JPR: Nvidia’s graphics share slipped last quarter

The folks at Jon Peddie Research have crunched numbers for last quarter’s graphics hardware shipments, producing some fresh market share data and revealing that, once again, Nvidia has lost ground to both AMD and Intel. Here are the dirty details:

Vendor Q1 2010 Q4 2010 Q1 2011
AMD 21.5% 24.2% 24.8%
Intel 49.6% 52.5% 54.4%
Nvidia 28.0% 22.5% 20.0%

(Keep in mind that, as always, JPR’s numbers account for both discrete and integrated graphics.)

The biggest winner was obviously Intel, but AMD didn’t do too badly. In fact, JPR says AMD saw a greater increase in raw shipments than Intel (15.4% vs. 9.7%) between the first quarters of 2010 and 2011. Nvidia wasn’t so lucky, purportedly suffering a 28.4% decline over the same time period. Good thing Nvidia’s Tegra 2 chips are showing up in so many new tablets, because apparently, folks are giving GeForces the cold shoulder.

Discussing broader market trends, JPR says overall shipments climbed by 10.3% between Q4 ’10 and Q1 ’11—quite a bit more than usual, since shipments typically take a bit of a nosedive following the holiday quarter. JPR reckons the unusual uptick might result in an "inventory buildup that will have to run down in Q2." Sounds like we might be due for some price cuts.

Comments closed
    • HisDivineOrder
    • 9 years ago

    nVidia is going to increasingly lose marketshare until they finally give up on PC’s. Integrated will slowly take over as performance gets “good enough.” And by then, nVidia is hoping they’ll have Project Denver and Tegra to fall back on.

    Otherwise, they’ll be a great place for Intel to get some useful patents on the cheap.

    • willmore
    • 9 years ago

    This is getting more confusing and less meaningful as time goes on. First it was graphics built into chipsets distorting numbers. Now, we have Intel with graphics on the CPU, too. So, which gets counted as a graphical unit sold for Intel, the H67 chipset or a SB CPU? Or both?

    The same probably applies to the new AMD low APUs, but, since they tend to sell as APU/logic bundles, it’s easy to disambiguate them. That won’t hold for Llano as the APU and MB will be separate again. So, which counts as a graphical unit sold?

      • NeelyCam
      • 9 years ago

      Just a matter of time before cell phone graphics are included.

      I think my PS3 has a graphics chip. Also, I have several video scalers on various home entertainment components.

    • derFunkenstein
    • 9 years ago

    I’m sure at least part of this is due to Apple’s mobile redesigns eschewing nVidia entirely. You can only get nVidia in a Mac if you get an ancient Core2 system. My guess is the big reason is that nVidia either doesn’t want to write Mac drivers, or Apple is dissatisfied enough with their drivers that they are just giving them the boot. With the Mac market growing faster than the PC industry at large, my guess is the latter. Once the Macbook and Mac Mini get Core i3/Sandy Bridge integrated GPU refreshes, you can kiss nVidia in the Mac goodbye.

      • PRIME1
      • 9 years ago

      The big reason is probably that Tegra is competition for Apple. (Zune, Android, Tablets, Phones, etc.)

      Not a huge loss for NVIDIA as most Apples will have Intel graphics anyways.

        • derFunkenstein
        • 9 years ago

        When you go from a guaranteed 10% of the PC market (at one point, every single Mac shipped with nVidia graphics) to losing the entire thing, that’s a huge loss.

        Also, your logic doesn’t make any sense – AMD “competes” with Apple in the desktop/laptop market, yet they’re using their GPUs. Samsung “competes” in the smartphone market in a much more real way, yet they’ve been using Samsung flash memory in iDevices and Mac SSDs for a long time.

          • PRIME1
          • 9 years ago

          Every Mac, I’m pretty sure several of them had Intel GMA garbage.

          AMD has less than 20% of the CPU market, hardly competition. Besides their bread and butter these days is the ipad/iphone.

          As for Samsung, they are suing them as we speak and rumors are swirling about Apple using Intel’s fabs.

          Who knows the real reason, it may just be as simple as AMD selling their chips at a loss to try and gain some exposure.

          NVIDIA has had some impressive financial results lately so I don’t think the loss of a low margin segment like integrated graphics or a handful of Macs has impacted them.

      • KoolAidMan
      • 9 years ago

      I’m sure heat is an issue too. The 6000 series mobile CPUs are about as fast as the mobile Fermis, but at the same time they don’t generate as much heat. This is a big consideration when you’re talking about thin chassis like in the MBP or iMac.

    • tbone8ty
    • 9 years ago

    this table will totally change come q4 2011

      • derFunkenstein
      • 9 years ago

      How insightful. Care to make any predictions as to how?

