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Old Mar 9, 2019, 03:10 AM   #1
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LordHawkwind
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ATI Technologies AMD market share plummets Q4 2018

I know its WCCF but it's reporting John Peddie research so it looks genuine.

https://wccftech.com/nvidia-amd-disc...4-2018-report/

Quarter on quarter its down from 25.7% 18.8% and YOY its down from 33.7%. Pretty dire results but basically AMD has nothing new in the mainstream segment and the Vega VII isn't the answer in the high end. Navi can't come quick enough.
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Old Mar 9, 2019, 08:55 PM   #2
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Their graphics Division is done.
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Old Mar 10, 2019, 10:35 AM   #3
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Lets hope the rumors of Intel getting back into discrete graphics are true.
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Old Mar 10, 2019, 12:06 PM   #4
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Quote:
Originally Posted by LordHawkwind View Post
I know its WCCF but it's reporting John Peddie research so it looks genuine.

https://wccftech.com/nvidia-amd-disc...4-2018-report/

Quarter on quarter its down from 25.7% 18.8% and YOY its down from 33.7%. Pretty dire results but basically AMD has nothing new in the mainstream segment and the Vega VII isn't the answer in the high end. Navi can't come quick enough.
Navi isn't high end

we won't see anything out of AMD or Intel till late 2020 if then
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Old Mar 10, 2019, 12:59 PM   #5
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ATI Technologies

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Originally Posted by bill dennison View Post
Navi isn't high end

we won't see anything out of AMD or Intel till late 2020 if then
I know Navi is mid range but the 2060 and now the 1660's will take further market share from AMD because they've only got Polaris which is over 2 years old now.
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Old Mar 12, 2019, 10:42 PM   #6
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If you look back before the mining boom, you can see that their current market share is sort of a continuation of that. I think the mining boom basically inflated their market share for a year or two, but unfortunately most of those cards weren't going to gamers. So, the reality is that AMD has been even less relevant in the gaming space for the past couple of years than it appeared (this sort of showed up in Steam survey results).

Now all of those cards are being sold on Ebay for firesale prices. You can get used RX 580s for close to $100. Compared to that a new RX 580 for $180 doesn't look that great. So, ironically AMD's gaming market share may actually be increasing now, but in terms of new sales it looks terrible.

The reality is that AMD hasn't been competitive for a long time now. They've come out with one architecture for every two Nvidia has come out with. That needs to turn around if they want to remain relevant. I also think they need to be competitive on the high end, both for "mind share", but also because not being competitive on the high end is just a reflection of the fact their architecture is one or two revisions behind where Nvidia is. They need to get back closer to technological parity.

If they only had the GPU division I'd say it was impossible (then again ATi probably wouldn't have allowed itself to get in this situation), but because the company sells CPUs too and Ryzen is doing well, I think it is possible for them to use the R&D money from CPUs to catch back up. As has been said a number of times, it's not something that happens overnight though.
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Old Mar 12, 2019, 10:56 PM   #7
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Quote:
Originally Posted by LordHawkwind View Post
I know Navi is mid range but the 2060 and now the 1660's will take further market share from AMD because they've only got Polaris which is over 2 years old now.
Polaris is actually getting closer to 3 years old at this point, and it very well may be by the time Navi is released. But worse than that, the R300 series was also just rebranded R200 chips, so looking only at Polaris doesn't even show the entire picture of how bad AMD's release schedule has been in recent years.

To be completely honest with you, it's actually sort of impressive that Polaris is even competitive at all after all this time.
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Old Mar 13, 2019, 08:56 AM   #8
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Originally Posted by Nagorak View Post
Polaris is actually getting closer to 3 years old at this point, and it very well may be by the time Navi is released. But worse than that, the R300 series was also just rebranded R200 chips, so looking only at Polaris doesn't even show the entire picture of how bad AMD's release schedule has been in recent years.

To be completely honest with you, it's actually sort of impressive that Polaris is even competitive at all after all this time.
It helps that consoles were stuck with Radeon 7850/7870 class hardware for 5+ years.
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Old Mar 14, 2019, 12:18 PM   #9
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So AMD still cant get their GPU's and CPU's running in tip top at the same time....

Its either one or the other.

When AMD was trading places with nvidia, leapfrogging each generation, their CPU was the Phenom/PhenomII.
When AMD was making headway with GPU's, it was Bulldozer on the CPU side.
Now with Ryzen kicking ass and taking names....The RX series (Polaris) is getting long in the tooth and Vega has come out and was underwhelming.
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Old Mar 14, 2019, 12:31 PM   #10
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Quote:
Originally Posted by Sasquach View Post
So AMD still cant get their GPU's and CPU's running in tip top at the same time....

Its either one or the other.

When AMD was trading places with nvidia, leapfrogging each generation, their CPU was the Phenom/PhenomII.
When AMD was making headway with GPU's, it was Bulldozer on the CPU side.
Now with Ryzen kicking ass and taking names....The RX series (Polaris) is getting long in the tooth and Vega has come out and was underwhelming.
Discrete GPUs aren't a big money maker. Zen is doing well in the desktop and server markets but AMD has a long way to go in mobile. Recently got to play with a Thinkpad A485. Battery life is pathetic for a business class machine (slightly under 3 hours). The Intel version (T480) is good for 6-7 hours.
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