nvidia gpu market share takes over 90% in Q4 2024 (Get's closer to full monopoly)

[Krit]

AMD and intel right now are losing its gpu market share with crazy speed. Right now in Q4 2024 nvidia probably owns more than 90% of gpu market share. Only few small steps and AMD will be in worst position in it's entire gpu history ever!!!

So get ready for extreme prices with new RTX 50 Series and if you think that RTX 40 Series was bad/expensive then wait until new RTX series appears. It probably will set new standards in terms of how expensive and slow low to midrange gpus can get. (I wouldn't be surprised if we may get something like worst nvidia gpu generation ever overall in terms of p/p) And of course for this all thanks must be said only to Nvidia buyers because this is where they brought us all.

Q3 2024

Q2 2002 - Q1 2024

 

[ir_cow]

Good thing Intel getting into the mix as NVIDIA exits the gaming market in the next few years.

 

[Vayra86]

Good thing Intel getting into the mix as NVIDIA exits the gaming market in the next few years.

That'll be fun to see. Imagine DLSS support at that point. Or RT.

Dead in Le Water

 

[Onasi]

It’s the AI boom driving the sales, I feel. Well, that and the usual reasons, sure, but AI is proooobably the primary one. But looking at the 20 year graph is just… sad.

 

[3valatzy]

If AMD's stupid pricing tactics continues, it will be forced to exit the market, altogether. It has been said for a while now!

 

[3valatzy]

On a more serious note, you have a point with that said ^^^ Radeon RX 7600 is very slow and expensive (not to mention the pathetic RX 6400 and RX 6500 XT). If it had been made on a newer 4nm node, it would have been a success.
AMD can't produce old, slow and expensive graphics and to hope for sales. No, this is a recipe of a upcoming disaster.

 

[Dr. Dro]

AMD can't produce old, slow and expensive graphics and to hope for sales. No, this is a recipe of a upcoming disaster.

AMD's problem isn't even the performance, the performance might not be the absolute highest but it doesn't have to be. Even the outstanding software issues wouldn't count as much IF they knew how to do marketing, after all, if the hardware is in use, the software will eventually catch up because software follows hardware around. The problem is that AMD simply doesn't know how to market their products. Ryzen's successful market penetration was simply because the product has proven itself to be too bloody good; not because AMD cleverly marketed it and struck deals to make it all happen.

Look at Nvidia. Weekly press releases about new games on GeForce Now. Almost every high-profile game release, they're also releasing another PR statement about how this cool new game runs great on GeForce (they have a day-one game ready driver to back that statement up, usually released a week in advance), and a complete showcase of what their technology can do to improve the experience of gamers. The few outstanding problems are fixed at a lightning quick pace. In addition to the mainstream game-ready drivers, there are branches aimed at both graphics developers (experimental Vulkan branch) and content creators (Studio drivers). They offer a whole ecosystem of AI features to back up their claims about their cards' capabilities - easy to setup LLM chatbot, a canvas application which will generate a landscape out of a few scribbles, a whole broadcasting platform, etc. - all of these things aggregate value to their products and maximizes their marketable value.

On the other hand, AMD is always struggling to get anything shipped, let alone stable, eventually releases some lukewarm clones of NV features that as we've seen recently, are lazily and shoddily implemented and can potentially even get you banned from online games because their implementation is so sloppy and badly thought out that it'll trigger anti-cheat software. And this actually got greenlit and shipped

They're kind of like Xbox - again, the Xbox is a pretty decent platform... it's just that Microsoft doesn't have the slightest clue on how to market and maintain it it, which pretty much concedes almost the entire market to Sony and their PlayStation. The irony there is that the PlayStation is actually a worse console and platform than the Xbox, but it has high-value production games, exclusivity deals and marketing backing it up - which just proves how important this question is.

 

[QuietBob]

The latest Steam Hardware Survey has Nvidia at 76% and AMD at 16%. Intel's at 8%, but most of this is probably integrated graphics.

Can't say I'm too happy with the current market situation, and honestly nobody should be. In monopoly the losing party is always the consumer.

 

[Dr. Dro]

View attachment 375585

The latest Steam Hardware Survey has Nvidia at 76% and AMD at 16%. Intel's at 8%, but most of this is probably integrated graphics.

Can't say I'm too happy with the current market situation, and honestly nobody should be. In monopoly the losing party is always the consumer.

