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AMD Takes Graphics Share From Nvidia For The Fourth Consecutive Quarter

Mercury Enquiry has only released its quarterly graphics share report over the weekend, showing AMD taking share again from Nvidia in Q2. Making this AMD'southward quaternary sequent quarterly graphics share gain. Q2 2022 was a decorated quarter for both companies which saw them innovate their new lineups of adjacent generation, FinFET based discrete graphics products.

According to Mercury Research, AMD gained four.8 share points up from 29.4% in Q1 to 34.2% in Q2 2022. However, the company saw the biggest gain in the desktop discrete segment, which climbed by vii.3 share points to 29.9% in Q2, upwardly from 22.vi% in Q1 2022. According to the company, Q2 saw the strongest quarterly channel GPU sales since 2022.  The bit maker attributes this meaning share gain and sales growth in Q2 to its next generation lineup of Polaris GPUs.

Vendor Discrete GPU Share Q4 2022 Discrete GPU Share Q1 2022 Discrete GPU Share Q2 2022
AMD 26.ii% 29.4% (+3.ii) 34.two% (+iv.2)
Nvidia 73.8% lxx.6% (-three.2) 65.viii% (-4.2)

Vendor Desktop GPU Share Q4 2022 Desktop GPU Share Q1 2022 Desktop GPU Share Q2 2022
AMD 20.9% 22.7% (+ane.eight) 29.ix% (+7.2)
Nvidia 79.i% 77.three% (-ane.eight) 70.1% (-seven.2)

AMD Takes Graphics Share From Nvidia For The 4th Sequent Quarter

Now sitting at 34.two% of the graphics market place AMD has near doubled its share in 12 months, which was down to as low as 18% in the same fourth dimension terminal year. Effectively returning the company to its recent long-term share average of ~35% betwixt 2022 and 2022.  Following this 12 calendar month recovery the company is now looking to breakaway with more than long-term share growth. Driven by a ramp of its adjacent generation graphics product Vega which is set to succeed Polaris in 2022.

For the concluding nine months, AMD has brought a singular focus back to GPUs through the Radeon Technologies Group. During that time, the visitor has made significant investments in hardware, marketing, and software for the graphics lineup leading to four straight quarters of marketplace share growth.

The recent issuance of both Mercury Research and Jon Peddie Research market share data for Q2 2022 has confirmed AMD has posted the fourth sequent quarter of desktop discrete GPU share growth, driven by AMD's strongest quarter of channel GPU sales since 2022 and the kickoff of aircraft of the next generation Polaris GPUs.

In total detached graphics, AMD gained 4.8 share points to 34.two% of market past unit of measurement volume (based on Mercury Enquiry). In desktop discrete, a subset of total discrete, AMD saw a 7.three share point increase, rise to 29.nine% market share. This is another positive testament AMD's strategy is working as the company drives forrad towards "Vega" offerings for the enthusiast GPU market, which AMD expects to bring to market place in 2022 to complement our current generation of "Polaris" products.

AMD believes it is well positioned to continue this tendency in market place share gains with the recently launched Radeon RX 480, 470, and 460 GPUs that bring leadership performance and features to the nearly 85% of enthusiasts who purchase a GPU priced between $100 and $300.

Getting Back In The Game

After a 12 month struggle from mid 2022 to mid 2022 which saw the company lose one-half of its graphics market share to its rival Nvidia, AMD's then new President & CEO Lisa Su took major steps to bring the company'due south graphics sectionalisation dorsum on its anxiety. From reorganizational efforts to inventory channel corrections Su made a concerted effort to re-build the company's competitiveness in graphics. These actions culminated in last year'due south formation of the Radeon Technologies Group and putting the visitor's graphics guru Raja Koduri in accuse of all things graphics inside the visitor.

AMD'due south Waterdrop Strategy Paying Off

These deportment had a directly effect on getting the visitor back in the game. As a newly appointed head of the RTG Raja Koduri rapidly began drafting a new strategy and amassing talent. Polaris was the first graphics product born out of a new strategy adopted by the Radeon Technologies Grouping called Waterdrop.

AMD Polaris TAM
The thought was to come back to the market with a product whose the sole purpose of was regaining lost market share as quickly every bit possible. To practise that Raja had to come upwards with a product that the vast majority of PC gamers would desire to buy and, almost importantly, can beget. This meant breaking abroad from the historical trend that both AMD & Nvidia followed of launching the fastest and most powerful product in the lineup first and following upward with more mid-range and mainstream options later.

We saw the Radeon Technologies Group begin the roll out of its next generation 14nm Radeon graphics cards with iii surprisingly affordable products priced from $100 to $240. This is in stark dissimilarity to what nosotros had seen the visitor do in 2022. Where the company began its next gen roll out with ii expensive products. The HD 7970 and Hard disk 7950, which launched at $550 and $450. The company then had to significantly cut prices throughout the following two years to keep those products competitive.

The Remaining 16%, Vega To Drive Discrete Graphics Growth In 2022

The Vega GPU architecture was first announced by AMD's head of the Radeon Technologies Group Raja Koduri at the visitor'south large "Capsaicin" media event held earlier this year. Out of Capsaicin came the very first long term GPU roadmap that we've seen from AMD since the introduction of the very beginning GCN graphics products in 2022.

The Radeon Technologies Grouping's programme is to introduce HBM2 technology with the upcoming VEGA graphics compages across more market segments compared to where the first generation of the technology currently exists. Which is confined simply to the highest end segment of the marketplace. If everything goes according to program VEGA will exist the starting time compages to bring High Bandwidth Memory technology to more affordable products further downwardly the stack.

AMD has been teasing Vega over the past couple of months. The outset Vega production announcement is expected some time around CES in Jan of next year.

Source: https://wccftech.com/amd-takes-graphics-share-nvidia-fourth-consecutive-quarter/

Posted by: mendenhallrearandeas.blogspot.com

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