Market estimates:
https://www.jonpeddie.com/press-rel...-in-gpu-and-pc-shipments-quarter-to-quarter-a
PC CPU shipments decreased by -7.0% compared to last quarter and -34% compared to Q2 last year. Overall GPU unit shipments decreased by -14.9% from last quarter. AMD’s shipments decreased by -7.6%, Intel’s shipments decreased by -9.8%, and Nvidia’s shipments decreased by -25.7%.
Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -22.6% from the last quarter. ->
I guess that this means that (gaming) laptop sales were pretty decent, but desktop sales really went down hard.
Most of the semiconductor vendors are guiding down for the next quarter an average of -2.81%. Last quarter they guided 1.98%, which was too high. ->
an overestimate means that they should have oversupplied, so we may see discounts to clear that excess.
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My interpretation is that AMD has been reducing prices way more aggressively, while Nvidia has preferred to keep higher prices and more stock, hoping for things to get better. That seems like a very dangerous gamble. What if AMD buys some extra wafers from TSMC at a relatively low price and introduces the lower end cards before Nvidia has cleared their stock?