Most of it integrated graphics and to top it off, this probably also accounts for all Steam Decks as well. Filtered by DirectX 12 capable and only on Windows, "AMD Radeon Graphics" and "AMD Radeon(TM) Graphics" are the branding used on AMD's iGPUs, adding both entries up (2.12+1.54 = 3.66%) and there are still less people using these than there are people using the RTX 4060.

AMD needs to make it cool to own a Radeon card again. That should be their maximum priority.

 

[Timbaloo]

First, there is no monopoly in GPUs in sight. What people here might refer to is "monopoly in dGPUs", which I doubt can be (legally) considered a monopoly for many reasons.
Second, the dGPU market either grows, then more players will join the market (like intel), or it declines, and if it does it's because dGPUs will be replaced by iGPU solutions.

So no monopoly whatsoever, either way.

 

[3valatzy]

AMD's problem isn't even the performance, the performance might not be the absolute highest but it doesn't have to be. Even the outstanding software issues wouldn't count as much IF they knew how to do marketing, after all, if the hardware is in use, the software will eventually catch up because software follows hardware around. The problem is that AMD simply doesn't know how to market their products. Ryzen's successful market penetration was simply because the product has proven itself to be too bloody good; not because AMD cleverly marketed it and struck deals to make it all happen.

Look at Nvidia. Weekly press releases about new games on GeForce Now. Almost every high-profile game release, they're also releasing another PR statement about how this cool new game runs great on GeForce (they have a day-one game ready driver to back that statement up, usually released a week in advance), and a complete showcase of what their technology can do to improve the experience of gamers. The few outstanding problems are fixed at a lightning quick pace. In addition to the mainstream game-ready drivers, there are branches aimed at both graphics developers (experimental Vulkan branch) and content creators (Studio drivers). They offer a whole ecosystem of AI features to back up their claims about their cards' capabilities - easy to setup LLM chatbot, a canvas application which will generate a landscape out of a few scribbles, a whole broadcasting platform, etc. - all of these things aggregate value to their products and maximizes their marketable value.

On the other hand, AMD is always struggling to get anything shipped, let alone stable, eventually releases some lukewarm clones of NV features that as we've seen recently, are lazily and shoddily implemented and can potentially even get you banned from online games because their implementation is so sloppy and badly thought out that it'll trigger anti-cheat software. And this actually got greenlit and shipped

They're kind of like Xbox - again, the Xbox is a pretty decent platform... it's just that Microsoft doesn't have the slightest clue on how to market and maintain it it, which pretty much concedes almost the entire market to Sony and their PlayStation. The irony there is that the PlayStation is actually a worse console and platform than the Xbox, but it has high-value production games, exclusivity deals and marketing backing it up - which just proves how important this question is.

Performance is the major problem. Even in the 7000 series. 7600 is barely any upgrade whatsoever over the RX 6600, RX 7700 and RX 7800 are actually slower than their 6000 predecessors. AMD is going backwards, not forwards.
Ryzen has no special marketing, it's simply very fast and cheap. And that's why it sells. In the Radeon stack there are no items that are very fast and cheap.

 

[GodisanAtheist]

I've said it before and I'll say it again: Intel is going to kill AMD's dGPUs and then exit the market. They are absolutely not a threat to Nvidia in any way shape or form.

If you buy AMD, you're generally open to buying "the other option" which means you're willing to jump ship to Intel.

OTOH people who buy NVidia are gonna buy Nvidia. They're not going to dick around with some square third party player that might not even be there in a generation or two.

If Intel keeps at it, they'll split the 10% AMD has and we'll be looking at 90% NV, 5% AMD, 5% Intel which isn't enough market for either AMD or Intel to bother with.

 

[oxrufiioxo]

Most of it integrated graphics and to top it off, this probably also accounts for all Steam Decks as well. Filtered by DirectX 12 capable and only on Windows, "AMD Radeon Graphics" and "AMD Radeon(TM) Graphics" are the branding used on AMD's iGPUs, adding both entries up (2.12+1.54 = 3.66%) and there are still less people using these than there are people using the RTX 4060.

View attachment 375586

AMD needs to make it cool to own a Radeon card again. That should be their maximum priority.

They need to get back to the 7970/290X at a min where you had to split hairs but with better marketing. I haven't had issues with their drivers in over a decade so can't comment on that. Game support is hit or miss at launch but I haven't ran into a game that doesn't work or has crashing etc on 5000 or 6000 series still haven't had any hands on time with 7000 series because people only want Nvidia unless amd is super cheap around here.

RDNA2 was close actually but let down by poor RT performance and garbage upscale tech and the shortages ofc. People on this forum can hate upscaling all they want but every build I do locally they want it to have DLSS or bust because they hate FSR even when a 200-300 amd gpu is clearly the better option otherwise and with benchmarks showing proof.

