[TT]AMD's GPU market share drops again, even after the release of Fury X

[Jaydip]

http://www.tweaktown.com/news/47105/amds-gpu-market-share-drops-again-even-release-fury/index.html

"....Fast forward to now, where we're in Q3 2015, and AMD has multiple new products on the market: the R9 Fury X, R9 Fury, R9 390X and a bunch of rebranded 300 series video cards. According to Mercury Research's latest data, NVIDIA has jumped from 76% of the discrete GPU market in Q4 2014 to 82% in Q2 2015. This leaves AMD with just 18% of the dGPU market share, even after the release of multiple new products from Team Red.

Now, one would think that with the release of a truly next-gen card like the R9 Fury X, rocking HBM1, that it would sell well - but it has not. There are multiple issues here, and not just the single issue that most people would think. Most would come to the conclusion that the Fury X isn't selling well, but if you remember our exclusive report that HBM1 yields were seriously low, so low that there would only be 30,000 units made over the entire of the year, this is issue one....."

I know many people here will disagree with me but I believe wc is still a niche market, the situation might not be this worse if the Fury-X was a air cooled one.

 

[Silverforce11]

Q2 data.

 

[AtenRa]

I know many people here will disagree with me but I believe wc is still a niche market, the situation might not be this worse if the Fury-X was a air cooled one.

The Mercury Research report is for Q2 2015. Fury, Fury X and R7/9 3xx series were released in Q3 2015. AMD will release Fury Nano late this month or early September and we have to wait until October to see the Q3 reports.

But even then we dont expect a lot of things to change in the desktop GPU market. Fury is a low volume product and i dont expect R7/9 3xx series to be able to gain market share.

 

[el etro]

I don't expect things changing much in next quarter results. Amd needs 14/16nm and GCN2 to conpete properly with Maxwell/Pascal.

 

[Flapdrol1337]

Fury and fury X don't seem to be in high demand, and despite that they're not really available. How many did they even make?

300 series is the 200 series with a higher pricetag, no surprise those aren't popular.

 

[raghu78]

AMD has no chance this generation. In fact I now think AMD could lose even more and things are going to get ugly for a while. From here on I don't expect AMD to compete against Intel and Nvidia. I would be glad to be proven wrong. But those revenues and R&D numbers are just not enough to compete against two very healthy and dominant competitors. I expected Nvidia to get to 80+% in Q2 2015. The thing we need to see is can Nvidia take further market share over the next 12 months and get to Intel like market share of 90+%. Its quite disgusting to see AMD destroy ATI this way.

 

[DustinBrowder]

I don't get it why a strong company doesn't buy AMD now. This is the time to buy shares, this is the time to make a move.

You don't buy out a company when their shares are sky high, you buy when they are low, you infuse them with a huge cash influx and reap the benefits 1 year later with strong products and services!

I think now is the time for Samsung, IBM, Toshiba, etc... to invest in the struggling AMD.

 

[ShintaiDK]

I don't get it why a strong company doesn't buy AMD now. This is the time to buy shares, this is the time to make a move.

You don't buy out a company when their shares are sky high, you buy when they are low, you infuse them with a huge cash influx and reap the benefits 1 year later with strong products and services!

I think now is the time for Samsung, IBM, Toshiba, etc... to invest in the struggling AMD.

Why do you think the price is low? And why do you think nobody bought it yet. Even tho the price just keeps getting lower.

From the sounds of it there must be huge amount of money to be gained. So explain what and how.

 

[realibrad]

Why do you think the price is low? And why do you think nobody bought it yet. Even tho the price just keeps getting lower.

From the sounds of it there must be huge amount of money to be gained. So explain what and how.

The market that AMD and Nvidia work in is not growing but shrinking. The value of AMD is going down, and will keep going down unless it can enter a net market. Nvidia is currently gaining value in a market that is shrinking, so eventually if they do not branch out they will also shrink. Nvidia right now has the money to do R&D to enter net markets while AMD does not. Any company that could buy AMD would have to look at the return on investment and that gets murky because the return would be based off of the outcomes of R&D. Why spend billions on buying AMD when the return over 10 years is very low, vs buying something else for billions and getting a higher return in those 10 years?

Yay we did it.

 

[Leadbox]

I don't get it why a strong company doesn't buy AMD now. This is the time to buy shares, this is the time to make a move.

