The latest PC graphics shipment figures from Jon Peddie Research (JPR) reveal the extent to which NVIDIA is suffering from the joint effect of AMD's discrete graphics strength and the integration of GPUs and CPUs by both AMD and Intel.
Within a GPU market that saw surprisingly strong sequential unit growth of 10.3 percent, NVIDIA's shipments shrank by 1.7 percent. The year-on-year picture is even more alarming for NVIDIA, however, as its Q1 shipments were down a whopping 28.4 percent on Q1 2010.
Intel has now been shipping combined CPU/GPUs for five quarters, while AMD's Fusion chips only entered the channel this year. So while the hybrid processor market will have had an effect on NVIDIA's figures, it's clearly being owned by AMD in discrete graphics right now too. A great illustration of this was the new iMac launched yesterday, which replaced NVIDIA discrete graphics with AMD.
There's little indication that this trend is likely to reverse for NVIDIA anytime soon, with the hybrid graphics market gathering momentum and launches like the iMac implying discrete momentum is against it.
Of course there's one trend that has both Intel and AMD very alarmed, and for which they have yet to demonstrate much of a solution, and that's mobile devices. Of course NVIDIA anticipated this trend when it put so many resources into Tegra and, while it faces stiff competition from the likes of Qualcomm in that market, it's certainly in a much stronger position than either of its big PC rivals.
Market shares | |||||
Vendor | This Quarter Market share | last Quarter Market share | Unit Growth Qtr-Qtr | This quarter last year Market share | Growth Yr-Y |
AMD | 24.8% | 24.2% | 13.3% | 21.5% | 15.4% |
Intel | 54.4% | 52.5% | 14.2% | 49.6% | 9.7% |
Nvidia | 20.0% | 22.5% | -1.7% | 28.0% | -28.4% |
Matrox | 0.05% | 0.1% | -11.8% | 0.1% | -16.6% |
SiS | 0.0% | 0.0% | 0.0% | 0.2% | -100.0% |
VIA/S3 | 0.7% | 0.8% | 1.2% | 0.7% | 5.3% |
Total | 100.0% | 100.0% | 10.3% | 100.0% | |
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