Hoping RDNA4 can turn things around but they've tried the mid range game before and failed.

I'll believe Intel is in it to win it after a few more generations they bail on almost everything these days.

We definitely need more than Nvidia who isn't even trying at this point in the gaming segment and still dominating at the same time this isn't a charity the other companies don't deserve our $$$ unless they produce a quality product that's objectively better than the competition

 

[3valatzy]

Hoping RDNA4 can turn things around but they've tried the mid range game before and failed.

If Radeon RX 8800 XT is $299, RX 8700 XT is $199 and RX 8600 XT is $119, they will turn the things around.

 

[A Computer Guy]

AMD needs to make it cool to own a Radeon card again. That should be their maximum priority.

I just switched recently from my 6700xt to 4060ti, sorry AMD but to be fair it was a holiday special price that helped drive the decision.

 

[oxrufiioxo]

If Radeon RX 8800 XT is $299, RX 8700 XT is $199 and RX 8600 XT is $119, they will turn the things around.

I put the chances of that at near zero with likely pricing being 300-400-550 give or take 10%

 

[Onasi]

@oxrufiioxo
I see your bet and raise you a more likely classic AMD possibility - they’ll launch the cards at 100-150 bucks higher price than one would expect because they never learn, then they make a Pikachu face when they don’t sell and THEN they’ll cut the prices to reasonable levels. It’s not a proper Radeon launch without a self-inflicted dick shot of some kind, after all.

 

[evernessince]

First, there is no monopoly in GPUs in sight. What people here might refer to is "monopoly in dGPUs", which I doubt can be (legally) considered a monopoly for many reasons.
Second, the dGPU market either grows, then more players will join the market (like intel), or it declines, and if it does it's because dGPUs will be replaced by iGPU solutions.

So no monopoly whatsoever, either way.

A company does not need to own the entire market to be considered monopolistic or to be wielding "monopolistic powers" as the FTC would put it.

Ultimately it comes down to how much influence a company has over the market, if customers are being harmed, if competition is being stifled, ect.

Nvidia has essentially complete control over not only the dGPU market but also adjacent markets like software integrations, APIs, and even has it's tech integrated into monitors and mice.

There is plenty of evidence of customers being harmed too just from the price hikes alone, but also the eroding value they are receiving, being locked into Nvidia's ecosystem (this especially applies to CUDA), planned obsolescence (low RAM), and being forced to update because Nvidia is gating new features that could run on old cards off to new products only. 3000 series had power spikes and feed noise back into the 12vsense pin that Nvidia didn't feel the need to fix until 4000 series. 4000 series had crap connectors that was addressed months after launch with no options for existing customers to trade-in their cards.

Competition is absolutely being stifled as well. Nvidia coerces it's partners to disadvantages it's competitors in the gaming and AI spaces and the constant march of Nvidia software lock-in makes it extremely hard for anyone to enter the market or for competitors. Anyone that wants to hop into the market has to deal with the disadvantage that they won't be able to use any locked-down features, which hurts both customers and competition.

It's a very common misconception that a company needs to have 100% ownership of a market in order to be a monopoly but how many monopolies do you know actually reached that point? Bell Systems is a classic example of a monopoly and they were broken up at 86% of the market.

Comparing Nvidia's control of the market, their anti-competitive practices, their total share of the market, and harm to customers they absolutely quality as a monopoly if you look at past examples. If you doubt they legally qualify as a monopoly then you simply have not actually researched past monopolies.

 

[Krit]

First, there is no monopoly in GPUs in sight. What people here might refer to is "monopoly in dGPUs", which I doubt can be (legally) considered a monopoly for many reasons.
Second, the dGPU market either grows, then more players will join the market (like intel), or it declines, and if it does it's because dGPUs will be replaced by iGPU solutions.

So no monopoly whatsoever, either way.

If AMD and intel decides to quit from dGPU production how can it be no monopoly. Who will hold them with force to not quit ?

 

[A Computer Guy]

AMD and intel right now are losing its gpu market share with crazy speed. Right now in Q4 2024 nvidia probably owns more than 90% of gpu market share. Only few small steps and AMD will be in worst position in it's entire gpu history ever!!!

So get ready for extreme prices with new RTX 50 Series and if you think that RTX 40 Series was bad/expensive then wait until new RTX series appears. It probably will set new standards in terms of how expensive and slow low to midrange gpus can get. (I wouldn't be surprised if we may get something like worst nvidia gpu generation ever overall in terms of p/p) And of course for this all thanks must be said only to Nvidia buyers because this is where they brought us all.

