[TPU]Big Swing in Market Share From AMD to NVIDIA: JPR

[Jaydip]

http://www.techpowerup.com/207180/big-swing-in-market-share-from-amd-to-nvidia-jpr.html

"The quarter in general
AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs increased 10.5% from the previous quarter, and decreased 16% in notebooks. AMD's discrete desktop shipments decreased 19% and notebook discrete shipments increased 10%. The company's overall PC graphics shipments decreased 7%.
Intel's desktop processor embedded graphics (EPGs) shipments decreased from last quarter by 0.3%, and notebooks increased by 18.6%. The company's overall PC graphics shipments increased 11.6%.
Nvidia's desktop discrete shipments increased 24.3% from last quarter; and the company's notebook discrete shipments increased 3.5%. The company's overall PC graphics shipments increased 12.9%.
Year-to-year this quarter AMD's overall PC shipments decreased 24%, Intel increased 19%, Nvidia decreased 4%, and the others essentially are too small to measure.
Total discrete GPU (desktop and notebook) shipments from the last quarter increased 6.6%, and decreased 7.7% from last year. Sales of discrete GPUs fluctuate due to a variety of factors (timing, memory pricing, etc.), new product introductions, and the influence of integrated graphics. Overall, the trend for discrete GPUs has increased with a CAGR from 2014 to 2017 now of 3%.
Ninety nine percent of Intel's non-server processors have graphics, and over 66% of AMD's non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs)"

It is good to see that high end gpus are selling like hotcakes :biggrin:

 

[desprado]

The quarter in general

• AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs increased 10.5% from the previous quarter, and decreased 16% in notebooks. AMD's discrete desktop shipments decreased 19% and notebook discrete shipments increased 10%. The company's overall PC graphics shipments decreased 7%.
• Nvidia's desktop discrete shipments increased 24.3% from last quarter; and the company's notebook discrete shipments increased 3.5%. The company's overall PC graphics shipments increased 12.9%.
• Year-to-year this quarter AMD's overall PC shipments decreased 24%, Intel increased 19%, Nvidia decreased 4%, and the others essentially are too small to measure.

 

[raghu78]

AMD got hammered in desktop GPU sales. Its surprising that AMD did not officially announce R9 290 / R9 290X price cuts instead calling it partner promotions. I call that a bluff. AMD is price protecting their partners and surely selling their GPUs at a price which allows partners to make some profit even though it would be small. AMD should have been more aggressive and proactive about the price cuts. The pricing which can help AMD maintain and maybe even reverse the market share losses is.

R9 290X - 329
R9 290 - 279
R9 280X - 229
R9 285 / R9 280 - 179
R9 270X - 149
R9 270 - 139
R7 265 - 119
R7 260X - 99

But the GTX 960 looms in the horizon and should cause even more hurt to AMD. AMD needs to get substantially better performing and more power efficient GCN 2.0 based R9 3xx products ready by Q1 2015. Otherwise this pain is going to get worse.

 

[Jaydip]

I would love to see AMD focusing on their reference coolers this time around and they should keep focusing on taking the no 1 spot which would only make the prices sane for us.

 

[Silverforce11]

NV really went for the jugular with the aggressive 970 pricing on launch. It worked.

 

[desprado]

NV really went for the jugular with the aggressive 970 pricing on launch. It worked.

I hope do it with Titan II as well.

 

[DarkKnightDude]

I hope do it with Titan II as well.

I doubt the Titan II will sell as much as the 970s.

 

[Flapdrol1337]

Amd has a tough time competing agianst the 970 and itself (with secondhand ex mining 290's being dumped for very low prices).

 

[AtenRa]

That is the biggest problem for AMD, they cannot sell APUs that are perfect for Laptops. They continuously increase Desktop APU market share and they decrease in Mobile(Laptops), where APUs are better suited.
I really dont understand why this is happening.

http://jonpeddie.com/publications/market_watch/

AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs increased 10.5% from the previous quarter, and decreased 16% in notebooks.

 

[Flapdrol1337]

Laptops are more expensive than desktops, so a bit of price premium for a more expensive but power efficient intel apu will not hurt as much.

For budget desktops power consumption is not really an issue, and price is. under a certain pricepoint it makes sense to get an amd chip.

 

[exar333]

That is the biggest problem for AMD, they cannot sell APUs that are perfect for Laptops. They continuously increase Desktop APU market share and they decrease in Mobile(Laptops), where APUs are better suited.
I really dont understand why this is happening.

http://jonpeddie.com/publications/market_watch/

Very true. APUs should be perfect fits for sub-$500 laptops. NV will continue to dominate on the high-end for laptops with the 970M and 980M, but APUs should be great options for 'mainstream' laptops vs. Intel w/ integrated GPU on-die.

