Discrete GPU marketshare numbers from JPR

[RussianSensation]

I found it interesting that only 3,000,000 out of the 68,000,000 discrete cards sold were priced at $300 and above. I knew that bracket was the minority, but didn't know the arguably high end (I tend to think $450+ is a high end card) only accounts for about 4% of the market. That's a whole lot of GTX 550s/560s and 6850s/6870s and way down the line to HTPC cards.

It makes even more sense to me seeing $500 7970s now, considering the $300+ price point cards are only 4% of the market. Wish I knew what $500+ cards account for... 2% ? 1%?

Pricing such a small segment of the market lower isn't really smart, it looks like that is a segment of buyers that will buy $500 cards regardless - and paying less would just be a welcomed bonus, but not necessary to get them to open their wallets.

Ya, exactly. From their point of view if someone is an enthusiast and wants to game on a high-end PC and not a console, they'll probably pony up $500+ anyway. Almost 2 years ago NV presented their market share breakdown and based on sales trends at the time > $199 segment only comprised 14%. OTOH, some people with older $250-350 GPUs might have upgraded to an HD790 if it wasn't $550. AMD probably calculated that the profits would be higher if they sold X units @ $550 than X+Y units @ $400.

With popular sub-$300 cards such as GTX550Ti/GTX460/470/560/560Ti, HD5770/6770/5850/6850/6870/6950, it's somewhat understandable that high-end discrete GPU market is so small. Rory Read probably saw this and realized how much $ it takes to keep making the highest-end GPUs. Consequently he probably realized that people who want the best single-GPU at the time will pay $450-550 for it. Realized that launching first is a key competitive advantage to capture those enthusiasts and decided it's time to raise prices. It would be interesting to see how much profit that 14% >$199 market brings.

Lulz at the current console market: MS is still trying to shove a $350 6-year-old console on gamers. Unbelievable considering a $140 HD6870 provides a very good gaming experience.

 

[Olikan]

i really wanna see the q1 from this year.

you guys are forgetting the part that, amd have problems to supply bobcat, that affected caymans aswell... Llanos are eating the low end sales

sure, nvidia have a better product, gtx560 won the user choise from newegg, but IMO, amd have some ( again ) problems that themself created

comon, there was a tread some months ago..."where are the 6970s?" or something like that

 

[BallaTheFeared]

I paid under $200 for each of my cards, I simply couldn't justify paying more than that to play video games.

I would have went with a 460 because at the time the 470s were in the $250 range, but was lucky enough to wait for black friday sales.

Price is probably the biggest factor for most people, everything else follows suit with whats available in that price range.

 

[AtenRa]

I don't think they care, discrete GPUs is a dying market. Just look at the overall sales figures for the entire market, dell PC sales were down 40% this year in the EU and discrete sales sucked.

That is why both companies branched out, the writing is on the wall. Discrete sales will be irrelevant in a few years.

Read the article,

Well 16 million discrete graphics cards were sold in the fourth quarter of 2011, slightly less than in the third quarter of that year, when there were 17.2 million units well. On an annualized basis have been well sold 68 million units, of which only accounts for about 3 million copies on the enthusiast segment, are located in the graphics card beyond the 300-dollar mark. Only workstation graphics solutions are sold less, but there the average selling price is again significantly higher (more than U.S. $ 400 per card).

Discrete = (Desktop + Mobile) = Gaming + GPGPU
Discrete = 68 million units in 2011

Discrete graphics card market is not dying, AMD and NV are still care about it very much.

 

[tviceman]

I don't think they care, discrete GPUs is a dying market. Just look at the overall sales figures for the entire market, dell PC sales were down 40% this year in the EU and discrete sales sucked.

That is why both companies branched out, the writing is on the wall. Discrete sales will be irrelevant in a few years.

I don't think it will be irrelevant in a few years. 16 million discrete video cards were sold in the last 3 months of 2010. 16,000,000. In 3 months. If it wasn't for the hard drive shortage, it would have been higher. 68,000,000 in all of last year.

