Quick highlights:
•AMD’s overall unit shipments decreased -25.82% quarter-to-quarter, Intel’s total shipments decreased -7.39% from last quarter, and Nvidia’s decreased -16.19%.
•The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 137% which was down -10.82% from last quarter, and 26.43% of PCs had discrete GPUs, which is down -4.15%.
•The overall PC market decreased -4.05% quarter-to-quarter, and decreased -10.40% year-to-year.
•Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased -16.81% from last quarter.
The quarter in general
AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, increased 25.0% from the previous quarter, and were down -53.5% in notebooks. AMD’s discrete desktop shipments decreased -33.33% from last quarter, and notebook discrete shipments decreased -9.1%. The company’s overall PC graphics shipments decreased -25.8% from the previous quarter.
Intel’s desktop processor embedded graphics (EPGs) shipments decreased from last quarter by -7.4%, and notebooks decreased by -7.3%. The company’s overall PC graphics shipments decreased -7.4% from last quarter.
Nvidia’s desktop discrete shipments were down -12.03% from last quarter; and the company’s notebook discrete shipments decreased -21.6%. The company’s overall PC graphics shipment decreased -16.2% from last quarter. The company saw strength in gaming from Western Europe and China which helped it buck a down quarter for the industry.
Both Nv and AMD drops.Yeah GPUs are just overpriced...they better drop prices or they will lose more and more.
Majority of ppl simply dont buying those overpriced GPUs
They better return to 500USD high-end if they want stop dropping sales.
NVIDIA's GeForce gaming revenue increased >50% year-over-year last quarter.
People are buying high end GPUs -- just not AMD's.
Proof?
What i see is Nv dropping dGPU shipment last 2 quarters and also year to year.
What is driving growth right now is its GPU business. Revenue for GeForce GPUs grew 51%, and NVIDIA has continued to see strength in the PC gaming sector. Fueled by the release of the GTX 980 and GTX 980 Ti, sales of high-end GTX GPUs grew significantly year-over-year. The Titan X would certainly fall in there as well, although unlikely at as high of volume. Maxwell has been a very strong performer, and gamers tend to go where the performance is. Souring the results somewhat is a decline in Tesla GPU sales, as well as Quadro GPU sales. Overall, GPU revenue was up 9% year-over-year to $959 million. Even as NVIDIA has tried to diversify with SoCs, their GPU business is still almost 85% of the company.
I agree with Head1985, GPU's are just overpriced and no one is buying them!
Why would anyone buy a "new" GPU that performs the same as a GPU 3 generations old and is priced higher?
Why buy say an AMD R370 when if you have an AMD 7870 or 7950 that is as fast if not faster?
Why buy a Nvidia 750ti when if you have a 660 you are already having faster performance than the newer card
Heck why buy 960 if you got 760 and the 960 is more expensive and only several frames faster?
It just doesn't make sense to upgrade if you have a GPU from the past 3 generations!
If you have 600, 700 series of Nvidia GPU's its not worth it to upgrade. If you got 7000, R 200 series its not worth it to upgrade. You are pretty much getting small performance increases for pretty much higher prices than 3 years old cards.
The GTX 960 is a complete overpriced turd, it should have been released at $150 and even then it would have been a failure just because they needed 3 years to come up with a medium end graphic card that barely outperforms the previous medium end GPU by few percent points.
In previous times a new medium end GPU would perform close to the previous gen top end GPU, a 560 would perform close t0 a 480 if not the same or even faster in certain games, etc...
For 3 generations though we've had same cards, same performance, same prices!
With iGPU encroachment, dGPU will have to be higher margin to offset the lower volume moving forward. Aka. Gamers better get used to paying more for GPUs.
Proof?
What i see is Nv dropping dGPU shipment last 2 quarters and also year to year.
Revenue in the GPU business grew 9 percent from the second quarter of the prior year. Revenue from GeForce GPUs
for gaming grew 51 percent, fueled by continued strength in PC gaming. Growth was particularly strong for our highend
GeForce GTX GPUs which grew significantly from year-ago levels. Revenue from Tesla GPUs for accelerated
computing decreased, reflecting variability in project purchasing. Revenue from Quadro® GPUs, which deliver
industry leading graphics and rendering performance, declined due to weakness in the overall workstation market. PC
OEM GPUs declined year-over-year, reflecting the decline in overall consumer PCs.
the moment apus can do 1080p on medium is the moment desktop gpu market dies. then you have the high end gpus only. then we will get the steam boxes. maybe finally pc gaming and console gaming will merge. look at xbone n ps4, basically crappy pc boxes.
I for one welcome the 3 pound gaming laptops. I am ready!
18%? AMD's entire new stack dropped market share? I thought for sure, even if it was just almost entirely rebrands, their market share would gain some traction.
I guess when a company is in the dumps no one wants to be a part of it. Great knowing you AMD. Anyone who wants to deny AMD's perilous financial position at this point is in....well, denial.
Why are things so bad for AMD in the dGPU space? They are typically best bang for buck
Seems quite a few people confused the results and linking it to 300 series & Fury.. wrong data dates.
This data is the continuation of the pwnage that the 200 series suffered with its bad rep of hot, loud, power hungry.