AMD gains discrete marketshare in Q2 '12

[tviceman]

http://techreport.com/discussions.x/23482
http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTQ2MzYzfENoaWxkSUQ9LTF8VHlwZT0z&t=1

Up to 40.3% from 37.8%. Interestingly though, their GPU revenue was down 5% from Q1, while Nvidia's GPU revenue was up 15%. I think AMD may lump all of their GPU sales together, while Nvidia breaks it down into consumer and professional spaces (in which case, Nvidia consumer was up 15% and professional was down 8%).

Long term, I don't think either company would be absolutely happy being in the other's shoes based on the results of last quarter. Nvidia did make more money on it's GPU's, but losing market share is a long-term bad proposition. Conversely, AMD gained share but is still seeing it's profits dip. With the recent price drops, AMD may have decided to take the fight to market share rather than overall profits. If they can claw back and command nearly half of the market, then improved brand recognition will drive profits down the road.

 

[Gikaseixas]

lower prices & improved performance ---- increased sales i guess

 

[SirPauly]

I agree with Jon Peddie -- introduction and execution of the 7XXX series coupled with initial Kepler supply issues, which may be lower than expected yields and constraints.

However, considering the obstacles and strong competition from AMD -- nVidia still holds 59.3 desktop discrete share and have been gaining share with mobile discrete.

 

[f1sherman]

http://techreport.com/discussions.x/23482
http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTQ2MzYzfENoaWxkSUQ9LTF8VHlwZT0z&t=1

Up to 40.3% from 37.8%. Interestingly though, their GPU revenue was down 5% from Q1, while Nvidia's GPU revenue was up 15%.

Nothing mysterious there. Nvidia shipped 10.4% less desktop parts, but increased mobile shipments by 19.2%, which resulted in AMD gaining 2.5% in desktop, and losing 6% in mobile.

I think AMD may lump all of their GPU sales together, while Nvidia breaks it down into consumer and professional spaces

Nothing to do with this. These are JPR graphics shipment numbers and all add-in-boards and graphic capable chips are included.

 

[tviceman]

Nothing to do with this. These are JPR graphics shipment numbers and all add-in-boards and graphic capable chips are included.

I was referring to AMD's and Nvidia's earnings breakdown with what you quoted me on, not John Peddie marketshare analysis.