September 19, 2021

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AMD failed to follow up on Nvidia

AMD failed to follow up on Nvidia

Jon Peddie Research (JPR) yesterday presented its latest report on CPU and GPU shipments for the second quarter of 2021.

Unexpectedly high level of growth

According to the data, GPU shipments increased by up to 37 percent compared to last year and reached 123 million units. This corresponds to a 3.4% growth compared to the first quarter of 2021.

The level of growth is a bit unexpected given the lack of chips, but the demand for graphics cards from both operators and encoders is strong enough to cause such numbers.

general positive trend

Despite the overall positive outlook, there is one downside that can be traced back to this report, which is AMD’s low market share. Team Red’s overall graphics share fell by about 0.2 percent while Team Blue and Green each beat AMD’s account.

The discrete GPU market continues to slip under AMD’s feet. There, they lost another 2 percent last quarter and 3 percent year over year. The company doesn’t seem to have had much of an impact on the laptop market despite having a more efficient gaming architecture with Radeon RX 6000 GPUs based on RDNA 2.

They are built using the TSMC process which seems to be always in high demand, especially during the silicon crisis.

JPR
JPR

Nvidia delivered nearly five times more discrete graphics cards than AMD last quarter, despite the fact that AMD’s RDNA 2 GPUs as a whole seem to perform very well against their Nvidia counterpart, the RTX 3000.