AMD winner in Q2, Intel up, Nvidia down (JPR)

[AtenRa]

http://jonpeddie.com/press-releases/details/amd-winner-in-q2-intel-up-nvidia-down/

The quarter in general
• AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs declined 9.6% from Q1 and increased an astounding 47.1% in notebooks. The company’s overall PC graphics shipments increased 10.9%.
• Intel’s desktop processor-graphics EPG shipments decreased from last quarter by 1.4%, and Notebooks increased by 12.13%. The company’s overall PC graphics shipments increased 6.2%.
• Nvidia’s desktop discrete shipments were down 8.9% from last quarter; and, the company’s mobile discrete shipments decreased 7.1%. The company’s overall PC graphics shipments declined 8.0%.
• Year-to-year this quarter AMD overall PC shipments declined 15.8%, Intel dropped 12.9%, Nvidia declined 5.1%, and VIA fell 12.4% from last year.
• Total discrete GPUs (desktop and notebook) were down 5.5% from the last quarter and were down 5.2% from last year for the same quarter due to the same problems plaguing the overall PC industry. Overall the trend for discrete GPUs is up with a CAGR to 2016 of -2.2%.
• Ninety nine percent of Intel’s non-server processors have graphics, and over 67% of AMD’s non-server processors contain integrated graphics; AMD still ships IGPs.
Year-to-year for the quarter the graphics market decreased. Shipments were down 16.1 million units from this quarter last year.

 

[BallaTheFeared]

Looks more like Intel is owning both AMD and Nvidia combined.

 

[thilanliyan]

^That's always been the case Balla.

 

[Phynaz]

Nvm.

 

[OCGuy]

Is that marketshare for AMD including their APUs??

That isn't good news if so.

 

[RussianSensation]

Looks more like Intel is owning both AMD and Nvidia combined.

Yup but Intel's market share is misleading. How many PC enthusiasts on this forum are rocking an Intel APU? Many of us but none of us use it for gaming, yet the market share for Intel's GPU keeps increasing every time their CPU is sold on the market. Until they figure out a way to not count Intel's market share in PCs that have a discrete GPU, the overall GPU market share for Intel is just a number without any meaning.

 

[OCGuy]

Yup but Intel's market share is misleading. How many PC enthusiasts on this forum are rocking an Intel APU? Many of us but none of us use it for gaming, yet the market share for Intel's GPU keeps increasing every time their CPU is sold on the market. Until they figure out a way to not count Intel's market share in PCs that have a discrete GPU, the overall GPU market share for Intel is just a number without any meaning.

The Steam survey breaks it down. It is a fairly large sample size.

 

[Genx87]

How much of their margins did they have to erode for these gains? On the CPU side it sounded like a solid 10% for about 2.5% gain in market share.

 

[sushiwarrior]

The Steam survey breaks it down. It is a fairly large sample size.

Steam samples integrated AND discrete. Even if you have a card, it puts you down as iGPU + your discrete card last that I heard.

 

[OCGuy]

Steam samples integrated AND discrete. Even if you have a card, it puts you down as iGPU + your discrete card last that I heard.

Marketshare shipment numbers would count both as well.

 

[RussianSensation]

The Steam survey breaks it down. It is a fairly large sample size.

Still has the same double counting error in place. It counts every Intel CPU that has a GPU in it. For example, my laptop with an 8770 normally shows up as Ivy Bridge APU. The 8770 is not enabled unless I am gaming, yet Steam counts my Intel APU. It's totally misleading.

Marketshare shipment numbers would count both as well.

Yup, which is why they are no longer meaningful until they break down market share usage. If I sell 100 systems and each has an NV GPU and an Intel APU, both Intel and NV get a boost in market share. However, if none of those systems ever use an Intel APU for games, Intel should get 0% market share increase, while NV should get 100 units. Similarly, a system with an AMD APU + discrete AMD GPU is double counting market share for AMD but only the discrete GPU may be used for games for instance. They should break out Intel vs. AMD APU market share and AMD vs. NV discrete GPU market share (laptop & desktop). Looking at overall market share for AMD/Intel/NV no longer makes any sense unless you work for Intel.

 

[BallaTheFeared]

Yup but Intel's market share is misleading. How many PC enthusiasts on this forum are rocking an Intel APU? Many of us but none of us use it for gaming, yet the market share for Intel's GPU keeps increasing every time their CPU is sold on the market. Until they figure out a way to not count Intel's market share in PCs that have a discrete GPU, the overall GPU market share for Intel is just a number without any meaning.

Graph isn't about that, but in that respect looking at the graph and the fact that Nvidia doesn't even have a x86 cpu to latch onto for inflated sales figures it's a pretty sad thing for AMD.

 

[RussianSensation]

Graph isn't about that, but in that respect looking at the graph and the fact that Nvidia doesn't even have a x86 cpu to latch onto for inflated sales figures it's a pretty sad thing for AMD.

No sure what you are trying to say. Irrespective of AMD, NV had a poor quarter market share wise.

Nvidia's desktop discrete shipments were down 8.9% from last quarter; and, the company's mobile discrete shipments decreased 7.1%. The company's overall PC graphics shipments declined 8.0%.

Doesn't matter though since they may have sold way less crappy GT610/620/630 and so on but sales of cards like GTX760/770/780 went up. The average PC gamer is spending more $ per GPU while the lower end GPU segment <$150 is being cannibalized by Intel/AMD APUs. How that affects us PC gamers? AMD and NV have an incentive to increase prices for mid-range and high-end GPUs and if PC gamers respond, they hold those prices or continue increasing them further.

I personally could care less about overall market share. Until someone breaks out desktop discrete GPU market share for price segments of $150-$1000, all these numbers never tell us what we PC gamers want to know.

 

[BallaTheFeared]

Just saying how poor AMD is doing since they're the only company of the three listed with a dog in each segment.

APU + dGPU

Neither of the other two have both.

 

[5150Joker]

Year-to-year this quarter AMD overall PC shipments declined 15.8%, Intel dropped 12.9%, Nvidia declined 5.1%, and VIA fell 12.4% from last year.

:hmm: Yeah what a win.

 

[Arkaign]

The interesting thing is the 'market share last year' number, which pretty much has all of these companies in their exact roles last year with almost zero change.

The trends are : moar mobile, less desktop, which is predictable. That said, the market share of these guys isn't changing really, if those YoY numbers are accurate.

 

[el etro]

Year-to-year this quarter AMD overall PC shipments declined 15.8%, Intel dropped 12.9%, Nvidia declined 5.1%, and VIA fell 12.4% from last year.

:hmm: Yeah what a win.

With the NV 700s already here and making shipments of dGPUs up 10%... is a good win.

 

[USER8000]

AMD gained a few percent marketshare in the add-in board market:

http://www.digitimes.com/news/a20130816PR205.html

This excludes IGPs and discrete cards in laptops.