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

[AtenRa]

AMD's compute solution business is down Y-Y with no sign of a turnaround.

Market share is down, that means they shipped less volume in lower end dGPUs.

But GPU revenue and ASP increased in Q1 2014, that means AMD shipped more High-End higher ASP dGPUs than before.

From AMDs Q1 2014

GVS segment revenue was $734 million, down 15% compared to the prior quarter, driven primarily by a decrease in sales of our semi-custom SoCs.
• GPU revenue increased sequentially due to strength in our leadership RadeonTM R7 and R9 family of products.
• GPU ASP increased sequentially.

So, basically they loose Low-End dGPU but they sell more Higher-End dGPUs. Market share lost at lower-End dGPUs are equalized from higher volume shipments of High-End dGPUs.

 

[5150Joker]

Market share is down, that means they shipped less volume in lower end dGPUs.

But GPU revenue and ASP increased in Q1 2014, that means AMD shipped more High-End higher ASP dGPUs than before.

From AMDs Q1 2014

So, basically they loose Low-End dGPU but they sell more Higher-End dGPUs. Market share lost at lower-End dGPUs are equalized from higher volume shipments of High-End dGPUs.

Don't forget to add that AMD continues to be in the red almost every quarter. Only a matter of time before they either fold or are bought out.

 

[ShintaiDK]

Did GPU revenue and ASP increase in Q1? Where is that listed?

 

[AtenRa]

Did GPU revenue and ASP increase in Q1? Where is that listed?

AMD Q1 2014 CFO PDF, Page 3

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MjI5NzY3fENoaWxkSUQ9LTF8VHlwZT0z&t=1

GVS segment revenue was $734 million, down 15% compared to the prior quarter, driven primarily by a decrease in sales of our semi-custom SoCs.
• GPU revenue increased sequentially due to strength in our leadership RadeonTM R7 and R9 family of products.
• GPU ASP increased sequentially.

 

[ShintaiDK]

AMD Q1 2014 CFO PDF, Page 3

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MjI5NzY3fENoaWxkSUQ9LTF8VHlwZT0z&t=1

So they clone nVidia. Rebrands at a higher cost really works.

However they are unable to recover the lost lowend with APUs. Since APUs felt flat on their nose. And IGP/APU is the primary future as the numbers show. If the trend continues, then there isnt many years left in dGPUs.

 

[OCGuy]

However they are unable to recover the lost lowend with APUs. Since APUs felt flat on their nose. And IGP/APU is the primary future as the numbers show. If the trend continues, then there isnt many years left in dGPUs.

The impending death of the dGPU has been predicted repeatedly, but I just don't see it yet.

NV keeps beating estimates and moving expensive GTX cards. And Intel gains GPU "marketshare" every time somebody swaps their aging Wolfdale or Phenom for a modern processor.

 

[Leadbox]

The impending death of the dGPU has been predicted repeatedly, but I just don't see it yet.

NV keeps beating estimates and moving expensive GTX cards. And Intel gains GPU "marketshare" every time somebody swaps their aging Wolfdale or Phenom for a modern processor.

Whose estimates are they beating? If it's their own estimates, that doesn't tell us anything. They could just be understating their estimate so they came come out and state how they beat it - a positive spin on a negative and generally downward trend

 

[AtenRa]

I really dont understand how anyone can come to the conclusion that dGPU days are numbered from the market share tables posted.

 

[Cloudfire777]

Discrete market share numbers are in:

Well Nvidia is probably very happy they keep chugging in on the discrete GPU market share from AMD because they only rely on dGPUs. AMD on the other hand have both APUs and dGPUs.
Now if only AMD could make the APU business profitable they would be in a so much better situation.

I really dont understand how anyone can come to the conclusion that dGPU days are numbered from the market share tables posted.

