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NVIDIA Retained 80% Discrete GPU Market Share Versus AMD’s 20% In Q2 2022 Despite Gaming Revenue Losses

dazzlaa said:
Feels like Nvidia have had the lions share of the market for some time. Better marketing I guess rather than anything else. As soon as AMD caught in in performance, Nvidia dropped the RTX tech. Even if it’s not for everyone and still not quite there when it comes to performance, it’s still a selling point
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Better marketing and features, plus they have existing contracts with with a lot of the laptop manufacturers.

You barely see AMD CPUs in laptops, let alone their GPUs, although that has changed over the past couple months. I have a MacBook for work now largely because the Intel laptops are pure garbage.
 
rare said:
and because Nvidia has very successfully over generations positioned and priced itself as the ‘premium’ brand.
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Hence posts like this.

Dave2150 said:
Source: https://wccftech.com/nvidia-retaine...-20-in-q2-2022-despite-gaming-revenue-losses/

I don't see anything changing when the next gen launches. I for one refuse to play Russian roulette when it comes to AMD's drivers, stability and overall package, when I can pick Nvidia and get 100% stable gaming performance without having to tinker and 'fix' things out of the box.

Having more time to game is worth paying a premium for me - I suspect this is the case with the majority of gamers, hence the market share Nvidia has grown to. Crazy times!
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Calin Banc said:
Net income:
AMD: $447
Nvidia: $656
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Margins:

AMD 46%
Nvidia 43.5%

AMD just bought Pensando for $1.9 Billion, they paid about $700 Million for that out of this quarter. AMD's net income would have been that much higher if not for that.

Before that AMD bought Xilinx, the inventor of FPGA's, the biggest purchase in semiconductor history, $40 Billion.

AMD are predicted to increase their revenue by this coming quarter, to $6.9 Billion with a gross margin of 50%.
Nvidia are predicted to remain pretty static.
 
AMD has around 14,000 employees.
Nvidia around 23,000
Intel around 125,000

AMD and Nvidia are fine, Intel tho... While AMD and Nvidia are earning around ~ $7 Billion a quarter with 14,000 and 23,000 staff to pay, Intel are earning around $15 Billion per quarter (and still falling) with 125,000 staff to pay, IMO Intel are doing some clever accounting to hide that they are loosing money hand over fist...

While Intel are closing down and selling off their businesses AMD are buying them up left right and centre.
 
Dave2150 said:
on ocuk forum (and many other forums) there tends to be a huge following of enthusiasts, that are emotionally (and often financially) invested into AMD.
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Have noticed that too but tbh, it's common to see that for the "underdog". AMDs subreddit is very good for a more balanced view than on "enthusiast" forums imo.

Freddie1980 said:
I not sure if AMD will every get near parity with Nvidia, simply put Nivida dedicates a large share of it's available wafers to producing consumer graphics cards where as AMD uses it's supplies on consoles and CPU's.
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I think it is only a matter of time until amd gain on nvidia, they have shown they can do it so they are definitely capable of doing the same with nvidia. They just need to get their solutions on par with nvidia from day 1 and start innovating rather than following what the market leader is doing i.e. set the bar for nvidia and have nvidia play catchup instead (the only thing I can think of that amd have recently had the head start on was resize bar where they added their branding [SAM] to an industry open standard with some extra tweaks to get more from it depending on your setup and even then, they still aren't "destroying" nvidia, think the main games are assassins creed Valhalla and COD? So not exactly what I would call a ground breaking/must have feature), that or/and go back to what really set them apart in the first place, being the bang per buck kings.

Unfortunately if amd can't sort out their RT soon though, this will harm them considerably imo, pretty much every title coming out these days has RT of some form and "generally" amds flagship are just about matching nvidias mid tier gpus when said ray tracing features are enabled, not exactly a great look imo. Given how long it took for amd to catch up on Nvidia for dx 11 and rasterization, how long will it be till they match/beat Nvidia for RT?
 
Look at what AMD did to Intel, sure Alderlake is very competitive with current Zen 3 on the desktop. But that is where it ends.
I kid you not AMD are about 3 if not 4 generations ahead of Intel in Datacentre, Intel's latest and greatest cannot get anywhere near Zen 3 EPYC CPU's in raw performance or performance per watt, AMD have just launched Zen 4 96 core 128 thread Genoa and are about to launch 128 Zen 4 core 256 thread Bergamo.

Q2 2022 Intel had $4.6 Billion in sales for Datacentre, from that they earned $200 Million (4%)
AMD only earned $1.5 Billion in sales, but earned $480 Million (32%) profit.
Intel market share and revenue from Datacentre is continuously falling, AMD's is continuously growing and there is nothing Intel can do to stop it, the big money bags are gone, even if Intel sold their Xeon's for below cost (which they can't afford to do) it wouldn't stop AMD's slow but relentless eating of Intel's lunch, they are like a parasite eating Intel alive, slowly.

Even in OEM's, Laptops Zen 3 is more performant for less power than Alderlake, Zen 4 will take that to another level, In Laptops AMD market share is also growing, slowly but relentlessly.

Who would have thought that about Intel vs AMD 5 years ago?

Nvidia are quite different, they are no where near as incompetent as Intel, but AMD are also starting from a very low base, they may not gain much on Nvidia over the next couple of years but like Intel Nvidia are also dependant on their high market share and high margins, 5 percentage points is quite a big help to AMD's finatials, its quite a big loss to Nvidia's.
 
I had no issues with my CX using a 3080 followed by a 6800XT then a 3080ti. I did have a couple of driver resets with the 6800XT but they soon disappeared within a driver update or so.
 
Considering that AMD themselves hadn't expected to be batting so close to Nvidia, the fact that there is minimal change in market share is to be expected.
 
Don't about the OP, but during the silicon shortage, it was far harder to get a AMD GPU, most notably the 6800 series and above at the time then Nvidia.

It was obvious that AMD prio PS5 and XB series S/X, which outsold any GPU, just bare in mind, the consoles are in the millions in terms of sales and a PS5 is still hard to get hold of.

What people need to think about here, AMD really stepped up their GPU and CPU dept, what does that mean for consoles, it means whatever new gen we get, its gonna eat anything alive on PC, even the high end.

If PC still struggles to run 4K 60p at true max settings still when the new gen comes out, the new gen will be able to.
 
humbug said:
I'll leave this here......

AMD
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Nvidia
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Why are people comparing projected for Nvidia for current with AMD?

Current 2022 Net Income AMD: £447 Million, Nvidia £2,374 Million. Nvidia way out in front. If we had AMD's projected earnings for the same period you could compare.

Don't have a dog in either race but let's at least compare apples and apples. I 'believe' as haven't looked for ages but the Nvidia downturn in Net income would be due to the Crypto bubble bursting so would imagine AMD would have similar projections % wise.

Just to add - Is that AMD GPU only or also including CPU's?

I mean there is trying to present biased information due to favouritism and then this lol
 
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