AMD’s CPU Market Share Has Doubled in the Last 2-3 Years, GPU Share Declined by 33%

1 : Anonymous2021/06/20 11:50 ID: o43ydp
AMD's CPU Market Share Has Doubled in the Last 2-3 Years, GPU Share Declined by 33%
2 : Anonymous2021/06/20 12:34 ID: h2f7qcp

"Last 2-3 Years"

That is a 50% variance/uncertainty for the time frame.

ID: h2fahzc

And there was a crypto boom around that time too wasn't there? Except then, no chip shortages.

ID: h2gdv4j

that helped a lot but the 5700xt release also improved their marketshare quite a bit.

their gpu marketshare has tanked pretty significantly since then, possibly because they are simply not producing as many dgpus as nvidia. their dgpu shipments are slightly down compared to nvidia on top of the fact that they generally ship fewer dgpus than nvidia to begin with. they also decided to launch damn near everything in the same quarter, which was pretty insane considering their limited fab capacity.

ID: h2fmrrn

IIRC what saved Radeon around that time was the crypto boom which ended up making Vega 64 and 56 great buys. This time around, AMD's newest GPUs are pretty crappy for mining.

ID: h2gsg9m

Reading the article removes the uncertainty, so I don't see what the point of your comment is.

ID: h2gykqd

The cpu data is over a 2.5 years period and the gpu data is over a 2 year period. It’s broken down by quarter with clear charts in the article. Maybe click the OP article before casting undue doubt next time.

ID: h2hbttg

Maybe write a better titles next time so that people are not turned away by erroneous title.

3 : Anonymous2021/06/20 13:07 ID: h2faozu

It would be interesting if someone could provide a more granular division of CPUs and GPUs.

AMD CPU sales have been going down recently, according to the graph, which makes sense because Intel is now the budget kind. It can't compete with AMD at the high end of the desktop market, so it competes at the low end and mid range, where volume is larger.

That's the problem with the measure of units sold. A company can sell a large number of inexpensive CPUs or GPUs and so have a large volume of sales, but that doesn't mean that much when it comes to profit, or what's relevant for enthusiasts.

NVIDIA is still selling GeForce 710 cards. How large a volume, I can't tell, because I haven't seen granular stats. That's the problem. But if AMD is focusing on the RX 6000 family while NVIDIA is selling a large number of 710 and 1030, that doesn't mean that AMD isn't successful, or isn't a lot more successful in the enthusiast market than the raw sales figure would indicate.

ID: h2ffcob

AMD also keeps selling heaps of Polaris/RX580. The volume is quite relevant.

ID: h2fj791

I agree. It still boils down to more granular statistics. If AMD is selling 6000 family and 500 family, and NVIDIA is selling 3000, 1600, 1030 and 710, then we'd need to know what is sold in what quantities in order to make sense of the sales. A single total doesn't offer much information.

ID: h2fgwis

Makes me think, if the APU production is limited, couldn't Global Foundries produce small Polaris dies?

ID: h2fjyq6

It can. AMD is still selling some RX 580 and RX 550, and although it's possible that they're existing stocks, it's also possible that AMD is producing batches of them.

ID: h2g1ay9

Global Foundries are loaded fully and a bit more. In I think it was WSJ video, they were telling that every machine is put to work, and even then they are trying to make every one of them to work without ever being idle. Several times higher production than normal. For AMD- some of it must be I/O dies-chipsets for Ryzen, some- budget APUs for educational devices. Some Polaris GPUs too.

ID: h2fg77r

AMD CPU sales have been going down recently,

I wouldn't be surprised if overall CPU sales are down now simply because there's less people who need CPU's at the moment. A big driver of new CPU releases is new builds, and if people cant get their hands on GPU's, then that's a lot of people not building new PC's.

Just a guess though, maybe there's more data out there somewhere to support or debunk this and I haven't seen it.

ID: h2fjg11

I mean, AMD's percentage of CPU sales. You can see in the graph in the article that AMD has been losing some market share since Ryzen 5000 release. I suspect that's because these are high end products, lower end Ryzen CPUs are hard to get, and Intel does offer them.

