[Anandtech] Discrete Q2 GPU Marketshare - AMD rises to 30%

ConsoleLover

Member
Aug 28, 2016
137
43
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Considering 290 and 290 were at one point selling as low at $250 and $330 its no surprise AMD did great. R 280x was also a beast, best performance per money.

I'm expecting AMD to continue having a good quarter with the release of polaris GPU's. Hopefully things settle down though and prices fall.
 
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Azix

Golden Member
Apr 18, 2014
1,438
67
91
Considering 290 and 290 were at one point selling as low at $250 and $330 its no surprise AMD did great. R 280x was also a beast, best performance per money.

I'm expecting AMD to continue having a good quarter with the release of polaris GPU's. Hopefully things settle down though and prices fall.

those don't factor in I think. Not much anyway.

These are the same numbers people were misinterpreting to mean that nvidia had 80% of the market. They are just quarterly numbers. Means between April and June 2016, AMD had 30% of discrete GPU sales. Polaris is q3.
 

zinfamous

No Lifer
Jul 12, 2006
110,808
29,559
146
Well, should we bump that thread, I guess? It went into the rabbit hole of wild gnashing to spin numbers in any way possible to make this look like some kind of bad news for AMD, but today's article pretty much validates those earlier numbers.

Interesting to see how nVidia lost roughly 10% in market share but still gained astronomically in revenue. That $100 plastic tax on Pascal was a fantastic idea for them.
(1070/1080 did ship at end of Q2, didn't it? if not, ignore that last bit....it will still appear in Q3, though)

That is to say, you can criticize the attitude/"morality" of the FE tax that nVidia introduced, but it was a very smart move either way you look at it. The dGPU market has been steadily declining and both companies had a solid idea of what their shipping unit numbers would look like.
Coming out on the high-mid to high end for nVidia, there is no way they would have shipped competitive numbers to AMD's mainstream plan. So, take the hit on shipped units, but charge an extra 20%+++ on each unit to reclaim lost revenue.

What's the point of spending mad money on a massive marketing department if they aren't coming up with brilliant ways to sell poorly-performing extra plastic for $100 a pop?

AMD would absolutely be doing that if they were in the same position.
 

DAPUNISHER

Super Moderator CPU Forum Mod and Elite Member
Super Moderator
Aug 22, 2001
28,819
21,583
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Well, should we bump that thread, I guess? It went into the rabbit hole of wild gnashing to spin numbers in any way possible to make this look like some kind of bad news for AMD, but today's article pretty much validates those earlier numbers.

Interesting to see how nVidia lost roughly 10% in market share but still gained astronomically in revenue. That $100 plastic tax on Pascal was a fantastic idea for them.
(1070/1080 did ship at end of Q2, didn't it? if not, ignore that last bit....it will still appear in Q3, though)

That is to say, you can criticize the attitude/"morality" of the FE tax that nVidia introduced, but it was a very smart move either way you look at it. The dGPU market has been steadily declining and both companies had a solid idea of what their shipping unit numbers would look like.
Coming out on the high-mid to high end for nVidia, there is no way they would have shipped competitive numbers to AMD's mainstream plan. So, take the hit on shipped units, but charge an extra 20%+++ on each unit to reclaim lost revenue.

What's the point of spending mad money on a massive marketing department if they aren't coming up with brilliant ways to sell poorly-performing extra plastic for $100 a pop?

AMD would absolutely be doing that if they were in the same position.
It is the Apple effect. And not just because of advertising and marketing and compensated viral marketers. But the average consumer viral marketing Apple enjoys, where most the people you know use it, and like or love it. Which results in the ability to charge more, because as far as those customers are concerned, it is the only game in town worth their money for the user experience/owns their mind share.

AMD needs to focus on being the Toyota Camry of vid cards. Not the best at anything, but considered a great value at the price point and thus a best seller for the mainstream buyer. It feels like the CPU and GPU wars have been over for quite a while where flagships are concerned. Intel and Nvidia own them. Being popular for your features and value is a good biz model too, and what AMD seems focused on now. Obviously they have to come out with a CPU and GPU Lexus because it is important to have a presence in the luxury market, but you do not need to win there to keep the doors open.
 
Mar 10, 2006
11,715
2,012
126
Well, should we bump that thread, I guess? It went into the rabbit hole of wild gnashing to spin numbers in any way possible to make this look like some kind of bad news for AMD, but today's article pretty much validates those earlier numbers.

Interesting to see how nVidia lost roughly 10% in market share but still gained astronomically in revenue. That $100 plastic tax on Pascal was a fantastic idea for them.
(1070/1080 did ship at end of Q2, didn't it? if not, ignore that last bit....it will still appear in Q3, though)

That is to say, you can criticize the attitude/"morality" of the FE tax that nVidia introduced, but it was a very smart move either way you look at it. The dGPU market has been steadily declining and both companies had a solid idea of what their shipping unit numbers would look like.
Coming out on the high-mid to high end for nVidia, there is no way they would have shipped competitive numbers to AMD's mainstream plan. So, take the hit on shipped units, but charge an extra 20%+++ on each unit to reclaim lost revenue.

