One of the perennial firms that measures GPU market share, Jon Peddie Research, has come out with a report on Q4 of 2014 this weekend and the results are eye opening. According to the data, NVIDIA and AMD each took dramatic swings from Q4 of 2013 to Q4 of 2014.
|Q4 2014||Q3 2014||Q4 2013||Year-to-year Change|
Data source: Jon Peddie Research
Here is the JPR commentary to start us out:
JPR's AIB Report tracks computer add-in graphics boards, which carry discrete graphics chips. AIBs used in desktop PCs, workstations, servers, and other devices such as scientific instruments. They are sold directly to customers as aftermarket products, or are factory installed. In all cases, AIBs represent the higher end of the graphics industry using discrete chips and private high-speed memory, as compared to the integrated GPUs in CPUs that share slower system memory.
The news was encouraging and seasonally understandable, quarter-to-quarter, the market decreased -0.68% (compared to the desktop PC market, which decreased 3.53%).
On a year-to-year basis, we found that total AIB shipments during the quarter fell -17.52% , which is more than desktop PCs, which fell -0.72%.
However, in spite of the overall decline, somewhat due to tablets and embedded graphics, the PC gaming momentum continues to build and is the bright spot in the AIB market.
NVIDIA's Maxwell GPU
The overall PC desktop market increased quarter-to-quarter including double-attach-the adding of a second (or third) AIB to a system with integrated processor graphics-and to a lesser extent, dual AIBs in performance desktop machines using either AMD's Crossfire or Nvidia's SLI technology.
The attach rate of AIBs to desktop PCs has declined from a high of 63% in Q1 2008 to 36% this quarter.
The year to year change that JPR is reporting is substantial and shows a 20+ point change in market share in favor of NVIDIA over AMD. According to this data, AMD's market share has now dropped from 35% at the end of 2013 to just 24% at the end of 2014. Meanwhile, NVIDIA continues to truck forward, going from 64.9% at the end of 2013 to 76% at the end of 2014.
The Radeon R9 285 release didn't have the impact AMD had hoped
Clearly the release of NVIDIA's Maxwell GPUs, the GeForce GTX 750 Ti, GTX 970 and GTX 980 have impacted the market even more than we initially expected. In recent weeks the GTX 970 has been getting a lot of negative press with the memory issue and I will be curious to see what effect this has on sales in the near future. But the 12 month swing that you see in the table above is the likely cause for the sudden departure of John Byrne, Collette LaForce and Raj Naik.
AMD has good products, even better pricing and a team of PR and marketing folks that are talented and aggressive. So how can the company recover from this? Products, people; new products. Will the rumors circling around the Radeon R9 390X develop into such a product?
Hopefully 2015 will provide it.