Nvidia loses more GPU marketshare
AMD and Intel gain in every category, Nvidia loses everywhere
May 3, 2011 in Channel, Desktop, Finance, Gaming, Graphics, Mobile
The latest GPU marketshare numbers from Jon Peddie are out, and it looks like we have a new leader in GPUs, AMD. According to the numbers released today, Q1 saw AMD overtake Nvidia in year over year GPU marketshare, and the turn-around promised last February fizzle.
The full release can be found here, but the shorter story is that AMD went from 24.2% to 24.8% in marketshare, Intel from 52.5% to 54.4%, and Nvidia from 22.5% to 20.0%. For year over year numbers, AMD gained 3.3%, Intel 4.8%, and Nvidia lost 8%. Given that total shipments grew about 10% for the quarter, the only surprising thing is that Nvidia actually lost ground there too.
The raw numbers from Jon Peddie Research
These numbers include integrated GPUs, so that is why Intel is leading by a long shot. Intel has about an 80% share of the PC market, and 66% of those ship with integrated GPUs. Just as SemiAccurate predicted years ago, Nvidia is being squeezed out of the market by Moore’s law, and it will be getting much worse as soon as Llano ships later this quarter.
The most disturbing part about this is going back and reading the predictions from Nvidia top brass over the last two quarterly investor conference calls. If you compare and contrast the statements made there to the reality on the ground, there seems to be quite a large credibility gap. The calls have a massive disclaimer at the beginning, and it is house legal approved and likely SEC cleared too. Still, it makes you wonder. Given the lead time in chip sales, and the lead times on designs like the MacBooks and iMacs, you have to wonder where they came up with the stated numbers. Things sound eerily similar to the promised flood of Tegra design wins that never happened, don’t they?
If you combine all the trends, starting with losing Apple as a customer, then continuing down an obviously wrong architectural path, to ignoring several critical design trends, and finally resorting to buying marketshare, things are looking awfully dire for the boys in green. If you look in to when those marketshare predictions were made, and how long in advance orders are placed, I think it is time for a new crystal ball in the executive deliberation center and washroom.
AMD is in the lead for GPUs now, and the gap between the two companies is picking up while the market is shrinking. You are seeing the end game for GPUs entering the final phases, and Nvidia still does not have a viable exit strategy. The loss of marketshare leadership, is a huge psychological blow, and combined with Nvidia failing to take back performance leadership for the second generation running, you can see the writing on the wall. Game over, at least for Nvidia GPUs.S|A
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Nvidia gained 10.9% in desktop discrete and gained a whopping 30% in the whole discrete market.
Nvidia has always stated they were exiting the low margin chipset business and it looks like this is the quarter was the final quarter for them.
Keep spinning away charlie.
I now see the date on this article is May 2011. Why is it still on the front page?
The JPR data is for the just ended 3Q2011.
The reason I buy AMD and ATi isn’t because I think they’re uber-fantastic. It’s because of three other things:
1.) I don’t EVER want Intel to stand alone in the marketplace because that would hurt EVERYONE, including the deluded Intel fanbois like Gay Wrong.
2.) AMD products are capable of doing everything I need them to do with no problems at all.
3.) AMD is the better choice for me based upon my set of needs. The fact that I can get an AMD CPU that fulfills all my needs and still have money left over for a great GPU makes it a no-brainer. The fact that ATi GPUs generally offer better value than nVidia’s offerings makes that decision easy as well.
I don’t necessarily want nVidia to die but if the choice must be made between nVidia and ATi, I definitely choose nVidia as the one to go because they are not a threat to Intel’s monopoly like AMD is. Purchasing Radeons fuels AMD just like purchasing Phenoms does. Unlike buying a GeForce, buying a Radeon helps to stick it to Intel.
i agree with avro arrow. the only evil right now is intel not nvidia or amd. and i mean, that charlie slightly understimated the power of arm based integrated chips in his post. every big player (apple, samsung, qualcomm, ti, freescale,..so the nvidia,) has got its own design based on arm, and all this people will move with earth and sky to make their products successful. anyway, that can be the way, how to fight against the big blue patent imperium.
anyone here forgot to say, that there will be no bad times for nvidia folks in the next 5 years, because they won their lawsuit against intel. the http://www.anandtech.com/print/4122
ps: maybe semiaccurate only, anyway thanks for great info charlie!