You don't buy out a company when their shares are sky high, you buy when they are low, you infuse them with a huge cash influx and reap the benefits 1 year later with strong products and services!

I think now is the time for Samsung, IBM, Toshiba, etc... to invest in the struggling AMD.

Because despite nvidia's record quarter on quarter revenue reports as posted on here so very often by A.N Other, there really isn't a lot of money to be made here investing in this industry.Certainly not enough money to offset the initial layout to buy AMD in this age of YoY decline in overall pc components shipment.

 

[ShintaiDK]

One could also say its a without any chance of return. At best you buy the IP and close the rest. But the IP would have to be worth it.

The dGPU is a dead patient on life support. Just waiting for the doctor to pull the plug.

 

[SlowSpyder]

I bet those numbers are too new to see AMD's new card's impact. That being said, I doubt Fury or the 300 series are going to change things much.

 

[dark zero]

AMD is dead. No one wants them. And time to shrink the console market since AMD is still surviving like a rat.

 

[realibrad]

One could also say its a without any chance of return. At best you buy the IP and close the rest. But the IP would have to be worth it.

The dGPU is a dead patient on life support. Just waiting for the doctor to pull the plug.

I think that is not really true yet. The company still sells a lot of things, and likely has years more life in it. I think its likely that dGPUs will die, its not going to die in the next 5 years at least. I think the end is starting to come into focus, but its still very blurry.

AMD is dead. No one wants them. And time to shrink the console market since AMD is still surviving like a rat.

This is dumb. AMD is not dead as it still sells products. AMD can still enter new markets and has a chance to do so. I think its CPU division is going to go in the next few years, and dGPU a few more years after that.

 

[DustinBrowder]

OMG the doom and gloom [redacted]. I've been hearing the same [redacted] for over 10 years, same story as the PC gaming is dead, when it constantly breaks record numbers every few years!

The market is NOT shrinking. If anything its the mobile market that is over saturated and in the next 1 to 2 years it will drop massively.

Intel make over 10 billion in profits every year, its a huge market (50 billion yearly) in the CPU space, the GPU market is still huge with over 8 billion in it from custom chips to dGPU's.

If AMD can capture something like 40% of the CPU space they will be getting 40% of the 50 billion annual pie! Its a huge market!

Profanity isn't allowed in the technical forums.
-- stahlhart

 

[Ma_Deuce]

AMD is dead. No one wants them. And time to shrink the console market since AMD is still surviving like a rat.

As always your posts are insightful and eloquent!

What does Fury X have to do with second quarter results? Click bait garbage. I actually read the article and it was just pure garbage.

 

[ShintaiDK]

OMG the doom and gloom [redacted]. I've been hearing the same [redacted] for over 10 years, same story as the PC gaming is dead, when it constantly breaks record numbers every few years!

The market is NOT shrinking. If anything its the mobile market that is over saturated and in the next 1 to 2 years it will drop massively.

Intel make over 10 billion in progits every year, its a huge market (50 billion yearly) in the CPU space, the GPU market is still huge with over 8 billion in it from custom chips to dGPU's.

If AMD can capture something like 40% of the CPU space they will be getting 40% of the 50 billion annual pie! Its a huge market!

Nobody said PC gaming is dead. But the dGPU sales are dropping very fast.

AMD sits with around 2% x86 revenue and still dropping. APUs sell terrible. Its not going to change anytime soon. You need R&D to compete. Something AMD doesnt have.

 

[Stuka87]

http://www.tweaktown.com/news/47105/amds-gpu-market-share-drops-again-even-release-fury/index.html

"....Fast forward to now, where we're in Q3 2015, and AMD has multiple new products on the market: the R9 Fury X, R9 Fury, R9 390X and a bunch of rebranded 300 series video cards. According to Mercury Research's latest data, NVIDIA has jumped from 76% of the discrete GPU market in Q4 2014 to 82% in Q2 2015. This leaves AMD with just 18% of the dGPU market share, even after the release of multiple new products from Team Red.

Now, one would think that with the release of a truly next-gen card like the R9 Fury X, rocking HBM1, that it would sell well - but it has not. There are multiple issues here, and not just the single issue that most people would think. Most would come to the conclusion that the Fury X isn't selling well, but if you remember our exclusive report that HBM1 yields were seriously low, so low that there would only be 30,000 units made over the entire of the year, this is issue one....."

