JPRFor the 4th quarter of 2015, GPU shipments increased 2.4% from last quarter

[Leadbox]

That is why i have told mods and posted in Nvidia and AMD_roy twitter about him.

What is this meant to achieve?

 

[USER8000]

What AC has to do in this topic.

You just create this account to promote AMD and claim things which AMD or Nvidia did not even claim.

Member callouts are not allowed. -Shmee

Emm,what?? So using your own absurd logic you created your account to promote Nvidia??

This almost playground level childish antics.

Here,you earned +1 The Fish Slapping Dance for your efforts:

https://www.youtube.com/watch?v=IhJQp-q1Y1s

That is why i have told mods and posted in Nvidia and AMD_roy twitter about him.

o_0

 

[casiofx]

Looks like AMD's plan for 8GB 390 and 390X worked really well.

8GB do looked attractive to 6GB and 4GB 970/980/980Tis for average joe. Not to mention their first impression on seeing the price difference

 

[airfathaaaaa]

Really some people are calming that AC has decreased Nvidia DGPU shipment.

you do realise that the whole AC thing on 2016 its as the same magnitude as when on early 2003 nvidia caught cheating on 3d mark eh? mahigan just exposed the truth he has done so since july
its not the first nor the last time that this company has done things like that so why your ego is hurting so much?

 

[Jaydip]

It is extremely funny to see that a member says he was responsible for NV's reduced dgpu sales, it takes the stupidity to a completely new level.There are many major Tech sites commented on 970's short comings and despite that it became their highest selling gpu.So no forum warriors did nothing to contribute to that and if we compare NV and Amd's financials lately I think we an conclude who did well and who didn't.These are the same people who said Fusry X will be 20% faster than Titan x and funnily it loses to NV's second best handily.I bet we will see the same thing this time as well, so just watch these discussions with popcorn and wait for the reviewers to prove the truth.

 

[Glo.]

And normal, factual thread turned into d**k waving and ego battle, again.

To be honest, I am surprised that AMD desktop GPU shipments increased. Nothing suggested that situation.

It is a good sign, for market.

 

[Arachnotronic]

It is extremely funny to see that a member says he was responsible for NV's reduced dgpu sales, it takes the stupidity to a completely new level.There are many major Tech sites commented on 970's short comings and despite that it became their highest selling gpu.So no forum warriors did nothing to contribute to that and if we compare NV and Amd's financials lately I think we an conclude who did well and who didn't.These are the same people who said Fusry X will be 20% faster than Titan x and funnily it loses to NV's second best handily.I bet we will see the same thing this time as well, so just watch these discussions with popcorn and wait for the reviewers to prove the truth.

+1

 

[USER8000]

And normal, factual thread turned into d**k waving and ego battle, again.

To be honest, I am surprised that AMD desktop GPU shipments increased. Nothing suggested that situation.

It is a good sign, for market.

Agreed.

 

[JDG1980]

If you stuff the channel inventory, then the downside comes next quarter.

Not if Polaris starts shipping in Q2. Once Polaris 10 and 11 hit the market, most 28nm AMD GPUs will become fire sale parts. Getting them all out the door now might make the most sense.

 

[tential]

More then 70% of DGPU users can use gameworks and it can be disable if people cannot use it.[.b] Unlike Intel and Nvidia cannot use it yet. According to some posters now developers will only use AC in all upcoming games and only luxury less then 10% users will afford to use it.

So let me get this straight.

You're for Gameworks because 70% of the market can use it. Even though we know Gameworks doesn't work on Kepler well, in fact, Gameworks games in GENERAL without the Gameworks features even on perform EXTREMELY poor on Kepler and previous gens of Nvidia cards.

So unless you're claiming 70% of the GPU market has Maxwell GPUs, you're wrong.

It's hilarious how upset you are about AC, because AC doesn't reduce performance. (not by alot anyway 1-5% top son Nvidia). It gives no performance benefit.

However, you're perfectly fine with Gameworks.

And by the way, you complain about AC being brought into the thread, but then bring Gameworks into it.

I lost all respect for you after this thread.

 

[ShintaiDK]

Not if Polaris starts shipping in Q2. Once Polaris 10 and 11 hit the market, most 28nm AMD GPUs will become fire sale parts. Getting them all out the door now might make the most sense.

The next quarter is Q1. Also from the looks of it, there seems to be plenty of 28nm parts in the 400 lineup.

 

[tential]

And normal, factual thread turned into d**k waving and ego battle, again.

To be honest, I am surprised that AMD desktop GPU shipments increased. Nothing suggested that situation.

It is a good sign, for market.

