[JPR] YoY Graphics Card Sales Continue to Decline, Marketshare by Supplier

[Hitman928]

http://www.jonpeddie.com/publications/add-in-board-report

 

[jpiniero]

Based upon what I saw on Steam's numbers, AMD's share increase is due to huge price cuts on the 200 series.

 

[DAPUNISHER]

I was looking through all the black friday ads, and Office Depot had a fair number of desktops and laptops all featuring AMD APUs. Another, Best Buy maybe? Had all Intel systems, and I am fairly certain they were all iGPU as well. Average folk do not need dGPU for what they use a system for. Intel was leading overall graphics share years ago even when nV and ATI were close to 50/50* share of the add-in market.



*- Since other IHVs comprise such a small percentage.

 

[KingFatty]

That red line is shooting up at the end, TO THE MOON!!!

 

[AtenRa]

Based upon what I saw on Steam's numbers, AMD's share increase is due to huge price cuts on the 200 series.

This report is about AIB shipments, not retail sales.

 

[jpiniero]

This report is about AIB shipments, not retail sales.

Oh, but it does. It doesn't include mobile though.

JPR’s AIB Report tracks PC add-in graphics boards (AIBs), which carry discrete graphics chips. AIBs are used in desktop PCs, workstations, servers, and other devices such as scientific instruments. They are sold directly to customers as aftermarket products, or are factory installed.

 

[AtenRa]

Oh, but it does. It doesn't include mobile though.

No, those are shipments directly to AIBs. That report has nothing to do with retail sales.

If you want to see the entire PC GPU market, you have to look in the report bellow.

http://www.jonpeddie.com/publications/market_watch

 

[boozzer]

so amd actually gained 0.8% haahah not even 1% at least it didn't lose any.

 

[jpiniero]

No, those are shipments directly to AIBs. That report has nothing to do with retail sales.

Maybe we are just arguing semantics. Obviously AMD doesn't sell directly to the public but the AIBs wouldn't buy the chips if they didn't think they could sell through. It's not like this is OEM sales only.

 

[ocre]

See, the argument last Quarter when nvidia surpassed 80%: "those are just shipments to partners, those cards havent sold to individuals"

While that is completely true, there is a lot of thought put into how many they order. Usually, they order what they intend to sale. Its based off many factors, like market conditions and the previous sales leading up to that point. See, a partner can order based of anticipation but if they dont sell what they thought, it will balance out next quarter when they order less. If they dont sell, they will not order as many. So when we look at Jon Peddie, it is the front end.

So when we talked about Nvidias >80% last quarter, we just had to wait and see. If they ship less in Quarter 3, then those cards from Q2 didnt move as expected. Clearly though, if you look at the data and not the market share numbers, Nvidia volumes are significantly higher for Q3. This is a clear sign that Nvidia has shipped 4 cards per AMDs 1, at least for the past several months.

The uptick in AMD volumes is most likely due to the anticipation on their new series, as well as the general uptick in PC. We will have to see next Quarter, if partners order more than things are going well, if they order less then things didnt go as partners intended

 

[tviceman]

Prices for Nvidia cards have been creeping down, GTX980 TI can be bought for under $600 and GTX980's at $450. Nvidia cards also have a game bundle. Coupled with the incoming holidays, AIB's are likely to keep prices down and volume high.

On another note, price drops are a good sign that Pascal's introduction is close. Hopefully Q1 2016.

 

[raghu78]

The R9 300 series and Fury did nothing to reverse the market share loss and thats not surprising. Nvidia holds a huge efficiency lead and they are reaping the rewards of sustained R&D and good execution. Its now clear that AMD were just bluffing about regaining market share. AMD has lost more than 40% of their discrete GPU business over the last year to Nvidia. Shame on AMD for such a disastrous performance. I don't know what to say about this miserable company. If AMD cannot deliver a competitive GPU architecture in 2016 and gain share in 2016 there is no hope for them in the discrete GPU business. AMD needs to do the same in 2017 in CPUs/APUs. Otherwise they will not survive. This hammering which AMD is getting from Intel/Nvidia cannot go on for long. rip AMD.

 

[Arachnotronic]

The R9 300 series and Fury did nothing to reverse the market share loss and thats not surprising. Nvidia holds a huge efficiency lead and they are reaping the rewards of sustained R&D and good execution. Its now clear that AMD were just bluffing about regaining market share. AMD has lost more than 40% of their discrete GPU business over the last year to Nvidia. Shame on AMD for such a disastrous performance. I don't know what to say about this miserable company. If AMD cannot deliver a competitive GPU architecture in 2016 and gain share in 2016 there is no hope for them in the discrete GPU business. AMD needs to do the same in 2017 in CPUs/APUs. Otherwise they will not survive. This hammering which AMD is getting from Intel/Nvidia cannot go on for long. rip AMD.

