NVIDIA shows signs ... [2008 - 2017]

[A1xLLcqAgt0qc2RyMz0y]

No problem. The graph is annotated with the launch dates by quarter of some of the major SKUs, which I added as requested on another forum - hopefully you can navigate past the busyness as I forgot to save a copy before I started adding the annotations

Can you please update this chart with the 2015 Q1 & Q2 data.

EDIT: Thanks dbz for the updated chart

JPR just released the 2Q2015 AIB numbers.

http://www.jonpeddie.com/publications/add-in-board-report

Nvidia 81.9% vs AMD 18.0%

 

[dbz]

Here you go

 

[virtualAhmad]

DBZ, that's some great work you have! Would it be possible to request a version with inverted colors or the source please?

Here you go

 

[dbz]

DBZ, that's some great work you have! Would it be possible to request a version with inverted colors or the source please?

Inverted colours ? How do you mean - white background/black text ?

As for the source (assuming you don't mean me as the graph maker), the numbers come primarily from Mercury Research with some additions from JPR where Mercury's figures weren't available or were aggregated over 6 months rather than three. Some of the reports I gleaned figures for are behind a paywall and I can't reprint the results. You can, with a little time, correlate most of the same figures via search engine. Jon Peddie have a press release archive of sorts ( although I personally prefer Mercury's figures).

 

[Davros]

The Transgaming purchase would tie in nicely with nvidia offering a game streaming service for £7.49 a month
http://shield.nvidia.co.uk/game-streaming-with-geforce-now

 

[BRiT]

ITC finds Samsung did not infringe Nvidia patents and finds one patent as invalid: http://www.reuters.com/article/2015...20151009?feedType=RSS&feedName=technologyNews

Samsung Electronics Co Ltd has been cleared on its use of graphics chip technology owned by Nvidia Corp without permission, in a U.S. International Trade Commission ruling on Friday.

Judge Thomas Pender said Samsung did not infringe two Nvidia patents, and while it did infringe a third, he ruled that patent is invalid because it was not a new invention compared with previously known patents.

Nvidia spokesman Robert Sherbin said the ruling will be reviewed by the full commission, which will make a final decision on the dispute in February. "We remain confident in our case," he said.

A spokeswoman for Samsung declined to comment.
<<...snip...>>

 

[Deleted member 2197]

Nvidia beats Wall Street’s Q3 expectations with strong graphics chip sales

Nvidia released third-fiscal quarter earnings today that beat Wall Street’s expectations. The world’s biggest standalone graphics chip maker reported that its revenue and earnings both exceeded expectations.

For the upcoming fourth-fiscal quarter, Nvidia expects revenue of $1.3 billion and non-GAAP gross profit margins of 57 percent.

Graphics processing unit (GPU) revenue was $1.1 billion in the quarter, up 12 percent from a year ago and 16 percent from the previous quarter. The new GeForce GTX series graphics chips for the PC are the main growth driver. Gaming GPU revenue grew 40 percent from a year ago.

Professional Quadro graphics were $190 million, down 8 percent from a year ago. Datacenter chip revenue was $80 million, down 8 percent from a year ago. And Nvidia’s Tegra processor revenue was $129 million, down 23 percent from a year ago. That’s primarily due to Nvidia’s exit from tablet and smartphone chips. Tegra growth now comes from automotive revenue, which was $79 million. Licensing revenue from Intel was $66 million.

http://venturebeat.com/2015/11/05/g...expectations-with-strong-core-graphics-sales/

 

[Geeforcer]

Nvidia beats Wall Street’s Q3 expectations with strong graphics chip sales


http://venturebeat.com/2015/11/05/g...expectations-with-strong-core-graphics-sales/

GPU sales volume coupled with Steam hardware survey results for Sep lead me to believe that Nvidia has retained, if not increased, its market share, despite recent reports to the contrary.

 

[A1xLLcqAgt0qc2RyMz0y]

In the overall GPU market (Discrete and CPUs that include a GPU) Nvidia did a nice job in increasing market share. Most of it was at AMD's expense.

AMD market share at 11.5% DOWN 2.7% from last year
Nvidia market share at 15.7% UP 1.6% from last year
Intel market share at 72.8% UP 1.0% from last year

http://jonpeddie.com/publications/market_watch

Note that AMD includes APUs (integrated GPU) along with discrete GPUs whereas Nvidia is only discrete GPUs.

When JPR releases the discrete GPUs report AMD will again be shown with dreadful market share.

