New Stats Suggest Strong Sales For AMD (techspot.com) 32
Windows Central reports:
AMD surpassed NVIDIA when it comes to total GPU shipments according to new data from Jon Peddie Research (via Tom's Hardware). This is the first time that AMD ranked above NVIDIA in total GPU shipments since Q3 of 2014. AMD now has a 17.2 percent market share compared to NVIDIA's 16 percent according to the most recent data. John Peddie Research also reports that "AMD's overall unit shipments increased 9.85% quarter-to-quarter."
AMD gained 2.4 percent market share over the last year while NVIDIA lost 1 percent. Much of AMD's growth came in the last quarter, in which AMD saw a difference of 1.5 percent compared to NVIDIA's 0.1 percent.
The Motley Fool points out that "NVIDIA doesn't sell CPUs, so this comparison isn't apples-to-apples."
But meanwhile, TechSpot reports: German hardware retailer Mindfactory has published their CPU sales and revenue figures, and they show that for the past year AMD had sold slightly more units than Intel -- until Ryzen 3000 arrived. When the new hardware launched in July, AMD's sales volume doubled and their revenue tripled, going from 68% to 79% volume market share and 52% to 75% revenue share -- this is for a single major PC hardware retailer in Germany -- but the breakdown is very interesting to watch nonetheless...
Full disclaimer: German markets have historically been more biased towards Ryzen than American ones, and AMD's sales will fall a bit before stabilizing, while Intel's appear to have already plateaued.
AMD gained 2.4 percent market share over the last year while NVIDIA lost 1 percent. Much of AMD's growth came in the last quarter, in which AMD saw a difference of 1.5 percent compared to NVIDIA's 0.1 percent.
The Motley Fool points out that "NVIDIA doesn't sell CPUs, so this comparison isn't apples-to-apples."
But meanwhile, TechSpot reports: German hardware retailer Mindfactory has published their CPU sales and revenue figures, and they show that for the past year AMD had sold slightly more units than Intel -- until Ryzen 3000 arrived. When the new hardware launched in July, AMD's sales volume doubled and their revenue tripled, going from 68% to 79% volume market share and 52% to 75% revenue share -- this is for a single major PC hardware retailer in Germany -- but the breakdown is very interesting to watch nonetheless...
Full disclaimer: German markets have historically been more biased towards Ryzen than American ones, and AMD's sales will fall a bit before stabilizing, while Intel's appear to have already plateaued.
Second half is a dupe (Score:3)
And, as previously discussed, it’s not only just a report from one components retailer - it’s basically just sales to people building their own computers, where AMD has always had a very strong presence.
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I think it will be more telling what happens as the big cloud providers iterate their servers. Will the multiple ongoing Intel flaws drive Amazon, Google, Microsoft, etc. to insist on AMD processors? But that’s a much longer tail.
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When Dell switches over, then we'll see some serious shit.
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That might play a role, Meltdown/Spectre are particularly problematic for cloud providers. Remember, the threat was processes reading memory from other processes they should not have access to.
Inhouse, with known applications? Not pretty, but maybe tolerable.
On a server where multiple VMs for different customers run? Ouch. Almost impossible to guarantee there are no would-be hackers among your customers.
Sheer performance/price might also play a role. From what reviews I have seen, the new Epyc "Rome" proces
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I guess a lot of manufacturers have long term supply contracts with Intel, and existing motherboard designs based on them. Either Intel will sweeten the deals or in time the manufacturers will slowly migrate to AMD.
I see Lenovo are offering a few AMD model Thinkpads. They are okay but lack Thunderbolt (AMD doesn't support it yet, maybe won't until USB 4 is available from 2020/21) which seems to be holding AMD back on the portable front.
German markets. (Score:2)
Historically, buying AMD meant to support domestic semiconductor industry.
German overclocker der8auer has recently released some statistics on market share and single core boost clocks in a youtube video [youtube.com]. Don't take the single core boost thing too serious though. Outside of benchmarks hardly any real world workload will utilize single core boost anyway. And accord
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As an American I only sometimes buy products purely because they're American made. Other times I'll buy what is the best value or meets the required performance. If I'm buying a chainsaw, I'll go for what the Swedes and Germans have to offer. For CPUs, I don't really care that if it's an Israeli design built in Taiwan or whatever.
