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NVIDIA Snags Away Market Share From AMD, now sells 80 percent of dedicated GPUs
The GPU market results for the second quarter of 2020 have been posted. The second quarter of 2020 saw a 2.5% increase in GPU shipments compared to Q1 2020. Q2 typically declines every year, but as seen in the results, NVIDIA and AMD moved a good number of units.
The most striking data:
- AMD's total unit shipments increased 8.4% quarter-over-quarter, Intel's total shipments decreased -2.7% from the prior quarter, and Nvidia's increased 17.8% .
- The overall rate from GPUs (includes integrated and dedicated GPUs, desktops, laptops, and workstations) to PCs for the quarter was 126% , up 2.3% from the prior quarter.
- The overall PC market increased by 0.68% quarter-over-quarter and 12.54% year-over-year.
- In the second quarter of 2020, there were no changes in the number of shipments since the last quarter.
Speaking of total GPU shipments, AMD shipments led the company to an 18% market share, NVIDIA shipments led to a 19% share, and finally Intel shipments (which fell), led it to a 2.7% share of the market.
NVIDIA gained a huge market share, climbing back to 80% from 75% in the previous quarter. For its part, AMD did not do so well in the dedicated GPU segment, as its share fell to 20% . AMD lost 9% of its graphics footprint since last year. These numbers could be attributed to the launch of NVIDIA's GeForce Super line , both for the desktop and mobile segments. Additionally, promotions for older GeForce Turing graphics cards appeared, which would have boosted the company's sales.
By the second half of 2020, NVIDIA is expected to retain or even further push its share as it is about to launch its Ampere GeForce RTX 3000 series graphics cards. For its part, AMD plans to launch its Big Navi “Radeon graphics cards. RX ”around the fourth quarter of 2020.
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Solfaur
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Senior Member
Posts: 7786
Joined: 2005-08-10
#5822201 Posted on: 08/27/2020 08:33 AM
It's very hard for AMD to fight and be winning on two fronts. On the CPUs side they did a fantastic job and that train will only keep on rolling, remains to be seen if they can do the same in GPUs eventually.
It's very hard for AMD to fight and be winning on two fronts. On the CPUs side they did a fantastic job and that train will only keep on rolling, remains to be seen if they can do the same in GPUs eventually.
Cidious
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Joined: 2007-11-13
Senior Member
Posts: 149
Joined: 2007-11-13
#5822207 Posted on: 08/27/2020 08:55 AM
I think there might be something else at work here. Namely console chip production and development getting higher priority than Radeon cards due to higher margins. AMD is still not in a position that it can throw a bucket of money on some development just to be first or just to get it done for brand name and value. They still need to choose their development strategies very carefully and focus on the markets and products that generate most profit for them. Although I do admit that in the end they can't stay absent from the DIY dedicated GPU market like they did (hence Big Navi) the development here didn't take priority (hence they are late AGAIN). Big Navi should have come out just after the release of the 5700XT but clearly their development budget wasn't big enough at the time to get it done as they wanted so they stayed absent and pushed it all forward. Now console chips are probably the biggest profit makers in the short term future so they get priority. Luckily this development will trickle down to our beloved DIY market eventually. So cards are due to be released possibly mid November following the latest 'rumors'.
From a marketing and business perspective it all makes sense. But for us consumers it has been a dreadful long wait.
I think there might be something else at work here. Namely console chip production and development getting higher priority than Radeon cards due to higher margins. AMD is still not in a position that it can throw a bucket of money on some development just to be first or just to get it done for brand name and value. They still need to choose their development strategies very carefully and focus on the markets and products that generate most profit for them. Although I do admit that in the end they can't stay absent from the DIY dedicated GPU market like they did (hence Big Navi) the development here didn't take priority (hence they are late AGAIN). Big Navi should have come out just after the release of the 5700XT but clearly their development budget wasn't big enough at the time to get it done as they wanted so they stayed absent and pushed it all forward. Now console chips are probably the biggest profit makers in the short term future so they get priority. Luckily this development will trickle down to our beloved DIY market eventually. So cards are due to be released possibly mid November following the latest 'rumors'.
From a marketing and business perspective it all makes sense. But for us consumers it has been a dreadful long wait.
barbacot
Senior Member
Posts: 787
Joined: 2007-09-24
Senior Member
Posts: 787
Joined: 2007-09-24
#5822211 Posted on: 08/27/2020 09:08 AM
"They" are not fighting on two fronts (don't imagine this company as a "monolith" - these very big companies are like monsters with many heads each of them acting individually): the CPU and GPU are two different divisions inside the company so it's not like the same people who are responsible for Ryzen CPU's are also responsible for developing GPU's. The problem for AMD - I said it before and remain by my opinion - are the people inside the GPU division...- especially the top management - the GPU team needs a refresh if they want to achieve some results and take the fight to NVIDIA and Nvidia IS NOT Intel by all means so it would be very difficult but with the right people they can do it...
It's very hard for AMD to fight and be winning on two fronts. On the CPUs side they did a fantastic job and that train will only keep on rolling, remains to be seen if they can do the same in GPUs eventually.
"They" are not fighting on two fronts (don't imagine this company as a "monolith" - these very big companies are like monsters with many heads each of them acting individually): the CPU and GPU are two different divisions inside the company so it's not like the same people who are responsible for Ryzen CPU's are also responsible for developing GPU's. The problem for AMD - I said it before and remain by my opinion - are the people inside the GPU division...- especially the top management - the GPU team needs a refresh if they want to achieve some results and take the fight to NVIDIA and Nvidia IS NOT Intel by all means so it would be very difficult but with the right people they can do it...
Neo Cyrus
Senior Member
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Joined: 2006-02-14
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Posts: 10259
Joined: 2006-02-14
#5822212 Posted on: 08/27/2020 09:09 AM
Hmmm, it's almost as if AMD has not sold anything high end with actual stock in stores in the past eternity. And the "high end" items which there was almost no stock of, ever, were priced to play along with nVidia. Gee, who could have possibly predicted these results?
Hmmm, it's almost as if AMD has not sold anything high end with actual stock in stores in the past eternity. And the "high end" items which there was almost no stock of, ever, were priced to play along with nVidia. Gee, who could have possibly predicted these results?
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And here's me thinking AMD was gaining market share.Hopefully RDNA 2 is a big hit.