correct me if I'm wrong, but market share is a 100% value and there are 2 players here (unless Intel is considered part of the market for discrete GPU now?), so if share of one goes up, what must obviously have to happen to market share for the other?
His point was regarding sales growth, which I assume meant Revenue/Sales (top-line) growth, not market share growth. It's coming from doubling/more than doubling of prices across each tier level. Despite falling market share, the competitor will continue posting record revenue and net income due to rising ASP and gross margins approaching 60%. Anyway, this is going off-topic for the AMD section.
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Good to see that AMD is slowly regaining back market share, as for the last 2+ years we've had to put up with nonsensical claims of certain posters on this forum that AMD will never go back up to past 20%. This is much needed for competition, although I would estimate that if Vega is actually competitive, AMD will have reason to severely undercut the competitor's products. As long as AMD's cards are faster under DX12/Vulkan, AMD would be able to price them at similar levels to the competition and sell well since the future is DX12/Vulkan games. The more DX12 games start coming out, the less relevant DX11 will be because it's hard to imagine high-end gamers spending $450-700 USD to play old games, of which the vast majority flies on a $250-300 tier card.
If mining continues to be strong at the time of Vega's launch, it's possible that RX 480 users will start migrating their rigs to Vega. This would create another wave of consumers for AMD that normally wouldn't buy new cards.