AMD had their report
Their disappointing division, though, was actually their graphics division which has in recent history been a generally successful division of the company. Even though AMD has been showing that they have been producing high-performance competitive graphics, they still saw a decrease in revenue compared to 1Q 2011 and 2Q 2010.
lets see if this will be reported on this site.
“Marketshare” data is always a bit hard to parse, and lumping discrete cards with chipset graphics doesn’t help.
It seems that chipset graphics increased marketshare – Intel went up a lot, AMD a little – while discrete graphics lost marketshare.
This is bad for nVidia, but also bad for AMD in that they are selling less profitable product.
nVidia is looking to Tegra and Tesla for salvation. AMD is probably content with the status quo as Llano is a competitive and compelling chip.
In five years we’ll see who made the right call.
AMD needs to work on NON PROPRIETARY driver for *nix market…
nVidia is literally putting all their chips into mobile market. They seem to get fairly successful, but failed to get to the MVP of the market, Apple.
Tegra is good, but it still drains too much power. This leads to crappy battery life, so the other players often looks for less power hungry designs.
GPU market is dead for nVidia. The low end, which is the cow cash, will be dominated by on-chip GPUs. The mid/high end market isn’t enough to make money out of very expensive to design and build GPUs.
Since nVidia doesn’t have an x86 processor to strap their GPU on, they are out of the business in the future.
http://www.tomshardware.com/news/grpahics-chip-gpu-geforce,12698.html
The first quarter of this year was somewhat special as the overall shipment climbed against the seasonal trend by 10.7% from Q4. Nvidia, however, saw its shipments decline by 1.7%, while AMD climbed by 13.3% and Intel by 14.2%. Of course, AMD is currently capitalizing on its Fusion processor, which appears to be boosting graphics chip shipments overall. JPR principal analyst Jon Peddie told me also noted that Nvidia’s decline is due to the fact that the company has exited the embedded and integrated graphics chip market. In its discrete business, Nvidia actually did well. the company held a 59.1% market share in desktop discrete graphics (AMD: 40.5%) and 41.7% in notebook discrete graphics (AMD: 58.3%).
A few points.
1. Nvidia has to rely on intel for add in card business as AMD promotes fusion and hybrid crossfire.
2. Intel systems are already more expensive.
3. The average user only needs integrated graphics leaving “gamers” to buy high end add it cards.
4. Toms continues to show that for “gamers” AMD is most definitely the best bang for the buck.
5. AMD systems are cheaper than Intel systems. Also, AMD graphics cards are cheaper than Nvidia cards. When you add those 2 together, most gamers will most likely realize they can save a lot of cash going just AMD.
6. Bulldozer, in some surveys already have been listed as more highly desirable than intel processors.
Add these up, and while intel might be better, AMD has a path to undercut both intel and nvidia. This trend will continue.
As far as tegra, they’ll have a valiant effort, but the other chip designers will be trying to match and will likely exceed nvidia going forward. Nvidia just got an unexpected jump many were not expecting.
Ahh, but a few days ago NV agreed to let SLI be used on AMD boards!
Still, NV is getting squeezed because it only sells GPUs. Whether it will sink or swim is a question none of us can answer today.
True, however, it doesn’t really matter. These days, AMD’s graphics are cheaper and scale better with crossfire. They may have hope with a new generation, but I believe AMD will promote their own graphics cards pretty hard. It will be up to the motherboard manufacturers to pay for the SLI license and market it accordingly. My guess, not many people outside of loyal nvidites will go that route.
So Bulldozer is more desirable than an Intel chip huh? Boy you made a stunning prediction there. AMD sold their SOC tech to Qualcom while Nvidia is developing theirs. I would say Nvidia is making much smarter long term business decisions than AMD. You say these dumb AMD Bulldozer predictions and they are online forever.
While I don’t exactly like nVidia’s tactics, I don’t like them losing the market share either. This will become worse as their chipset business was lost long ago and they can’t have onboard IGPs, which will cause their downfall. The only major discrete graphics player will be AMD and we may end up in a condition similar to the CPU market, where Intel isn’t bringing any real improvements over past 2 generations. At least they aren’t comparable to the one from Pentium to Core architecture.