A great way to see how gamers are purchasing GPUs is to head to a forum like Neogaf. When the GTX 970 came out, it was the only recommended GPU over there. Before this thread was posted, a person just asked about a GTX 970. The thread proceeded to dump all over the GTX 970's 3.5 GB memory, lack of AC (so yes, Async Compute IS becoming important to people), general poor DX12 performance vs the R9 390, and the 8GB of VRAM.

I'm surprised, but I mean, I've used this general metric of seeing how neogaf users who don't have hardware knowledge are thinking of GPUs, and it's so far been pretty close to correct.

For Nvidia, the reason why Maxwell sales are decreasing is pretty obvious. THe main GPU was the GTX 970 to sell.
First it had the 3.5GB fiasco. Then the Async thing. Then the R9 390 with 8GB of VRAM, good DX12 performance, etc.

So yes, I think AMD is in the best spot they've been in in awhile if Polaris is first to market after this small momentum boost for AMD.

 

[JDG1980]

The next quarter is Q1. Also from the looks of it, there seems to be plenty of 28nm parts in the 400 lineup.

From what we've seen so far (the Zauba manifests with Banks and Weston), it appears that Oland and/or Cape Verde will likely be rebranded for the low-end OEM market. But there's no reason to think it will go further than that.

As for Q1, yes, it will probably suck. Q2-Q4 is where AMD should hopefully see some turnaround in their fortunes, with new FinFET products starting to hit the market after a long stagnation.

 

[Arachnotronic]

A great way to see how gamers are purchasing GPUs is to head to a forum like Neogaf. When the GTX 970 came out, it was the only recommended GPU over there. Before this thread was posted, a person just asked about a GTX 970. The thread proceeded to dump all over the GTX 970's 3.5 GB memory, lack of AC (so yes, Async Compute IS becoming important to people), general poor DX12 performance vs the R9 390, and the 8GB of VRAM.

I'm surprised, but I mean, I've used this general metric of seeing how neogaf users who don't have hardware knowledge are thinking of GPUs, and it's so far been pretty close to correct.

For Nvidia, the reason why Maxwell sales are decreasing is pretty obvious. THe main GPU was the GTX 970 to sell.
First it had the 3.5GB fiasco. Then the Async thing. Then the R9 390 with 8GB of VRAM, good DX12 performance, etc.

So yes, I think AMD is in the best spot they've been in in awhile if Polaris is first to market after this small momentum boost for AMD.

In what universe are NVIDIA's GPU sales decreasing?

From NVIDIA's most recent earnings report:

GeForce® Gaming GPU revenue grew 21 percent from a year ago, as sales from all regions continue to provide solid
growth.

http://files.shareholder.com/downlo...23-9513-8CA33E1FE490/Q4_16_CFO_Commentary.pdf

 

[Glo.]

In what universe are NVIDIA's GPU sales decreasing?

From NVIDIA's most recent earnings report:



http://files.shareholder.com/downlo...23-9513-8CA33E1FE490/Q4_16_CFO_Commentary.pdf

Revenue can grow even if you will sales decrease.

 

[rainy]

In what universe are NVIDIA's GPU sales decreasing?

In the case YtY you're absolutely right, however thread is about Q4 results and also comparison to Q3.

 

[railven]

I have no idea what this thread is about anymore. Haha.

Oh well. Kudos to AMD for...gaining 0.3%? What they gain?

NV gained 0.9% and AMD gained 0.3% or are people only looking at shipment numbers? (If we go by shipping numbers, MSFT is only like 5 Million behind Sony in the console race, haha.)

 

[Piroko]

Before this thread gets locked:

I'd say we see three effects here that culminate in a small gain for AMD :

• Nvidia had inflated sales numbers from the quarter before because of the GTX 950 launch
• AMD launched the 380X this quarter which hit a gap in Nvidias lineup
• There's probably a market saturation going on for Nvidias Maxwell lineup, at least at their current price points

Next quarter might be a drought for both manufacturers unless prices start to move.

 

[Pariah]

What happened in the mobile market last quarter? Why did Nvidia see a 34% increase in shipments?

Mobile market is where the higher margins are. I'm sure Nvidia is perfectly happy with these results.

Revenue can grow even if you will sales decrease.

True, but that is not the case here, though many posters have glossed over that.

"AMD increased 5.2%, Nvidia increased 8.4%, and Intel increased 1%"

In the overall market, Nvidia saw the largest increase in shipments and the largest market share increase.

 

[raghu78]

Nvidia has basically destroyed AMD in the GPU market. If AMD are serious about gaining share they need to have a very impressive Polaris architecture and launch much earlier than Nvidia. The key here is they also need high volume of 14nm GPUs right from launch. Polaris looks promising but AMD have a very difficult struggle to gain back market share. Nvidia Pascal will build on Maxwell's strengths while addressing its weakness so its going to be very tough gaining back market share.