Without a doubt, low end discrete video cards are becoming a more difficult sell. But to think desktop cpu's will ever provide enough GPU power to run AAA games at high resolutions, maxed out in-game graphical features, and >= 4xAA is still a long, long ways off.

 

[Grooveriding]

Ya, exactly. From their point of view if someone is an enthusiast and wants to game on a high-end PC and not a console, they'll probably pony up $500+ anyway. Almost 2 years ago NV presented their market share breakdown and based on sales trends at the time > $199 segment only comprised 14%.

It's pretty sad that high-end discrete GPU market is so small. Rory Read probably saw this and realized how much $ it takes to make high-end GPUs. It's almost a miracle that AMD is still focusing on high-end GPU market. It would be better to see how much profit that 14% >$199 market brings.

MS is still trying to shove a $350 6-year-old console on gamers. Unbelievable when HD6870 easily provides a better gaming experience.

Yeah, but consoles are super convenient, have more titles available on them and a bigger user base. It's also cheaper when you account for that $150 6870 needing a case, mobo, cpu, memory, ps, monitor and peripherals to get up and running. :\

I don't know that PC gaming will really decline, it could just hold steady, but I don't see it growing in relation to consoles. Consoles are just too user friendly and affordable in comparison.

With the biggest and most profitable formerly PC exclusive dev house even moving onto console, there does seem to be a shift. There is more money for game devs on console than PC, and ultimately that is all the big publishers give a rats for.

 

[BallaTheFeared]

There is also the workstation side to consider, which is why AMD went to GCN in the first place.

They don't move as many units, but profit margins have to be insane...

Just check out the amazing reviews this $4000 6GB GTX 470 got..

 

[GaiaHunter]

I don't think it will be irrelevant in a few years. 16 million discrete video cards were sold in the last 3 months of 2010. 16,000,000. In 3 months. If it wasn't for the hard drive shortage, it would have been higher. 68,000,000 in all of last year.

Without a doubt, low end discrete video cards are becoming a more difficult sell. But to think desktop cpu's will ever provide enough GPU power to run AAA games at high resolutions, maxed out in-game graphical features, and >= 4xAA is still a long, long ways off.

Curiously the cards able to do so are only a small percentage of the total number of total discrete cards.

The large bulkof cards sold can't really take advantage of PhysX, 3D surround, SSAA support and Ambient occlusion that RS alluded as an explanation for these numbers.

No, these numbers are explained in large part for the migration of the low end AMD cards to their CPUs, which explains why AMD gained market share when IGPs were counted for, unless someone thinks AMD gained market share due to the of selling amazing CPUs that have an added GPU as a second thought.

 

[RussianSensation]

No, these numbers are explained in large part for the migration of the low end AMD cards to their CPUs, which explains why AMD gained market share when IGPs were counted for, unless someone thinks AMD gained market share due to the of selling amazing CPUs that have an added GPU as a second thought.

Ok but the loss of discrete market share has been happening for a while now. I am not saying that the loss in market share is only explained by NV's features. There are other factors too such as pricing across the world, contracts, etc. I am pretty sure at one point AMD had ~ 50% discrete GPU market share. Now it's only 36%. Do you think AMD lost 14% market share only because they no longer sell low-end GPUs <$50? AMD was selling HD6670/6750/6770 series last quarter too and before that HD5750 and HD5770 (as well as a bunch of other low end HD5670, etc.).

That seems like a huge loss of market share in a very short period of 2 years to point on only the loss of lower end discrete GPUs on AMD's part. And AMD was still heavily selling GPUs at $100+ for 2 years. Basically, if consumers cared so much for performanc/watt and small dies, then cards such as HD5750/5770/5850/5870/6750/6770/6850/6870/6950/6970 should have gained AMD market share in all segments from $100-$350. So either those cards haven't gained AMD much market share in any of those segments, or the 14% loss has to come not only from the lowest of the low end < $50 discrete GPUs replaced by APUs, but from $100-350 segments as well.

