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[Pickles Spill]

I took this from the Beyond3D forum poster dbz after being mentioned on the Linus Tech Tips WAN show.

Sources:
Beyond3D post:
NVIDIA shows signs of strain
Linus Tech video:
https://youtu.be/VpdrSHg6BjA?t=32m20s

Here's where the poster got his numbers:

I made the graph from aggregated quarterly reports, mainly from Mercury Research with fillers from JPR where Mercury's figures were unavailable.
This is the link to this most recent post where I used the figures.

Most should be verifiable via a quick search. Some of the older figures were collected via Business Week and the WSJ (amongst other publications) for 1995-2003 - most of which I've truncated from this graph since most of the graphics vendors from those years are now defunct/no longer making discrete graphics boards.

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This is pretty rough for AMD. I hope they can pull out of this rut they've fallen into with their new cards on the horizon, but as of right now, I dunno. I hope it gets better for them.

 

[Renekton]

This looks really bleak.

At this rate, Nvidia will be enjoying 200% margin on their desktop cards. Intel can't do jack unless they want to keep paying Nvidia billions in graphics-related licensing / settlement.

 

[Fachasaurus]

Ouch. I think I might go and buy an AMD card now...

 

[SSPssp]

We need a blackboard for AMD with _______ will save AMD/Radeon with Mantle and the like already crossed out. I hope the lack of competition doesn't make Nvidia rest on their laurels like Linus was saying.

 

[Pickles Spill]

Ouch. I think I might go and buy an AMD card in June...

I fixed that for you

 

[Enter the Dragon Punch]

I'd love to support AMD but I like Nvidia's software side a lot, lot more. There's many reasons why AMD is where they are

 

[Recovering_Jedi]

Not even remotely surprised.

AMD has not been competitive with Nvidia.

Their cards in the past have been underpowered vs. the competition and their release schedule is just horrid.

AMD shouldn't had its 390XT cards out by now. Instead they keep delaying them and by the time they are out Nvidia will be able to counter with the 980 Ti.

 

[Deadbeat]

It got that way for a reason. Nvidia supplies the better product.

 

[gigantor21]

Jesus H. Christ, I didn't realize the current situation was that bad. I knew NVIDIA was ahead, but by more than 3:1? Fuck.

Saying that there's a lot riding on the R9 300 series is a gross understatement.

 

[Beck]

I didn't realize it was so bad for AMD. They kind of missed their opportunity for good PR a couple months ago during the whole 970 debacle.

I've always been an ATI guy so I hope it turns them around. If anything, I hope this means AMD will be trying harder than ever, and hopefully HBM works out for them (at least at the beginning).

 

[Dreams-Visions]

Unfortunate indeed.

I hope their next card delivers.

 

[Beerman462]

Not even remotely surprised.

AMD has not been competitive with Nvidia.

Their cards in the past have been underpowered vs. the competition and their release schedule is just horrid.

AMD shouldn't had its 390XT cards out by now. Instead they keep delaying them and by the time they are out Nvidia will be able to counter with the 980 Ti.

I wouldn't say that. It's been pretty back and forth with hardware. I was solely an Nvidia guy until I bought my 7870 XT. Nvidia couldn't compete price/performance wise at the time. With the release of the 970/980 and AMDs lack of down sampling support for older cards I will probably return to Nvidia.

 

[Mozz-eyes]

I hear nothing but bad stuff about ATI and driver support.

Once had an ATI card and had endless compatibility problems. Was so excited for Command and Conquer 3 and the fucking thing never worked for more than 20 minutes before crashing.

Meanwhile I've never had a problem with nvidia, both mobile and desktop GPUs.

ATI can get fucked.

 

[kuroshiki]

Competition is good my ass. Monopoly is where it is at.

I for one welcome our new Nvidia overlord and age of upcoming $500+ video graphic card for 'mid range'.

