Nvidia now at 90% market share.

HACO · Friday at 22:30

Unless AMD has its equivalent of Zen 2 moment in the GPU market, this trend is unlikely to change. The problem is, unlike Intel at the time, Nvidia isn't standing still for years and years.

BUDFORCE · Friday at 22:40

It's a shame, this is bad for everyone even a die hard Nvidia fan.

I've always liked ati/and cards, I'm running a 7900xt today and I love it.

I had 3 Nvidia cards over the years, and my evga 1070 stood out, I can't fault it, was an excellent card, the others not so much, my 3070 was a lemon.

Otherwise it's been ati/and since my Radeon 9000 pro.

Noxia · Friday at 22:46

I'm a current 'fan' of whoever makes the best stuff for my needs. It's that simple and it hasn't been AMD for a very long time

hyperseven · Friday at 22:53

chaparral said:
But what is AMD market share in the game console market ?

Am Guessing this 90% Nvidia market share doesn't include all the AMD GPU's that are fitted in game consoles

Don't both the PS5 & Xbox series X used an AMD GPU

the profit is not there.

from the financial results thread:

Gaming - Radeon, Consoles
Revenue $462m, down 69% YoY from $1.5b
Operating Income is $12m, down from $208m YoY
Operating Margin down 12pts to 2%

Almost all due to lower revenue and lower semi-custom on consoles, despite PS5 Pro being launched.

Nasher said:
All of the consoles use AMD don't they? Probably because Nvidia can't offer a CPU.

Is that factored in?

Switch is Nvidia and shifted 146m units as of September.

chaparral · Friday at 23:09

hyperseven said:
the profit is not there.

from the financial results thread:

Is this due to consoles are being sold far to cheap these days ?

Am wondering this due to a Playstation 1 cost around £299 way back in the 90's

Cooper · Saturday at 08:41

When people ask why are they still putting a lousy 8GB of VRAM on their 50xx series cards in 2025.

...this is why.

KompuKare · Saturday at 08:49

Cooper said:
When people ask why are they still putting a lousy 8GB of VRAM on their 50xx series cards in 2025.

...this is why.

Get ready for it ...

60xx cards with 6GB of physical VRAM plus AI SuperCompression™ which will be proclaimed to be the best thing ever. Better than real (native) VRAM and only available from Nvidia!

Deleted User 456458 · Saturday at 09:47

Console hardware licensing margins are very low. That’s why nvidia isn’t interested in the first place. The last time Nvidia worked on consoles and I don’t mean switch, they made a killing from Sony by selling them RSX as a last-minute GPU when the Cell wasn’t capable. to the point where Sony almost went bankrupt from the PS3 disaster due to its overall cost.

NZXT30 · Saturday at 12:47

HACO said:
Unless AMD has its equivalent of Zen 2 moment in the GPU market, this trend is unlikely to change. The problem is, unlike Intel at the time, Nvidia isn't standing still for years and years.

I remember doing the math years ago and for AMD to have a Zen 2 moment they would have to price the 7900 XTX at something ridiculously low like £350.

Monopolies require severe disruption to break and waiting for Nvidia and then giving a $50 discount to a worse product with worse features was never going to cut it.

Now Nvidia has become this behemoth that could outspent AMD into eternity which puts the competition into a very difficult situation but if AMD doesn't want to try then they might as well close shop.

There is still tons of steady and reliable money to be made from PC gamers free from the AI speculation bubble. Nvidia made $3.3 billion from PC gamers last quarter while AMD made $0.46 billion from Console and PC games combined.

eeii · Saturday at 13:07

Working for a large system intergrater we sell a huge amount of laptops with dgpus. AMD are not even at the races. This does not help their sales figures.

Boomstick777 · Saturday at 17:57

Hopefully AMD just pulls out of the dedicated GPU space, let Intel have a crack at it, there seems little in it for AMD. People just hate on them, they could concentrate on decent APUs for various form factors, and let Intel battle the tech giant Nvidia for a while.

eeii · Saturday at 17:59

Boomstick777 said:
Hopefully AMD just pulls out of the dedicated GPU space, let Intel have a crack at it, there seems little in it for AMD. People just hate on them, they could concentrate on decent APUs for various form factors, and let Intel battle the tech giant Nvidia for a while.

More competition is required. We don’t need another two horse race.

AgedIdiot · Sunday at 14:31

We do not need AMD to pull out - the more competition the better!!

humbug · Sunday at 15:15

Boomstick777 said:
Hopefully AMD just pulls out of the dedicated GPU space, let Intel have a crack at it, there seems little in it for AMD. People just hate on them, they could concentrate on decent APUs for various form factors, and let Intel battle the tech giant Nvidia for a while.

Rumour is the B580 is being sold at a loss. at 272mm its 72mm larger than the 7800 XT logic die on the same node, i can believe that.

GoogalyMoogaly · Sunday at 15:20

humbug said:
Rumour is the B580 is being sold at a loss. at 272mm its 72mm larger than the 7800 XT logic die on the same node, i can believe that.

So Intel will sell at a loss to gain market share but AMD won't even lower profits to gain market share?
Quite different approaches, but I guess Intel have little to lose while AMD have 10%.

humbug · Sunday at 15:37

GoogalyMoogaly said:
So Intel will sell at a loss to gain market share but AMD won't even lower profits to gain market share?
Quite different approaches, but I guess Intel have little to lose while AMD have 10%.

At 9mm X 31mm you're getting 198 chips from a 300mm $15,000 wafer, that's $76 per chip. on top of that you have the PCB and components costs, cooler costs, assembly costs, shipping costs, supply chain profits, retailer profits.... the GPU is $250 retail.

The 7800 XT is 10 x 20mm, 288 chips, $52, the GPU is $450 retail so yeah....

I don't think AMD care about marketshare at a loss, they have tried that and its got them nothing, time for Intel to learn that.

humbug · Sunday at 15:47

I should add that in the last quarter AMD made $12 million profit from GPU's, they are not being sold at a loss but they are being sold at near cost, with that in mind think about how much Intel are losing for every GPU they sell, Intel are only going to make a limited number of them, not enough to gain marketshare that's for sure, it would cost them too much.

humbug · Sunday at 15:54

There is no competition in this space....

HaloUK · Sunday at 17:30

I am not surprised at all. I dipped my toes in AMD cards a while back.. I say a while back 9800 pro, and didn't like the experience. I have found Nvidia GPU's non problematic and just work. I am pleased to see intel getting into the GPU market but have no interest as they just arn't there yet. For me Nvidia have been amazing. Damn expensive yeh.. :/

Kirby Wurm · Sunday at 17:38

Only Nvidia benefits from the continued existence of AMD (and now Intel) in the space, as it stops them from being viewed as a monopoly and being investigated as such.