Nvidia is all about hype & fluff. Where are all those promised Tegra products again. Nvidia management has no credibility and Charlie is right to point that out. I’m sure they will miss earnings but give great forward guidance that they won’t meet again.
Didn’t AMD give its CEO the boot for not identifying the huge potential of the smart phone & tablet market? Perhaps Nvidia should take a leaf out of their book. In this world of smart phones, there is going to be little need for a GPU which is bigger than the unit itself.
really should listen to him,
Oh DOOD, thats right spiritually, about snap dragon that division is no longer AMD’s so they really have no experience with ARM design anymore. Very stupid move for them to sell that division, again the management change for AMD was because of this, no forward thinking. The mobile market is huge and there are only 3 main competitors, Apple, Qualcomm, nVidia, when it comes to performance.
Tegra 3 phones are coming out soon too Q1 of 2012, nVidia’s mobile division is producing chips faster then Qualcomm. You think Apple has the processor design capabilities as nVidia? When is iphone 5 slated for, late this year, you do realize it will be using a Qualcomm chip right? So now we will be down to 2 companies that will go head to head.
Really have to look at what has happened in the past 2 years to know anything about why AMD’s management has been shifted around.
Wait, you are comparing Apple, nVidia and Qualcomm? They are entirely different companies. At least Apple doesn’t compete with the latter 2.
I do not agree: Ontario is perfect for tablet market. Neither AMD nor Intel have a product yet for smart phone, neither will match ARM in that market for several years.
Nvidia is actually doing okay. Worst case, they get bought by Apple a few years from now. That’s the exit strategy.
@Max
Why?
What has nVidia got now that Apples needs?
Even more to the point, what will nVidia have in five years that Apple will want?
Apple is using AMD graphic cards in their iMac line – probably with their desktop and laptops soon to follow. NVidia lost its highest profile customer with that.
This is rich. A bunch of my comments were taken out. Cut and paste to make the rosiest impressions. Not far on what this website “claims” nvidia does. Seems like everyone here likes a ranter. So here is my contribution to the rant.
its just as well u did not rebuttal, hey?. yeah!
Stop whining.
True, Icareabout.
That’s the segment where nV is strong, and it will be their last stand.
So far they’re doing more then OK there, but there are other players incoming.
Statistics don’t show the whole picture.
For example: What is not shown in the table is that nVidia has a professional segment in their Graphics Division… the Tesla. Oddly, in this segment, nVidia holds about 85%+ of the high end computing sectors, such as energy, scientific research, defense, finance and others.
More importantly, it brought in about $800+ million for 2010. That is, it is responsible for about one quarter of nVidia’s revenue and provides about 37% of its value.
Lumping all the graphic segments together (low, mid, high and professional) to show market share simply shows.. well market share.
@Icareabout
Production of professional grade GPUs and GPGPUs is relistically only economically viable if:
1. nVidia can produce them economically in volume.
2. They are a high percentage of the total number of chips per wafer
4. The number of viable chips per wafer is a high percentage of all chips from a wafer.
3. There is a market for those chips that are not suitable for professional grade GPUs or GPGPUs.
Presently, nVidia is failing on all four points.
@Notannvidiot
Look at the price of a Tesla card for GPGPU. Now tell me NV does not make a profit on Telsa.
@hoohoo,
“Look at the price of a Tesla card for GPGPU. Now tell me NV does not make a profit on Telsa.”
…but can it do so if yields of chips of a grade suitable for Tesla GPGPUs or Quadro GPUs are low and there is no market for those chips that dont make the grade. This is the point. Without, there will may be a niche market for Tesla GPGPUs, but they might be nearer $10K apiece.
OK I see your point.
This business is about volume; occupying a niche no matter how presently lucrative is fragile at best when you have competitors who can produce a range of products (including high performance cards) in volume @ at cheaper price points (both relative and absolute).
The HPC market is a small market that both AMD, Intel, ARM and IBM are aggressively targeting. Can Nvidia stay afloat there long enough for its mobile strategy/product line to come to fruition? It’s certainly not clear to Charlie, Nvidia’s investors or Nvidia’s competitors.