Honestly, you just don't see many APU laptop SKUs to choose from. At least I certainly don't see many featured or marketed.

 

[geoxile]

That is the biggest problem for AMD, they cannot sell APUs that are perfect for Laptops. They continuously increase Desktop APU market share and they decrease in Mobile(Laptops), where APUs are better suited.
I really dont understand why this is happening.

http://jonpeddie.com/publications/market_watch/

I don't think that's necessarily true. IIRC AMD's bolton FCH for Kaveri uses nearly 8W of power(?) I imagine even for whatever mobile variation they may have, it may still consume a lot of power. That's not suitable for laptop and it seems like most of the few Kaveri laptops that launched are on the power hungry side. There's also the matter of their mobile Kaveri parts being ~240mm. I hope Carrizo-L will change that.

Not to mention AMD does not have the kind of money to offer massive rebates like Intel can.

 

[sm625]

It is good to see that high end gpus are selling like hotcakes :biggrin:

This could be more a function of the business cycle than anything else. Like in 2000 and 2007 (which btw was a very good year for nVidia), bubble mentality has begun to infect the broader economy. People who should be focusing on value tend to shift focus onto more premium products. It affects all sectors of the economy. You can clearly see it in all the 10 year non-budget car loans. Who in their right mind takes out a ten year loan to buy $10K more car than they can afford? That sort of activity carries severe economic consequences, but not today! lol. For right now, enjoy the rampant stupidity.

 

[fleshconsumed]

Sad news IMO. I truly wish AMD was doing better. nVidia monopoly just wouldn't be pleasant to anyone. I'm just glad I don't game that much anymore, I'd hate to fork out 780ti launch price for a videocard.

 

[RussianSensation]

The gains for NV are honestly shocking. AMD has a better gaming card at every price level below $330.

http://www.techspot.com/guides/912-best-graphics-cards-2014/

This can only be explained by negative perception of AMD and its products, or that worldwide prices for AMD and NV are similar in which case NV wins by default, or if there is a crazy high 3-5 year pent up demand of people who now decided to do a big $350-550 970/980 upgrade. Ironically, 2014 is one of the weakest years in PC gaming that I can remember. I would have never picked 2014 as some peak year for GPU upgrades as it lacks next gen PC games and amazing PC exclusives. There have only been a handful of awesome games. I guess I can see a lot of HD5850/5870/6950/6970/470/480/570/580 users finally retiring their 4-5 year old GPUs.

It's honesty surprising that NV gained so much on the desktop but so little in mobile:

1) 970M/980M are FAR more impressive over 870/880M and more importantly 8970M/290M than 970/980 are vs. 780/780Ti/290/290X.

2) The growth in high end mobile laptop gaming is greater than on the desktop.

I think this is one of those cases where NV caught a wave of a lot gamers with 3-5 year old GPUs willing to buy the more efficient and newer 970/980 to keep for another 3-5 years. While these cards are good, I would personally never buy any NV or AMD GPU until both release next gen products as historically that's when you get the most competition and game bundle/price wars. I mean it's not hard to see how without any competiton NV can milk 980, really a $429-449 product, and sell it for $550-600.

I'll keep a mental note how fast GPUs get at $550 in 3 years. It would be interesting to see the breakdown of 970M vs. 980M and 970 vs. 980.

 

[boxleitnerb]

Do you guys really think Maxwell already had such an impact in this study? It was released at the end of September, now we have less than a quarter later...

 

[Dribble]

That is the biggest problem for AMD, they cannot sell APUs that are perfect for Laptops. They continuously increase Desktop APU market share and they decrease in Mobile(Laptops), where APUs are better suited.
I really dont understand why this is happening.

http://jonpeddie.com/publications/market_watch/

The reality is at the prices AMD laptops sell for there is normally a better Intel one for the same price. As to why - their cpu's aren't as efficient as Intels and in laptops that matters a lot. Even if AMD take a much smaller cut compared to Intel the laptop maker can fit a smaller battery, smaller psu block, and simpler cooling in the Intel one which more then counters the cpu saving. I wouldn't be surprised if things secondary things like motherboards are also better on Intel (better drivers, more reliable, more up-to-date).

In desktops there aren't the same restrictions so AMD has more chance of competing.

 

[wand3r3r]

I'm not extremely surprised, it seems like there are a lot of buyers that simply buy on brand name and not on value (FPS/$ etc.).

 

[Qwertilot]

Actually a fairly tremendous year for RPG's/ Strategy games etc They're arguably the last real PC exclusives left. Won't be driving graphic card upgrades though!

