In the third quarter, according to the data , shipments of discrete graphics cards grew by 42% compared to the previous quarter, and NVIDIA managed to increase its share by five percentage points at once. And yet, over the year, AMD managed to strengthen its position in the discrete graphics market from 25,72% to 27,08%, while NVIDIA proportionally reduced its presence in the market. What in quantitative terms will be the next victory for AMD, one of the regular authors of the profile column on the site tried to predict .
Analytical data on the number of video cards sold during the period are usually received late, and almost no one makes forecasts for future periods in this area. But most experts like to make forecasts on the dynamics of revenue changes, and these data can be used to predict changes in the share of each of the market participants. For example, AMD generates approximately 70% of its total revenue from the sale of central processing units, and the remaining 30% of its revenue is generated from the sale of graphics processors. Knowing this proportion, one can predict the amount of AMD's revenue from the implementation of graphic solutions in future periods. Similarly, you can predict the change in NVIDIA's revenue from the sale of graphics processors. The ratio of the revenues of both companies in a duopoly allows you to determine the market share of each in monetary terms.
This technique allows us to determine that in the next two years the balance of power in the discrete graphics market will not change significantly, if we do not take into account the potential emergence of a third player in the face of Intel Corporation. In the fourth quarter of this year, AMD's share in terms of revenue may increase from 15,2% to 17,6%, but by the end of 2021 it will remain at the same level, based on forecasts for changes in the company's revenue. Moreover, for NVIDIA, even the loss of two percent of the discrete graphics market does not pose a particular threat. The statistics of recent years show that the capacity of this market is increasing, and with such a scale of business, AMD's main competitor will also remain in the black, even if it loses its position to a smaller company. By the beginning of 2021, Intel should already announce its ambitions in the consumer discrete graphics segment. The scenario described by the original source does not take into account this factor, but it will be all the more interesting to observe the real development of events.
Source: 3dnews.ru