 

[SneakyStephan]

It's no wonder that their marketshare is plumetting in the last 6 months.
They haven't released anything new in what? 1.5- 2 years? And most of their current lineup is now restickers of 3.5 year old hardware.

When the 390/390x comes out the graph should go back to hd 7970 release time status. (unless they fuck it up ofc)

It's depressing to see that they were doing so bad when the 4870/gtx280 were out though, amd was demolishing nvidia in price/performance back then, and the same goes for the radeon 9800 pro era.
Somehow they passed nvidia in the x800 era, I remember those cards being shit value and only marginally faster than the 9800 pro, were the nvidia equivalents THAT bad back then?

It's also fun to note that the bitcoin/litecoin phase did not even make the slighest dent in their market share, which shows that the price inflation for amd gpus during that time was purely manufactured by retailers (much like the post HDD factory flood prices for hard drives)

Competition is good my ass. Monopoly is where it is at.

I for one welcome our new Nvidia overlord and age of upcoming $500+ video graphic card for 'mid range'.

Ehm that is where we are at right now. When nvidia gets a monopoly you'll pay 500 dollars for a gtx 750ti equivalent aka entry level performance

 

[Enter the Dragon Punch]

Competition is good my ass. Monopoly is where it is at.

I for one welcome our new Nvidia overlord and age of upcoming $500+ video graphic card for 'mid range'.

Nobody is saying it isn't. But AMD has to start offering equivalent products and services at a lower price to recapture market share.

 

[HowZatOZ]

It got that way for a reason. Nvidia supplies the better product.

The public perception of AMD hasn't recovered from the terrible driver support and underpowered releases, so they've voted with their wallet. Obviously Nvidia capitalised on those perceptions and has increased their market share tenfold.

 

[LostMyNarbles]

I'm not surprised this is happening. I feel like every time AMD releases a new series of GPU's there's a decent amount of hype beforehand and then the cards end up being underwhelming in some way. That coupled with the fact that they've never nailed the drivers was going to eventually cause them to start bleeding fans.

 

[Hawk269]

You would think that AMD would be doing better being that they have both Sony and MS that they make the GPU's/CPU's for, yet the continue to bleed money left and right. Even though both the PS4 and Xbox One has been selling very good.

 

[Sheroking]

AMD seems to clearly offer better performance per dollar.

An nvidia monopoly is good for nobody.

 

[Momentary]

I don't think NVIDIA is trying to create a monopoly. They are just focused on making quality products. It is looking bad though. I don't know anyone that runs AMD on their computer. Hell my brother just bought 2 980's, our friend bought a 970, and I bought a laptop with a 980m. That's another area where AMD REALLY needs to step up. Their mobile GPU offereings are just laughable.

 

[Trago]

You would think that AMD would be doing better being that they have both Sony and MS that they make the GPU's/CPU's for, yet the continue to bleed money left and right. Even though both the PS4 and Xbox One has been selling very good.

I thought console sales didn't make up as much of their revenue as we thought right?

Anyway, pretty shitty for AMD, here's hoping their next round of cards deliver.

 

[stryke]

You would think that AMD would be doing better being that they have both Sony and MS that they make the GPU's/CPU's for, yet the continue to bleed money left and right. Even though both the PS4 and Xbox One has been selling very good.

Them lucrative console contracts.

 

[Lemonte]

I have always had nvidia gpu. Almost bought amd card when I last time upgraded my pc but shadowplay is too good to pass so I stuck with nvidia.

 

[Dreams-Visions]

I hear nothing but bad stuff about ATI and driver support.

Once had an ATI card and had endless compatibility problems. Was so excited for Command and Conquer 3 and the fucking thing never worked for more than 20 minutes before crashing.

Meanwhile I've never had a problem with nvidia, both mobile and desktop GPUs.

ATI can get fucked.

No, you don't. Nobody that's had an AMD card in the last 3 or 4 years should have any complaints.

The fact that you're referring to them as "ATI" in 2015 tells me all I need to know about your current knowledge and experience with their products.