I think they'll struggle to not show good progress in three years time? Almost bound to have that stacked memory stuff widespread by then, and I guess be down onto 16nm or so too.

Stacked memory surely has to represent a very big chance for AMD to get a lot of low/mid range graphics card market share back? If CPUs/iGPUs start eating that chunk of the market it'll just be them and Intel playing.

 

[lavaheadache]

It's all about marketing. Nvidia's products are marketed as sleek and svelt. AMD does a terribad job of pushing their products. The Hawaii gpu launch in Hawaii was a clear example of this. How much of that presentation was focused on True Audio? Over a year later, where are we with it? The reference blowers look like crap and perform even worse compared to what the competition is putting out and they are just resting on their laurels. How many cards have had that same Titan design now? Probably just have the next best thing waiting. Seems like AMD has been dragging their feet forever now. How is there not even just a slightly refined Hawaii chip out?

We used to see mid-term refreshes. I can undervolt and overclock my 290x with some pretty beneficial results. Why can't "they" do that now with some refinement a year after release? It's just shortsighted in my eyes. These days people just want new. Show them trivial gains and they will buy just because. Heck, how often do people buy new phones just because?

I could fire everybody on AMD's marketing team and hire a couple teenagers and probably come up with something that will sell like wildfire. They need to hurry up and work the strengths they have a foot hold on before they get left behind.

Ps. I hate doing this from my phone

Just by doing a better heat sink under the existing shroud, quieter more efficient fan and led's in the red swirls would go a long way for the appeal of the reference 290's. The performance is pretty good already, and I'm sure they have "found" some improvements here and there just due to the manufacturing process being more mature. Do something already!

 

[exar333]

Actually a fairly tremendous year for RPG's/ Strategy games etc They're arguably the last real PC exclusives left. Won't be driving graphic card upgrades though!

I think they'll struggle to not show good progress in three years time? Almost bound to have that stacked memory stuff widespread by then, and I guess be down onto 16nm or so too.

Stacked memory surely has to represent a very big chance for AMD to get a lot of low/mid range graphics card market share back? If CPUs/iGPUs start eating that chunk of the market it'll just be them and Intel playing.

True, but companies like NV and AMD should (IMHO) really push for 1440P and 4K displays to be the 'norm' across the board. Nothing like necessitating upgrades from users, who are playing the same and new titles, but need more horsepower to keep frame rates good enough...

 

[Termie]

The gains for NV are honestly shocking. AMD has a better gaming card at every price level below $330.

http://www.techspot.com/guides/912-best-graphics-cards-2014/

This can only be explained by negative perception of AMD and its products, or that worldwide prices for AMD and NV are similar in which case NV wins by default,....

Edit: Is the market research covering Q2 or Q3? The TPU article is not clear about this. Whichever it is, your citing of a TechSpot article from two days ago that's based on current prices really isn't relevant to the discussion.

I guarantee that AMD sold almost no R9 290/290X cards for at least three weeks, due to its unwillingness to drop prices in the face of the GTX 970 release.

 

[exar333]

Actually, the market data is about 2Q 2014, so I'm not sure why you're quoting a TechSpot article published a few days ago based on current prices and products.

That's probably very accurate. AMD should have cut prices the week before the 970/980 launch. I will bet a decent number of folks might have jumped the gun and just got the 290/x instead; plus they would have got free game(s).

 

[njdevilsfan87]

Over a year later, where are we with it? The reference blowers look like crap and perform even worse compared to what the competition is putting out and they are just resting on their laurels.

Looks really shouldn't matter, but when you compare the AMD reference cooler to the Nvidia one, AMD really does look like complete and utter trash. It would be alright if they actually performed well, but they don't, which makes it even worse. Looks like crap, and performs like crap. Meanwhile Nvidia puts coolers on their cards that look amazing and also perform well. AMD needs to reinvent their blower completely. This is absolutely making a difference because we know how people tend to judge a book by its cover.

 

[exar333]

Looks really shouldn't matter, but when you compare the AMD reference cooler to the Nvidia one, AMD really does look like complete and utter trash. It would be alright if they actually performed well, but they don't, which makes it even worse. Looks like crap, and performs like crap. Meanwhile Nvidia puts coolers on their cards that look amazing and also perform well. AMD needs to reinvent their blower completely. This is absolutely making a difference because we know how people tend to judge a book by its cover.

I thought AMD did a FANTASTIC job with the 295X2 cooler and design. Although I'm not a huge fan (no pun intended...lol) on the watercooled design, the shroud and fan looked clean, stylish and attractive. They should take some of those design cues and incorporate them into the 39x series.