News AMD grabs a share of the GPU market from Nvidia as GPU shipments rise slightly in Q4

[Admin]

Shipments of AMD's discrete graphics cards for desktops hit historical low in 2024, but in the last quarter of the year the company's market share skyrocketed as Nvidia was in tight supply.

AMD grabs a share of the GPU market from Nvidia as GPU shipments rise slightly in Q4 : Read more

 

[thisisaname]

Over 15 years the number of Discrete Graphics Cards has fallen by over 50% that is rather surprising to me, or is this down to the increase in using integrated GPUs?


Edit: Not been a good 15 years for AMD 🙁

 

[magbarn]

“Nvidia allegedly reallocated some of its production capacity from client GPUs to datacenter GPUs, which is why its shipments contracted both sequentially and year over year to around 6.89 million units in the fourth quarter.”

Here’s your answer why Microcenter got hundreds to a thousand 9070 cards yesterday while Nvidia has been slowly dripping 10 cards a week like water torture

 

[spongiemaster]

“Nvidia allegedly reallocated some of its production capacity from client GPUs to datacenter GPUs, which is why its shipments contracted both sequentially and year over year to around 6.89 million units in the fourth quarter.”

Here’s your answer why Microcenter got hundreds to a thousand 9070 cards yesterday while Nvidia has been slowly dripping 10 cards a week like water torture

RDNA4 was supposed to be released in January, and product had already shipped to retailers in preparation for that. AMD gave themselves an additional 2 months to build up stock by delaying. Knowing that, they should have had more than they did.

 

[A Stoner]

As integrated graphics improves, the need for dedicated graphics for most computer users disappears completely. So, it makes sense that fewer dedicated graphics cards are sold over the last 15 years. I think in the current market, AMD could easily reach 30% market share this generatorion if they factually could produce the silicon (someone corrected my spelling) to supply the market. But as someone else said, they make more profit selling CPUs instead of GPUs just like nVidia makes more money selling AI silicon rather than GPU silicon.

$2000 graphics cards are crazy, until you note that the same silicon in that $2000 graphics card could be sold for $15,000, $20,000 and more as an AI processor.

 

[DS426]

The gaming dGPU numbers dropping over the years surprised me as well, but also consider that we used to have SLI and CrossFire. AMD's APUs have proven sufficient for many light and modest gamers, yes. I know of several of those folks, whether coworkers, old college buddies, and so on. Intel's iGPUs have now become really competitive and usable in gaming as well, though it'll take some time for those to saturate down in the market.

I'm guessing the #PCMasterRace crowd is disturbed on this trend. I, for one, welcome beefier integrated graphics as we can all see that gaming dGPUs are becoming less affordable and therefore less accessible to many.

 

[Manumarblanc]

If DGPU were so good for gaming, NVIDIA which is the monopoly in gaming would not be what it is, Nvidia's supply problem is that its market is already AI not gaming, AMD has to fight for offering gpu at MSRP price because it is its potential sale, Nivida has no need for that because 90% of the GPU market is theirs

Nvidia does not need to talk to an AIB to create more gpu at msrp price knows very well that sooner or later the user will buy nvidia even if the GPU has a higher cost overrun and if they cannot buy a lower range one, this is not the case with AMD.

 

[Manumarblanc]

https://twitter.com/x/status/1897668346298220588

View: https://x.com/AzorFrank/status/1897668346298220588

 

[Shiznizzle]

Over 15 years the number of Discrete Graphics Cards has fallen by over 50% that is rather surprising to me, or is this down to the increase in using integrated GPUs?


Edit: Not been a good 15 years for AMD 🙁

Last time AMD had any meaningful GPU market share was during the 6000 series. I had a 6850 and it cost me just over 300 pounds when i bought this in the early 2010's. It was to play LOTRO with. 330 pounds for an upper range card in the mid tier section. Now the same "power" card costs 5 times that much.

Since the 6000 series AMD have been on a downward spiral. Due to change this year. I cant see people forking over that kind of money for the borked from the start nvidia 5000 series. No way.

Why would you spend 1000 pounds for a flawed and defective, fake frame, house fire starter?

 

[valthuer]

Good. I need a competitive AMD, in order to buy cheaper Nvidia GPUs.

 

[thestryker]

Over 15 years the number of Discrete Graphics Cards has fallen by over 50% that is rather surprising to me, or is this down to the increase in using integrated GPUs?


Edit: Not been a good 15 years for AMD 🙁

Just going to use nvidia as a reference because I only had their cards during that era but if you look at the peak that would be GTX 400/500 time. The cards released then were quite good and relatively affordable. I know I had a 200, 400, 500 and 600 series mid tier card during that time. This is also when performance jumps started slowing down a bit so people were holding onto cards longer. The jumps after 2015 are the respective crypto booms otherwise I imagine there would be more of a linear decline. I'm certain that pricing is also having an impact on both people getting into the market and upgrades.

