AMD is not only making great strides with Ryzen processors, but there are signs of great success on the graphics card front as well, with the company beating Nvidia for the first time in half a decade in the overall GPU market – plus AMD has made major gains in the discrete graphics market as well.
These are the conclusions drawn by Jon Peddie Research, an analyst firm that regularly produces statistics on GPU sales, and has just published reports on the whole market, as well as the progress of graphics cards. discrete (autonomous).
Let’s start with the big picture for Q2 2019, which is, as always, dominated by Intel as it takes into account the integrated graphics that the vast majority of PCs (i.e. laptops) run.
Thus, Intel leads the pack with 66.9% GPUs, a slight drop of 1.4% from the previous quarter (and down exactly the same amount year over year). AMD climbed to second place with 17.2%, a gain of 1.5% from last quarter (and a jump of 2.4% year on year).
Nvidia slipped to 16% although this was only down 0.1% from the previous quarter (but was down 1% from the same period last year).
So now, Nvidia lags behind AMD by 1.2% when all graphics solutions including integrated are taken into account. And as mentioned, according to statistics from Jon Peddie, this is the first time AMD has edged Nvidia since Q2 2014, about five years ago.
AMD shipped 9.85% more GPUs from the previous quarter, Nvidia’s shipping numbers were mostly flat, and Intel shipped 1.44% fewer GPUs.
Interestingly, the overall PC GPU market grew 9.25% from the previous quarter and recorded an almost 3.1% year-on-year gain.
Now consider discrete graphics cards – separate video cards, rather than in-processor graphics – where Nvidia has long reigned supreme.
While this is the minority of the market – according to Jon Peddie, discrete GPUs are in 27% of PCs in Q2 2019, which is actually a 2% drop from last quarter – this is where the most big profits are to be made (just look at the prices of high-end graphics cards, of course).
Discrete graphics card shipments were actually down 16.6% from Q1 and 39.7% year-over-year, a slump that’s likely still tied to the implosion of the GPU market. of crypto-mining, which seems to continue to take its toll has been felt at least to some extent as we move forward in 2019.
However, in this rather bleak picture, there was a surprising result for AMD – a big gain in market share in the low-key as well.
AMD grew to 32.1% of the discrete GPU market, which is a big jump of almost 10% – AMD’s share was 22.7% last quarter. Nvidia, of course, owns the rest of the market, which means it’s currently at 67.9%.
If you look back to Q4 2018, Nvidia’s quiet market share was 81.2% according to Jon Peddie. So there was a pretty big shift towards AMD throughout 2019 – although to be fair, that could be seen as some sort of standardization. As if you went back to a year ago, in the Q2 2018 report, AMD had a market share of 34.9%; so from year to year, he still hasn’t quite recovered at this level.
Clearly, however, that doesn’t change the fact that things are moving strongly in AMD’s favor in both the global and discrete GPU markets – at least according to this analyst firm’s reports, anyway. .
Worrying times for Nvidia?
So what about the reasons for AMD’s success? Competing APUs may have helped the company in the laptop market. As for discrete graphics cards, perhaps at low cost (like the RX 570, for example, which has seen some tempting offers lately) are helping to boost some of that momentum, but in reality, that’s just guesswork. , and solid reasons are hard to pinpoint.
One thing is for sure, is that the quiet success was not driven by Navi, as these GPUs weren’t on sale by Jon Peddie’s Q2 report deadline.
Navi graphics cards weren’t released until July in the form of the Radeon RX 5700 lineup, and maybe the real worry for Nvidia is that the Q3’s numbers will carry this new payload of pain from AMD.
Given that the crypto mining hangover is sure to pass Q3 or at least be reduced to tiny ripples – and the overall PC GPU market looks healthy – we can probably expect further progress. in terms of GPU sales. And AMD could be poised to take further advantage of this growing momentum with its new Navi offerings, which represent the company dealing a blow for power and affordability.
So Nvidia’s response will have to be more than just new Super variants of its GeForce RTX cards, and maybe the price of the GPU will really start to rise to the benefit of the consumer. We keep our fingers crossed, as always.
Via Tom’s Hardware