 

[cybroxide]

You would think that AMD would be doing better being that they have both Sony and MS that they make the GPU's/CPU's for, yet the continue to bleed money left and right. Even though both the PS4 and Xbox One has been selling very good.

I believe this chart is specifically desktop GPU marketshare.

 

[Momentary]

You would think that AMD would be doing better being that they have both Sony and MS that they make the GPU's/CPU's for, yet the continue to bleed money left and right. Even though both the PS4 and Xbox One has been selling very good.

That's not a lucrative industry for GPUs and CPUs. Plus I think this is only for discrete GPUs.

 

[longdi]

I been using AMD gpu for a few generations now, no major problems to report. I enjoyed their pricing especially when i am able to unlock their shader cores, it is like transforming a 970 to 980 with just 15 mins work.

It is sad Nvidia has so strong mindshare that people keeps ignoring AMD.

 

[Shengar]

Competition is good my ass. Monopoly is where it is at.

I for one welcome our new Nvidia overlord and age of upcoming $500+ video graphic card for 'mid range'.

No I don't believe in the existence such as "benevolent corporate". Corporate monopoly will only bite our ass later in future.

 

[SparkTR]

You would think that AMD would be doing better being that they have both Sony and MS that they make the GPU's/CPU's for, yet the continue to bleed money left and right. Even though both the PS4 and Xbox One has been selling very good.

Console contracts are insignificant compared to core GPU businesses for AMD and Nvidia

On top of that there's likely going to be 50-100m fewer consoles sold this generation than last generation, PS4's success is great for Sony, but the XBO selling average and the Wii U outright flopping doesn't mean the industry's current position is great for AMD. I believe lower than expected console sales was a citied reason for their lower than expected revenue.

 

[Momentary]

AMD will be Samsung soon enough.

 

[Klossen]

Well there is pretty much no reason to buy AMD today. Nvidia has them beat in pretty much every budget build. I had AMD until I recently switched to Nvidia after my 7870 crapped out on me. I see no reason to return to AMD really.

 

[funkystudent]

After buying a AMD card around 2010, I aint touching them again for a long time.

Best thing I did for my PC was jumping over to Nvidia a few months ago.

Wouldn't be shocked if a decent percentage of the Nvidia spike in recent times are disgruntled former AMD users who felt burned. They had a real bad rough patch for a while and it has cost them dearly.

 

[Pickles Spill]

After buying a AMD card around 2010, I aint touching hem again for a long time.

Best thing I did for my PC was jumping over to Nvidia a few months ago.

Wouldn't be shocked if a decent percentage of the Nvidia spike in recent times are disgruntled former AMD users who felt burned. They had a real bad rough patch for a while and it has cost them dearly.

I think it's more because we haven't seen any new AMD cards for a long, long while.

 

[Timedog]

I've bought AMD for my last 2 cards. Haven't run into any driver issues that I'm aware of. Both had the best price/performance at the time. I feel like internet driver FUD plays a part in this.

Then again I build my own shit, and all the components are always top notch, so maybe that has something to do with me never seeing issues?

 

[Alchemy]

Console contracts are insignificant compared to core GPU businesses for AMD and Nvidia

On top of that there's likely going to be 50m fewer consoles sold this generation than last generation, PS4's success is great for Sony, but the XBO selling average and the Wii U outright flopping doesn't mean the industry's current position is great for AMD. I believe lower than expected console sales was a citied reason for their lower than expected revenue.

Xbox One is tracking above the 360 after one year, by a fair margin. We'd all be talking about how much Microsoft is killing it if the PS4 wasn't tracking absurdly close to the Wii which had crazy sales over the first few years by fell off the face of the planet compared to the longevity of the PS1, PS2, PS3 and even 360 (with the last two consoles still being sold).

Software sales should be similar gen over gen, with income from services such as Gold and PS+ being higher.

