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posted by hubie on Saturday December 31, @07:43AM   Printer-friendly
from the grim-picture-for-whom? dept.

Discrete GPU Sales Plummet to Historic Lows:

If you've been looking at the GPU market recently and thinking, "nope," you're not alone. Jon Peddie Research has released its year-end summary, and it paints a grim picture: Shipments of discrete GPUs have fallen to levels not seen in almost 20 years. It's an unexpected situation given the recent deluge of GPUs in the channel thanks to the death of crypto. Plus AMD, Nvidia, and Intel have released all-new GPUs this year too. Despite the bounty of silicon at their disposal, gamers are just not buying GPUs right now.

[...] The reasons for the steep decline in GPU shipments aren't perfectly detailed in the summary. However, we can make a few guesses. This entire year has seen a rapid slowdown in the PC market as the pandemic began to fade. People went outside again and turned off their PCs. There's also been increasing economic anxiety for most of the year as well. This has been punctuated by mass layoffs at major companies recently, such as Meta and Amazon. Additionally, a lot of PC upgraders held off in the third quarter in anticipation of all the new hardware coming out.

Many people might have examined the new CPUs and GPUs and concluded prices were too high. This issue has affected both AMD on the CPU front and Nvidia on the GPU side. AMD had to dramatically lower Zen 4 prices for Black Friday and has largely kept them in place. Nvidia hasn't lowered prices, but so many scalpers tried to return RTX 4080 cards that Newegg halted refunds for them.

Tom's Hardware summary of the report


Original Submission

 
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  • (Score: 3, Interesting) by RamiK on Saturday December 31, @05:08PM (1 child)

    by RamiK (1813) on Saturday December 31, @05:08PM (#1284555)

    The full report is ~350 pages long and sells for $1000 since there's too many caveats behind those lower sale figures:
    1. Used miners cards are flooding the market but they're not targeting all price tiers equally.
    2. Repurposed mobile AMD chips like the 6600m are being used in discrete desktop cards and end up as the most cost-effective options (look for "6600m" in aliexpress for a nice deal).
    3. Consoles and handhelds (like the Steam Deck) sales as well as gaming laptop trends need to considered since we had multiple launches this year.

    So, while sales certainly took a dive, it's probably not as bad as an "historic low" and the specifics of AMD's market share losses are probably mitigated by points #2 and #3 to a great extent.

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  • (Score: 2) by gnuman on Sunday January 01, @01:59AM

    by gnuman (5013) on Sunday January 01, @01:59AM (#1284586)

    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2023 [nvidia.com]

    Gaming:

    Third-quarter revenue was $1.57 billion, down 51% from a year ago and down 23% from the previous quarter.
    Launched GeForce RTX™ 4090, the first Ada Lovelace architecture GPU for gamers and creators, which quickly sold out in many locations. Sales began today of the RTX 4080.

    The crater is only starting to form.