 

[GaiaHunter]

Ok but the loss of discrete market share has been happening for a while now. I am not saying that the loss in market share is only explained by NV's features. There are other factors too. I am pretty sure at one point AMD has ~ 50% discrete GPU market share. Now it's only 36%. Do you think AMD lost 14% market share because they no longer sell low-end GPUs? AMD was selling HD6670/6750/6770 series last quarter too and before that HD5750 and HD5770 (as well as a bunch of other low end HD5670, etc.)

Are these numbers desktop only?

Cause if you recall AMD had something like between 40-50% desktop ad 50-60% mobile vs NVIDIA 50%-60% desktop and 40-50% mobile.

Most mobiles are now APUs.

Not only that but AMD Bobcats use the same waffer allocation as others 40 nm products.

 

[Olikan]

Ok but the loss of discrete market share has been happening for a while now. I am not saying that the loss in market share is only explained by NV's features. There are other factors too such as pricing across the world, contracts, etc. I am pretty sure at one point AMD had ~ 50% discrete GPU market share. Now it's only 36%. Do you think AMD lost 14% market share only because they no longer sell low-end GPUs <$50? AMD was selling HD6670/6750/6770 series last quarter too and before that HD5750 and HD5770 (as well as a bunch of other low end HD5670, etc.).

IMO, the problem is called bobcat...
http://forums.anandtech.com/showthread.php?t=2182220&highlight=6970+where

 

[blackened23]

Ok but the loss of discrete market share has been happening for a while now. I am not saying that the loss in market share is only explained by NV's features. There are other factors too such as pricing across the world, contracts, etc. I am pretty sure at one point AMD had ~ 50% discrete GPU market share. Now it's only 36%. Do you think AMD lost 14% market share only because they no longer sell low-end GPUs <$50? AMD was selling HD6670/6750/6770 series last quarter too and before that HD5750 and HD5770 (as well as a bunch of other low end HD5670, etc.).

That seems like a huge loss of market share in a very short period of 2 years to point on only the loss of lower end discrete GPUs on AMD's part. And AMD was still heavily selling GPUs at $100+ for 2 years. Basically, if consumers cared so much for performanc/watt and small dies, then cards such as HD5750/5770/5850/5870/6750/6770/6850/6870/6950/6970 should have gained AMD market share in all segments from $100-$350. So either those cards haven't gained AMD much market share in any of those segments, or the 14% loss has to come not only from the lowest of the low end < $50 discrete GPUs replaced by APUs, but from $100-350 segments as well.

It has already been said. Enthusiasts don't care about efficiency, PC makers do. The exception to this is when a product is so ridiculously inefficient that even desktop users take notice, ala GTX 480. If I recall correctly it had a terrible reception and was panned in reviews for being a power hungry piece of junk. I'm not sure how the market shares are calculated, does it only count new GPU sales or does it include sales of new PCs that have discrete cards? Because AMD definitely had more contracts from OEMs and PC builders - perhaps if new PC sales (with discrete cards included) aren't included in the figure, maybe that explains part of the discrepancy.

 

[SirPauly]

Are these numbers desktop only?

Cause if you recall AMD had something like between 40-50% desktop ad 50-60% mobile vs NVIDIA 50%-60% desktop and 40-50% mobile.

Most mobiles are now APUs.

Not only that but AMD Bobcats use the same waffer allocation as others 40 nm products.

Yes. In the second quarter of 2011, nVidia actually did retake mobile discrete away from AMD, surprisingly, but in the third quarter of 2011, AMD did regain the discrete mobile advantage and the fourth quarter of 2011, nVidia gained a bit by garnering a tenth of a percent share more.