 

[Hawk269]

That's not a lucrative industry for GPUs and CPUs. Plus I think this is only for discrete GPUs.

My comment was more about the overall state of AMD and how every time they release financials it seems more dire than before. While the chart at the top is about just GPU's, my comment was more about the overall state.

Sorry if I meant something differently.

It still raises the question that even with such massive contracts from Sony/MS that they continue to bleed money.

 

[Remark]

Never had any problems with my AMD card I bought in 2012. I feel like the problems people have with AMD are over-exaggerated imo. Drivers never been bad for me and left me with little to no problems. Best bang for the buck.

Only reason I switched to NVIDIA is because I needed a new card and I found a 970 mad cheap.

 

[Beautiful Ninja]

After buying a AMD card around 2010, I aint touching hem again for a long time.

Best thing I did for my PC was jumping over to Nvidia a few months ago.

Wouldn't be shocked if a decent percentage of the Nvidia spike in recent times are disgruntled former AMD users who felt burned. They had a real bad rough patch for a while and it has cost them dearly.

For me personally, my inability to buy a AMD video card during the late 2013 bitcoin mining craze is why I went nVidia. I was all ready to stick with AMD like I had from the 9500 Pro through the HD 6950 and get an R9 280X, but I ended up scoring an at the time discounted GTX 770 for 300 bucks instead and I've been greatly enjoying the nV side of things since then. While in terms of just raw stability AMD drivers haven't been bad in a while, nV's team just seems to come up with newer features faster and more effectively than AMD. AMD spent a lot of dev time on Mantle for it to be barely supported and eventually killed off before it really even started by DX12's announcement. At least it's getting folded into Khronus for the mobile markets it looks like.

 

[SmartBase]

No, you don't. Nobody that's had an AMD card in the last 3 or 4 years should have any complaints.

I disagree. AMD's mind-numbingly stupid strategy of releasing drivers (and Crossfire profiles) every 3-4 months is probably up there in the list of reasons why people defect to team green.

 

[SparkTR]

Xbox One is tracking above the 360 after one year, by a fair margin. We'd all be talking about how much Microsoft is killing it if the PS4 wasn't tracking absurdly close to the Wii which had crazy sales over the first few years by fell off the face of the planet compared to the longevity of the PS1, PS2, PS3 and even 360 (with the last two consoles still being sold).

Software sales should be similar gen over gen, with income from services such as Gold and PS+ being higher.

Is that just US or worldwide? I was under the impression that worldwide it's was a toss-up whether the XBO was selling more than the 360 at the same point and that's including Microsoft's aggressive pricing/bundling strategies. Software sales also don't mean anything for AMD.

 

[Trace]

Someone let me know when AMD gets up to par with Nvidia in terms of driver releases and performance, until then I'm staying with Nvidia. Last AMD card I had was DoA, immediately went back to Nvidia and I've been happy with my GTX 670 since then. Will probably upgrade to the GTX980ti depending on when it releases.

 

[Enter the Dragon Punch]

I disagree. AMD's mind-numbingly stupid strategy of releasing drivers (and Crossfire profiles) every 3-4 months is probably up there in the list of reasons why people defect to team green.

Also not matching up software standards

Nvidia Control Panel, GeForce experience, ShadowPlay, etc all blow AMD outta the water

 

[pezzie]

After owning a few good Nvidia cards (8800GT then 560Ti), I switched to an R9 280X because it was cheaper than a 770 at the time by quite a bit.

I've been fairly pleased with it, it's doing everything well and I really only game single monitor at 1080p with high settings, which is really about all I care about for a $200 card. I don't have a particular preference with companies so I hope AMD stays alive so I can always get a good price to performance sweet spot card.

I feel like Nvidia has better software, but I certainly haven't had any real problems with AMD's drivers so far.