For reference Nvidia had 81.9% discrete market share vs AMD's 18% last quarter 2015Q2.

 

[Dave Baumann]

http://www.pcworld.com/article/3005...-marketshare-from-nvidias-geforce-lineup.html

 

[I.S.T.]

Wouldn't that go better in the AMD thread?

 

[homerdog]

I think he was simply responding to A1xLLcqAgt0qc2RyMz0y's post.

 

[Deleted member 2197]

Not sure where the PCWorld article got this:

Still, it’s notable that AMD was able to siphon away at least some of Nvidia’s recent gains at a time when Team Green’s ecosystem approach is taking shape.

Actually Nvidia's marketshare did increase, opposed to what the PC World article states. I don't see where they get AMD's 0.7% increase was gained from Nvidia's share ... seems more likely from Intel based on the chart.

http://jonpeddie.com/publications/market_watch

 

[Dave Baumann]

The PCW article is referencing discrete only share, not overall graphics share . The full report breaks out both, while the public element just post the overall.

 

[A1xLLcqAgt0qc2RyMz0y]

The PCW article is referencing discrete only share, not overall graphics share . The full report breaks out both, while the public element just post the overall.

I think that PCW just regurgitated a HOPE article from awhile ago that AMD would regain some market share from the competitive FURY even though no data at that time was available to justify the claim.

Since FURY was not competitive against the 980 TI and the Nano is overpriced that did not happen as seen by the financial reports from AMD and Nvidia.

The JPR discrete GPU report will be available with a few weeks and I fully expect that Nvidia will have gained more share from AMD.

Edit: I was wrong as AMD did in fact regain 0.8% market share. 81.1% Nvidia vs 18.8% AMD.

http://www.jonpeddie.com/publications/add-in-board-report

 

[Dave Baumann]

I have the report.

 

[DuckThor Evil]

http://jonpeddie.com/press-releases...sed-in-q315-amd-gained-market-share-nvidia-lo

There is the relevant info.

I mean yeah AMD's share compared to previous quarter went up from 18 to 18.8%. I'm afraid I don't see any positives in that, first of all compared to year before, it's a big drop and secondly how do you not improve marketshare by going from zero products in the high end to actually having a product there. If at first nVidia sells 100 980Tis to 0 Furys and then only 100 to 1, well congrats you gained marketshare! The fact that it only rose 0.8 percentage points when AMD also had other new items in the lineup is more worrisome than good news to be honest. Hopefully the 16nm cards will fare better.

 

[Dave Baumann]

That exact data and number was already stated in the supposedly fictitious / made-up / hopeful I article already posted.

 

[Razor1]

http://jonpeddie.com/press-releases...sed-in-q315-amd-gained-market-share-nvidia-lo

There is the relevant info.

I mean yeah AMD's share compared to previous quarter went up from 18 to 18.8%. I'm afraid I don't see any positives in that, first of all compared to year before, it's a big drop and secondly how do you not improve marketshare by going from zero products in the high end to actually having a product there. If at first nVidia sells 100 980Tis to 0 Furys and then only 100 to 1, well congrats you gained marketshare! The fact that it only rose 0.8 percentage points when AMD also had other new items in the lineup is more worrisome than good news to be honest. Hopefully the 16nm cards will fare better.

Its always harder to gain back marketshare, but its a start, outside of retail sales, OEM's and system builders would have been locked into deals so need to wait for them to start up new products to add in AMD boards (because allocation would be finished also they have to their own verification for systems to do). I think to be fair to AMD we will have to see the next quarter numbers to get a better picture.

 

[Alexko]

http://jonpeddie.com/press-releases...sed-in-q315-amd-gained-market-share-nvidia-lo

There is the relevant info.

I mean yeah AMD's share compared to previous quarter went up from 18 to 18.8%. I'm afraid I don't see any positives in that, first of all compared to year before, it's a big drop and secondly how do you not improve marketshare by going from zero products in the high end to actually having a product there. If at first nVidia sells 100 980Tis to 0 Furys and then only 100 to 1, well congrats you gained marketshare! The fact that it only rose 0.8 percentage points when AMD also had other new items in the lineup is more worrisome than good news to be honest. Hopefully the 16nm cards will fare better.

I assume these data represent market share in units sold, not revenue. So as a very high-end product, Fury was unlikely to have a substantial impact. Revenue figures might tell a different story, though they would probably look worse for AMD in absolute terms (i.e. AMD's revenue share might be growing faster, but it's probably lower than 18.8%).