Wednesday, August 14th 2013

AMD Winner in Q2, Intel Up, NVIDIA Down, According to Jon Peddie Research

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers' market share for 2013 2Q. While the news was disappointing year-to-year, the news was encouraging quarter-to-quarter. AMD overall unit shipments increased 10.9%, quarter-to-quarter, Intel increased 6.2%, and Nvidia decreased by 8%. The overall PC market declined 2.5% quarter-to-quarter while the graphics market increased 4.6%. Overall this net 7.1% increase reflects an interest on the part of consumers for double-attach-the adding of a discrete GPU to a system with integrated processor graphics, and to a lesser extent dual AIBs in performance desktop machines.

On a year-to-year basis we found that total graphics shipments during Q2'13 dropped 6.8% while PC shipments which declined by at a faster rate of 11.2% overall. GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped and most of the PC vendors are guiding down to flat for Q3'13. The popularity of tablets and the persistent economic slowness are the most often mentioned reasons for the decline in the PC market and the CAGR for PC graphics from 2012 to 2016 is -1.4%; we expect the total shipments of graphics chips in 2016 to be 319 million units.

The ten-year average change for graphics shipments for quarter-to-quarter is a growth of 7.2%. This quarter is below the average with a 4.6% increase.

Our findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and industrial/scientific and embedded. This report does not include handhelds (i.e., mobile phones), x86 Servers or ARM-based Tablets (i.e. iPad and Android-based Tablets), Smartbooks, or ARM-based Servers. It does include x86-based tablets.

The quarter in general
  • AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs declined 9.6% from Q1 and increased an astounding 47.1% in notebooks. The company's overall PC graphics shipments increased 10.9%.
  • Intel's desktop processor-graphics EPG shipments decreased from last quarter by 1.4%, and Notebooks increased by 12.13%. The company's overall PC graphics shipments increased 6.2%.
  • Nvidia's desktop discrete shipments were down 8.9% from last quarter; and, the company's mobile discrete shipments decreased 7.1%. The company's overall PC graphics shipments declined 8.0%.
  • Year-to-year this quarter AMD overall PC shipments declined 15.8%, Intel dropped 12.9%, Nvidia declined 5.1%, and VIA fell 12.4% from last year.
  • Total discrete GPUs (desktop and notebook) were down 5.5% from the last quarter and were down 5.2% from last year for the same quarter due to the same problems plaguing the overall PC industry. Overall the trend for discrete GPUs is up with a CAGR to 2016 of -2.2%.
  • Ninety nine percent of Intel's non-server processors have graphics, and over 67% of AMD's non-server processors contain integrated graphics; AMD still ships IGPs.
Add your own comment

32 Comments on AMD Winner in Q2, Intel Up, NVIDIA Down, According to Jon Peddie Research

#1
Jorge
Pretty much the only people buying GPUs are the gamers, except for a small percentage of new builds. The PC industry like most industries in Asia, Europe and the U.S. are hurting because of massive unemployment. There is over 100 million people who have lost their job over the past 5 years and there aren't a lot of new jobs being created. Many people are apathetic and oblivious to this reality as they have not been directly impacted by the economic recession.
Posted on Reply
#2
RCoon
Gaming Moderator
by: Jorge
Pretty much the only people buying GPUs are the gamers, except for a small percentage of new builds. The PC industry like most industries in Asia, Europe and the U.S. are hurting because of massive unemployment. There is over 100 million people who have lost their job over the past 5 years and there aren't a lot of new jobs being created. Many people are apathetic and oblivious to this reality as they have not been directly impacted by the economic recession.
As always your eloquent degree and masters in economy is greatly appreciated in all things, exclusively articles featuring AMD.
Posted on Reply
#3
Fx
by: Jorge
Pretty much the only people buying GPUs are the gamers, except for a small percentage of new builds. The PC industry like most industries in Asia, Europe and the U.S. are hurting because of massive unemployment. There is over 100 million people who have lost their job over the past 5 years and there aren't a lot of new jobs being created. Many people are apathetic and oblivious to this reality as they have not been directly impacted by the economic recession.
I agree man. I believe this is very obvious, but people that aren't affected don't really care. It is even scarier when you look at it in a political sense because that is the root cause, but I digress.

