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 Post subject: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Mon Aug 20, 2012 2:36 pm 
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The sub-headline is:
Sequentially the market grew 2.5%, predicting slight growth ahead for PC market.
http://gfxspeak.com/2012/08/16/graphics ... tel-gains/
Quote:
Graphics chip shipments were up 5.5% in the second quarter of 2012, compared to the same quarter of 2011, according to market research released today by Jon Peddie Research (JPR). On a quarter-by-quarter basis, graphics chip shipments rose 2.5%.

Sequentially, most vendors saw shipments rise from the first quarter of 2012. Intel had gains in both desktop (13.6%) and notebook (3.8%) led mostly by Sandy Bridge. Nvidia gained in the notebook discrete segment (6%), and AMD saw gains in the discrete desktop category (2.5%).

Graphics chips are traditionally a leading indicator of the PC market, since a GPU goes into every system before it is shipped. The market includes graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs). At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to almost 1.4 GPUs per PC.


Quote:
. . . the compound average growth rate (CAGR) for PC graphics from 2011 to 2016 is 6.3%; JPR expects the total shipments of graphics chips in 2016 to be 688 million units.

The ten-year average change for the second quarter is growth of 2.27%. This quarter is ahead of the average with a 2.5% increase.

Quote:
AMD’s total shipments of heterogeneous GPU/CPUs, i.e., APUs (accelerated processing units) dropped 13.8% in the desktop from Q1, and 6.7% in notebooks. Ironically the company had a 55.8% increase in notebook IGPs (integrated graphics processors), but it was only 300,000 units.

Intel’s desktop processor-graphics EPG (enhanced graphics processor) shipments increased from last quarter by 6.3%, and Notebooks showed double-digit growth of 13.9%.

Nvidia’s desktop discrete shipments dropped 10.4% from last quarter; however, the company increased mobile discrete shipments 19.2% largely due to share gains on Ivy Bridge which included Ultrabooks. The company will no longer report IGP shipments.

Year-to-year this quarter AMD shipments declined 1.6%, Intel shipped almost 20% more parts, Nvidia shipped fewer parts (-22.0%) but that was because they exited the IGP segment and VIA saw their shipments slip by 18.2% over last year.

Almost 126 million graphics chips shipped, up from 122 million units in Q1 quarter, and up from 118 million units shipped Q2 2011.

Total discrete GPUs (desktop and notebook) increased a modest 0.5% from the last quarter and were down 7% from last year for the same quarter due to the same problems plaguing the overall PC market: continued HDD shortage, macroeconomics, softness in western European markets, and the impact of tablets. Overall the trend for discrete GPUs is up with a CAGR to 2015 of 5%.

Ninety percent of Intel’s non-server processors have graphics, and over 68% of AMD’s non-server processors contain integrated graphics.

Year to year for the quarter the market increased. Shipments increased to 126 million units, up 7.1 million units from this quarter last year.

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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Tue Aug 28, 2012 11:19 am 
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i get emails from Peddie research .. the latest today:
IN QUOTES:
"We found that AIB shipments during Q2 2012 did behave according to past years with regard to seasonality, but in unit shipments was lower on a year-to-year comparison and on a quarter-to-quarter comparison for the quarter. Overall, for the AIB, and PC market in general, 2012 has been, and is forecasted to have a decline in shipments due to the popularity of notebooks and worldwide economic depression.

The quarter in general

Total AIB shipments decreased this quarter, from the previous quarter, by 6.5% to 14.8 million units. (see Table 1)
AMD increased its market share to 40.3%, Nvidia's market share slipped but still retains a large majority at 59.3%. (see Table 1)
Year-to-year this quarter AIB shipments were down 7%.

Normally, this quarter of the year is down, and this year's quarter was no different, but the decline is less than the 10-year average. However, this is just one quarter in a very turbulent year so we can't use this quarter a prediction of the future, the world-wide economic conditions are just too uncertain.