ID: h2fnqjp

There are more people who need CPUs at the moment. Like, way more. AMD CPU sales figures aren't going down. It's AMD market share that is declining.

Intel CCG had a huge Q1, way above seasonality. It got somewhat lost in the news because DCG is where Intel has historically made all the money and Epyc continues to impress.

AMD C&G had a huge Q1, also way above seasonality. AMD is pretty unhelpful in how it segments the business units -- consumer CPUs and GPUs in one segment, datacenter CPUs and consoles another other segment -- but AMD's blowout Q1 was driven by Ryzen.

If you zoom in to the DIY PC business, that might be down. Anecdotally, I see many components are cheap -- cases, power supplies, coolers all look like they have oversupply. Of course, the DIY PC business is a rounding error for Intel and only a bit more than that for AMD.

ID: h2grkbx

I say its because amd for the majority of the shortages had zero stock of cpus with igpus, while intel had plenty. The reason why i chose the 10400 over the 3600 solely because i needed to turn on my computer

ID: h2fqxmz

People waiting for ddr5 too, maybe...

ID: h2g2mpu

But if AMD is focusing on the RX 6000 family while NVIDIA is selling a large number of 710 and 1030, that doesn't mean that AMD isn't successful, or isn't a lot more successful in the enthusiast market than the raw sales figure would indicate.

i know you would like to tell yourself that but there is no way nvidia is making 3b in gaming alone per quarter from 1030's or GT 730's lmao i dont even think they are making any of these gpus anymore. Its just that the stock they already produced years ago finally sells now because people are desperate. Literally doubt they even produced any 730/1030 GPUs at some kind of miracle profit recently. The only one profiting from the sales of these gpus today is the retailer because he finally gets rid of that two years old stock.

ID: h2g4ljb

i know you would like to tell yourself that but there is no way nvidia is making 3b in gaming alone per quarter from 1030's or GT 730's

Of course they're selling tons of gaming cards. But that doesn't mean they're not also selling tons of other cards. If one measures only numbers of cards sold, it's impossible to tell. Same goes for Intel. Intel certainly is selling a lot of high end CPUs. It's also selling a lot of low end CPUs.

The point is, when looking at a 80%-20% number, which is true for both Intel vs. AMD and NVIDIA vs. AMD, how much of that 80% (and, for this matter, the 20%) is latest gen, high end CPUs or GPUs, and how much is older or lower end stuff.

If AMD is selling mostly Ryzen 5000 CPUs, which cost $300 and up, but most of Intel's sales are for sub-$200 CPUs, then that's something worth knowing. Similarly, if a significant chunk of NVIDIA sales is low end or older GPUs (710, 1030, even 1660), then that's something worth knowing.

ID: h2fbby0

Any NV GPU slower than AMD IGP doesn't count here in real life.

ID: h2fclgs

The question is if it counts for the "discrete GPU sales" and what part of it these cards make.

ID: h2geikz

I think it balances out because AMD is already a significantly lower profit margin company than both intel and nvidia, so on paper they improved their marketshare while pushing value products, which technically includes zen 3 even with the price hike. So you can say "well intel is cheaper now so they're selling more" but that's also been true for AMD for years. Ultimately what people care about is adoption rates (as long the company is still profitable to operate) since adoption momentum is a hard thing to break, as we can see from intel coasting on momentum for years even when getting tossed around by AMD in throughput.

ID: h2gz62j

what is your definition of "significantly" ?

ID: h2h7zvl

AMD is splitting their wafer supply between several product lines, on a node that is already constrained. if AMD could crank out more cards, they would sell each any everyone one of them.

these stats are measuring nothing except how much wafer supply AMD decided to dedicate to consumer GPU's vs console APU's vs CPU's (and CPU's further split between Ryzen and Epyc!)

if we count every ps5 and xbox sale, AMD is surely ahead. every 3 consoles produced was 2 GPUs that didn't get produced. it was a zero sum game on TSMC 7nm.

4 : Anonymous2021/06/20 12:44 ID: h2f8kbw

I mean CPU share increase is obvious, but gpu decline is probably cause AMD just cant supply volume, this time frame AMD could have matched sales with Nvidia just cause of the insane demand for GPUs.

