Gadgetory

our next special report looks at AMD versus NVIDIA GPU market share including interesting data on the most popular cards most popular series for each brand average selling price of video cards to consumers and more this pulls thousands of data points between fourth-quarter 2016 and first quarter 2019 and tells an interesting story about the 1080 TI likely one that we won't witness again for a long time it also speaks to the decline of AMD in the gaming space where the company has struggled to make consistently appealing offers in more than one price category simultaneously for the video card market this is counter to our previous report where we looked at the Intel vs. and the sales data and saw an encouraging story of an underdog beginning to claim dominance in another market that was the CPU report for this one the GPU report the story is much different before that this video is brought to you by coarser and it's void Pro headset the void Pro headset is available in wired or Wireless versions with the wireless option supporting a boosted range upwards of 30 to 40 feet the headset has full RGB LEDs on the ear AQAP's has 50 millimeter headphone drivers and lasts up to 16 hours on battery it can also be plugged in for Wired at use and is now lower in price than when it first launched a noise cancelling microphone is also included along with an easy mute indicated by an LED and you can learn more at the link in the description below this report dives into again the sales data for and vidiian for Andy since roughly end of 2016 until now and this is a different story from the one we saw with our CPU sales data in that one the chart started with Intel and the very far apart and occasionally coming together but Intel overall was in the lead up until Rison at which point a massive change occurred and what our viewers and readers were purchasing and Andy now looks to be the one in the dominating position in the CPU market so well to clarify here in the CPU market for our audience so let's get that out of the way first first of all this data is affiliate data we can look into what people who watch us and read our content purchase and that represents only the people only our audience and basically the enthusiasts audience typically also an audience - tends to spend more money and is a DIY system building audience what we can't see is things like om data laptop sales data things like that so referencing back to the Intel versus AMD CPU on Intel still has the lion's share majority of the the market it owns really most of it in things like laptop it has a lot of it in server it's got a lot of market in OAM and those are places where if you look at our data it doesn't reflect the reality of those markets but for the enthusiasts DIY market andy has been doing well and CPUs that's not the same in the GPU story line which is what we're looking at today the difference here is that even though we're still we still the same ground rules you can't extrapolate this across the entire market for the most part Nvidia does also own basically every other market sector as well there are places where AMD has some deployment but it's just it's not the same story as Intel versus a Indian CPUs it's it's much different so that's the reminder on what the data represents we can't account for OEM sales things like that we are rounding the results to keep the charts legible so results will be plus or minus 0.5 percent depend on rounding for those charts and overall the most interesting thing to pay attention here is going to be b10 atti it's insane if the ten atti were a video card company if you took the 1080i and you introduced a third party company to the market and said this is what they made it would have dominated the market just that one card and Vidya really had an incredible run with the 1080i and that's a big part of the storyline today the twenty series is also accounted for in here to the extent that it's been out in the last couple of months and then AMD is well well we'll go through their numbers as well but mostly for the last few years that we're looking at it was our X 480 for 70 releases followed by 585 70 Vega of course was in there 56 64 things like that so let's get into it we'll start with the GPU sales analysis over time then look into average sign price and the most popular series or card by vendor our data starts out in the fourth quarter of 2016 where we observed a steady uptrend in AMD GPU sales into the holiday season the AMD r x 480 had just released around July and August and was driving up in sales for AMD the 470 was also popular in this time and vidiian AMD reached parity in February of 2017 which we did see lower sales overall in every single February that we've looked at so this is an interesting side note but not particularly relevant and this is also around when the cryptocurrency prices started picking up just initially Nvidia rocketed to over 80% sales volume in March of 2017 which is when the GTX 10 atti released we could also postulate that the dip in sales trend Vidya the month prior was because there were lots of rumors about what would be released in March and so sales slowdown when rumors abound that card as an aside