jonpeddie: nvidia keeps losing market share

[Outrage]

http://jonpeddie.com/press-releases...-shipments-up-10.3-while-pc-shipments-down-5/

• AMD and Intel gained in overall market share at the expense of Nvidia from the last quarter.
• Year to year this quarter AMD had tremendous market share growth, Intel had above average growth, and Nvidia slipped significantly.

 

[(sic)Klown12]

The multi-million dollar question is if AMD can avoid anymore mistakes like R600(hot, loud, relatively slow compared to Nvidia's high-end, and very late) and keep all their hard earned market share and hopefully gain a good deal more. I don't doubt that if they come out with a bad series that Nvidia will gain most of it back.

 

[Idontcare]

Ouch, Nvidia's YoY marketshare looks painful. (28% -> 20%)

AMD made nice gains, very well capitalized on their advantages for 40nm.

28nm will be a new game. Really curious to see how AMD parlays this momentum, and what Nvidia will do to turn their boat around.

 

[happy medium]

I honestly think Nvidia has allready put its eggs in another basket. The Tegra basket that is. I predict in 7 years Nvidia will make more money in another sector than they do with descreet gpu's.

 

[Genx87]

I honestly think Nvidia has allready put its eggs in another basket. The Tegra basket that is. I predict in 7 years Nvidia will make more money in another sector than they do with descreet gpu's.

I think the way everything is shaking out this is a real possibility. I also believe by the end of this decade gaming and general computing will be much different than it is today. Mobile and ultra mobile devices gobbling up marketshare from traditional desktops, laptops, and gaming consoles.

 

[Skurge]

I honestly think Nvidia has allready put its eggs in another basket. The Tegra basket that is. I predict in 7 years Nvidia will make more money in another sector than they do with descreet gpu's.

AMD and Intel are already moving into that sector. SO nVidia won't be alone, that's not saying they wont do well. Just saying its naive to think they wont have any competition.

 

[notty22]

It marketshare numbers that are greatly effected by the cpu/on die gpu. When you shift the database to discrete mobile/ discrete desktop the numbers don't look so drastic.

Graphics chips (GPUs) and chips with graphics (IGPs, HPUs, and EPGs) are the leading indicator of the PC market. At least one, and often two GPUs are present in every PC shipped. It can take a form of a discrete chip, integrated in the chipset or embedded in the CPU. The average has grown from 115% in 2001 to almost 145% GPUs per PC.

In a AMD based laptop, there is never anything Nvidia present.

AMD's revenues benefited from the ramp-up of "Brazos" chips, with management claiming that the chips made up roughly half of notebook shipments for the quarter.

I'd assume whatever revenue is lost on these low end PC gpu's is being made up by the smart phone/tablet division. For Nvidia.

 

[Genx87]

AMD and Intel are already moving into that sector. SO nVidia won't be alone, that's not saying they wont do well. Just saying its naive to think they wont have any competition.

Until Intel and AMD drop x86 backwards compatibility. Competition from those two will be weak at best. Qualcom and Samsung will be the competition for Nvidia.

 

[iCyborg]

Not so good news for nVidia, but I'd love to see the revenue and profit margins too. For the last couple years AMD and nVidia have been close in market share, but nVidia enjoyed a much healthier profit margins, mostly due to the professional series GPUs.

 

[Silverforce11]

I honestly think Nvidia has allready put its eggs in another basket. The Tegra basket that is. I predict in 7 years Nvidia will make more money in another sector than they do with descreet gpu's.

I don't agree. NV has been trying to expand that market for years and they have gotten nowhere.

AMD and Intel now both offer a complete package with on-die GPUs. The next bunch will have vastly better GPU power along with a powerful CPU, it's just too hard to compete vs that.

 

[yacoub]

Well, despite a few minor driver frustrations (mostly with CCC and monitor setup), I've just re-upped with AMD/ATI (ordered a 6950 2GB) to replace my HD 5770, because the NVidia products just didn't quite measure up in the areas that mattered to me. Also, I'm finally running ATI drivers that haven't had a hiccup in any of the games I play, so i have a little more confidence in sticking with AMD this time around.

(Previously ran an 8800GT and a couple other NVidia cards before that. This was after my first foray with ATI back in the X800XL/9800Pro/9600Pro days that left me bitter and distrustful of their drivers the first time around.)

Ever since the HD 5700/5800 series launched, AMD has been on the offensive and taken the initiative. NVidia has been playing catchup, and that has allowed AMD to enjoy a growing marketshare with enthusiasts throughout this time.

 

[AnandThenMan]

It marketshare numbers that are greatly effected by the cpu/on die gpu. When you shift the database to discrete mobile/ discrete desktop the numbers don't look so drastic. up by the smart phone/tablet division. For Nvidia.

Even if Nvidia eventually has 100% share of the discreet market, that will be in a continuously shrinking sector.

 

[notty22]

I don't agree. NV has been trying to expand that market for years and they have gotten nowhere.

AMD and Intel now both offer a complete package with on-die GPUs. The next bunch will have vastly better GPU power along with a powerful CPU, it's just too hard to compete vs that.

Tegra II is the standard choice for Android 3.0 Honeycomb based Tablets . Which is gobbling up low end PC share.

Sony: Android and Nvidia go together


Sony's adoption of Nvidia silicon for its upcoming Android tablets makes the graphics chip supplier--at least for the time being--the hardware standard for the Android tablet world, as a Sony vice president articulated in an interview in Japan on Wednesday.

