Nvidia takes back almost 9% market share in Q2 from AMD in notebook discrete GPUs

[SirPauly]

So is AMDs focus on Fusion driving these numbers from Nvidia?

Not really, because AMD offers discrete mobile products still. Think it is more in-line with having a more complete line of DirectX 11 sku's with Optimus technologies.

 

[SlowSpyder]

I wonder what percentage of laptops use a discrete GPU? I can't imagine it is a lot, but obviously it's a high margin area. I don't think it's all that surprising that discrete GPU's are pretty even in the mobile space, I'm sort of surprised that AMD was as far ahead as they were.

 

[SirPauly]

When I listened to the call yesterday, was curious if someone would ask about 28nm:

Hans Mosesmann - Raymond James & Associates, Inc.

And if I can, just a quick follow-up. 28 nanometer, how does that look relative to 40-nanometer? That was a tough industry transition. Can you give comment there?

Jen-Hsun Huang

28, we are far, far better prepared for 28 than we were for 40. Because we took it so much more seriously. We were successful on so many different nodes for so long that we all collectively, as an industry, forgot how hard it is. And so one of the things that we did this time around was to set up an entire organization that is dedicated to advanced nodes. And we've had many, many tests chips run on 28-nanometer. We have working silicon and, momentarily, about to go to production with 28-nanometer. And it's looking really good, it's looking much, much better than our experience with 40-nanometer. It's just a comprehensive, across-the-board engagement between TSMC and ourselves, and making sure that we're ready for production ramp when the time comes. So I feel really good about 28.

http://seekingalpha.com/article/286...2-results-earnings-call-transcript?part=qanda

 

[SirPauly]

I wonder what percentage of laptops use a discrete GPU? I can't imagine it is a lot, but obviously it's a high margin area. I don't think it's all that surprising that discrete GPU's are pretty even in the mobile space, I'm sort of surprised that AMD was as far ahead as they were.

I am! To garner a 9 percent gain in a quarter is rare. Just a short time ago, AMD was touting their mobile discrete leadership.

 

[ieatdonuts]

I'm thinking in the future we will have a Haswell or Fusion processor for a notebook. People with additional graphics needs will either outsource it to the cloud or we will have external GPU interfaces (thunderbolt and PCI Express external).

For now however - Nvidia mobile GPUs suck. I'm not a fanboy. I love Nvidia on the desktop.

But Nvidia mobile GPUS main problem is that they are too big and hot and they require a laptop that's two inches thick. Case in point:

Dell XPS 15/17
ASUS G53
Lenovo Ideapad
Sony Vaio F

While AMD has plenty of thin and light laptops:

HP Envy 14/17
HP dv6t
Macbook Pro
Acer Aspire

 

[Red Storm]

As AMD continues to push fusion/integrated graphics in notebooks, their focus on mobile discrete will obviously lessen. Combine that with the usual back and forth gains by Nvidia and AMD, and it makes sense to me. I would love to know the market shares for all mobile graphics (I imagine Intel would probably lead).

 

[ieatdonuts]

Intel probably has a super majority on all graphics.

Of all things in a notebook, I would say the graphics card is the single most power-sucking space-taking, heat-generating component. Its just not good at all for a mobile form factor.

There's rumours going around about the Macbook Pro refresh next year going with no discrete GPU and even maybe no optical drive and a Macbook Pro will look like a Macbook Air.

 

[MentalIlness]

http://www.fudzilla.com/graphics/item/23689-nvidia-and-amd-lose-gpu-market-share

Intel extends lead

Graphics giants Nvidia and AMD have lost ground to Intel last quarter, mainly thanks to strong sales of Intel CPU with integrated graphics.

According to Jon Peddie Research Intel controlled more than 60 percent of the graphics market in Q2 and both AMD and Nvidia failed to capitalize on surprisingly healthy market. Despite the fact that demand continue to grow in Q2, contrary to seasonal trends, neither AMD nor Nvidia capitalized on the surge.

The figures paint a rather bleak picture for graphics companies. AMD ended the quarter with a 21.2 percent share, down from 24.7 percent in Q1 and 24.7 percent in Q2 2010. Nvidia did even worse, with a 17.5 percent share compared to 19.9 percent in Q1 and that 21.4 percent last year.

However, Intel’s share grew to 60.7 percent, up from 54.7 percent in Q1 and 52.9 percent in the second quarter of 2010. Year on year, Intel’s share grew by 14.7 percent, while AMD and Nvidia shed 14.2 percent and 18.4 percent respectively.

 

[SirPauly]

Let's see what AMD offered Q1:

In Graphics, we continued to advance our leadership in a number of important ways. First, we launched the HD 6990, truly the world's fastest graphic card. Second, we set an all-time record for mobile discrete revenue.

My point is discrete leadership is still very important to AMD.

Our continued leadership in discrete graphics and our exciting new Fusion APUs prove the world's best PCs have AMD Radeon graphics on board.

As mentioned in the last call, our priorities remain clear. I said, we would stay the course of execution and we continue to do so, bolstering our discrete graphic leadership,

 

[RussianSensation]

I wonder what percentage of laptops use a discrete GPU? I can't imagine it is a lot, but obviously it's a high margin area. I don't think it's all that surprising that discrete GPU's are pretty even in the mobile space, I'm sort of surprised that AMD was as far ahead as they were.

Well, if you read this discrete GPU mobile section, NV doesn't really have superior mobile offerings (in performance). Their highest end cards are barely faster than AMD's 6990 but they cost way more. So it's likely that Optimus is far superior to AMD's power switching technology and/or NV's sales team is just better and/or average joes still believe NV brand > AMD?

http://www.fudzilla.com/graphics/item/23689-nvidia-and-amd-lose-gpu-market-share

Intel extends lead

Graphics giants Nvidia and AMD have lost ground to Intel last quarter, mainly thanks to strong sales of Intel CPU with integrated graphics.