I have had faith in AMD all of these years and I am glad that their purchase of ATI is really starting to create synergy for them after all. They still have a long uphill battle before them just as we all do financially.
Posted on Reply
#4
WhiteLotus
Is the Xbox and Ps4 chip deal included in these numbers?
Posted on Reply
#5
btarunr
Editor & Senior Moderator
by: WhiteLotus
Is the Xbox and Ps4 chip deal included in these numbers?
No, because no PS4 and Xbox One shipped in Q2-2013.
Posted on Reply
#6
Ravenas
by: Jorge
Pretty much the only people buying GPUs are the gamers, except for a small percentage of new builds. The PC industry like most industries in Asia, Europe and the U.S. are hurting because of massive unemployment. There is over 100 million people who have lost their job over the past 5 years and there aren't a lot of new jobs being created. Many people are apathetic and oblivious to this reality as they have not been directly impacted by the economic recession.
Oh the PC industry is hurting and it has nothing to do with competition from Apple and Google. Blame it all on the government and the economy.
Posted on Reply
#7
cdawall
where the hell are my stars
47.1% increase in neotebooks for AMD APU's...wow they are pumping those out aren't they.
Posted on Reply
#8
HumanSmoke
by: cdawall
47.1% increase in neotebooks for AMD APU's...wow they are pumping those out aren't they.
Don't get too excited, it's only a number...and a little sparkly thing for the easily impressed. Without knowing the unit numbers shipped for revenue, and the average selling price it's pretty much meaningless.
Hypothetical example:
Vendor A's shipments rise from 100 million to 101 million. Mere 1% increase, but 1 million units
Vendor B's shipments rise from 100,000 to 150,000. Fantastic 50% increase, but 50K units.
Posted on Reply
#9
cdawall
where the hell are my stars
by: HumanSmoke
Don't get too excited, it's only a number...and a little sparkly thing for the easily impressed. Without knowing the unit numbers shipped for revenue, and the average selling price it's pretty much meaningless.
Hypothetical example:
Vendor A's shipments rise from 100 million to 101 million. Mere 1% increase, but 1 million units
Vendor B's shipments rise from 100,000 to 150,000. Fantastic 50% increase, but 50K units.
Low volume or not still a move in the right direction.
Posted on Reply
#10
ensabrenoir
by: Ravenas
Oh the PC industry is hurting and it has nothing to do with competition from Apple and Google. Blame it all on the government and the economy.
...more like a shift in demand from consumers.... its all about tablets and uber smart phones like its been said 1billion times before its evolve or die. As for the enconomy... its the same. Decades of greed and mis management got it to where it is. This current generation has the burden of reaping past ills and cleaning it up. WE WE SURVIVE
Posted on Reply
#11
Casecutter
by: HumanSmoke
Don't get too excited, it's only a number...
Totally agree, however it is an indication that APU's are really getting traction. And it was enough to move Intel to start looking forward, as now with Iris Pro 5200 integrated graphics in notebooks...

AMD APU's need to up their game to contest their new rival. While from what I've read and seen Nvidia dGPU mobile parts are really starting to be seen as less desirable from a cost/power/thermal design issues for OEM to hold that course. So in coming financials Nvidia will almost certainly watch such products lines wane.
Posted on Reply
#12
Xzibit
Supercomputing is adopting Intel Xeon Phi (2.2%) more then Nvidia Kepler (1.6%) of (accelerators/co-proccessor family) system shares.

That has to be a shocker.:eek:
Posted on Reply
#13
theoneandonlymrk
by: Xzibit
Supercomputing is adopting Intel Xeon Phi (2.2%) more then Nvidia Kepler (1.6%) of (accelerators/co-proccessor family) system shares.

That has to be a shocker.:eek:
dunno about that, if your starting a new project or sim from scratch the Phi system will get it up and running quicker, obviously the kepler or radeon has higher max potential but its harder to write for and use.
Posted on Reply
#14
HumanSmoke
by: Xzibit
Supercomputing is adopting Intel Xeon Phi (2.2%) more then Nvidia Kepler (1.6%) of (accelerators/co-proccessor family) system shares.
Xeon Phi's numbers are skewed by their use in a single cluster (Tiahne-2) that uses 48,000 of them. It's also a good bet that the project -since it also features 32,000 sockets of an unreleased Ivy Bridge-E Xeon processor, came about when Intel more than likely offered pretty favourable terms* to have the machine "all-Intel" equipped.
In other news:
In server, Tesla GPU revenue increased 25.3% sequentially and 127.5% year on year.
* Xeon Phi costs more ($4100+ versus $3700 for the respective top models) , has lower efficiency, and lower real world performance:

The only area where Xeon Phi would have the advantage is coding, but then, HPC is built around custom code.
Posted on Reply
#15
Xzibit
:rolleyes:

Tiahne-2 uses custome 3000 series Xeon Phi. Hardly top of the line actually its the bottom of the line costing $1695.00 msrp.

