 2.2million units is still no where near the 4-6million units per quarter they were shipping a couple of years ago

Nvidia were stronger in mobile which is where the 15% vs 21% overall comes from - they both gained a bit of market share back from Intel

D.P. · 12 Nov 2015 at 14:21

LambChop said:
If Nvidia have 82% of the market...

AMD's overall GPU shipments up 15.8%, while NVIDIA enjoyed an uptick of 21.3%

Means Nvidia have stretched that 82% a little further. Where is the AMD good news ?

In a growing market you can afford to have a shrinking market share because you still experience growth, like AMD has just done. The real problem is in a shrinking marking, you have to be gaining market share to even stay even. AMD's loss of market share in a declining market has been a double whammy and that is why their profits have nose dived, the same goes for their CPUs as well.

D.P. · 12 Nov 2015 at 14:23

andybird123 said:
AMD's desktop shipments increased 33.33% from last quarter

Nvidia's desktop discrete shipments were up 26.35% from last quarter

the thing is, 33% gain on 18% is still pretty small, so if there has been a gain in desktop market share for AMD it is like 23%/77%
it is a marginally better situation for AMD but selling 2.2million units is still no where near the 4-6million units per quarter they were shipping a couple of years ago

Nvidia were stronger in mobile which is where the 15% vs 21% overall comes from - they both gained a bit of market share back from Intel

The way the results are presented is a little confusing, you might be right about the division of discrete vs mobile but that would indicate Nvidia has done very well with mobile parts.

Competitor rules

JPR: NVIDIA and AMD both see strong GPU shipments this quarter

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