I know many people here will disagree with me but I believe wc is still a niche market, the situation might not be this worse if the Fury-X was a air cooled one.

You need to fix the topic title. Products released in Q3 have zero impact on Q2.

 

[tviceman]

Q2 data.

And I doubt it changes come Q3, if not looks worse for AMD. AMD will continue to be a sinking ship when consumers choice is between $670 GTX 980 TI's + free game outperforming $680 Fury X's by 25% at 1440p and 20% at 4k at the highest end and consistently priced <= $470 GTX 980's + free game outperforming $560 Fury's at 1080p and keeping up at 1440p.

 

[5150Joker]

Nobody said PC gaming is dead. But the dGPU sales are dropping very fast.

AMD sits with around 2% x86 revenue and still dropping. APUs sell terrible. Its not going to change anytime soon. You need R&D to compete. Something AMD doesnt have.

Yup the trend has been a shrinking dGPU market for a long time now. It's already reaching a point where it's going to be too small to accommodate two multibillion dollar companies. It was inevitable that either NVIDIA or AMD would eventually fold and it seems like AMD will be the one to go first. However, NVIDIA shouldn't get too comfortable either because every year it seems the market for mid and low end GPUs is disappearing and that's where all their high volume sales are. They are pushing profits right now because of high end GPU sales like 980 Ti and even Titan X.

I think that's why NVIDIA is branching to things like automotive so they at least have a future when the inevitable day comes where the dGPU market is like the sound card market of today--almost non-existent. Once the majority of the market is on fiber connections, how many will really bother shelling out $600-$1000 per GPU rather than just streaming it from local low latency servers? Even I don't know if I'm a big enough fan of technology to bother with that. Of course nothing beats having the game on your hard drive and owning it but if say for example NVIDIA's GRID service has local datacenters in every major city and the customer is on a fiber connection and able to stream 1440p or 4k graphics to their monitor with little to no artifacting and the only cost is a $20-25/mo subscription, will they care? I have about 20+ friends on my steam list and I can almost say with certainty that at least 90% of them would opt for fiber + streaming over having to buy new games, graphics cards and upgrade their PCs regularly.

If I were AMD management, I'd see this market for what it is, a shrinking one that demands too much R&D and razor thin margins to be worth it. Their financials speak for themselves, their embedded & custom division is making money while the dGPU one keeps losing money and has no growth. It would be better to either reshuffle ATi to work on those aspects exclusively and license their IP to others or just spin off ATi and license that IP from them and focus on CPUs alone. I have a feeling Zen and it's successor might turn things around for AMD because Intel's node advantage is starting to hit a wall. I'd like to see the old AMD back where it's primary focus is on high performance CPUs.

 

[railven]

You need to fix the topic title. Products released in Q3 have zero impact on Q2.

Forum rules were followed. Source and title from article.

Someone should tell TweakTown their article name is clickbaity.

 

[AtenRa]

And I doubt it changes come Q3, if not looks worse for AMD. AMD will continue to be a sinking ship when consumers choice is between $670 GTX 980 TI's + free game outperforming $680 Fury X's by 25% at 1440p and 20% at 4k at the highest end and consistently priced <= $470 GTX 980's + free game outperforming $560 Fury's at 1080p and keeping up at 1440p.

So by the same logic, people will start purchasing $330 R9 390 for DX-12 games instead of those $650 GTX980Ti then

 

[futurefields]

I just don't understand how this one company AMD is meant to be able to compete with two behemoths like Intel on CPU's and Nvidia on GPU's.

 

[monstercameron]

I just don't understand how this one company AMD is meant to be able to compete with two behemoths like Intel on CPU's and Nvidia on GPU's.

sorry but nvidia aint that big. Intel however, is massive.

 

[AtenRa]

They are pushing profits right now because of high end GPU sales like 980 Ti and even Titan X.

More likely GTX 960, GTX970 and a smaller part of GTX 980. Titan X and GTX 980Ti market is tooooo small to have a substantial impact. Not to mention the extremely large die size of GM200. NV makes tones of money from $200 GTX 960 (228mm2) and $330 GTX 970 (398mm2) because of the huge volume of sales.

I would say that whoever wins the $100 to $350 market would make lots of profits the next quarters.