has been more successful in sales than any of the other Nvidia cards we've ever tracked and Vidya continued climbing through July of 2017 when mining began to go more mainstream and GBS shortages were just starting for gamers AMD was sitting at nearly 0% sales volume in this period not quite but very close with Nvidia responsible for almost all of the sales we tracked to our audience this didn't let up until November of 2017 when Andi sales gained in performance during Black Friday sales ever since then NVIDIA has been positioned comfortably in the eighty five to ninety eight percent sales volume range for our audience the company saw a dip in November of 2018 when Vega 56 and rx 580 prices started to come down and Pascal inventory completely dried up leaving only expensive r-tx cards since then though the company has recovered much of its temporarily lost position and Vidya pushed a lot more releases in this period than AMD and this isn't counting the onslaught of GTX ten series product launches in July and August of 2016 nor the launches of Quadro cards which also seems somewhat constant the 2016 and Vidya onslaught again of cards was met primarily by two AMD cards in the same period the rx 480 and the RX 470 the success and importance of Nvidia is at gtx 1080i again to be understated as we'll see later because I held the company over for more than a year while waiting for the artsy acts launch between the 1080 TI and the RT X launches we were met only with a few cards like the Titan V and the 1070 TI note that this is based upon thousands of GPU sales so although we are limited to what our audience buys this is still a lot of market share I'm on the Nvidia enthusiast crowd we also an important note do cut out things that we can't see obviously like a lot of the Titan sales we can't see things like enterprise sales for either company and we also don't track too closely the Quadro or workstation card sales the average selling price for a SP is an important metric that plays into a company's gross revenue it also shows where each company holds the strongest for customers unlike the Intel versus AMD chart where we saw increasing constantly for the average selling price especially for Intel this one has had a downtrend in 2019 Nvidia increased in ASP from 2017 to 2018 likely thanks to that 10 atti sale that pulled about 55% of all 2018 sales volume for Nvidia and placed Nvidia at $619 SP 2019 lowered this to $543 which we found to be strongly correlated with the drop-off in 1080i sales due to the depletion of inventory more on this in a moment AMD has remained roughly in the same range over the years moving to $255 ASP and 2018 from 233 and 2017 then felt falling back again to 241 the 2016 versus 2017 delta for nvidia is a result again of the 1080 TI illustrating how important it was for this audience let's next look at a chart for the most popular series by Nvidia our three-year average shows the chart on the screen now keeping in mind that the RT X cards only launched more recently averaging the past couple of years of data the 1080i maintained about 35% sales volume overall even when accounting for the rough 8 percent volume taken by the RT X 20 80 or 5% by the 20 80 TI and also noting that it didn't exist in the beginning of 2017 note also that we can't see most Titan sales as these tend to be directly through Nvidia after the 1080i though r-tx 2070 is the most popular and this is actually an interesting data point as well this speaks to the success of the 1080i and helps further illustrate the initial disappointment in the r-tx launch but shows that the 2070 helped recover a lot of this and this was kind of what we'd said in our review - where although the 2080 was disappointing for equating the 1080i in a time when our TX games didn't exist yet the 2070 did a lot to push the better value angle of Nvidia's argument as opposed to the 2080 and Ti where the value was not good and also started to reach a wider audience but the 1080i gave everything a lot to live up to breaking it down into series per year is also interesting in this chart the usefulness of this is entirely related to marketing mentality and what the consumer wants to be associated with when buying a product the 1080i occupied 55% of all 2018 sales for Nvidia that we tracked and that includes some additional data we didn't have previously when we talked about this that's a staggering volume for one card especially with twenty series launched in the same year but because we rolled all of a series into each other the twenty atti volume of one percent in 2018 and thirteen percent in 2019 skew the perception you might have of price hence breaking out ASP separately the 1080 TI was 700 to 800 dollars on average the 2080 TI has generally been above $1000 either way this allows us to see which lines our viewers prefer to associate with and affordability notwithstanding the atti series has fallen off in 2019 which is in large part due to the unavailability of the 1080 TI and painfully expensive 20 80 TI cards in their wake the x-axis Evan T series has picked up steam now exceeding 20% volume for Nvidia the 60 series also picked up some volume along with the 80 series returning