 

[GaiaHunter]

Yes. In the second quarter of 2011, nVidia actually did retake mobile discrete away from AMD, surprisingly, but in the third quarter of 2011, AMD did regain the discrete mobile advantage and the fourth quarter of 2011, nVidia gained a bit by garnering a tenth of a percent share more.

Why surprisingly?

AMD strides in mobile are mostly APU related. If they have advantage even without APUs...

Sure, the numbers are harder to compare since both companies have slightly different arenas now.

We need per price bracket sales for a more accurate picture and to prove or disprove the impact of AMD APUs on the discrete market share, because if we see AMD competing well in the mid range and high.end but being obliterated in the low-end we will have the answer.

 

[SirPauly]

Why surprisingly?

AMD strides in mobile are mostly APU related. If they have advantage even without APUs...

Sure, the numbers are harder to compare since both companies have slightly different arenas now.

We need per price bracket sales for a more accurate picture and to prove or disprove the impact of AMD APUs on the discrete market share, because if we see AMD competing well in the mid range and high.end but being obliterated in the low-end we will have the answer.

8-9 percent swings in a single quarter are rare, and why I said surprisingly. Amd strides in mobile are more than just APU related and has been their dominance over-all.

 

[sojuhasu]

The original article comes from a German site
http://www.computerbase.de/news/201...g-im-markt-fuer-diskrete-grafikloesungen-aus/

There is another article from the same site which talks about integrated GPU :
http://www.computerbase.de/news/2012-02/amd-gewinnt-weiter-marktanteile-im-gpu-segment/

Its in German and what it basically says is :

In integrated GPU :
- AMD increased its market share slightly from 24.2% to 24.8% (Q4 10 to Q4 11).
- NVIDIA lost a lot of market share in the same time frame. ( 22.5% to 15.7%)
- Intel gained about 6% (52.5% to 59.1%) which is attributed to Sandy Bridge

The analyst at JPR predicts that AMD will further increase its market share in integrated GPU due to strong Llano sales.

 

[Nintendesert]

How does Intel report on their marketshare with their IGP crap on Sandy Bridge? Do they count all sales of Sandy or only Laptops without an added AMD/Nvidia GPU?

 

[BallaTheFeared]

Probably with and without.

My i5-2500k counted towards it, even though I bought a p67 board.

 

[Lonbjerg]

It matters to SMART consumers, which are less than 10% of the population.

So yes, to people that are intelligent, it matters. Simply because something is more popular doesn't make it better.

Ah..the "no true scotchman" fallacy.
Boring.

But to play the devils advocate and for shit&giggles...are you saying AMD has choosen to focus on 10% of the market and let NVIDIA cater to the other 90%?

Money has no I.Q.

Hillarious

 

[ShadowOfMyself]

Hurray, the power of brands...

Forum, meet the Pentium 4

 

[badb0y]

Is this real tea? AMD announced they were releasing new cards by December so people probably held on to their cards in anticipation. Next quarter when AMD gains market share what will that be attributed to? PhysX? 3D? Lulz

 

[OCGuy]

Is this real tea? AMD announced they were releasing new cards by December so people probably held on to their cards in anticipation. Next quarter when AMD gains market share what will that be attributed to? PhysX? 3D? Lulz

No.

 

[badb0y]

No.

Your sig seems to disagree with you.

Also AMD will gain market share in Q1 12 book it.

You can blame it on nVidia being a no show(atleast for now) or AMD executing better.

 

[BallaTheFeared]

Like how AMD gained when 5xxx came out before the awful 4xx series from Nvidia yet still lost considerable ground it had just gained to it?

Seems to me depending on whose pom pom's you're holding the start or end is the best place to focus your tunnel vision.

 

[OCGuy]

Your sig seems to disagree with you.

Also AMD will gain market share in Q1 12 book it.

You can blame it on nVidia being a no show(atleast for now) or AMD executing better.

You need to re-read the numbers. The 7xxx series cards that are out are such a small part of the market, it really doesnt matter.