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Last week, Jon Peddie Enquiry delivered its Q2 2022 update for full GPU shipments. The information set shows the cryptocurrency boom well and truly over, with desktop GPU shipments falling 27.96 percent compared with Q1 2022. AMD shipped substantially fewer units, with a decrease of 12.28 percent, compared with Nvidia'due south decline of 7.49 per centum. Intel, in contrast, picked up iii percent of market place share. During the cryptocurrency smash, AMD was supposedly the preferred solution provider over Nvidia and its GPUs suffered higher amounts of cost inflation, so the larger reject in AMD shipments makes sense for this reason alone.

But quarterly data, while of import and interesting, ultimately doesn't tell united states of america much virtually the long-term trends that are powering the GPU market. For that, we've turned to Statista and its compilation of GPU marketplace share between the iii leading vendors. A chart this large captures much more data, including Intel'southward deployment of CPUsSEEAMAZON_ET_135 See Amazon ET commerce with onboard graphics across its entire product stack, AMD'southward APU introduction, and the adoption periods for both DirectX eleven and these early years of DX12. Then what exercise nosotros see?

Image by Statista. Click to enlarge.

Let's break information technology down by company. As you read this, keep in mind that consumer market share, total market book, and average selling prices all play a part in company earnings, and market share alone doesn't tell the states where each company held sway or how much they were earning off their GPU businesses.

Intel is the biggest winner of this comparison. As GPU solutionsSEEAMAZON_ET_135 See Amazon ET commerce were integrated on to CPUs, the company's effective share of the market shot upwards. Back in 2022, nosotros wrote a story about how mobile GPUs were vanishing from modern systems based on how difficult information technology was at the fourth dimension to discover a lower-end system that still sported a GPU worthy of the name (by which we mean a GPU that would actually provide a meaningful level of discrete performance). From Q1 2022 to Q2 2022, Intel grew its marketplace share from 59.1 percentage to 75.2 percentage of the market. AMD and Nvidia were accounting for less than 25 per centum of the infinite combined. That state of affairs held until Q2 2022, when Intel'southward market share began to slip. The company'due south electric current estimated share is the everyman in over four years.

AMD's all-time years are Q2 2022 to Q2 2022. The HD 5000, 6000, and 7000 families launched in this era in the discrete market, with the HD 5000 family having a item reward over Nvidia'south products at the time. AMD doesn't receive the aforementioned bump in market share from launching APUs that Intel did, though there are various reasons for that. Relevant intervening variables include the company's weaker CPU functioning at the time, the fact that AMD ofttimes shipped dGPUs in mobile SKUs already, and the possibility that AMD could have simultaneously gained marketplace share at the low terminate from its APU business organisation while losing market place share at the high end. We'd need to come across market share broken down past price bands to distinguish these effects.

Merely the large-scale trend is clear: AMD's market place share starts to slip desperately after the start cryptocurrency boom, when its GPU prices — simply not Nvidia's — were driven into the stratosphere. We predicted this could happen and the share information proves it. Despite competing well confronting Nvidia in terms of MSRP and overall operation, the one-sided price skewing (or skewering) made it impossible for gamers to afford AMD cards. AMD'due south market share starts to driblet in Q3 2022 and information technology doesn't end until the visitor bottomed out in Q2 2022, having lost more than one-half its graphics market in less than two years.

From in that location, things better, albeit modestly. Polaris helped the company retake some market place share, only nosotros don't see any kind of clearly discernible affect from launches like Ryzen Mobile. The recent cryptocurrency boom, however, could hide the impact of whatever potential increases in that category, and it may be some additional quarters before nosotros tin can tell if increased Ryzen Mobile shipments accept resulted in net improvements to overall market share. In Q1 2022, AMD striking a iv-year record for marketplace share, at 14.9 percent. Just with its electric current market share in Q2 2022 set at thirteen percent according to JPR, information technology's clear those gains were temporary. So far, AMD appears to be focused more than on the semicustom and console markets for 2022 and beyond than it is in consumer graphics.

Finally, we come to Nvidia. Of the three companies, none has transformed its core business organization more than Nvidia since 2009 — which isn't peculiarly surprising, considering how many manufactures were being written in 2009 – 2022 about how CPUs with integrated graphics could spell the doom of Team Green. Tesla and Tegra were both originally a bid to differentiate Nvidia's business organization away from strict graphics, and the company now competes in realms like HPC and cocky-driving cars where they had only a minor presence in 2009. Of the 3 companies, this graph does the poorest job of capturing Nvidia's "story" — and we can actually prove it, via reference to another graph.

Prototype by Statista

Look at the tiny bar of blood-red just above the "50" line for Q1 2022. At present, eyeball the same line in Q2 2022. In 2022, Nvidia reported revenue of $4.13B. In its financial twelvemonth 2022 (not the same equally the agenda year), it reported revenues of $9.71B. That's a 2.35x increment at the same time that the company's share of the GPU market place has changed from xv percentage of the market place to xviii.four percent. It's not that JPR'southward data is incorrect — I'm confident in the reporting — simply that measuring just the consumer GPU marketplace can imply (or fail to imply) incorrect shifts in earnings.

One of the differences between AMD and Nvidia market share in 2022 as compared with 2022 that also isn't captured in this graph is that AMD at present competes much more robustly in the lower-end and midrange than in the loftier-end space. AMD's Fury 10 family didn't arrive to claiming the GTX 980 until that family had been in-market place for nine months; the company'southward virtually recent loftier-finish fries, codenamed Vega, didn't arrive until Nvidia'due south Pascal had been in-market for xv months. The imminent launch of Nvidia'south RTX familySEEAMAZON_ET_135 See Amazon ET commerce is virtually certain to trigger price cuts on the AMD front end as well, and new AMD GPUs based on its Navi compages will not arrive in 2022.

What's hitting nigh each firm is the degree to which they've carved out their ain sustainable and profitable niches in graphics. Intel has its own plans for discrete GPUs arriving in 2022 and has seized significant amounts of market share compared with 2009. And its integrated graphics are likewise much better than they were, even if its onboard solution doesn't compete peculiarly well against equivalent integrated solutions from AMD.

AMD'south console business concern isn't captured in these graphs, simply its earned billions for the firm since 2022 and its graphics concern was central to those designs. Nvidia'south GPU marketplace share hasn't really inverse much in recent years, but the company has taken its consumer graphics business and transformed information technology into everything from an HPC play to an automotive solution. Each firm has taken a unlike road to success and the degree of success they've enjoyed has been different, but all iii companies have a thriving graphics business.

Now Read: New AMD Rumors Suggest Q4 2022 Polaris Refresh, Intel Reaffirms Intent to Support Adaptive Sync, and How Nvidia'due south RTX Ray Tracing Works