to its 2017 volume we didn't know where the 1070 TI or 1660 Ti belong so we broke them out separately and these most popular series has remained the X 80 cards we left them individualized here as I am they had a lot fewer SKUs overall which makes it much easier to sort data on the chart the rx4 80 dominated AMD's 2017 sales volume via our viewers reaching roughly 60% that expanded in 2019 with rx 580 sales especially with thanks to new reductions in price now reaching upwards of 80% of all of AMD's sales volume the rx 580 is a staple for the company after these the rx 570 and 560 or even for 60 cards were somewhat popular over the years but nowhere near where the xxxx 80 series have been we were surprised to see so much interest in Vega 64 versus Vega 56 as well considering that 56 can be made to nearly match 64 performance with an overclock and can even be BIOS modded fairly easily that said these are enthusiast things so this is the same as what we saw the 1070 TI versus the X X 80 sales and illustrates that people care more about doing less work and having a more prestigious name for their video card and having something that just works out of the box that's it for the sales data so overall what we've learned here is that for the most part across the thousands of data points that we have for our audience and video is very clearly in the lead and in a bigger way than something like the steam hardware survey would sometimes suggest because that also splits out the market into a GPS so Intel has representation there which is not really what we're talking about when we talk about GP market share so yeah Nvidia is in a very good position it remains in a good position to the extent that in the period when the 1080 Ti was available it it was the most popular card and it was roughly 700 to 800 dollars depending on how high end of a model you bought 700 was about the floor ignoring the mining and that's another point here the mining boom when it lasted was actually significant so when we were looking through data and we didn't break this out for charts but when real crawling through all the data what we noticed was in the months where Bitcoin price was rising from it was roughly $700 something like that beginning of 2017 out of 2060 and when I was rising to the the precipitous drop that would eventually encounter at 20,000 or so circa December of 17 during that rise we noticed that a lot of the individual orders were going from single video card to things like eight video cards so you'd have in the past what we or even present what we typically see is maybe every so often you'll see a two card or maybe someones doing SLI or crossfire but for the most part every single order of a video card is an individual card and then when that was going on almost every order was multiple cards and the single card orders fell off and the prices also went up so the problem here is that you end up with a market where gamers were getting priced out many of you probably remember this you have to buy low around cards if you want one at all or used cards which was also difficult because mining was getting really popular at that time and this hurt AMD we think based on our data more than it hurt Nvidia in terms of the gaming market share because AMD was really getting sales to those mining operations and whether that was direct from AMD or through their partners we're not sure or even their distributors but what we do know through backroom conversations at trade shows with companies we can't name that work with AMD is that a lot of those companies during the the 2017 timeline of cryptocurrency rising a lot of those companies were bypassing retail and just selling straight to mining operations and so you end up with this situation where just like in our charts that data's not accounted for we don't know what the mining operations bought they don't buy retail typically for the really big ones and also Andy starts losing to a greater degree than Nvidia market share in the gaming space which obviously affects things like how games are optimized for different video cards and with what type of special features are used on those cards and video started with more market share so it really was in a better place when the mining came around and priced out gaming audiences so just just strictly in terms of market share because if you're looking at gaming market share the game creators are going to optimize based on distribution in that market not based on video card distribution in the mining market so anyway very interesting series of years the mining stop probably deserves a bit more of a deep dive but we'll see we'll see if we if it's worth taking the data otherwise I'm positive there are plenty of cryptocurrency channels out there that covered it when it was going on so that's it for this one subscribe for more as always thank you for watching you can go to store documents nexus dotnet to support us directly the mod mats are officially back in stock and shipping so you can pick one up there if you would like a medium or a large version before you go to patreon.com/scishow and axis to gain access to our behind-the-scenes videos thanks for watching I'll see you all next time