High end graphic cards form NVidia are Quadro, if I remember correctly – Tesla is Compute Cards, which is most certainly NOT graphics (even if they use the same processor underneath). But I might be wrong
You are sad lonely guy who is really miserable Charlie. Sold your soul for cheap like transsexual hooker in Thailand.
The future statistics should include those of AMD APUs & Intel’s Sandy Bridge.
amd are going to have to slash there prices to compete with intel and for a company in so much dept its not going to be pretty.
simple economics is the key here and amd dont have it, if nvidia wanted to they could slash there gpu prices to destroy amd, but they dont need to, real enthusiast buy there products because they are the best, only you poor people out there buy amd
you retard, nvidia can never undercut amd gpu`s, dont you think they would have already?, surely you are an idiot for sugesting nvidia is the fastest (nvidia has been slower for the last 2 years), if AMD wanted to charge more it could like intel does….but it wont as AMD cares about its customers….ok
AMD & nvidia wont be paying on the same level if AMD keeps producing the way it has for these last 2 years in gpu.. its time for AMD to dethrone the evil intel empire
no ppl buy vvidia because amd is shit
nvidia dont need to lower the sales margin because ppl are still buying there gpu’s,
nvidia are making a profit where amd are not making a clear profit because there in dept from buying ATI,
idiot….
Your the idiot (moimoimoimoi) and (your dad amd). There is nothing wrong with being #2. Ati was #2 for years. they didn’t go under. If Nvidia is another 3dfx, they will be bought by intel and that will be a big blow for amd. Anyways, charlie is stupid. Who gets mad at a company like this for no reason. It’s obvious he is getting paid by amd with all his adds and shit. Every Amd suckup is stupid in this website. Enjoy your rants from this retard. He loves the attention. Maybe you shouuld all suck his dick. I know you all want too. Anyways, I’m no nvidia fanboy, but I love pissing off people on this website! LOL!
cvris@hotmail.com
173.55.251.241
Nvidia DID buy 3dfx!
Nvidia just posted great third quarter numbers. Profit looks flat for the next two but they hardly seem to be doing as bad as your articles make it sound for them. No fan boy just not seeing the numbers match up to the dire reports.
Ho Ho! I just noticed my comment has been taken down. Jackpot!
cvris@hotmail.com
173.55.251.241
Oops! Guess not. Dog gone internet!
cvris@hotmail.com
173.55.251.241
Fool…….people buy products which suite their needs its not a question of rich or poor. In the case of AMD vs Nvidia it is the question of smart vs stupid.
If stupid people want to buy power guzzzling voltage leaking BGA cracking GPUS then fine buy nvidia, if you want a smart affordable well designed efficient GPU then buy AMD!!
Dont talk about economics with regards to nvidia, surely they arn’t making that much on their behemoth power sucking GPU’s and plus all that bumpgate money they are giving away must be hurting them.
Exactly – people buy hardware that fits their requirements, and generally try not to pay more than they have to.
That said, some of us define 100FPS in Crysis as a need lol.
the funny thing is who buys amd, the general public look for intel,
for sure zombie company AMD and child maniac Charlie are plotting to make nVidia market share look bad
Charlie GPU is not the way of the future it is small device where nVidia is releasing 3rd and 4th edition Tegra
Nvidia GPU market share decline all according to Nvidia plan I know from industry insiders who write this in Chinese blogs that Nvidia does not concern itself with dying GPU market
GPU market is now the home of the old technology which is the focus of zombie company AMD
Guy, on what planet are you living? It sure as hell doesn’t sound like Earth. Uranus, maybe?
nVidia could release 20th generation of Tegra, it will still not be enough. Why do you think AMD is talking with ARM? If nVidia can integrate a GPU with ARM and pretend it sells, then think what AMD can do with their superior graphics technology.
What you see happening in discrete GPUs is going to happen in small devices, and in integrated graphics. nVidia’s graphics architecture is bad, no doubt about it.
You can tell me about forward thinking AMD but you cannot show me real ARM with AMD GPU, such a combination would surely be inviting to laptop user
Nvidia is going forward slow but AMD is standing still as maker of cheap craps and promising big future, AMD nothing but copy factory making poor imitation of X86 and selling craps to poor customer where is the AMD innovation with GPU? AMD just imitating old Intel trick of x86+GPU
for sure AMD will only place GPU on ARM when Intel itself place GPU on ARM
You’re stupid.
