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
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.
32 Comments on AMD Winner in Q2, Intel Up, NVIDIA Down, According to Jon Peddie Research
Newegg has had a nice dual fan Sapphire 100351SR 7970 3GB OC with Boost for $310 - $30 off with coupon code VME10BTS [Exp 8/19] (when you check out with V.me by Visa) - $20 rebate [Exp 8/31] = $260 with free shipping.
slickdeals.net/f/6214812-SAPPHIRE-100351SR-Radeon-HD-7970-3GB-384-bit-GDDR5-PCI-Express-3-0-x16-HDCP-Ready-CrossFireX-Support-Video-Card-OC-with-Boost-3-games-290-AR-SHPerhaps another factor as to Titan/780 having chance to stand against Volcanic Islands is: How much can Nvidia reduce GK110 based cards before they're feeling pain? Well a least Titan, because isn't Titan the same spec chip used in a Tesla/Quadro offerings. I wouldn't think they’d want to fire-sale GK100 as along as it can be sold in their Pro-graphics lineup. I don't know if Nvidia will be willing to take a 30% drop as long as it can be sold as a Professional Workstation Graphic solution at a much higher margin. I suppose that all depends on how sales of that spec pro graphics configurations is selling?
No doubt there will be other special offers, and most certainly further broader based price cuts- but as of today...Well, firstly how large is the GeForce GK 110 market in relation to Nvidia's overall revenue? How many GeForce GK 110's are salvage parts that haven't made the Quadro/Tesla grade (hint: 100%)?
It's only natural that AMD and Nvidia trade blows. When one is on the offensive the other is on the ropes. I've heard ATI fanatics forecasting a red tide sweeping all before it since the days of the Rage. R200, R300, the R400 based PE's, RV770, Evergreen, Northern Islands, Southern Islands were all supposed (to some) to write Nvidia's epitaph. But you know what? VI will likely raise the bar, AMD will enjoy the spotlight previously reserved for the GK 110, the consumer will still pay through the nose unless they pick through the bargains of a defeated line of top dogs, Nvidia will counter with Maxwell, and AMD will talk up Pirate Islands....and so on....and on....and on...Tesla K20X.....2688 cores...15 SMX....384-bit...6144MB GDDR5....1:3 DP
GTX Titan......2688 cores...15 SMX....384-bit...6144MB GDDR5....1:3 DPThe GeForce branded GK 110 are salvage parts that don't meet the thermal/power/runtime requirements for Quadro/Tesla validation. The situation isn't any different from CPUs ( Intel Xeon versus Core i7 Extreme for instance. Stability/reliability over straight line speed). Likely Nvidia would have released (drip fed) a consumer GeForce in any case since the PR gained would outweigh the loss of revenue from the dies being sold under Quadro or Tesla nameplates. Care to guess how many forum threads and posts, how many news/speculation articles, how many reviews the GK 110 has generated ?And that's only thing to confirm? Care to show me any performance data?Judging by forum members benchmarks/systems, I'd say that the price premium hasn't deterred a significant number of people from buying the cards. The Titan especially sold quite well at introduction. The only "Titan killer" was one of Nvidia's own making- The GTX 780.No and Yes. Overpriced I'd agree on, but since they've sold well you can't blame Nvidia for picking the wallets of the enthusiast crowd....there's always the option to say no thanks.
The late assertion. Not really. GK110 was always intended primarily as a pro part, and those lucrative (and high profile) contracts were always destined to be filled first with the pick of the litter.Pro graphics and math co-processor profitability >>>>>>>>>>> GK 110 GeForce profitability.
How many $650/1000 GeForces would Nvidia need to sell to get anywhere close to the pro sales made from ORNL (~19,000) and a whole raft of lower profile Cray XC30/XK7, Fujitsu, HP projects ( Piz Daint, USC, Big Red II etc.) not to mention the aforementioned "green" alternatives and the workstation market- remember that Nvidia owns ~80% of the pro graphics market)
Good to see how you read the Tea-Leaves
btw Titan and K20x has 14SMX, 1SMX is disabled.