What's the point of spending mad money on a massive marketing department if they aren't coming up with brilliant ways to sell poorly-performing extra plastic for $100 a pop?

AMD would absolutely be doing that if they were in the same position.

It's really amazing that you think that the $100 FE tax is why NVIDIA's revenues are growing even as it "loses share."

The fact of the matter is that AMD is gaining share (a lot of it from what I can tell, NVIDIA dGPUs aren't as popular in these non-gaming dGPU equipped laptops) in low-cost OEM designs, with very low end dGPUs like the R5 M335. You can even see this in NVIDIA's financials; they keep reporting that GeForce GTX revenue is growing double digits (and units here are also growing too), but their OEM business continues to plummet. These are chips that sell for basically tens of dollars and are used by OEMs to try to add additional value to their systems by saying those systems have "discrete GPUs" even if in some cases those dGPUs are actually slower than the integrated graphics.
 
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swilli89

Golden Member
Mar 23, 2010
1,558
1,181
136
Good deal, hopefully AMD is seeing some revenue increase.

They need it badly, I'm intensely interested to see their Q3 results next month. I think AMD can remain healthy at 30-35% market share; however they really, really need to raise the average unit price of their products and this won't be able to happen for at least another 3-4 months until Vega is released to the market.

I'm blown away by nVidia's revenues despite a whopping 10% decline in # unit sales. If you guys think this is crazy just wait for Titan XP and 1080 sales to start weighing in.
 

DamZe

Member
May 18, 2016
187
80
101
Beautiful! If I could have waited for Vega I would, but my 980 was losing value fast. If the numbers for Vega are right I might just jump ship next year. I am tired of nVIDIA selling me snake oil when it comes to DX12/Vulkan so far AMD has been showing that it can truly benefit from DX12 and Vulkan and I completely respect that! Pascal is competent, but without real competition it isn’t the best thing since sliced bread.

I'm blown away by nVidia's revenues despite a whopping 10% decline in # unit sales. If you guys think this is crazy just wait for Titan XP and 1080 sales to start weighing in.

I don't believe that the 1080/Titan XP sales are going to be monumental enough to net nVIDIA billions of dollars, as that is the ultra high end we are talking about, and that's what <2% of the discrete GPU market? I am more interested in the 1060/1070 sale figures.
 

Bacon1

Diamond Member
Feb 14, 2016
3,430
1,018
91
It's really amazing that you think that the $100 FE tax is why NVIDIA's revenues are growing even as it "loses share."

NVIDIA: Thanks to Pascal, Gaming GPU Revenue Nearly Sets All-Time Record
From a volume perspective, sales of NVIDIA’s standalone GPUs for desktops decreased in the first half of 2016 in general (to ~15.81 million units, down 4% YoY) and in the second quarter in particular (to ~6.61 million units, down 14% YoY and 22.2% QoQ). A big drop of unit shipments caused a natural decline of the company’s market share.
 

tential

Diamond Member
May 13, 2008
7,355
642
121
Well, should we bump that thread, I guess? It went into the rabbit hole of wild gnashing to spin numbers in any way possible to make this look like some kind of bad news for AMD, but today's article pretty much validates those earlier numbers.

Interesting to see how nVidia lost roughly 10% in market share but still gained astronomically in revenue. That $100 plastic tax on Pascal was a fantastic idea for them.
(1070/1080 did ship at end of Q2, didn't it? if not, ignore that last bit....it will still appear in Q3, though)

That is to say, you can criticize the attitude/"morality" of the FE tax that nVidia introduced, but it was a very smart move either way you look at it. The dGPU market has been steadily declining and both companies had a solid idea of what their shipping unit numbers would look like.
Coming out on the high-mid to high end for nVidia, there is no way they would have shipped competitive numbers to AMD's mainstream plan. So, take the hit on shipped units, but charge an extra 20%+++ on each unit to reclaim lost revenue.

What's the point of spending mad money on a massive marketing department if they aren't coming up with brilliant ways to sell poorly-performing extra plastic for $100 a pop?

AMD would absolutely be doing that if they were in the same position.
I've never questioned Nvidia and the founders edition cards. I predicted them doing this well before this launch happened and people called me crazy just like they call me crazy when I say Nvidia will soon move to auctioning those cards instead of a simple $100 Tax.
 

tential

Diamond Member
May 13, 2008
7,355
642
121
It's really amazing that you think that the $100 FE tax is why NVIDIA's revenues are growing even as it "loses share."