        • moshpit
        • 9 years ago

        Yes. It will say Q4, 2011.

          • axeman
          • 9 years ago

          *slow clap*

    • PRIME1
    • 9 years ago

    Not a big surprise considering NVIDIA left the integrated market (with a fat check from Intel). I would be curious to see the discrete numbers as I believe they took 60% of that market in 4Q10.

    Intel has always had the integrated market by a huge margin, I think they are above 80% now. NVIDIA did the smart thing by taking $1.5 billion from Intel and moving on. Not sure what AMD is going to do.

      • DancinJack
      • 9 years ago

      In Q2 2010 ATI had 51% of the discrete market and obviously 49% to NV. Wouldn’t be hard to believe one of them grabbed 60% in Q4. I don’t have a guess on which company that might be though.

        • PRIME1
        • 9 years ago

        [url<]http://jonpeddie.com/publications/add-in-board-report/[/url<] Nope you don't need to guess.

          • DancinJack
          • 9 years ago

          Well, those numbers are only for desktop. Total discrete would be a different story.

        • NeelyCam
        • 9 years ago

        [quote<]In Q2 2010 ATI had 51% of the discrete market and obviously 49% to NV.[/quote<] Link?

          • DancinJack
          • 9 years ago

          [url<]http://news.cnet.com/8301-13924_3-20012025-64.html?part=rss&subj=news&tag=2547-1_3-0-20[/url<]

      • flip-mode
      • 9 years ago

      Yeah, Nvidia is obviously doing things right. I don’t know what those idiots that gained market share are thinking. Now they’re screwed, because Nvidia is surely going to take some of those points back over the next couple of quarters, and market share points will be worth way more next quarter than they are this quarter. Yep, 1Q11 was the quarter to sell your market share points and invest in silver, but that’s the past, from here on out, invest everything in market share points.[spoiler<]prime, Nvidia did a good job retraining you after Fermi. You're spinjobs are consistently fantastic now; hopefully Huang boosted your pay and benefits. Stock options?[/spoiler<]

        • PRIME1
        • 9 years ago

        So do you think that Sony’s increase in the console market affects Sega?

        We all know that NVIDIA is out of the integrated graphics market. So any gains or losses there don’t affect them anymore. The only relevant factor for them would be discrete graphics or professional graphics. A market they are actually in. Would you not find it silly for say someone to post the mobile phone chips sales and show AMD at 0%.

        Now how exactly am I spinning anything. Has anything I stated been false?

      • Kurotetsu
      • 9 years ago

      I’ll admit straight up to not really understanding the financial working of huge corporations like Nvidia, but give that:

      [url<]http://pressroom.nvidia.com/easyir/customrel.do?easyirid=A0D622CE9F579F09&releasejsp=release_157&prid=722235[/url<] Nvidia made 3.326 billion in 2010, and 3.543 billion in 2011 (I don't think the settlement money has been factored in yet, if I'm reading the statement correctly), and I can only imagine that integrated graphics made up a huge chunk of that (certainly, integrated graphics are much more widespread then discrete). That Intel kicked them out of that market for "only" a 1.5 billion one-time payment seems a little...., I don't know. It just seems like Intel is the only one who gained, given how much they spent on a one-time payment that removed a rival vs. how much Nvidia makes yearly. On top of that, I don't see how the removal of a competitor is a smart move by any means. It certainly sucks for consumers.

        • PRIME1
        • 9 years ago

        Intel has always dominated the integrated graphics business. Right now they are at 80% or more. Itegrated graphics chips sell for what a few dollars each?

        So no it was not a big income maker for NVIDIA.

        I agree it does suck for consumers. But both Intel and AMD essentially squeezed NVIDIA out.

      • willmore
      • 9 years ago

      Lots of NOS for nVidia chipsets, though. I just bought an ITX AMD MB with an nVidia chipset.

      • BobbinThreadbare
      • 9 years ago

      Probably not a good sign that their market share is still decreasing then.

    • dpaus
    • 9 years ago

    Do they publish numbers on discrete graphics? It’d be more interesting to see what people choose when they have to make a choice.

      • derFunkenstein
      • 9 years ago

      Same here, because all of Intel’s shipments and at least a portion of AMD’s are all integrated.

    • DancinJack
    • 9 years ago

    I didn’t realize Nvidia wasn’t selling so many GPUs. I was under the impression the 5XX cards were pretty popular.

      • dpaus
      • 9 years ago

      I think if you take the integrated graphics out of the picture, you’d find that they are.

        • Kamisaki
        • 9 years ago

        They are still pretty popular, but Radeons have just offered really good price/performance ever since the 4000 series was released. That’s not to say that Nvidia isn’t competitive, because they are, but Radeons are in a really good spot right now, and that’s reflected in the numbers.

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