JPR - AMD GPUs Up Double Digits, Intel Up, Nvidia Down (AMD Mobile Skyrocket 30%)

[artivix]

The quarter in general ---


AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs increased 16.7% from the previous quarter, and increased 10.3% in notebooks. AMD’s discrete desktop shipments decreased 10.7% and notebook discrete shipments increased 30.6%. The company’s overall PC graphics shipments increased 11%.


Intel’s desktop processor embedded graphics (EPGs) shipments increased from last quarter by 7.2%, and notebooks increased by 1.9%. The company’s overall PC graphics shipments increased 4.1%.


Nvidia’s desktop discrete shipments decreased 21% from last quarter; and the company’s notebook discrete shipments increased 6.9%. The company’s overall PC graphics shipments decreased 8.3%.

http://www.businesswire.com/news/ho...ports-AMD-Jumps-11-GPU-Shipments#.U_KwuzJdWPU

For AMD mobile to jump 30% one quarter is amazing!

 

[monstercameron]

so beema will be the second coming of bobcat?

 

[Enigmoid]

Its good but poor when you consider that AMD on mobile was recently at or nearly at their all time low.

Kaveri, Beema/mullins, R series mobile chips are making inroads. Good to see that.

 

[Fox5]

Discrete = add in GPU? I wonder if they're blowing out their gpus on price, right now Maxwell has a considerable advantage over AMD in mobile.

 

[raghu78]

Interesting news. looks like AMD gained share from Nvidia in desktop and notebook discrete graphics. But since AMD is at all time low market shares in both desktop and notebook its still not so impressive. Nvidia continues to dominate notebook market with > 2/3rd of overall notebook discrete graphics sales. Even desktop market share is very close to that.

 

[Silverforce11]

"The Gaming PC segment, where higher-end GPUs are used, was a bright spot in the market in Q1. Nvidia and AMD high-end GPUs sales were strong, lifting the ASPs for the discrete GPU market."

Did someone claim PC gaming is dying? Or that discrete GPUs are obsolete? hehe

 

[monstercameron]

Discrete = add in GPU? I wonder if they're blowing out their gpus on price, right now Maxwell has a considerable advantage over AMD in mobile.

what considerable advantage are you speaking of?

 

[Silverforce11]

what considerable advantage are you speaking of?

Marketing. AMD could not make a dent with Pitcairn on mobiles, even with its good perf/w compared to Kepler.

Now Maxwell has a huge perf/w advantage over current AMD stuff so moving forward, it will be very difficult for AMD to push their dGPU.

But their APUs are excellent for low-mid range notebooks.

 

[frozentundra123456]

so beema will be the second coming of bobcat?

The 30% increase was in mobile discrete shipments. I would like to see the final market share in absolute numbers. I believe AMD had a very small portion of the mobile discrete market, so a 30% increase could still mean they have a very small portion of the total mobile discrete market.

 

[Phynaz]

"The Gaming PC segment, where higher-end GPUs are used, was a bright spot in the market in Q1. Nvidia and AMD high-end GPUs sales were strong, lifting the ASPs for the discrete GPU market."

Did someone claim PC gaming is dying? Or that discrete GPUs are obsolete? hehe

"Desktop graphics add-in boards (AIBs) that use discrete GPUs declined 17.5%."

 

[Silverforce11]

"Desktop graphics add-in boards (AIBs) that use discrete GPUs declined 17.5%."

I don't care about low end crappy discrete. I am referring to GAMING and high-end, where they stated was strong.

 

[tviceman]

Wow surprised Nvidia dropped at all in the mobile side of things, given Maxwell's recent introduction and significantly superior perf/watt which is incredibly important in notebooks. Actually I'm surprised Nvidia had such a huge drop in desktop too, given they had a great quarter. That must mean they are moving the high end products (GTX 780 or better) at a higher than average rate for their revenues and profits to be as good as they are.

Overall good for AMD!

 

[3DVagabond]

Wow surprised Nvidia dropped at all in the mobile side of things, given Maxwell's recent introduction and significantly superior perf/watt which is incredibly important in notebooks. Actually I'm surprised Nvidia had such a huge drop in desktop too, given they had a great quarter. That must mean they are moving the high end products (GTX 780 or better) at a higher than average rate for their revenues and profits to be as good as they are.

Overall good for AMD!

Well, they are involved in more markets than dGPU and mobile. Plus "go premiums".

 

[DarkKnightDude]

Do the sales of AMD's consoles also count in these numbers?

 

[raghu78]

Do the sales of AMD's consoles also count in these numbers?

