[Design & Reuse] Intel gains, Nvidia flat, and AMD loses graphics market share in Q1

[ShintaiDK]

http://www.design-reuse.com/news/34603/q1-2014-graphics-market-share.html

AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs dropped 21.9% from the previous quarter, and increased 3.7% in notebooks. AMD’s discrete desktop shipments decreased 6.6% and notebook discrete shipments declined 21.8%. . The company’s overall PC graphics shipments decreased 18.2%. This was due to a drop off in stand-alone integrated graphics chipsets, which was not unexpected given the company’s move to embedded CPU graphics in their APUs.

Intel’s desktop processor embedded graphics (EPGs) shipments decreased from last quarter by 5.1%, and notebooks decreased by 9.7%. The company’s overall PC graphics shipments decreased 7.9%.

Nvidia’s desktop discrete shipments decreased 6.6% from last quarter; and, the company’s notebook discrete shipments decreased 14.5%. The company’s overall PC graphics shipments decreased 10.4%.

Year-to-year this quarter AMD’s overall PC shipments decreased 22.1%, Intel decreased 5.6%, Nvidia decreased 12.7%, and others essentially went away.

Total discrete GPU (desktop and notebook) shipments from the last quarter decreased 11.5% and decreased 14.3% from last year for the same quarter due to the same problems plaguing the overall PC industry. Overall, the trend for discrete GPUs increased with a CAGR from 2014 to 2017 of 0.1%.

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 integrated graphics chipsets (IGPs).

 

[NTMBK]

That's a pretty big increase YoY.

 

[Pottuvoi]

Good for Intel, they have been getting better lately.

 

[blackened23]

I'll be happier when Iris Pro level graphics are available across the board on everything. Broadwell should bring interesting graphics increases, but it is of course available only on certain SKUs and is more tailored towards mobile.

 

[lefty2]

It's idiotic mixing dedicated and integrated in same figures. Intel didn't necessarily gain anything, if you buy a PC with a discreet GPU you aren't even using the iGPU

 

[f1sherman]

Pretty crazy that in PC graphics market AMD & Nvidia are dead even, although later ships discrete only

 

[blackened23]

It's idiotic mixing dedicated and integrated in same figures. Intel didn't necessarily gain anything, if you buy a PC with a discreet GPU you aren't even using the iGPU

Is it? For a large chunk of products, iGPU has displaced discrete, especially with many ultrabooks. Most buyers are NOT gamers. For every 1 hardcore PC gamer there are 19 average joe students and normal productivity users who just get an intel ultrabook or macbook air with iGPU. And iGPU is 100% fine for that type of use. Or they might get an imac. Or a desktop AIO from dell. I could go on here. Not everyone needs discrete. In fact, looking at the broad picture, most do not since many users do not game at all.

I say this because everyone operates under the assumption that 100% of all users are PC gamers. That is obviously a stupid line of thinking because it isn't true. Most users are, in fact, not gamers. And for this type of market share, this is useful data. Now, the one valid argument is that iGPU can skew the figures a bit since every desktop CPU includes iGPU whether you use it or not. That is not an unfair point. I'll give you that one before you mention it. I guess you can say that the iGPU and APU numbers are "padding". Again, probably a semi valid point.

HOWEVER, to please your fancy, John Peddie does in fact do discrete GPU share and it will probably follow in the next couple of weeks. The total graphics shipments generally pre-dates the discrete only figures.

 

[BrightCandle]

I have to agree it doesn't make sense mixing them together as the only presentation of the stats. The main problem is that a lot of people have an iGPU they just don't ever use because they have a discrete GPU. Saying that is a sale for Intel while technically correct isn't an appropriate way to determine market share. Intel doesn't really sell iGPUs, people buy them because they are stuck on the CPU already and they don't have a choice about getting it.

The year on year reduction across the whole industry is enormous, that is a real problem.

 

[exar333]

I have to agree it doesn't make sense mixing them together as the only presentation of the stats. The main problem is that a lot of people have an iGPU they just don't ever use because they have a discrete GPU. Saying that is a sale for Intel while technically correct isn't an appropriate way to determine market share. Intel doesn't really sell iGPUs, people buy them because they are stuck on the CPU already and they don't have a choice about getting it.

The year on year reduction across the whole industry is enormous, that is a real problem.

Agree, but it does help tell the story. Having the discrete market-share will tell something different, and based on what we see here, you can figure AMD will drop quite a bit there in that segment.

What this graph tells me is that discrete is shrinking, and is likely be taken by the improved Intel iGPUs and AMD APUS that are 'good enough'. If you go back 3-4 years, iGPUs were pretty much all garbage on the mobile side, now they are actually good enough play some decent games as medium or better resolutions. Second, the figures also outline a decrease across the entire segment, with Intel affected the least. This again supports the likelihood that iGPUs are cannibalizing the lower-end discrete chips, which is kind of a good thing. I think having capable iGPUs that can do 'most' things with the option to get an actually GOOD discrete is a great position for consumers. Hopefully gone are the days where discrete offerings barely better than integrated are even available. Consumers buy them and then find out theu still can't really do anything better than discrete. For example, what use is 17fps instead of 13fps, right?

 

[blackened23]

Again, JP also publishes discrete only market share figures. I'd imagine that they will be released in a couple of weeks.

If you don't like data dispersed with iGPU/APU, then just wait a bit. The discrete figures will be forthcoming.