Accelerator/Co-Processor %

Nvidia K20 = 0.8
Nvidia K20x = 0.6

Intel Xeon Phi 5110P = 0.8
Intel Xeon Phi (Unspecified) = 0.6
Intel Xeon Phi SE10X = 0.4
Intel Xeon Phi 31S1P = 0.2
Intel Xeon Phi SE10P = 0.2

Mixed
K20M / Xeon Phi 5110P = 0.2
Posted on Reply
#16
HumanSmoke
by: Xzibit
:rolleyes:

Tiahne-2 uses custome 3000 series Xeon Phi. Hardly top of the line actually its the bottom of the line costing $1695.00 msrp.
So what troll ? It doesn't matter which version of the Xeon Phi is being used- there are still 48,000 in that one cluster.
Also, a bottom of the line GPGPU that has a 300W TDP...guess that's why the Tiahne-2 doesn't feature anywhere in Performance-per-watt...and co-incidentally why the two most efficient systems are Tesla K20 equipped

by: Xzibit
[Snipped some unexplained random list ]
BTW you seem to be missing both some actual relevancy, both to the thread and whatever the above is supposed to be about. I'd also be more inclined to believe the actual testing.
Posted on Reply
#17
Xzibit
I think you seam to be missing the actual relevancy.

Intel up and Nvidia down isnt limited to consumer desktop products.

I was pointing out that Intel is doing a great job for its first outing on the HPC supercomputing market that's its being adopted by new and transitioning/upgrading systems just as good and if not better then Nvidia.
The fact that Intel is even making that big of a stride into the HPC market with its MiCs is interesting and reflects the original post in other sectors.

You went on to ramble on performance and power efficiency and my favorite profit margins. WTF!!! does that have to do with market share of any kind in any sector.

You just seam to have your panties in a twist. I guess I would too if I lived my life with Green colored glasses.
Posted on Reply
#18
HumanSmoke
by: Xzibit
You went on to...performance and power efficiency and my favorite profit margins. WTF!!! does that have to do with market share of any kind in any sector.
You don't see the linkage between power efficiency, performance, and performance-per-dollar/watt and server market share ? Well I guess that sums up the extent of your understanding in a nutshell.

As for Xeon Phi, there is certainly a market. But being a new Intel product, Intel will do what it usually does - whatever needs be done to push the industry in the direction that best suits Intel. If Intel basically gives away Xeon Phi (remember the GPU is 15-25% larger than GK 110 with no secondary gaming market to exploit for high priced salvage parts) in order to establish its presence, it's probably a no brainer that some projects are going to take Intel's handouts.
Posted on Reply
#19
Xzibit
by: HumanSmoke
You don't see the linkage between power efficiency, performance, and performance-per-dollar/watt and server market share ? Well I guess that sums up the extent of your understanding in a nutshell.

As for Xeon Phi, there is certainly a market. But being a new Intel product, Intel will do what it usually does - whatever needs be done to push the industry in the direction that best suits Intel. If Intel basically gives away Xeon Phi (remember the GPU is 15-25% larger than GK 110 with no secondary gaming market to exploit for high priced salvage parts) in order to establish its presence, it's probably a no brainer that some projects are going to take Intel's handouts.
:rolleyes:

I keep seeing you post excuse after excuse.
Posted on Reply
#20
Am*
by: btarunr

  • Nvidia's desktop discrete shipments were down 8.9% from last quarter; and, the company's mobile discrete shipments decreased 7.1%. The company's overall PC graphics shipments declined 8.0%.
  • Good. I hope their overpriced cards make their sales plummet even further, because Nvidia are a joke right now. I can buy a 7970 for the same price as a GTX 760, which is ridiculous considering the 7970 goes head to head with the Titan in compute, GTX 770 in gaming and comes with Blood Dragon, Bioshock Infinite and Crysis 3. I came very close to switching to AMD this generation, it will be even more tempting next gen with BF4 bundled and AMD having all games optimized for their cards exclusively. One thing is for sure, if Nvidia decides to hold back on Maxwell and release the full Kepler GK110 to compete with AMD's Hawaii instead, or if they decide to release some underperforming Maxwell part, I will be going AMD permanently for all my future GPUs. I will be upgrading soon for Battlefield 4 and whatever card will run it at 60FPS minimum will get my money.
    Posted on Reply
    #21
    happita
    Quit sounding like a couple of butthurt teletubbies and talk relevancy about the topic at hand rather than about how much each other "thinks" the other person knows.

    AMD is starting to get a foothold with it's APU division and spreading it out as much as possible. Desktops, notebooks, and ultrabooks are just the start of it. They've already got their parts in a few tablets and if they're smart, they will make the move to produce efficient enough APUs that can be featured in smartphones. That is where I think the biggest impact will take place. Now don't get me wrong, if efficiency wasn't a factor and it was boiling all down to price/performance, I think AMD would have an even larger piece of the pie than what they already have now. But since that's not the case, they seem to be making decent strides in regards to efficiency, which is what the market wants. How this all plays out will be dependant mostly on what consumers decide what to do with their new purchases and upgrade paths, what companies decide who to feature in their next big smartphone/tablet, and whether or not their willing to pay for what they are offering.

