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.
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.