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I do find it concerning that more and more of semiconductor fabrication is moving to Taiwan, meaning that we're pretty much dependant on a 'small island' that is on the other side of the planet. Let's just hope that China keeps its distance and doesn't decide that it really wants tighten its control over the breakaway province.
Here I can appreciate Intel for at least investing in their own fabrication, which is fully controlled by t
Poor summary - figures are all over the place (Score:5, Insightful)
Mixing of CPU and GPU and stats on single sales vs prebuilt. The summary is all over the place, let's clear it up:
NVIDIA sold more discrete GPUs than AMD did. AMD only won when you include APUs in the stats (incredibly dishonest). In the market-share for discrete GPUs NVIDIA absolutely annihilates AMD overall and that's also why the figures of 17.2% and 16% don't make any sense, ... until you include Intel integrated graphics.
As for the CPUs it has also been pointed out that those stats are purely the result of the aftermarket direct to consumer CPU shipments, and they are also an odd case of a new and highly anticipated product launch.
Now on the other hand let's not play down AMD's achievements here. In the past year they have shown that they are in fact still very much relevant in the industry and have brought some much needed competition to both the CPU and GPU market (as evident by the panic price drop of NVIDIA GPUs when the most recent Radeons launched, and as evident by the panic refresh of the CPU lineup from Intel... putting lipstick on their expensive pork).
But let's keep it real, no need to be dishonest with stats, AMD is achieving good things even when you stick to reality.
two bald men fighting over a comb (Score:2)
Most GPU are not the flagship 200 watt room heaters but are on board GPU. Intel has 61% of the market. AMD edging out NVIDIA in one quarter with a single percentage point change isn't amazing. Intel and AMD will leapfrog on the CPU as always for a year or so till Intel gets its mojo back and holds AMDs head in the toilet yet again. Don't poke the upperclassman, no one ever regrets buying Intel even when it isn't the absolute cheapest.
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AMD edging out NVIDIA in one quarter with a single percentage point change isn't amazing.
Disagree given AMD's position relative to NVIDIA in the past.
Intel and AMD will leapfrog on the CPU as always for a year
Intel and AMD havn't been leapfrogging since the early 00s and they certainly aren't now. Intel still absolutely dominates AMD in every way in CPU sales.
Don't poke the upperclassman, no one ever regrets buying Intel even when it isn't the absolute cheapest.
Indeed. A lot of people miss this and especially on Slashdot with all the frothing at the mouth outrage caused by a complete security non-issue that was speculative execution. Intel still make top performing processors. I just personally prefer a budget friendly multicore option than outright expe
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Intel still absolutely dominates AMD in every way in CPU sales.
Well... not in every way. In self built computers especially in Europe, but for what I know, also in the US, AMD dominates both in units sold and in revenue.
Don't poke the upperclassman, no one ever regrets buying Intel even when it isn't the absolute cheapest.
Indeed. A lot of people miss this and especially on Slashdot with all the frothing at the mouth outrage caused by a complete security non-issue that was speculative execution. Intel still make top performing processors. I just personally prefer a budget friendly multicore option than outright expensive single thread performance.
I'm not sure if there's some sarcasm here that I'm missing, but I for one do regret buying an Intel CPU. It's a combination of many things - a big portion of which is the constant stream of performance-degrading security vulnerabilities, but also the reason why those exist (a complete negligence on this important aspect by Intel), their anti-competitive
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I regret literally every Intel CPU I've purchased new, and also some of the ones I've bought used. They were never the fastest thing available, plus Intel apparently spends the money illegally suppressing the competition instead of working on their architecture or their process technology.
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no one ever regrets buying Intel even when it isn't the absolute cheapest
That's very funny. I have regretted buying Intel every single time I have bought an Atom, which I am embarrassed to say is three times. I kept believing Intel's hype that this latest Atom is actually good and it just kept being the same sluggish, hot running pig that has core arch Celerons running circles around it. I learn slowly I guess, but I learned. I will wait for AMD to provide something usable in the NUC form factor and until then Intel is banned here.