The change from quarter to quarter is more than last year. Quarter-to-quarter percentage changes are shown in Figure 1.
Image
Figure 1: Growth rates quarter-to-quarter over time (Jon Peddie Research)

The ten-year average change for AIBs in the 2nd quarter is -11.3%; this year it was lower at 6.5%.
Image

AMD introduced the new Radeon HD 7000 series early in the quarter and as a result picked up market share. There have not been any new games or applications to really take advantage of these new products and so sales have been due more to replacements than driven by demand from applications-we don't see this changing in the near future and are very disappointed with the game developers. Those developers are too busy trying to figure out free to play and massive multi-player on-line games, and whether to develop for a console or a PC first. So while they dither, the market stagnates.

Nvidia got off to a slow start in Q2 and cited supply constraint as the main reasons for the decline. However, they managed to ship more parts than AMD. AMD did not complain about supply constraints.

Embedded graphics processors at first were simply replacing integrated chipsets, and not having a major impact on AIBs. However, the new embedded graphics processor from AMD, the A10 (Trinity) has shown very good performance and has had an affect on entry-level AIBs.

Image

The market has decreased year over year. Shipments decreased to 14.8 million units, down 1.1 million units from this quarter last year.

The market for AIBs was down this quarter partially due to seasonality and largely due to economic distress."
/END QUOTE


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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Tue Aug 28, 2012 1:27 pm 
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really its amasing nvidia held on to 60% of sales having nothing but high end 28nm options. How is this really possible? Nvidia only recently released the 660ti which wasnt soon enough to be included in these charts. The bread and butter isnt the high end. The high end is a lot lower volume cards. I guess the 500series kept selling well or something.

What does that mean? Nvidia not even having a 28nm line up to compete with AMD but still managed to own 60% of the market? Did the $400+ nvidia cards sell that well? Did they out sell AMDs mid ranged offerings? Or was AMD out done by nvidias older 500series?


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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Tue Aug 28, 2012 1:35 pm 
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It means that the HD 7800 and HD 7700 series got AMD marketshare but Nvidia didn't suffer overall since the margins are SO high on the high end cards

Now my question is, what is going to happen when Kepler filters down to 660 and 650 series this quarter?
-- AMD has no respin for them neither
:think:


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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Tue Aug 28, 2012 10:19 pm 
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apoppin wrote:
It means that the HD 7800 and HD 7700 series got AMD marketshare but Nvidia didn't suffer overall since the margins are SO high on the high end cards

Now my question is, what is going to happen when Kepler filters down to 660 and 650 series this quarter?
-- AMD has no respin for them neither
:think:


we already seen their profits wasnt hurt. What i am saying is that nvidia out sold AMD 8.75million to 5.9million only having a high end 28nm offerings. Cards 400$ and up. everyone says that the high end is low volume. AMD had the mid grade all to themselves and failed to outsell nvidia. Its strange. Not really expected. How did this happen? did nvidias 500series sell that well?


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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Tue Aug 28, 2012 10:24 pm 
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i think so

Look at the performance between a HD 7750 and a GTX 550 Ti. Which would you choose for gaming?
- 7000 series was overpriced compared to AMD's old series which continued to sell well but discounted to make little margin


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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Tue Aug 28, 2012 11:21 pm 
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Says everything that needs to be said.

/thread



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This is such total Horse-S**t!
"At NVIDIA we know that all shredders are green." --Jensen Huang
Adam knew he should have bought a PC, but Eve fell for the marketing hype. >:)
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 Post subject: Re: Graphics chip shipments up 5.5% on Intel gains
PostPosted: Wed Aug 29, 2012 9:05 am 
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Ruby after learning of AMD's market share :lol: Not so smirkey now, eh Ruby?

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This is such total Horse-S**t!
"At NVIDIA we know that all shredders are green." --Jensen Huang
Adam knew he should have bought a PC, but Eve fell for the marketing hype. >:)
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