 

[chimaxi83]

So, what does this financial information do for my frames per second and average frame times?

 

[OCGuy]

That isn't good for AMD considering they sold all the R9 they could muster and had new APUs launch. Yikes.

Nvidia has been beating estimates for a reason....their output of discreet GPUs matches AMD's GPU+APU combined.

 

[caswow]

amds biggest problem is having almost no oem wins.

 

[blackened23]

That is due to their mobile dGPUs and APUs having poor performance per watt across the board. They're just not desirable and balanced products overall in the bigger picture - the AMD mobile APUs with good performance have crap battery life. The ones with good battery life have either no turbo speeds or castrated performance.

Hopefully beema and mullins do better in this respect, but we just don't know. Their 2013 products were not desirable for mobile, that applies both to mobile dGPU and mobile APUs. What OEMs want are "balanced" products that perform well in a wide variety of tasks and have good battery life. Intel , across the board, has superior performance per watt to any AMD part at given CPU performance levels. The only AMD parts with competitive efficiency have poor performance. But, again, they have more products down the pike this year. I don't think things will change much, but we'll see. AMD's best hope is trying to compete with Bay Trail at super low price points, but then again, Cherry Trail is coming soon and Bay Trail is already basically everywhere on the market and selling really well.

I'm really curious about discrete GPU market share - those figures should be coming really soon. I wonder if cryptocoin purchases lifted their dGPU share at all.

 

[OCGuy]

I'm really curious about discrete GPU market share - those figures should be coming really soon. I wonder if cryptocoin purchases lifted their dGPU share at all.

You can figure it out by these stats, no? If Intel gained total share, NVidia had to move quite a lot of discreet GPUs to perform better than AMD's combined shipments.

 

[blackened23]

Hmm, yeah. That's a valid point. Everyone speculated that AMD would gain share due to mining, but it doesn't seem to have happened.

I think the real hit happened with mobile dGPUs - nvidia has a pretty much commanding lead there. AMD really needs an efficient architecture to compete there, and they just don't have it right now. Unless Tonga changes things.

 

[OCGuy]

Hmm, yeah. That's a valid point. Everyone speculated that AMD would gain share due to mining, but it doesn't seem to have happened.

I think the real hit happened with mobile dGPUs - nvidia has a pretty much commanding lead there. AMD really needs an efficient architecture to compete there, and they just don't have it right now. Unless Tonga changes things.

I think AMD got screwed because TSMC's 28nm lead time is > 2 months. They cut their orders in Q4, then got hit with the mining craze totally unprepared.

Their supply chain just couldn't react quickly enough to maximize sales instead of the AIBs and e-tailers maximizing margin on the scant product they had.

Now the market is flooded with used cards, which will most likely show as a negative factor in both NV and AMD's Q2 numbers.

 

[blackened23]

Discrete market share numbers are in:

JPR found that AIB shipments during 2014 1Q behaved according to past years with regard to seasonality, but the decrease was more than the 10-year average. AIB shipments decreased 6.7.% from the last quarter (the 10-year average is -3.2%).
Total AIB shipments decreased this quarter to 14 million units.
AMD’s quarter-to-quarter total desktop AIB unit shipments decreased 6.6%.
Nvidia’s quarter-to-quarter unit shipments decreased 6.6%.
Nvidia continues to hold a dominant market share position at 65%.
Figures for the other suppliers were flat to declining.

 

[blackened23]

Basically, iGPU are eating into all sales especially for mobile dGPUs. Both AMD/NV down by 6.6%. NV at 65% market share, AMD at 35% market share for discrete addon board shipments. Unchanged from the prior quarter, AMD down .6% from last year, NV up .8% from last year. S3 and Matrox down to 0% this quarter. (What the?! people still bought those?)

 

[OCGuy]

I wonder if people now realize that just because you see a couple photos of people who bought 30 video cards for mining, it doesn't mean much in the big picture.

 

[chimaxi83]

I wonder if people now realize that just because you see a couple photos of people who bought 30 video cards for mining, it doesn't mean much in the big picture.

Nor do charts and financials in a tech forum.

 

[tviceman]

Nor do charts and financials in a tech forum.

Even though charts and financials tell the whole story of how well products are selling?? Weird!

 

[chimaxi83]

Even though charts and financials tell the whole story of how well products are selling?? Weird!

Again, how many frames per second do those charts give us? Watch Dogs is coming out soon, and I want to be ahead of the curve.

 

[f1sherman]

Again, how many frames per second do those charts give us? Watch Dogs is coming out soon, and I want to be ahead of the curve.

No, we get it. You are annoyed with "financials" and "market share" threads in this subforum and you want people to know it.
Yet these threads are much more pertinent to this forum than your annoyance with them.
Is anyone complaining about market share/financials threads in CPU subforum?

My apologies if I was wrong, and you had really been looking for frames per second in the thread called:
Intel gains, Nvidia flat, and AMD loses graphics market share in Q1 instead of being annoyed with it.

 

[sontin]

Basically, iGPU are eating into all sales especially for mobile dGPUs. Both AMD/NV down by 6.6%. NV at 65% market share, AMD at 35% market share for discrete addon board shipments. Unchanged from the prior quarter, AMD down .6% from last year, NV up .8% from last year. S3 and Matrox down to 0% this quarter. (What the?! people still bought those?)

OEM shipments are down from Q4.

And i dont see any reason to believe that iGPU effects the market. AMD's compute solution business is down Y-Y with no sign of a turnaround.