In the mobile department the notebooks without dGPU are growing in numbers each year, but luckily Intel have a price model which is just insane for the GT3e chips. You can get a notebook with a much better dGPU for the same price as the notebooks with GT3e.
All in all, as long as Intel and AMD keep investing in the GPU part of the CPUs while neglecting the CPU part, they will eat more and more in to the low and midrange notebooks I think. High end notebooks as well as desktops however, thats a different story. Too many system builders that laughs at the idea of building a desktop without a discrete graphic card, and cheap GPUs from AMD/Nvidia that will keep Intel at bay.

 

[exar333]

dGPUs will never go away. Good luck cramming a 290 or 780-class GPU onto a CPU package. It may become more niche, as iGPUs are getting pretty close to being 'good enough' for even solid 1080p gaming. Once iGPUs can play a majority of console ports, that will really open up PC gaming to the masses.

 

[wand3r3r]

Discrete market share numbers are in:

I guess AMD stopped bleeding market share, I believe a couple quarters ago they bled some more. I think 40% turned out to be a little optimistic. One the one hand they went from bleeding market share to maintaining the same amount, so mining may have prevented market share loss. It does appear that supply was simply underestimated and the mining craze simply bought all the normal stock that was coming regardless.

It looks pretty flat for Q1. The armchair analyst twist attempts merely show strong bias.

dGPUs will never go away. Good luck cramming a 290 or 780-class GPU onto a CPU package. It may become more niche, as iGPUs are getting pretty close to being 'good enough' for even solid 1080p gaming. Once iGPUs can play a majority of console ports, that will really open up PC gaming to the masses.

Once iGPU is enough for 1080p the market will be starting to take up 4k. iGPU will have it's place in notebooks and extreme budget rigs but it will be a while before they replace discrete.

 

[BrightCandle]

Wasn't AMD predicting a big increase in market share at the beginning of the year for the end of the quarter? IIRC they were saying they would hit 38% in dGPU? I might be remembering this wrong but looks pretty flat to me.

I am beginning to wonder how much this is impacted by supply issues. AMD did seem to have the better GPU for the price without a doubt but at the same time a lot of OEMs were complaining about availability and the price issues and such. I wonder if that hampered their ability to gain market share.

 

[blackened23]

I don't think anyone stated that desktop discrete is dying. Did anyone say that? Mobile discrete also isn't dying.

Essentially, the killer app for iGPU is mobile ultrabooks and mobile macbooks. There's also Brix type devices, All in Ones, and stuff like that for which strong iGPUs (such as Iris Pro) are a great fit. Intel has made some amazing strides with Iris Pro in graphics and it's only going to get better from there with Broadwell and Skylake. At some point, low end mobile dGPU and mobile iGPU will converge, but i'm not sure when. But if you want more mobile graphics performance, mobile dGPU will exist. Obviously NV's mobile dGPUs still perform significantly better than iGPU (even the Iris Pro) while retaining efficiency and having optimus (which works very well). So being that there is still a market for high performance graphics, mobile dGPUs will remain a good seller. And NV is doing very well in the mobile dGPU market - they have over 80% market share for mobile dGPU last I heard ever since Kepler.M was released.

I have not seen any comments in this thread about dGPU dying. However, iGPU is definitely going to eat into SOME mobile ultrabook sales. But that doesn't mean mobile dGPU is going to die either. Fact of the matter is, mobile dGPUs still sell in significant quantities despite intel's advancements with iGPU. And for desktop, well, iGPU isn't even significant really. Desktop GPUs will remain for some time. Perhaps in the FAR FAR future (4-5 years) iGPU will eat into discrete desktop sales, but I don't see it happening in the short term.

 

[NewYorksFinest]

I have a feeling AMD will revive again. I am making an assumption that Radeon GPUs will keep AMD alive. They are way cheaper than NVIDIA. NVIDIA flatlined because the Radeon deals. Intel will continue to grow. It's the same [thing] over and over again.

Profanity isn't allowed in the technical forums.
-- stahlhart