AMD isn't making much headway with Ryzen processors, there are signs of great success on the graphics card front, too, with the company overtaking Nvidia for the first time in five years in the GPU market - plus AMD has also made significant gains on the discrete graphics market.
These are the conclusions drawn by Jon Peddie Research, an analyst firm that regularly publishes statistics on GPU sales and has just published reports on the entire market, as well as the state of graphics cards. discreet (autonomous).
Let's start with the entire second quarter of 2019, which is always dominated by Intel, because it takes into account the integrated graphics managed by the vast majority of PCs (especially laptops).
Intel leads the pack with 66.9% of GPUs, a slight decrease of 1.4% from the previous quarter (and the same amount year over year). AMD moved up to second place with 17.2%, a 1.5% gain over the latest quarter (and a 2.4% jump from a year earlier). other).
Nvidia fell to 16%, although it lost only 0.1% compared to the previous quarter (but it represents a decrease of 1% compared to the same period last year).
So now, Nvidia lags behind AMD by 1,2% when all graphics solutions, including integrated ones, are taken into account. And as mentioned, according to Jon Peddie's stats, this is the first time AMD has been ahead of Nvidia since Q2014 XNUMX, about five years ago.
AMD shipped 9,85% more GPUs compared to the previous quarter, Nvidia shipments were largely unchanged, and Intel shipped 1,44% fewer GPUs.
Interestingly, the overall PC GPU market grew 9,25 percent from the previous quarter and grew nearly 3,1 percent year over year.
Be discreet
Now, let's consider discrete graphics cards, separate video cards, rather than processor-integrated graphics, where Nvidia has long been dominant.
Although this represents the minority of the market, according to Jon Peddie, GPUs are present in 27% of PCs in the second quarter of 2019, which represents a decrease of 2% compared to last quarter, this is where the most important profitable needs to be realized (just look at the prices of high-end graphics cards).
Discrete graphics card shipments actually fell 16,6 percent from the first quarter and 39,7 percent year over year, a drop likely related to the implosion of the crypto-mining GPU market. that appears to continue to make its effects felt at least to some extent as we move into 2019.
However, in this rather bleak picture, there was a surprising result for AMD: a large gain in market share also in a quiet way.
AMD gained 32.1% of the GPU market, a strong increase of almost 10%: AMD's share was 22.7% in the last quarter. Nvidia, of course, owns the rest of the market, meaning it currently sits at 67.9%.
If you go back to Q2018 81.2 so recently, Nvidia's clear market share was a staggering 2019%, according to Jon Peddie. Therefore, throughout 2018, AMD is heavily oriented towards AMD, although this can be considered a standardization. As if going back a year ago, in the Q34.9 XNUMX report, AMD had a XNUMX% market share; so from one year to the next, it still hasn't recovered to this level.
However, it is clear that this does not change the fact that things are turning strongly in favor of AMD, both in the GPU market and in the GPU market, at least according to the reports of this analyst firm.
Unsettling moments for Nvidia?
So what about the reasons for AMD's success? Competitive APUs may have helped the company in the notebook market. As for discrete and perhaps cheaper graphics cards (like the RX 570, for example, which has been tantalizingly tempting recently), they're helping drive some of this momentum, but really, it's all about conundrums and it's hard to find reasons. solid. put a finger on it.
One thing is for sure: Navi was not a quiet success, as these GPUs were not for sale at the time of Jon Peddie's QXNUMX report.
Navi graphics cards weren't released until July as the Radeon RX 5700 series, and the real concern for Nvidia is that QXNUMX numbers will carry this new load from AMD.
Given that the crypto mining hangover is surely to be overcome in QXNUMX, or at least reduced to minimal ripples, and that the PC GPU market is healthy, we can probably expect further progress in terms of GPU sales. And AMD could be about to capitalize on this growing momentum with its new Navi offerings, which pack a punch for power and affordability.
Nvidia's answer will have to be more than new Super variants of its GeForce RTX cards, and perhaps the price of the GPU will really start to increase for the benefit of the consumer. Fingers crossed, as always.
Through Tom's Hardware