 

[Zstream]

What happened in the mobile market last quarter? Why did Nvidia see a 34% increase in shipments?



Mobile market is where the higher margins are. I'm sure Nvidia is perfectly happy with these results.







True, but that is not the case here, though many posters have glossed over that.



"AMD increased 5.2%, Nvidia increased 8.4%, and Intel increased 1%"



In the overall market, Nvidia saw the largest increase in shipments and the largest market share increase.

I don't think you get the business side. Having a 50% margin on a $1 part that requires a ton of sales is not as good as having 25% margin on $50 part that does not. At least in the computer industry that has machines making them and the time in production is nearly the same. Also assuming R&D is paid for.

This is why Tesla is a great revenue stream for Nvidia.

 

[airfathaaaaa]

What happened in the mobile market last quarter? Why did Nvidia see a 34% increase in shipments?

Mobile market is where the higher margins are. I'm sure Nvidia is perfectly happy with these results.



True, but that is not the case here, though many posters have glossed over that.

"AMD increased 5.2%, Nvidia increased 8.4%, and Intel increased 1%"

In the overall market, Nvidia saw the largest increase in shipments and the largest market share increase.

desktop discrete GPU shipments were down -7.56% from last quarter; and the company’s notebook discrete GPU shipments increased 34.2% increased 8.4% from last quarter.

shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, for desktops decreased 4.3% from the previous quarter, AMD’s shipments were up 30.3% in notebooks. Desktop discrete GPUs increased 6.69% from last quarter, and notebook discrete shipments decreased 1.3%. AMD’s total PC graphics shipments increased 5.2% from the previous quarter

gpu wise amd 6.69 nvidia -7.56 notebook wise amd 30.3 nvidia 34.2 cpu's amd black hole as always nvidia 0
they increased the NOTEBOOK ship year by year on the same q at 8.4 not overall a year ago they had only 0.1% increase on the notebooks

 

[Silverforce11]

A great way to see how gamers are purchasing GPUs is to head to a forum like Neogaf.

Yup, it used to be a sin to recommend AMD on Neogaf or Reddit or even Steam forums. But these days, its common to see 390 recommend over the 970. The reasons cited are actually often: 1) 3.5GB gimpness and 2) DX12 better on AMD.

So whatever the tech community discusses actually do have a flow on effect, especially when tech sites cover it like they did during the early days of Maxwell's DX12 Async Compute scandal.

This is similar to AMD's 290/X, good GPU, bad coolers, bad rep of "hot & loud & power hungry", hence their terrible sales. 390/X since its launch, never got a bad rep. In fact it's rep has been great. Funny how perception works and spread, when they are the same chip and custom 290/X are the same performance as 390/X.

 

[tential]

Yup, it used to be a sin to recommend AMD on Neogaf or Reddit or even Steam forums. But these days, its common to see 390 recommend over the 970. The reasons cited are actually often: 1) 3.5GB gimpness and 2) DX12 better on AMD.

So whatever the tech community discusses actually do have a flow on effect, especially when tech sites cover it like they did during the early days of Maxwell's DX12 Async Compute scandal.

This is similar to AMD's 290/X, good GPU, bad coolers, bad rep of "hot & loud & power hungry", hence their terrible sales. 390/X since its launch, never got a bad rep. In fact it's rep has been great. Funny how perception works and spread, when they are the same chip and custom 290/X are the same performance as 390/X.

Yup, so while Malihagan's comments may seem self centered, I do believe that things ripple through the community. We tech enthusiasts, our conversation trickles down to the general gamer.

And yes, crazy how AMD basically launched the same card twice with WILDLY different acceptance rates from the general community as a whole.

Nvidia took some body blows this cycle, and contrary to everyone's popular belief, including my own, Nvidia isn't invulnerable. If AMD starts to make smart decisions, people will buy their products.

So I don't feel so unoptimistic about the GPU market as I used to. if AMD delivers, we'll continue with multiple competitors. If AMD fails with Polaris, I really don't know how much longer they can actually sell GPUs in worthwhile quantities.

 

[casiofx]

In what universe are NVIDIA's GPU sales decreasing?

From NVIDIA's most recent earnings report:



http://files.shareholder.com/downlo...23-9513-8CA33E1FE490/Q4_16_CFO_Commentary.pdf

Isn't that "GPU revenue growth" includes mobile GPUs too? No competition from AMD for that market until polaris.

This thread specifically talked about Desktop GPU shipments, you should read the link the OP posted.