Rebranding works, AMD loses graphics marketshare in Q1 2009

[Shintai]

Nvidia and Intel were "big winners" in the graphics market last quarter. According to Jon Peddie Research's latest round of estimates, worldwide graphics processor shipments grew between the fourth quarter of 2008 and the first quarter of this year—a trend-breaking phenomenon.

JPI says global GPU shipments have fallen by 4.31% on average between the fourth and first quarters of every year since 2001. This year, however, they went up a cool 3.29%. The research firm says that's because the distribution channel "stopped ordering GPUs and depleted inventory in anticipation of a long drawn out worldwide recession" in Q3 and Q4. Those distributors had to start building up stocks again in Q1, however.

http://techreport.com/discussions.x/16825

EDIT: Bugger at title!

[jmke]

EDIT: Bugger at title!

I thought it was on purpose as it fits the renaming scheme

[Shintai]

^^ Haha

[Eastcoasthandle]

Looks to me that Intel was the only company that came out on top when compared to 2008.

[hurleybird]

All the integrated parts muddy up the numbers, but it does look kind of depressing for poor 'ole ati.

[madcho]

Integrated GPU from ati are not selling so much, this is the big problem.

[slapmehard]

mostly from the green team price drops

[Sadasius]

Of course re branding works. How many stupid people do you think is on this planet? I would think at least 90% if not more. They are simply appealing to the market share and it seems like they hit it. If they want to quadruple their sales overnight just slap a crucifix on it and call it 'Jebus Power'.

[BakerT]

Sad really...

[LordEC911]

All the integrated parts muddy up the numbers,

Exactly, doing a comparison with discrete cards and the numbers look a lot better for AMD/ATi, since they actually increased a couple of points in marketshare.

[Spawne32]

well i could have told you this, why do you think they do it in the first place? Thats why its our responsibility to help where we can to keep people from buying rebranded products.

[v_rr]

Only Shintai could write some title like that, manipulating the original title.
Nvidia sell more IGP's? We already knew that. Where does it state that rebranding works?
Or better where does it state add-in board numbers? It doesn't. Manipulation works some times.

Nvidia is the bigg winner? Just: Lol
Market share:
Q1 2008 -> Intel -> 42.7%
Q1 2009 -> Intel -> 49.7%
+7%

Q1 2008 -> AMD -> 18.6%
Q1 2009 -> AMD -> 17.1%
-1.5%

Q1 2008 -> Nvidia -> 32.7%
Q1 2009 -> Nvidia -> 31.1%
-1.6%

Real conclusion: Q1 2009 was flooded with IGP's by Intel compared to the year ago. Intel comand almost 50% of all the market only with crap IGP's.
Sintai conclusion: Rebranding works, AMD loses graphics marketshare in Q1 2009

[Eastcoasthandle]

So, where is the discrete graphic's market share results?

[v_rr]

So, where is the discrete graphic's market share results?

It isn't. Since Q3 2008 it is absent. And if you read carefully this are projections about global share.

What I see here is a market demanding huge amounts of IGP. Discrete market is deep in down.
And since Nvidia get the Apple deal, the market share only grow, and what Nvidia sells most to Apple is IGP´s. I remember read that only in Q4 Apple deal gave to Nvidia 200M on IGP sales and still Nvidia marked a huge loss because the huge drop on discrete market and loss on AMD IGP market.

And the most important part is absent in the first post:

Intel's gains become especially clear with the data presented this way. The world's biggest chipmaker has been slowly eating away at the market shares of not just Nvidia and AMD, but also smaller GPU vendors like Via and Matrox. Of course, we should take care to point out that Intel doesn't actually sell any discrete GPUs—those 37.2 million shipments are all integrated graphics chipsets.

Looking ahead, JPR expects the PC market—and GPU shipments in particular—to see an upturn in the third and fourth quarters of this year. New product launches, back-to-school and holiday-season rushes, pent-up demand, worldwide stimulus programs, and the release of both Windows 7 and Mac OS X 10.6 should all help boost up the GPU market, JPR says.

IGP Intel in Q1 = Nvidia IGP + Nvidia Discrete + AMD IGP + AMD Discrete

[ToTTenTranz]

It's up to us - the #informed# guys - to change that..

