Nvidia The Standout Winner In Q3; AMD APU Sales Slump 30%

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News Posted: Mon, Nov 26 2012 3:03 PM
Numbers from Jon Peddie Research on the current state of the graphics market point to Nvidia as the big winner of Q3 2012, against both Intel and AMD. Intel's share of desktop and notebook sales both dropped roughly 8%, while AMD took a much smaller hit in desktops (2%) and a far greater hit in notebooks, sliding a whopping 17%.

For Sunnyvale, the bad news doesn't stop there. JPR reports that quarter-on-quarter sales of desktop APUs fell 30%, notebook APUs slid 4.7%, and overall PC graphics shipments were down 10.7%. It's too early to tell if AMD's Trinity and Vishera launches have had much impact on the company's recent sales; both product families are in stock at NewEgg. The A10-5800K has hit its launch price of $189; the FX-8350 is still at $229, which is moderately higher than the $189 launch price AMD stated. AMD's "Never Settle" program and its game bundles could also give a boost to Radeon sales and help the company clear inventory.

Interestingly, Intel has moved to integrated GPUs much more quickly than AMD. 99% of non-server (Xeon) Intel parts now ship with integrated graphics, compared to just 67% of AMD processors. This implies that AMD has continued to manufacture 45nm hardware at the low-end rather than simply selling such parts until the stock of them depleted. The slow desktop Llano launch last year likely exacerbated this problem; moving customers to established 32nm products will help the company reduce manufacturing costs.

Nvidia's upward momentum has been driven by Kepler's continuing rollout in desktop and mobile SKUs. Even Kepler, however, wasn't enough to offset the decline in total unit shipments. Everyone's product shipments were down, with AMD falling 20%, Intel 14%, and even Nvidia slipping 0.5%.

Reports coming in from retail associations indicate that Black Friday sales were up 13% over last year, which could give the PC industry a much-needed Q4 boost. Consumer buying trends may have shifted towards tablets, but there are plenty of competitive deals on laptops and desktops. Overall GPU sales were down 18 million units in Q3, at 120 million, compared to 138 million the year before.

According to JPR, the number of GPUs per system has actually risen slightly as OEMs continue to bundle discrete GPUs with the integrated offerings from AMD and Intel. GPU count per-system has increased to ~1.4 GPUs per PC, up from 1.2 in 2001. JPR's results don't count Android or ARM-based tablets, which means that Tegra 3 sales aren't included in the total. x86 tablets, like Samsung's Ativ 500T, are included.
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sackyhack replied on Mon, Nov 26 2012 8:20 PM

Go Team Green! But competition is always good. Nvidia wouldn't have done so well with Kepler if their 400 and 500 series didn't get their asses kicked d about the downward trend across the board though. I don't think I'll ever get used to a tablet's interface, so I hope desktops don't go away in my lifetime.

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OSunday replied on Mon, Nov 26 2012 8:21 PM

Hmm the thing that surprises me the most is AMD's 2% slip in desktops.

This review of graphics cards and value (http://www.techspot.com/review/603-best-graphics-cards/)

Shows AMD dominating all but 3 of the lower and mid rang categories for price points. Nvidia scored slightly higher on a few benchmarks but in an overwhelming majority, AMD excelled in actual performance for games.

I'm guessing this trend for AMD's price/performance should've carried over into the laptop market and made AMD laptops more competitive since comparable GPU's are in their APU's, but that may not be the case since mobile chips aren't bench marked and tested as often or in as much depths as discrete GPU's and lower end GPU power caters towards a different kind of customer as well, that area has a little less light shed on it

I guess this has something to do with the trend of rising mobile computing in tablet in such and how Nvidia and Intel have a stronger foothold in these areas..

Still really confused as to why AMD would continue to manufacture 45nm hardware as well...

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Kidbest100 replied on Mon, Nov 26 2012 10:46 PM

I personally am rooting for Nvidia, in GPU's and Intel for CPU's...

HOWEVER, this doesn't mean that I hate their competitors! Without AMD, Intel and Nvidia would just be sucking us dry for money, not attempting to make any technological advances, because they don't have any competition. We NEED competition, and without it, you can say bye-bye to major advancements in games and hardware, the only things keeping us enthusiasts happy!

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I noticed the article only speaks about "dekstop" and "PC" gpu sales.  So i'm assuming the graph is only showing overall sales in those markets?  If so, it's scary to think that so many people are running on integrated graphics!  I now Intel used a lot of the larabee technology to build the CPU's they have today, but I just don't think it's quite there yet.  

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