Man, you were a big supporter/fan of AMD, so I have to commend you for this display of intellectual honesty in light of how things actually played out in the marketplace. Respect. :thumbsup:

 

[Techhog]

Maybe we are just arguing semantics. Obviously AMD doesn't sell directly to the public but the AIBs wouldn't buy the chips if they didn't think they could sell through. It's not like this is OEM sales only.

Well, does AMD even ship 200-series parts anymore? If not, it would make them irrelevant to this.

 

[AtenRa]

Maybe we are just arguing semantics. Obviously AMD doesn't sell directly to the public but the AIBs wouldn't buy the chips if they didn't think they could sell through. It's not like this is OEM sales only.

You were talking about Steam and AMD 200 series retail sales, those two have nothing to do with the Q3 2015 AIB shipment report in the OP.

 

[desprado]

Again Raja said that there will be only 2 brand new GPU next year. It means that whole whole AMD GPU line will be same as this year but they will only include 2 new GPUS where as Nvidia will launch pascal from top to bottom.

http://wccftech.com/amd-raja-koduri...ng-discrete-gpu-market-share-gains-2016-2017/

 

[ShintaiDK]

Again Raja said that there will be only 2 brand new GPU next year. It means that whole whole AMD GPU line will be same as this year but they will only include 2 new GPUS where as Nvidia will launch pascal from top to bottom.

http://wccftech.com/amd-raja-koduri...ng-discrete-gpu-market-share-gains-2016-2017/

So possible just a new "Fiji"? Ouch. R&D is indeed gone.

 

[Snafuh]

Deleted

 

[Techhog]

Again Raja said that there will be only 2 brand new GPU next year. It means that whole whole AMD GPU line will be same as this year but they will only include 2 new GPUS where as Nvidia will launch pascal from top to bottom.

http://wccftech.com/amd-raja-koduri...ng-discrete-gpu-market-share-gains-2016-2017/

... Just sell off the GPU division already. I give up. Who's ready for $1500 midrange GPUs and a monthly subscription to get drivers from Nvidia? I'd say that I'm going to switch to consoles, but I have no idea what's going to happen to them when AMD dies in 2017... I guess this is the end of gaming rope for me.

Maybe they'll actually shrink Tonga (470/X) and Fiji (490/X), and throw in a new GPU around Hawaii performance (480/X) and a new card (Fury 2/2X)? That would work, but I'm sure it's wishful thinking...

 

[Techhog]

So possible just a new "Fiji"? Ouch. R&D is indeed gone.

It said 2 GPUs, not two cards. It's a bit better than the current situation, but they really needed to have four GPUs ready. I can see Nvidia possibly only having 3 to make it less bad, but still...

 

[ShintaiDK]

... Just sell off the GPU division already. I give up. Who's ready for $1500 midrange GPUs and a monthly subscription to get drivers from Nvidia? I'd say that I'm going to switch to consoles, but I have no idea what's going to happen to them when AMD dies in 2017... I guess this is the end of gaming rope for me.

You need a dose of reality check. Because you obviously ran dry.

 

[railven]

Any word if AMD's plan to raise prices actually affected their revenue/profits? I recall Silver posting a link stating AMD outsold NV for the quarter.

 

[Techhog]

You need a dose of reality check. Because you obviously ran dry.

Thanks.

 

[boozzer]

The R9 300 series and Fury did nothing to reverse the market share loss and thats not surprising. Nvidia holds a huge efficiency lead and they are reaping the rewards of sustained R&D and good execution. Its now clear that AMD were just bluffing about regaining market share. AMD has lost more than 40% of their discrete GPU business over the last year to Nvidia. Shame on AMD for such a disastrous performance. I don't know what to say about this miserable company. If AMD cannot deliver a competitive GPU architecture in 2016 and gain share in 2016 there is no hope for them in the discrete GPU business. AMD needs to do the same in 2017 in CPUs/APUs. Otherwise they will not survive. This hammering which AMD is getting from Intel/Nvidia cannot go on for long. rip AMD.

I am surprise they didn't loose almost every share of the laptop market. how the hell can they compete with the same product for 4 years. that was sad. I even waited on my laptop purchase.

 

[tviceman]

Any word if AMD's plan to raise prices actually affected their revenue/profits? I recall Silver posting a link stating AMD outsold NV for the quarter.

Of course HE said that.