Then there is Ryzen. I don't see how somebody wo
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Actually, some have suggested that AMD's sales of non-APU dGPUs exceeded that of nVidia. Probably because of heavily-discounted Polaris products. Doesn't mean AMD made much money selling those things, and of course, the brand damage . . .
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What evidence? Nobody knows the mix of dGPU vs iGPU sales based on data available from AMD.
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Anyone with authority or inside industry knowledge won't say. What's clear is that AMD didn't necessarily have a strong surge in APU shipments, so it's sort of a head-scratcher. If iGPU sales comprised the majority of AMD's growth, then logically it would have to be from a surge in APU sales from Picasso. And yet that does not seem to be the case.
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NVidia has its own heavily discounted Bitcoin era doorstops. I would not be surprised at all if they end up shipping a goodly number of them to landfill.
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Mixing of CPU and GPU and stats on single sales vs prebuilt. The summary is all over the place, let's clear it up:
NVIDIA sold more discrete GPUs than AMD did.
Yes, the number showing that AMD nudged ahead of Nvidia also shows Intel blowing AMD away.
The more interesting numbers are from the other Jon Peddie report [jonpeddie.com] about discrete GPUs. That report also shows a sizable increase in AMD market share, sequentially from 22.7% to 32.1%. How significant that increase is depends on the trajectory of those numbers. AMD's market share is lower than one year ago and pretty much what is was 1.5 years ago when Pascal was dominating the market. Either AMD's momentum is real
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In GPU technology, AMD is still playing catch-up to Nvidia. They are very close though with the new Navi GPUs, which were released in July and thus cannot show up in 2nd quarter financial results.
The main difference for the customer is that the gap in energy consumption has become much smaller with Navi. AMD GPUs are still running slightly hotter, but only by a few percent. AMD makes up for the remaining difference by being a bit cheaper for the same performance. But they need much less of a discount than t
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Well, depending on your mix of gaming and GPGPU, the Radeon VII isn't a catch up product, it's miles ahead. Almost 5 TB of double precision and 1TB of memory bandwidth for $700, NVidia has nothing to touch it.
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The Radeon VII is in a bit of an awkward position. For gaming, it does not quite match price/performance of Nvidia's GPUs. For GPGPU, it has to compete against its own professional versions, the Radeon MI 50 and MI 60.
Also, there is a high end Navi GPU in the works. That one will probably beat the Radeon VII at gaming and make it obsolete for that purpose.
In other news, I've actually read about AMD giving up the Radeon VII. Cannot remember where exactly, or I'd give a link.
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The Radeon VII is in a bit of an awkward position.
Not as far as I am concerned. For me, it is a kick ass gaming card and an even more kickass computation card. Absolutely ideal functionally, and $700 is a legendary deal. Before it, you would need to shell out roughly $2500 to get those specs.
Mind you, I haven't got mine yet, but that's coming soon. Yes, I love Navi, but where is my HBM2? I'll put Navi in my kid's box.
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NVIDIA sold more discrete GPUs than AMD did. AMD only won when you include APUs in the stats (incredibly dishonest).
Is that really dishonest? I have two 950 AMP!s in my PC now (one was a warranty replacement for a 750Ti, the other I bought to go with it, or I'd never have screwed with SLI — my other parts would support it, so it was cheap) and I'd do as well with one good APU. And that may well be my next PC, because I feel like I have enough power in my PC already, but I want it to consume a lot less power, and be a lot quieter. My PC peaks out at 350W and has about ten fans, I should be able to get it under 150W
Just bought a Ryzen (Score:3)
I refreshed my laptop last month and chose a Ryzen 7 over an i7 or i5. Better heat management, solid performance. FYI, not German. Also not a heavy gamer. Most taxing thing I do is video editing and it works great so far.
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Sever market Get ready for EPYC!!!! (Score:2)
Sever market Get ready for EPYC!!!!
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There are also mouth watering Threadripper rumors.