Drashtek, is that you? I think it is.
That is definitely not Drashek. Drashek trades in strange and hard to parse comments, not is profanity and negativity.
Um, have you heard of the “snapdragon” chips from Qualcomm? ATI sold it’s mobile division to Qualcomm a couple of years back, so “ATI” mobile graphics technology is in EVERY snapdragon ARM chip, so spiritually, there is an AMD gpu in every Qualcomm ARM processor.
Tegra 1 was a bust, Tegra 2 looks like a success… 1:1 doesn’t look like a trend yet. Tegra is all nVidia’s got left, so it had better be successful, else nVidia’s kaput.
Seeing how imagination technology’s powerVR GPU chips are used in Apple products and with other ARM chips, nVidia has quite a battle ahead of them even without the current AMD as a competitor (although, they’re competing with ex-ATI GPU’s)
I actually agree with you that AMD really dropped the ball by ignoring the mobile ARM based market… but that doesn’t guarantee success for nVidia.
Dumde,
Then, which mad dog bite them to sell the mobile division off to ATI ?
Its pretty clear Qualcomm added much to the rotten “technology” that they are the leader in mobile market.
Btw Dumde is Dumb-dude
A great American Statesman Benjamin Franklin once said…….. “It is better to be thought a fool than to open your mouth and remove all doubt.”
I suggest you translate that into Chinese, and paste it on your mirror!
Lord Tree has come.
What’s happening to my posts huh?
I just noticed this site continually modifies it’s post. Great getting credible news from this site. I’m going to monitor to see what gets changed in a few minutes.
Hey moderator! Do you hear me! You are retarded!
Benjamin Franklin is a retard that tries to be great but really is not. You are retarded and America is retarded. Everyone knows that.
Piss off troll
Woot for AMD!
*I hereby safeguard my comment against troll. troll is unable to rebuttal at this time. If troll attempts, troll immediately turns into a virgin.*
EVERYONE is retarded, never a truer word said, but wheather you understand why everyone is really makes you stand out of the crowd :)
>”(…)cheap craps(…)”
Changed your nick, MadDoctor?
ZOmbie company AMD… Are u asserting that AMD makes zombies?
That actually would be pretty awesome if they did…
Heh, undead CPUs that only die if you put a bullet through their heads. That would be fantastic!
I somehow doubt that nVidia will go gently into that good night. At worst, it will make them an attractive takeover target.
In the medium-term future, I see Nvidia being taken over either by Qualcomm (they got ATI’s Imageon) Broadcom (they got ATI’s Xilleon), STMicro, TI, Freescale (formerly Motorola Semicon) or even Samsung. Volume discrete graphics will cease to exist soon, much like how 2D graphics cards were eventually taken over by Nvidia’s integrated 2D/3D cards in the 90s.
Thats the point. As more cpu’s come with gpu’s you’re going to see nv further marginalized. If AMD can get crossfire to scale with mismatched cards then it means even less reason to buy an nv card.
nv will depend on intel more and more as their platform for add in cards. You can make it work, but you’ll have thin margins. IF you happen to make a really big chip compared to the competition, you have thinner margins… at some point all that thin becomes loss.
To be fair to nv, two of the cell phones I’m looking at have tegras in them. The one I think I will buy doesn’t. I’m in no rush.
nv aint dead yet, but this path sure doesn’t seem to be a winner.
Actually, I can’t understand why all of you write of Nvidia so fast. Well, it does look like it is on the worst path ever, but think as a consumer of what happens if Nvidia is gone? AMD will then have a monopoly on the high-end and mid-end sector leading to prices that are dictated by AMD. Even if AMD was the more humane company up until now it won’t stay that way.
Another thing I have to note is that Nvidias drivers appear to be a lot better than AMDs, especially while using dual screen with two different resolutions.
The problem with having their entire market dependent on Intel is that Intel is about to do the same thing AMD just did, that is integrate a GPU into the CPU. Once Intel does that the entire low end market is absolutely gone. Whether there is a sustainable market for discrete GPU once the low and middle are taken over by the APU is a very valid question.