There are, however, some factors to be mentioned:

1 - In the medium/high-end discrete market, nVidia stood competitive by lowering the price of their twice-as-big GPUs. Although they may have kept marketshare, their profits went down the road.
2 - Every Apple laptop and mid-end desktop (90% of their sales?) now has a nVidia GPU. Macbook Pros even have two nVidia GPUs.
3 - nVidia owns pretty much every mid-end "gamer" branded laptop with the less-than-mediocre G96M (9600M GT, 9700M GT etc). Here's hoping RV740 will change that.. but if the RV730 didn't (and it had already a lot better performance for the same power consumption), I don't really see this happening. Arrghh I get so sick of seeing those overpriced Asus G series with their crappy G96 GPUs..
4 - I think the rebranding schemes will make nVidia pay in the long run (as in the +3rd quarter results). This quarter the ignorant people are buying their rebranded graphics cards. The following quarters they'll remember how their latest nVidia GPU didn't bring any performance improvements over the previous one.

[tenebre]

who in their ing right mind would buy an Intel IGP?
FUUUUUuuuuuuuuuuuuuuu

[grimREEFER]

nvidia 9400 owns.
every laptop should have it, not just the apple ones.

[ToTTenTranz]

who in their ing right mind would buy an Intel IGP?
FUUUUUuuuuuuuuuuuuuuu

Everyone who bought a netbook so far..

[Jamesrt2004]

who in their ing right mind would buy an Intel IGP?
FUUUUUuuuuuuuuuuuuuuu

all the people buying netbooks

[alfaunits]

who in their ing right mind would buy an Intel IGP?
FUUUUUuuuuuuuuuuuuuuu

You prolly didn't see a good laptop with it then, there are many which have no need for any better graphic and the Intel IGP works great for them.
It's a moot point to fight over.

[Eastcoasthandle]

It isn't. Since Q3 2008 it is absent. And if you read carefully this are projections about global share.

What I see here is a market demanding huge amounts of IGP. Discrete market is deep in down.
And since Nvidia get the Apple deal, the market share only grow, and what Nvidia sells most to Apple is IGP´s. I remember read that only in Q4 Apple deal gave to Nvidia 200M on IGP sales and still Nvidia marked a huge loss because the huge drop on discrete market and loss on AMD IGP market.

And the most important part is absent in the first post:


IGP Intel in Q1 = Nvidia IGP + Nvidia Discrete + AMD IGP + AMD Discrete

Indeed it is absence since Q3 2008. I find that rather odd for them to have done this. This is the prime time you want to know how well companies have been weathering the storm IMO. And, with the release the HD4800 series we don't know how they did.

[Humminn55]

who in their right mind would buy an Intel IGP?
FUUUUUuuuuuuuuuuuuuuu

Not only all the netbooks, but each and every Intel chipset motherboard with IGP graphics built in.....all the Intel-based mATX boards pretty much carry that, and a host of full sized ATX boards do, too.

And just go into Best Buy, Fry's, MicroCenter....anywhere selling low-to-around mid range computer systems. Most, if not all, are using IGP graphics as their standard output, with some close to mid-range units having a discrete graphics card as an option. And if the computer is an Intel cpu computer, I'll bet it has an Intel-based chipset motherboard....computer manufacturers just want a no-muss no-fuss solution and an Intel cpu and Intel chipset motherboard fits that bill quite well. (Not to mention Intel probably cuts a deal with a cpu/mb combo for OEM's, sorta like what Fry's and Newegg do.)

Just because the IGP graphics are never used doesn't mean the sale of the graphics chipset doesn't count.

[LordEC911]

With numbers like this, including IGPs where is the line drawn, if at all?
Small GPUs in other mobile devices? Console sales?

[ToTTenTranz]

With numbers like this, including IGPs where is the line drawn, if at all?
Small GPUs in other mobile devices? Console sales?

I really don't think consoles are in those results.
AMD's results, with worldwide Wii and X360 sales, would skyrocket.

[perkam]

Misleading title.

If this was a breakdown based on mainstream discrete GPUs, the title would make sense. But here, it's evident someone who favors Nvidia wishes to have a 0.1% increase in market share represent a victory for their recent marketing blunders.

Perkam