ID: h2facyw

Marketshare has always been strange since those periodic cryptoboom started. The market double or more in volume for about year. That 19% is maybe double the 28% of past years in volumes. It does distort the market.

ID: h2gp9w0

Amd can't supply reasonable upgrades. I have a 2080 and a 580. It makes more sense to me to get a 3080 moving the 2080 to the 580 system than purchase a new amd gpu.

I would love a new midrange gpu for 200.

5 : Anonymous2021/06/20 14:24 ID: h2fj2yl

dGPU share declined*

ID: h2flqyc

Yeah, both the new Xbox and ps5 use and gpus, which is why their dedicated PC GPU output is low - they are quite literally stretched too thin right now, especially during this shortage

6 : Anonymous2021/06/20 14:27 ID: h2fjgly

I bet 33% is because of consoles as a huge portion is going to xbox and PS while nvidia only sells GPU for PCs.

If there were no consoles there'd be about 10 mil of RDNA 2 GPUs out in the wild which would maybe be those 33% of GPUs.

ID: h2fl0fj

Nvidia sells a ton of gpus for automotive and datacenters though.

ID: h2gb4u8

I think the number is specifically for discrete GPUs.

ID: h2g3boo

People need to get real. RDNA2 even with good stock situation wouldnt sell more than RDNA1 or Polaris that didnt made the situation any better vs nvidia. RDNA2 isnt even made for the majority of people that are buying AMD to begin with. They launched with products starting at 600. People were bitching about 5700XT price being 400 because it wasnt priced like 250 dolllar polaris lol Those are your 99% of radeon buyers. AMD cant compete with Nvidia at same high prices because then people buy Nvidia. AMD would need to make it like in their CPU market against intel for people to switch but they didnt

7 : Anonymous2021/06/20 20:27 ID: h2gqrcg

Ofc gpu marketshare is going to drop.

Pathetic raytracing performance and no DLSS or NVENC, enormous driver overhead in dx11 games, after 15 years of being broken hardware acceleration still does not work in browsers, terrible performance in the most popular engines (ue4 and unity), about 1/3rd of the performance of even a gtx 1050 in emulators due to no opengl support, no functional driver support for indie games, poor framepacing in all but a handful popular BENCHMARK games (not even playerbase, just the ones that happen to be in last year's gpu reviews)

Navi is functionally useless due to the drivers being in infancy stage

ID: h2h5otz

Are you serious, lmao

8 : Anonymous2021/06/20 13:52 ID: h2ffnr4

maybe their gpu share would increase if they would actually manufacture more cards? I don't know, sounds like a crazy idea, but I don't feel like buying gpus at 300% MSRP

ID: h2gxgue

If they could, they would. AMD does not see any benefit from GPUs selling at inflated prices. The capacity literally does not exist to produce more chips right now.

9 : Anonymous2021/06/20 16:08 ID: h2fv44m

Despite of the GPU share declining. I'm proud of RDNA 2 and I'm very happy with the RX 6800.

The thing I like most is the excellent performance per watt and the control panel.

And the performance per watt benchmarks I guess they don't consider the amazing undervolt you can do to these cards. I can reduce max voltage to 90% without stability nor performance issues reducing a lot the energy consumed and the heat generated.

The thing I like less is the Memory Clock ramping up at 144Hz on windows desktop and if you create a custom resolution as a workaround for this issue, you cannot change the bit depth above 6.
10 : Anonymous2021/06/20 16:37 ID: h2fyjcb

Does that count consoles?

11 : Anonymous2021/06/20 14:58 ID: h2fmxth

I wonder how they determined the share changes.

12 : Anonymous2021/06/20 23:31 ID: h2hbhrj

Well, considering that they produce way less cards than Nvidia and that their AIB partner cards are scalped at MSRP already (like seriously, at this point I don't understand why an AIB AMD card is priced so high compared to the MSRP of the AIB Nvidia cards).

They got a lot back with this gen of GPU's but it wasn't just about raw performance.

I think RDNA3 will be their Zen 3 moment though

引用元:https://www.reddit.com/r/Amd/comments/o43ydp/amds_cpu_market_share_has_doubled_in_the_last_23/

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