Jon Peddie Q2 '05 GPU report

[Pete]

Link.

JPR estimates that approximately 46.5 million desktop graphics devices shipped in Q2'05, 28 million or 60.3% of which were integrated parts. Overall, Intel claimed 40.6% of the desktop graphics market, ATI held 24.0%, and Nvidia trailed with 18.8% market share. While Intel was the largest supplier of desktop graphics during the period, ATI widened its lead over Nvidia in the desktop segment as compared to the prior quarter. In Q2'05, ATI?s desktop graphics shipments grew 6.2% sequentially while Nvidia?s desktop shipments fell 7.5%. ATI?s gains on the desktop side came entirely from its line of integrated graphics devices, shipments of which increased more than three-fold during the period. On the discrete side, ATI?s segment share remained essentially flat at 55.4% while Nvidia?s segment share fell from 46.8% to 46.1% during the period.

OK, ATI gained some ground on Intel with their IGPs--understandable, as nV doesn't yet offer a DX9 IGP to compete with Intel's GMA. But I'm baffled as to how nV lost ground in the discrete market, considering their top-to-bottom SM3 and (AFAIK) price-competitive lineup.

Weird.

I do know that ATI lost a small bit of money in Q2 whereas nV made some. Given the market share numbers, the suggestion that nV sold more high-margin high-end discrete cards than ATI makes sense. (I haven't listened to either's conference call or read their quarter statement, just read summaries by other forum-goers.)

 

[Paktu]

How did VIA gain so much share?

 

[Munky]

OK, ATI gained some ground on Intel with their IGPs--understandable, as nV doesn't yet offer a DX9 IGP to compete with Intel's GMA. But I'm baffled as to how nV lost ground in the discrete market, considering their top-to-bottom SM3 and (AFAIK) price-competitive lineup.

Maybe because most of the sales came from the $200 and less category, and in the $100 category, Nv is not competitive at all. SM3 doesnt mean squat in those cards, and why do I see over-hyped gf6200's selling for the same price as a 9800p, which would blow them out of the water? Plus, I would guess most people are still using agp, and maybe OEM's like Dell are using more Ati cards in their desktops, so that would make a difference.

 

[blckgrffn]

Well, a $100 ish 6600 can and will out perform a 9800 Pro in a number of scnearios, it is nice that ATI kept those bad boys around though, as they are quite solid. I would be great if we could pick up 5950U's or even 5900's for sub $100...

How many of those discrete graphics cards are x300se's in Dells? Profits are what matter here, profits, and they are greatest on the high end and mid range parts. Personally, I would just like to see extreme graphics go away, forever

Nat

 

[Genx87]

7800GTX wasnt in the channel long enough to make a difference.

What is important here for Nvidia is Discrete numbers. Integrated stuff they will lose everytime to Intel. Intel has been eating up marketshare like Riki Lake gobbles up desert.

Nvidia's profits are looking better however and should continue to increase in the 3rd qtr as their 7800s continue to flood the market.