Jacob Roach / Digital Trends
The data for the first quarter of 2024 is in , and it ’s bad newsworthiness for the colossus behind some of thebest computer graphic bill . GPU shipments have lessen , and while every GPU vender experience this , AMD saw the bragging bead in load . Combined with the fact that AMD ’s gaming revenue is down significantly , it ’s voiceless not to marvel about the company ’s future tense in the gaming segment .
The report come from the psychoanalyst firmJon Peddie Research , and the news is not all bad . The PC - based GPU marketplace hit 70 million units in the first quarter of 2024 , and from year to twelvemonth , total GPU shipments ( which include all case of graphics circuit board ) increased by 28 % ( desktop GPU shipments dropped by -7 % , and CPU cargo grew by 33.3 % ) . compare the final fourth part of 2023 to the get-go of this twelvemonth looks much less optimistic , though .
Jacob Roach / Digital Trends
Overall GPU shipment decreased by -9.9 % in the first quarter of 2024 , and AMD ’s driblet make up the lion ’s share of that figure with a -13.6 % decrease , conform to by -9.6 % for Intel , and -7.7 % for Nvidia . As a resultant role , AMD ’s market portion lessen by -0.7 % , while Intel and Nvidia saw small gains . If we attend only at discrete GPUs , we ’ll see a decrease of -14.8 % from last quarter across all manufacturers . Even the CPU market saw a twenty-five percent - to - quarter driblet of -12.4 % , despite great year - to - year results .
The cliff in AMD ’s food market part is n’t a suit for concern — it ’s a small numeral , after all . However , zooming out paints a worrying picture about the future tense of AMD ’s gaming stage business , particularly its graphics cards .
It ’s long been rumored that , in the upcomingRDNA 4generation , AMD will shy away from making a high - end GPU to endeavor to compete against Nvidia . alternatively , it ’ll stick to the mainstream food market with a GPU along the likes of the RX 7900 XT . For now , this is just a rumor . We ’ll credibly hear more about it very shortly , what withComputexcoming up in a few days , but the rumor mill has been so consistent that it very well might be proven true . Nvidia may finish up the sole baron of the partizan GPU market for at least a whole generation .
AMD ’s recent earnings call also reinforces the estimate that its gaming GPU business may not be at the top of its list of priorities aright now . The company ’s gaming revenue isdown by 48 % year over twelvemonth , and even with new products on the horizon , AMD does n’t bear an improvement in this respect . Jean Hu , AMD ’s chief fiscal officer , herald that the company predicts a significant treble - digit gross decline in its gambling segment .
Both AMD and Nvidia are going all - in on their AI and datum centre businesses . As a result , Jon Peddie Research predicts that Nvidia will ship an astounding well over 2 million GPUs over the course of 2024 . While we do n’t have a similar figure for AMD , the company cause it clear that its gaming taxation is not a major concern thanks to the tax income from its information center and guest segment .
Things may look grim for AMD , but it ’s important to think of that the decrease in shipments affected all three manufacturers , and also that seasonality plays a role . With raw products on the horizon for AMD , including RDNA 4 nontextual matter cards andZen 5 processors , it ’s clear that the commitment to gambling is still there — but it ’s not light to predict what will happen over the course of the next few geezerhood .