I am just not sure how relevant the Overall Graphics market share numbers are for 2 reasons:

1) On our forum we buy discrete GPUs to play games. Therefore, outside of CEOs and shareholder meetings, we only care about discrete desktop and discrete mobile GPU market share. Even if 6 billion people were satisfied with HD3000 series, and AMD and NV only had 1% market share left, as long as they are still great PC games and great discrete GPUs, then it doesn't matter at all what the "overall" market share numbers are.

2) Right now Sandy Bridge is superior to AMD's CPU offerings. So there goes Joe and buys a spanking new SB processor/system and pairs it with a GTX580/HD6970. But it looks like Intel just gained 1 unit in GPU share and discrete GPU gained 1 unit in GPU share -- i.e., looks like discrete GPUs didn't gain anything in the grand scheme. But Joe isn't gaming on the HD3000 series........yet it still counted???!!! Under such a scenario, Intel will only continue to gain market share at an accelerating pace since not everyone will buy a discrete GPU but everyone will buy a GPU as soon as they purchase an Intel CPU.......It is no wonder the average PC now has 1.6 GPUs in it.

In other words, from now on buyers would need to buy at least 2 discrete GPUs for a desktop to offset Intel's gains!! How realistic is that?

 

[SirPauly]

I wonder what percentage of laptops use a discrete GPU?.

This is from nVidia's conference call:

The Sandy Bridge transition continues to drive growth for our discrete GPU business. According to Mercury Research, integrated CPU eroded integrated graphics chipset market share, while discrete GPU attach rates remained constant overall. GPU attach rates actually increased in notebook, from 33% to 36%. Notebook discrete GPU shipments were up 6.7%

http://seekingalpha.com/article/286...sses-q2-2012-results-earnings-call-transcript

 

[Genx87]

Nvidia competes with AMD in the discrete graphics market. AMD competes with Intel in the IGP market with fusion. IGP has been fine for many years as evidenced by Intel holding a 60% graphics marketshare.

 

[tviceman]

Surely NV jest when they expect 3rd qt revenue to increase even further , With AMD fusion taking over the notebook market.

Haters gonna hate!

 

[Red Storm]

Nvidia competes with AMD in the discrete graphics market. AMD competes with Intel in the IGP market with fusion. IGP has been fine for many years as evidenced by Intel holding a 60% graphics marketshare.

Fine as in... what? Certainly not performance. I for one welcome any advancements that help improve IGP. Boosting entry level performance is a great way to expand the PC gaming user base, which makes devs more willing to not only make PC games, but push further with graphics since more people will be able to utilize them.

 

[Genx87]

Fine as in... what? Certainly not performance. I for one welcome any advancements that help improve IGP. Boosting entry level performance is a great way to expand the PC gaming user base, which makes devs more willing to not only make PC games, but push further with graphics since more people will be able to utilize them.

Fine as in, good enough for people's needs.

 

[OILFIELDTRASH]

Long live the king.

 

[RussianSensation]

They do have their version of the APU, which are tegra based solutions with Denver moving forward.

Tegra targets smartphones and tablets though. NV has no direct competitor to the APU in the Llano / SB desktop or laptop space (naturally since they are out of the chipset business and they don't make CPUs).

 

[tviceman]

Tegra targets smartphones and tablets though. NV has no direct competitor to the APU in the Llano / SB desktop or laptop space (naturally since they are out of the chipset business and they don't make CPUs).

Well hopefully (for Nvidia) Tegra 4 and 5 will provide that "direct" competition.

 

[s44]

Tegra targets smartphones and tablets though. NV has no direct competitor to the APU in the Llano / SB desktop or laptop space (naturally since they are out of the chipset business and they don't make CPUs).

Ah, did you miss the "Project Denver" stuff?

 

[SirPauly]

Tegra targets smartphones and tablets though. NV has no direct competitor to the APU in the Llano / SB desktop or laptop space (naturally since they are out of the chipset business and they don't make CPUs).

Arm is considered a CPU and nVidia does license them. Tegra is a CPU/GPU chip.

 

[notty22]

This caught my eye linked from google finance/related to Nvidia.

Nvidia's Kal-El to kill off PS4, Xbox 720 and Wii U hopes
That article links to this one. game developer rants to back our claim.
Xbox 720 and PS4 are worthless – Epic Games President

 

[ieatdonuts]

That sounds like a bunch of hype. Kal-El and tablets are not powerful enough just yet to replace consoles. It'll be a step backwards.

But given release dates for the next gen consoles are in the range of 2014-2015, and given that Nvidia can meet its roadmap goals, then maybe by then Wayne or Logan will pack enough graphics power to replace consoles.

Project Denver is at least a year away. That's plenty of time for AMD to solidify their position.

 

[SHAQ]

Mobile gaming. What an oxymoron. There are enough accidents caused by cell phones. That's all we need are some mobile WOW addicts that can't watch the road.

 

[SirPauly]

That sounds like a bunch of hype. Kal-El and tablets are not powerful enough just yet to replace consoles. It'll be a step backwards.

But given release dates for the next gen consoles are in the range of 2014-2015, and given that Nvidia can meet its roadmap goals, then maybe by then Wayne or Logan will pack enough graphics power to replace consoles.

Project Denver is at least a year away. That's plenty of time for AMD to solidify their position.

Not enough to replace them but would venture take away revenues from consoles and their gaming titles. The growth potential of mobile gaming is there.

 

[Lonyo]

Doesn't matter what the hardware is like if the software isn't there.