AMD crushes Nvidia

Not only Intel

Jon Peddie Research's analysts added a few numbers and divided by the size of their shoes. They then determined that AMD had Intel and Nvidia on the ropes.

The chip maker beats Nvidia for the first time in five years on the entire GPU market. AMD also made significant gains in the discrete graphics market.

In the second quarter of 2019, Intel was at the top of the ranking with 66.9% of GPUs, a slight decrease of 1.4% from the previous quarter. AMD rose to second place with 17.2%, up 1.5% in the last quarter (and a 2.4% jump from one year to the next).

Nvidia slipped to 16% although it lost only 0.1% compared to the previous quarter (but represents a decrease of 1% compared to the same period of last year).

This means that Nvidia is 1.2% behind AMD when all graphics solutions, including embedded ones, are taken into account.

Jon Peddie's statistics indicate that this is the first time that AMD has been ahead of Nvidia since the second quarter of 2014, about five years ago.

AMD delivered 9.85% more GPUs compared to the previous quarter, Nvidia's shipments remained virtually unchanged and Intel delivered 1.44% less GPUs.

The overall PC GPU market grew 9.25% from the previous quarter and gained almost 3.1% year-over-year.

Discrete graphics card shipments fell by 16.6 percent from the first quarter and 39.7 percent year-over-year, a slump probably related to the implosion of the crypto-extraction GPU market, which seems continue to weigh effects at least to some extent as we progress through 2019.

However, while it was miserable, AMD recorded a significant gain in market share in the discrete market.

AMD climbed 32.1% of the GPU market, a strong increase of almost 10% – AMD's share was 22.7% in the last quarter. Nvidia, of course, holds the rest of the market, which means it is currently at 67.9%.

Nvidia's distinct market share was 81.2% last year, according to Jon Peddie. So there has been a whole shift to AMD.

Competitive APUs may have helped AMD in the notebook market. With regard to the discrete and perhaps avant-garde graphics cards (like the RX 570, for example, which has already been the subject of tempting temptations), contribute to fuel this dynamic.

What should put the fear of God on Nvidia is that the quiet success of AMD was not motivated by Navi, as these GPUs were not for sale at the time of Jon's second quarter report Peddie.