The fact of the matter is that AMD is gaining share (a lot of it from what I can tell, NVIDIA dGPUs aren't as popular in these non-gaming dGPU equipped laptops) in low-cost OEM designs, with very low end dGPUs like the R5 M335. You can even see this in NVIDIA's financials; they keep reporting that GeForce GTX revenue is growing double digits (and units here are also growing too), but their OEM business continues to plummet. These are chips that sell for basically tens of dollars and are used by OEMs to try to add additional value to their systems by saying those systems have "discrete GPUs" even if in some cases those dGPUs are actually slower than the integrated graphics.
Nothing in your post contradicts his statement. Nvidia is charging more for gpus and selling high end gpus that would get a "fe" tax. That's smart.... It's why I kept saying Nvidia will beat expectations in the market because investors haven't factored in all the things Nvidia has done to raise gpu margins and how Nvidia has gotten out of the lower margin markets while making the higher margin markets more profitable. Things like the founders edition are why Nvidia is making record profits......

From a pure company standpoint it's the most intelligent thing to do and why Nvidia will always have a buy recommendation from me personally.

Good for consumers? I dunno and don't care. The gpu market is a lost cause in my opinion for helping consumers......

Business I can't see how Nvidia loses right now from their position without serious blunders.

Edit: not even sure why were on the Nvidia revenue tangent anyway. This is about marketshare and people need to stop freaking out about amd gaining marketshare or losing it. It doesn't prove your favorite gpu company is good or bad.....
 

tential

Diamond Member
May 13, 2008
7,355
642
121
Hmm, nice.

Every competition is good for us, customers.
What proof do you have that the recent improvement in amd performance as a company (if you can even call it that up for debate) has made things better for the consumer/customers?
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,595
136
What proof do you have that the recent improvement in amd performance as a company (if you can even call it that up for debate) has made things better for the consumer/customers?
He wrote compettition was good.
But that aside good financials and a strong stock price means its easier to get cheap loans and raise money. That normally means more r&d and as a result better product. Therefore more compettition benefitting the customer.
In this case perhaps faster rollout of zen+ and vega. But the same principle applies for all companies.
Capital is pretty much the most important. With that you can even beat the smartest guy .
Its pretty standard economic theory and practice.
As ot its also why an effective and innovative banking sector can fuel growth and well grow a fire if things goes wrong...
 

SPBHM

Diamond Member
Sep 12, 2012
5,058
410
126
I think 35% is what they had before Maxwell? still a way to go, it will be interesting to look again next year to see how well or not the Polaris strategy worked, I don't feel to positive about it considering how strong Nvidia is looking.
 

tential

Diamond Member
May 13, 2008
7,355
642
121
He wrote compettition was good.
But that aside good financials and a strong stock price means its easier to get cheap loans and raise money. That normally means more r&d and as a result better product. Therefore more compettition benefitting the customer.
In this case perhaps faster rollout of zen+ and vega. But the same principle applies for all companies.
Capital is pretty much the most important. With that you can even beat the smartest guy .
Its pretty standard economic theory and practice.
As ot its also why an effective and innovative banking sector can fuel growth and well grow a fire if things goes wrong...

That's fine and dandy to say in general what it should do.

Im saying we've seen amd claw marketshare for the last year as well as other metrics.

What impact has that had on improving our experience as customers?

Everytime over the past year and then some you have people cheering when amd does well and how it will lead to lower prices, better products, etc. So what's the evidence over the past year or so that has led us to Polaris today....
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,595
136
That's fine and dandy to say in general what it should do.

Im saying we've seen amd claw marketshare for the last year as well as other metrics.

What impact has that had on improving our experience as customers?

Everytime over the past year and then some you have people cheering when amd does well and how it will lead to lower prices, better products, etc. So what's the evidence over the past year or so that has led us to Polaris today....

What are you meaning?

You are talking nonsense. Amd is no different from the rest of this worlds companies. Does tgis come as a surprice?

Dont tell me this board now has 2 people that believes compettition is bad.

3 people in this world believe it. The third is Kim Jong-il.
 

tential

Diamond Member
May 13, 2008
7,355
642
121
What are you meaning?

You are talking nonsense. Amd is no different from the rest of this worlds companies. Does tgis come as a surprice?

Dont tell me this board now has 2 people that believes compettition is bad.

3 people in this world believe it. The third is Kim Jong-il.

Exactly what I said.

What evidence is there that amds increased marketshare has led to benefits for the consumer/customer?


Drailing/trolling are not allowed
Markfw900

 
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nurturedhate

Golden Member
Aug 27, 2011
1,762
758
136
Stop derailing the thread. That already happens enough around here. It hasn't even made it to the second page yet.
 
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tential

Diamond Member
May 13, 2008
7,355
642
121
Define performance. I mean is it stock price or what?
Market share. It's what the thread is about after all.
Edit: reread my prior post and realized I should have just used the phrase marketshare again. Fixed it to be more clear my bad there.
 
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