    Servers are a whole other thing which I don't know much about so I won't comment on that aspect of the business. But if they tweak their business model a little bit to work with what data centers put inside their buildings, they can take a good chunk of market share on that end as well. But as always, first, efficiency is the key, then you market the product as best you can.

    Nvidia's Shield hasn't really catapulted them as a contender against the other portable systems such as the 3DS and VITA. They have their own specialized market for this thing which I don't think will make them too much money. I haven't read too many reports on post-launch of Shield, but I don't hear anything astonishing about it.

    And Intel, well, I don't see anything being radically different on their end. They are delivering like they have always been. We'll see what happens down the road when Broadwell launches. If they can increase the output of their IGP, I think they can be competitive with AMD against their APUs. Intel will most likely continue in the same direction they took with Haswell and improve the GPU further in Broadwell and increase the IPC of the CPU part of it about another ~10 percent.
    Posted on Reply
    #22
    TheHunter
    Good.


    Now bring us Vulcanic Islands already! :rockout:
    Posted on Reply
    #23
    HumanSmoke
    by: Am*
    I can buy a 7970 for the same price as a GTX 760.
    Where are you buying from?
    I know regional distros can sometime throw up some odd pricing structures, but Newegg has the 760 at ~$250 while the 7970GE is still closer to $300 than $250.

    Not saying that your scenario isn't valid, just enquiring what locale you're buying from. Locally, I have weird pricing structures also ( FX-9590 being $50 more expensive than a 3970X for instance, and the 7970GE is ~20% more expensive than the comparable model 760 - EVGA is slightly cheaper still)
    Posted on Reply
    #24
    Am*
    by: HumanSmoke
    Where are you buying from?
    I know regional distros can sometime throw up some odd pricing structures, but Newegg has the 760 at ~$250 while the 7970GE is still closer to $300 than $250.

    Not saying that your scenario isn't valid, just enquiring what locale you're buying from. Locally, I have weird pricing structures also ( FX-9590 being $50 more expensive than a 3970X for instance, and the 7970GE is ~20% more expensive than the comparable model 760 - EVGA is slightly cheaper still)
    I buy in the UK and Nvidia cards have been hiked well above their equivalent AMD cards for almost forever. There was a price drop just earlier this week that put them a lot closer to AMD but it only happened to EOL'd 600 series, namely 670s/680s and not all retailers are doing it. Now is far too late to start competing with AMD's nearly 2 year old cards. Also Nvidia are fooling themselves if they think the Titan/780 and 770 have a market left or are even going to stand a chance against Volcanic Islands. AMD will instantly devalue their entire lineup, which will piss off and butcher Nvidia's so-called "boutique" GPU market, which may not be much in percentage but is their highest margin market by far.
    Posted on Reply
    #25
    HumanSmoke
    by: Am*
    Also Nvidia are fooling themselves if they think the Titan/780 and 770 have a market left or are even going to stand a chance against Volcanic Islands.
    That kind of depends on three factors that as far as I'm aware haven't been factually proven. Firstly, what VI actually brings to the table performance wise. Secondly, whether the VI parts are a whole series or just a single GPU, and thirdly when the cards actually see retail availability.
    From what you're saying, you seem to intimating that you have definite proof of at least two of those three factors. Feel free to share this knowledge.
    by: Am*
    AMD will instantly devalue their entire lineup, which will piss off and butcher Nvidia's so-called "boutique" GPU market
    Well, that's the way of all things GPU related. Nvidia's cards are probably overdue for a price cut since the 7970's (and stillborn 7990) overly long tenure as AMD's flagship has extended the Titan/GTX 780's inflated pricing past what would be the norm. As for devaluing the entire Nvidia lineup that depends on what AMD release...and when. Hopefully a lot and soon, because if you think that a single price drop of the halo parts would "butcher" Nvidia's market (hint: it probably wouldn't. Nv could still likely lop $100 off the 780 and $300 off the Titan and still not affect those SKU's under them), then AMD must have already been butchered, wrapped, cooked up and had a fork stuck in it after cuts in April 2012...July 2012...September 2012...and of course the further price cuts for the 7970GE and 7990
    by: Am*
    which may not be much in percentage but is their highest margin market by far.
    I think you'll find that the pro graphics Quadro and Tesla market offer the highest margins, and substantially higher returns as a division than do the combined GTX 780/Titan sales....especially if this price is to be believed
    Posted on Reply
    Add your own comment