The other part I didn't address is the slowing down of GPU releases. They'd been mostly yearly through the GTX 7 series. The GTX 9 series wasn't far off that, but the wait for the GTX 10 was around a year and a half and then RTX 20 was over 2 years. This wait also coincided with a nebulous value proposition due to the raised prices. Since then we had a crypto boom, shortages and even worse value options so it's not really surprising the market is contracting. I'd bet if they showed a revenue line it wouldn't be so far down though.

Here's an example of my card history (assuming I'm remembering right of course):
GTX 275
GTX 460
GTX 560 Ti
GTX 660 Ti
GTX 970
GTX 1660 Ti
RTX 3080 12GB

The first 5 were all bought in a period of about 6 years and the last two would have been in the 7 that followed and the only reason I got the 1660 Ti at all was the crypto boom (though I am very happy having a 12GB 3080 rather than 10GB I'd have ended up with without it).

 

[thestryker]

I'm interested in seeing what Q1 2025 looks like since that should give an indicator as to how many B580/B570 Intel shipped. Hopefully as the year plays out we'll see better overall availability across the board. AMD certainly has a chance here if they've allocated enough of their wafer buys.

 

[Alex/AT]

Well, AMD failing to produce a card over the budget grade will certainly do no good to their GPU shares.

 

[ManDaddio]

Good. I need a competitive AMD, in order to buy cheaper Nvidia GPUs.

This is finally a statement that makes sense. People should wait for Supers to come out. 1 tier up for tier lower price.

 

[ManDaddio]

Saying AMD gained relevant "where it matters" market share is delusional at best.
As I've said before and I'll say it again they needed to grab me. An Nvidia customer. Not another AMD customer. Or even someone who buys used or late sales stock at end of generation.
If AMD priced the 9070 at $400 and the 9070xt at $500 I would have finally jumped ship for my old gaming PC. But they didn't.
Going from $600 to $750 is not far to get a better GPU(5070ti). Or even a jump to $999 (5080).
And I'm sure some of you will say that I won't be able to get the Nvidia cards at those prices but to be honest I've never had a problem finding deals.
I can also say that you won't find the AMD cards at the suggested price either because I've looked. The 9070 is a no buy. It's worthless. The only one that is of some value is the 9070xt and most of those are $150-$300 above MSRP.
Scalpers are selling some over $1000. Lol.
You have to understand Nvidia customers usually don't have a problem spending more money to get more performance.
I personally don't care about price per performance. I just want to be able to buy the most performant thing I can.

 

[valthuer]

You have to understand Nvidia customers usually don't have a problem spending more money to get more performance.
I personally don't care about price per performance. I just want to be able to buy the most performant thing I can.

That's my mindset as well.

I don't mind paying a little extra, if that's gonna get me the top GPU out there.

And i wouldn't hesitate to jump ship as well, the moment AMD offered me something better than the likes of 4090 or 5090.

But they're currently too busy earning money from datacenters, so they won't be turning high-end GPUs into their priority, any time soon.

 

[systemBuilder_49]

AMD 9070/xt cards are available for slightly more than $100 above MSRP (I bought as ASRock Taichi last sunday at a local computer shop for $730+tax in the middle of the afternoon). The prices are good and the restocks are frequent and I think they are outselling NVidia 3:1 or 4:1 right now ...

I have a feeling that people just aren't upgrading their videocards very often any more, as prices have increased and progress has slowed. NVidia progress from 3000 -> 4000 was about 10%, and Progress from 4000 -> 5000 was only 10%. 20% progress in 5 years is not a compelling reason to upgrade at your pricepoint! There are many people still using their 1070 cards in 2025 - that they bought in 2016! Progress has slowed, the only reason to buy a new card these days is due to RAM exhaustion, or because you have a very weak or going-obsolete card (1060/2060, rx480/580 which doesn't handle all of directx 12.2) If you stick with 1080p and no ray tracing, you can continue to use that 1070 for a couple of more years....

The only rational upgrade from a 9070xt is the 5090, since ray tracing at 4K is the only thing the 9070xt cannot handle, and the 5090 is the only card that CAN handle it. However, the prices for the 5090 are so high that only stupid people can afford it right now ...

And BY THE WAY, AMD really did NOT know how much to stock in terms of 9070xt cards. If they had announced an MSRP of $650, sales would have been very sluggish. It was their decision - literally on the last day before release on March 6th - to announce a $600 MSRP that meant the cards would go out of stock quickly. So it can be tricky to plan a release and pick the right amount to pre-stock, AMD usually bungles the price-setting but this time they did a fairly good job although only about 25% of the 9070xt cards sold are sold at MSRP (which is better than the 1 or 2 of each NVidia offering that are sold at MSRP ...)

The restocks on nowinstock.net say that the ACTUAL price of the 5070ti is $850. I got my 9070xt Taichi for $730 which is my ACTUAL price. It's a much, much better deal for $730. The 9070xt costs AMD $101 more to manufacture than the 7800xt. The people calling for an MSRP of $550 or $500 are idiots. They cannot be bothered to spend 3 mins entering some numbers into VLSI calculators to estimate the extra cost to manufacture a 9070xt in a scientific fashion. If you cannot be convinced that 4080 performance in the $600-$750 price range is worth buying, you are beyond reason ...