Q3 2024

Q2 2002 - Q1 2024

I wonder if the melting power connector had any impact on Nvidia sales? I'm still very happy with my reference Rx5000 GPU I got on sale before the world wide cough but it's the water block that really made it worth while as the blower solution had increasingly become worse because of poor thermal padding which I discovered when taking it apart. If AMD had taken any longer to fix the Green/Black screen driver problem during that time I was just about to switch to Nvidia.

I think AMD shot themselves in the foot limiting the capabilities of the rx 6400 and rx 6500 series making them not worth price at the time. They could have been much better in spec and price for the lower end segment. The rx 6600 was a pretty good balance in price/performance in my opinion.

 

[Hecate91]

Good thing Intel getting into the mix as NVIDIA exits the gaming market in the next few years.

I don't see Nvidia exiting the gaming market altogether, the margins are probably really good on xx80 and xx90, though the xx60 and xx70 have been getting worse for the money with lower bandwidth for the past few gens. I could see Nvidia replacing their low end to mid range with geforce now and an ARM SoC in handhelds and laptops.

If AMD's stupid pricing tactics continues, it will be forced to exit the market, altogether. It has been said for a while now!

Well you can thank Nvidia for the stupid pricing trends, AMD being the competition of course follows the trend, not saying I like it but thats how corporations want to make money.
And theres always the Nvidia buyers who want AMD to cut prices in hopes that Nvidia will lower prices.

If AMD and intel decides to quit from dGPU production how can it be no monopoly. Who will hold them with force to not quit ?

Dedicated graphics are already a luxury, so I doubt anyone would force Nvidia to break up their consumer cards from the AI/compute side, even when Nvidia did get investigated for abusing the market during the crypto boom, the fines were basically nothing.

 

[oxrufiioxo]

@oxrufiioxo
I see your bet and raise you a more likely classic AMD possibility - they’ll launch the cards at 100-150 bucks higher price than one would expect because they never learn, then they make a Pikachu face when they don’t sell and THEN they’ll cut the prices to reasonable levels. It’s not a proper Radeon launch without a self/inflicted dick shot of some kind, after all.

I've actually commented that this exact thing thing is what's actually going to happen smh.

 

[evernessince]

Dedicated graphics are already a luxury, so I doubt anyone would force Nvidia to break up their consumer cards from the AI/compute side, even when Nvidia did get investigated for abusing the market during the crypto boom, the fines were basically nothing.

dGPUs are used in all sort of scientific, architectural, and medical fields. This is aside of course from the more obvious applications like 3D rendering.

 

[Dr. Dro]

I just switched recently from my 6700xt to 4060ti, sorry AMD but to be fair it was a holiday special price that helped drive the decision.

Why apologize? I mean, this is the product that fit the bill, fit your needs, and performs to expectation. They're not owed anything. You're owed that they release a product that meets the former three criteria. Enjoy your card!

I put the chances of that at near zero with likely pricing being 300-400-550 give or take 10%

With TSMC wafer prices? We'll never have budget GPUs like that again. I'd say that the Arc B580 is about as cheap as a dedicated GPU can get these days.

Performance is the major problem. Even in the 7000 series. 7600 is barely any upgrade whatsoever over the RX 6600, RX 7700 and RX 7800 are actually slower than their 6000 predecessors. AMD is going backwards, not forwards.
Ryzen has no special marketing, it's simply very fast and cheap. And that's why it sells. In the Radeon stack there are no items that are very fast and cheap.

Disagree, raw performance only matters at the flagship and halo segments. AMD has a decent performer at the flagship tier with the 7900 XTX despite its numerous drawbacks, but they don't compete with halo - that is perfectly fine. No need to do this.

I wonder if the melting power connector had any impact on Nvidia sales?

No. An extremely small fraction of cards had failures anyway and each and every case was made good on. Third-party resellers issued recalls, etc. - the problem was solved swiftly and with a hardware revision to prevent further issues. The first batch cards' vapor chamber problems of the MBA 7900 XTX likewise didn't affect its sales in the long term. These are hiccups and not chronic problems.

 

[Onasi]

I wonder if the melting power connector had any impact on Nvidia sales?

*looks at the AIB shipments and the Steam stats* You know, I am not entirely sure, but I have this small hunch that maybe, just maybe, there was absolutely no relevant impact on NV sales from that incredibly minor and rare issue.