This is not going 'nowhere', lol

https://www.trefis.com/company?hm=NVDA.trefis#/NVDA/n-0002?from=sankey

 

[Meghan54]

I predict in 7 years Nvidia will make more money in another sector than they do with descreet gpu's.

I'd be very surprised to see Nvidia in 7 years still operating as an independent company. I'd almost wager Nvidia will be consumed by a much larger company within the next 7 years....or less.

 

[Genx87]

I don't agree. NV has been trying to expand that market for years and they have gotten nowhere.

AMD and Intel now both offer a complete package with on-die GPUs. The next bunch will have vastly better GPU power along with a powerful CPU, it's just too hard to compete vs that.

Tablets and smartphones have just become huge in the past 18 months. Tablets only since the iPad release. My opinion is tablets just destroyed the netbook market. Easier to use, quicker, and better battery life. I know there are some intel based tablets but they are really hurting compared to the android and ios tablets. Plus much more expensive. There is a reason why Win8 will have a version that runs on ARM.

 

[Genx87]

I'd be very surprised to see Nvidia in 7 years still operating as an independent company. I'd almost wager Nvidia will be consumed by a much larger company within the next 7 years....or less.

That is a possibility. But the question is which company? Intel would be barred by the govt. AMD wouldnt have the capital. Maybe Google to solidify android hardware?

 

[Idontcare]

https://www.trefis.com/company?hm=NVDA.trefis#/NVDA/n-0002?from=sankey

^ that's pretty cool, had not seen a turnkey breakout system like that before.

 

[SickBeast]

nVidia has three things against them at this point:

1. They have nothing to compete with the integrated GPUs like Fusion.
2. They do not support SLI on the AMD platform or many Intel motherboards. This is being fixed now, but most people have chosen AMD because of this and the damage has already been done.
3. Their performance at extremely high resolutions sucks. The same goes for multi-monitor resolutions. This is very bad considering they offer cards like the GTX 590 where people are going to want to game at these settings.

I'm part of what I'm sure is a small minority of people who run GTX 460 SLI on an AMD motherboard using a driver hack. nVidia has tremendous products in the midrange and high end brackets. Hopefully they can square off these few problems and come out doing alright.

 

[tviceman]

This is obviously not of the discrete market alone. When including IGP's in this data, to me it's surprising Nvidia still has a 20% share - when 99.9% of all their GPU sales are now in discrete-only solutions.

 

[Grooveriding]

No surprise here. AMD's DX11 execution has been optimal, nvidia's was poor.

They lost a chunk of marketshare, and more importantly, mindshare - with DX11.

AMD has made a name for themselves with their great performing, affordable parts. The performance crown halo being theirs throughout DX11 and their beating nv to market with DX11 both helped to push their brand to the forefront in the discreet card market.

 

[cotak13]

Everyone's yepping about Nvidia's tablet market. Man that's still mostly vapor. Yes you can buy them but the Galaxy tab's been out ages (yes it's not tegra) and I have only seen 1 in the wild. Every other tablet's been an ipad of some sort. And to top it off smartphone I see way way out number tablets.

I think the real market for ARM mobile is and will be smartphones. And in that market Qualcomm's kicking butt left and right.

And here's the thing Nvidia's going to be the have not as well. In the x86 market they are the x86 licence have not resulting is them unable to continue offering integrated GPU for the high volume low cost laptop market. In the mobile space they are the baseband and front end have nots. And unless they some how find the money to add that to their portfolio they are going to also have a competitive disadvantage. It's something they should be addressing vs the whole pushing ARM into markets it's not in yet. But maybe, that realize it's not easy nor finically possible for them to become RF haves. And thus they are pushing so hard to get ARM into markets it's not in right now in hopes of being a company with GPU and ARM processor. Seems like a hail mary pass to me though if that's what they are thinking.

 

[sandorski]

I'm really surprised by this. Mostly because nvidia is very competitive now.

 

[happy medium]

I'd be very surprised to see Nvidia in 7 years still operating as an independent company. I'd almost wager Nvidia will be consumed by a much larger company within the next 7 years....or less.

mabe Qualcom or Samsung?:thumbsup:

I believe powerhouse companies like these guys, Nvidia and mabe Sony could put the smack down on Intel and AMD in 7 years.

 

[RobertPters77]

Even if Nvidia eventually has 100% share of the discreet market, that will be in a continuously shrinking sector.

Because noone wants to support PC gaming.

Developers are leaving us PC users for the 'green' fields of the console market.
If there were more PC games with advanced graphics that would definitely boost gpu sales. I'm sick of looking at brown and bloom Unreal Engine games that haven't changed much since the 360's introduction.

 

[Blitzvogel]

nVidia has three things against them at this point:

1. They have nothing to compete with the integrated GPUs like Fusion.
2. They do not support SLI on the AMD platform or many Intel motherboards. This is being fixed now, but most people have chosen AMD because of this and the damage has already been done.
3. Their performance at extremely high resolutions sucks. The same goes for multi-monitor resolutions. This is very bad considering they offer cards like the GTX 590 where people are going to want to game at these settings.

I'm part of what I'm sure is a small minority of people who run GTX 460 SLI on an AMD motherboard using a driver hack. nVidia has tremendous products in the midrange and high end brackets. Hopefully they can square off these few problems and come out doing alright.

Many of Nvidia's best products were the mid-high range GPUs, like the 6600, 7600, 9600 GT (IMO, their best GPU ever made), GTS 250, and GTX 460. It's the sweet spot of performance meeting price point.