People need to keep in mind a little history here. The industry moves in cycles, CPU’s tend to cycle to slowly for fast moving technology but as the rate of advancement slows that technology will get reintegrated into the CPU. Shortly before 3D cards became popular discrete graphics cards cratered in price. There was little to differentiate them and there was talk of integrating their limited circuitry into the CPU. Once 3D hit the 3D tech was moving at 4x the speed of the CPU refreshes so discrete parts became the norm, but we will cycle back to integrating the circuitry back into the CPU, it is inevitable. We are rapidly nearing that point, GPU refreshes are nearly every 2 years at this point, which is the same as the CPU cycle making it economical for the CPU vendors to integrate the GPU’s onto the die. There will undoubtedly be a discrete market for a few more years to come, particularly if they come out with a new technology that everyone needs. I’m not optimistic that will occur and without the huge sales of the cheap parts I’m doubtful that companies like nVidia can sustain the R&D machine to compete with the CPU makers.
nVidia isn’t going to be gone in a year, or probably even two, but I doubt they will survive the decade. I actually see them being sold to Intel in a few years.
AMD has not a good enough high-end market product to compete with nvidia.
Up to now, nvidia dominates the professional and high end market with its solutions, while AMD covers well the lower end market and now the very low with Fusion solutions.
However, only a kid would not have foreseen nvidia market shrinking after their decision to stop producing chipsets for both x86 architectures. Moving to the mobile market and the HPC was their strategic alternative choice.
By the way, this does not stops nvidia selling more than 50% more discrete graphics cards than AMD and, most of all, generate more than double its revenue and net income.
It is still to see whether it was a good move for nvidia to enter the mobile market or it was for AMD to flood low-end PC market with integrated GPUs from which they gain much less than discrete cards. PC market (and so x86 architecture) has been shrinking for many years now, while the mobile (and ARM) is literally booming.
In the next years we’ll see who has jumped on the right wagon.
Compare this “loss of 15% market share in PC industry” with the market share nvidia gained in mobile market and, most of all, with the 0% kept by AMD there (which will be 0% for at least a couple of year again if they started to invest on ARM architecture yesterday).
@tad
The reason why the outlook for nVidia is grim are the mdeium- to long-term trends within the industry. The era of discrete GPUs is coming to and end, beginning first with consumer grade products and eventually also professional and HPC products. nVidia is being increasingly forced to to extract profit from a declining market and moreover a market from which it has a declining market share.
It is doubtful nVidia will go under, but it is unlikely to be a manufacturer of components for PCs or HPC by the end of the decade.
AMD got the few millions of Zacate chips in this numbers too, so no wonder they are >gaining< over somebody who doesn't ship integrated CPU and GPUs…
Did it not occur to you that nVidia is losing sales in IGP because of Zacate? This is what’s been predicted all along. NVidia is going to completely lose the high volume market. It’s only going to get worse. I’m predicting NVidia’s share to be below 10% by this time next year.
I’m not sure a year will be enough for AMD to take so much market share from NVidia – they still are production-limited, and it’s more difficult to produce a “processor plus GPU in the same die” than to produce a processor in one die and a GPU in another die.
Not really … since their CPU+GPU is SMALLER than nvidia’s IGP chipset, or lowest end current GPU alone … and they most likely have better yields too.
So yeah, they are production capacity constrained … but that is a business issue (allocation at TSMC) not a technical one in any way.
Zacate chips compete with the Atom/Ion platform which Nvidia supplies the graphics parts for. If Nvidia are losing ground based on Zacate then its because they are losing a fair fight, not cause they arent competing.
Llano release will be where Nvidia really starts to be effected by AMD’s APU’s.
Where is guy wrong’s optimism when you need it. Maybe he can help Nvidia’s morale.
Oh, my.
I do wonder how the adoption of Llano will change this environment.
And what the hell are SiS and VIA/S3 still doing there?
If Llano is better than low-end discrete cards, you’ll see that market mostly gone – and while it might take market share from Intel, it will certainly take market share from NVidia
The only problem I see with Llano in desktops is the same problem that laptops have in general. The Llano GPU cannot be upgraded and people generally upgrade their GPUs far more often than their CPUs.
This is totally unrelated, but how did you get your forum avatar to show up here Vithren?
Gravatar (WordPress)