 

[Deadbeat]

Xbox One is tracking above the 360 after one year, by a fair margin. We'd all be talking about how much Microsoft is killing it if the PS4 wasn't tracking absurdly close to the Wii which had crazy sales over the first few years by fell off the face of the planet compared to the longevity of the PS1, PS2, PS3 and even 360 (with the last two consoles still being sold).

Software sales should be similar gen over gen, with income from services such as Gold and PS+ being higher.

None of this matters if the profit margin from console contracts is small. Which it is. Which is why AMD/ATI is still screwed. Why is why nvidia isnt salty and never will be.

 

[Beautiful Ninja]

Is that just US or worldwide? I was under the impression that worldwide it's was a toss-up whether the XBO was selling more than the 360 at the same point and that's including Microsoft's aggressive pricing/bundling strategies. Software sales also don't mean anything for AMD.

Worldwide but mostly because of the US. XBO after 1 year was 150 dollars cheaper than it was a launch and cheaper than PS4 which helped immensely in the holidays this year. But even with that my understanding is that the console hardware makes a pittance to what desktop GPU's make, AMD gave the console makers extremely favorable contracts to get any kind of revenue stream going, no matter how small it was. nVidia on the other hand wants nothing to do with consoles, they were losing money making original Xbox GPU's after a while and the margins on console hardware is so small it makes no sense for them to even bother.

 

[Kelli Lemondrop]

Not even remotely surprised.

AMD has not been competitive with Nvidia.

Their cards in the past have been underpowered vs. the competition and their release schedule is just horrid.

AMD shouldn't had its 390XT cards out by now. Instead they keep delaying them and by the time they are out Nvidia will be able to counter with the 980 Ti.

this is complete nonsense.

www.tweaktown.com/reviews/7037/sapphire-radeon-r9-290x-8gb-tri-video-card-review/index8.html

R9 290X is faster than GTX 970 for cheaper, and in many cases a match for the 980, at literally 90% cheaper. stop spreading fud and nonsense. When nvidias high end $600 card BARELY beats AMDs 2 year old $300 card, they aren't underpowered, and there was no reason to rush the 390X out the door. It will come out in june, it will be faster than titan-x, it will likely be $600. Nvidia won't have an answer until pascal in mid 2016. There are precisely two generations where AMD wasn't competitive with nvidia at any given pricepoint. This current generation AMD wins at literally every price segment, by quite alot. 295X2 ($650) beats titan-x ($1000), 290X ($300) is a match for GTX 980 ($560) , 290 ($240) nearly matches GTX 970 ($320), 280X ($200) beats gtx 960 ($200) etc. Nvidia is NOT competitive from a price standpoint, and fud from fanboys like you is way, way out of line.

 

[SparkTR]

It still raises the question that even with such massive contracts from Sony/MS that they continue to bleed money.

That's not a question needing discussion. Those console contracts are insignificant compared to their other revenue sources, we've known that for a while.

Their core business (GPU and CPU) are under heavy fire from competition from Nvidia and Intel.

 

[SmartBase]

Also not matching up software standards

Nvidia Control Panel, GeForce experience, ShadowPlay, etc all blow AMD outta the water

The bolded especially is much better with Nvidia. Forcing VSync in it actually works, unlike with CCC or RadeonPro.

 

[Momentary]

Xbox One is tracking above the 360 after one year, by a fair margin. We'd all be talking about how much Microsoft is killing it if the PS4 wasn't tracking absurdly close to the Wii which had crazy sales over the first few years by fell off the face of the planet compared to the longevity of the PS1, PS2, PS3 and even 360 (with the last two consoles still being sold).

Software sales should be similar gen over gen, with income from services such as Gold and PS+ being higher.

People comparing this gen's release with last gen's release purposely omit the fact that this had consoles distributed to a wide range of regions whereas PS3 was released in Japan exclusively for a time and 360 wasn't done releasing in regions until around 2008. If you ask me... the number aren't looking too good for a world wide release of these consoles. The funny thing is is that they know the average consumer that reads "the numbers" are going to take that into account.