No they don't count consoles in these numbers.

 

[beginner99]

I don't care about low end crappy discrete. I am referring to GAMING and high-end, where they stated was strong.

Yeah it seems kind of obvious that low-end will shrink with better iGPUs.

 

[DownTheSky]

Low-end dGPUs are slowly disappearing, getting replaced by APUs. I think in not to distant future, everything except performance+ sectors (7850/X270 and up at the time of this post), will be APU territory.

 

[Silverforce11]

It will get to that point quite quick given that next-gen Intel and AMD APUs devote more than 50% of their die area to the GPU. Currently low end or mainstream discrete are ~100mm2 dies.

All it is, is a shift upwards. Soon, mainstream discrete will be ~200mm2.

 

[RussianSensation]

Wow surprised Nvidia dropped at all in the mobile side of things, given Maxwell's recent introduction and significantly superior perf/watt which is incredibly important in notebooks. Actually I'm surprised Nvidia had such a huge drop in desktop too, given they had a great quarter. That must mean they are moving the high end products (GTX 780 or better) at a higher than average rate for their revenues and profits to be as good as they are.

Overall good for AMD!

What's concerning, but explainable, is the overall decline in desktop dGPUs for both AMD (-10.7%) and NV (-21%). Of course NV has much larger market share which means their decline is overstated relative to AMD's. I suppose seasonality, lack of any killer PC games in a long time, and attractiveness of $400 PS4/XB1 consoles are too blame. Students and professionals will still purchase laptops even if they have a console but if someone is budget strapped, they might decide to get a PS4 instead of a new $250 videocard. Also, this generation of GPUs is long in the tooth with cards like 280/760/280X/770 just refreshes/mild replacements of 670/7950 V2/7970/680.

On your other point, I think you hit the nail on the head. NV reported record profit margins of 56% and if you look at ASP of 770/780/780Ti, these have held up since launch with little price drops considering the time frame since launch. 770 2/4GB is going for $300-370, 780 is still selling for $450-550 and 780Ti for $600-750. With such high ASPs, NV can still have very strong margins which would allow it to post strong earnings despite some decline in volumes.

I am actually surprised at how little the declines in the desktop dGPUs are. For starters, the value of used R9 290/290X cards that flooded the market is hard to beat. Second, there is a serious drought of killer next gen PC games (and no Watch Dogs was a hyped up failure in this regard). Hopefully, we can see a resurgence in GPU sales on the desktop with the launch of 800 series and games like Witcher 3, Far Cry 4, AC Unity, COD AW, etc. We need a healthy market for GPU sales or otherwise AMD and NV will continue to raise prices / keep prices high for even longer to offset declining volumes.

 

[sontin]

AMD said in their Q2 numbers that the GPU business was down from Q1. So i guess they are selling these mobile parts for nearly no profit and with a very low ASP.

 

[Gikaseixas]

Is this part of Rory's much promised turn around? Any positive change is good change I guess

 

[ocre]

Wow surprised Nvidia dropped at all in the mobile side of things, given Maxwell's recent introduction and significantly superior perf/watt which is incredibly important in notebooks. Actually I'm surprised Nvidia had such a huge drop in desktop too, given they had a great quarter. That must mean they are moving the high end products (GTX 780 or better) at a higher than average rate for their revenues and profits to be as good as they are.

Overall good for AMD!

HUH?

the company’s [nvidia] notebook discrete shipments increased 6.9%

I think for sure AMD gained some dGPU market in Q2. But we wont know that picture until the dGPU market share report comes out. See, if nvidia sells significantly more mobile GPUs than desktops, the 7% increase could actually be larger than the 21% decrease the desktop saw.

I do feel like AMD should have gained some market share, but not nearly as much as people might think. Nvidia prices have remained very steady and they didnt significantly miss their projections. They actually had a decent quarter 2 as far as their earnings report.

So i think in the end the dgpu market share will not be a drastic change.

AMD just had a really bad Q1 and are managing to lift out of it really well.

Hopefully nvidia knows that they need to give us something extraordinary with maxwell. I think if they dont, there just wont be a much of a reason for people to upgrade. The desktop discrete needs some excitement and maybe nvidia gets that.

 

[ShintaiDK]

So quickly translated:

IGPs keep marching on while eroding discrete volume.

 

[sontin]

No, iGPUs are not marching. nVidia's GPU business is bigger than AMD's CPU business - revenue and margins.

 

[Flapdrol1337]

I wish there were some actual numbers here instead of % increases in shipped units.