Author: Q above text
AMD Ruilong has succeeded in the processor market, forcing Intel to breathe, and the graphics card has finally made new breakthroughs.
According to the latest report by Jon Peddie Research,In the second quarter of 2019, the graphics card market (including episode/independent/embedded), AMD GPU shipments surpassed NVIDIA, which is the first time in five years.
The second quarter is the traditional off-season of GPU graphics cards, which has fallen by an average of 2% in the past decade, but this year's trend has increased slightly by 0.6% to 76.7 million, but compared with the same period last year, it still lost 8.93 million, of which PC GPU is The increase was 0.6%, down 10.4% year-on-year.
The average PC is equipped with 1.2 GPUs, down 10.38% from the previous quarter. The percentage of discrete graphics cards in the PC was 26.95%, down 1.99 percentage points from the previous quarter.
On the manufacturer side,AMD GPU shipments increased by 9.85% quarter-on-quarter, which is the only positive growth among the three. Intel and NVIDIA fell by 1.44% and 0.04% respectively.
Intel still dominates the entire market with nuclear display, but JPR does not give specific values. The chart is about 68%, and AMD and NVIDIA are around 17% and 16% respectively.
AMD's graphics card share last time led NVIDIA or the third quarter of 2014. At that time, AMD's flagship card was Fiji Fiji's R9 290X. Then NVIDIA released the super-efficient Maxwell Maxwell architecture GTX 9 series, which has been leading AMD until just now.
NVIDIA's latest Turing architecture Although the RTX 20 series is advanced in technology and leading in performance, it has been hit by the immature, over-priced, and sustained impact of the mining card market.
AMD's performance is lagging behind, but the 7nm Vega has won a lot of professional markets, and the RX 5700 series with the new 7nm Navi architecture has gradually improved.
Looking back over the past decade,AMD's time to lead NVIDIA is really very few. It is only in the third quarter of 2010 and the first quarter of 2014, and it is basically the same, and it has not opened the gap.I don't know if this time, can AMD pursue victory?
Speaking of AMD graphics cards, the new RDNA GPU architecture currently has only one core Navi 10, and the graphics card has only one high-end RX 5700 series. This is obviously not enough, especially in the main market, Polaris Polaris architecture has been stuck for several years, it is time Replaced.
As early as June, before the release of the RX 5700 series, the Navi 14 core appeared in the Linux driver and was exposed in the CompuBench test in July.
According to the latest news,The Mesa 3D Graphics Library open source driver support for the Navi 14 core has been accelerated, and is expected to be completed in the Mesa 19.2 release that will be released in recent weeks.
The candidate for the Mesa 19.2 driver is scheduled for August 27th, September 3rd, September 10th. This schedule is very tight for a GPU core that is still under development, but on the other hand The Navi 14 core is quite mature and the release time is expected to be advanced.
The next major version of the Mesa 19.3 candidate will wait until October, and the final candidate will be scheduled for November 5. It is clear that Navi 14 does not want to wait until that time.
Navi 14 should be a smaller version of Navi 10, the process is certainly 7nm, perhaps named RX 5600 series or RX 5500 series, and eventually replace RX 580/590.
In terms of N card, some domestic suppliers revealed thatThe GTX 1650 Ti is expected to be available in late September and early October.
In terms of specifications, the GTX 1650 Ti is still based on the Turing core. It has built-in 1152 or 1280 CUDA (1650 only 896) and continues GDDR5 memory.
Previously, the GTX1650 was priced at $140, the GTX 1660 was at $220, and the GTX 1650 Ti was affluent.
In addition, considering that AMD's low-end graphics cards such as the RX 5600 are also poised for growth, NVIDIA's move is to cope with competition on the one hand and to consolidate its leading position in the relevant market on the other hand.
If the selection of the most influential events in the graphics card market in the past few years, then the mine card crash last year will certainly be selected. In 2017, due to the surge in bitcoin, other digital currencies have been driven, and the graphics cards used for mining have been arrogant, but in 2018. After the Q1 quarter, the mine card crashed, resulting in serious graphics card inventory problems.
Since the Q2 quarter last year, graphics card manufacturers have to pay for the mine disaster — — most of the graphics card market reports seen last year have to mention the inventory backlog, whether it is AMD graphics card or NVIDIA graphics card manufacturers are facing This problem, the price of popular graphics cards such as RX 580 and GTX 1060 has plummeted.
This incident has been affecting now, AMD, NVIDIA and graphics card manufacturers have been cleaning up graphics card inventory for half a year last year, which is why there is no new architecture graphics card other than Turing last year, even the Turing graphics card that supports RTX light chase, the price It is also a bit higher than the mainstream graphics card, in order to avoid affecting the graphics card clear inventory.
How is the situation now?Financial experts Elazar Advisors analyzed NVIDIA's inventory in the latest article. In the past Q2 quarter of 2020, NVIDIA's inventory was only $1,024 million, an increase of only 10.5% compared to the previous year..
Compared with the previous three quarters of inventory growth of 60-100%, NVIDIA's inventory levels in the last quarter have dropped significantly, and 10.5% of inventory growth has been reasonable, after all, NVIDIA also launched RTX 20 in the last quarter. Super graphics cards, all new cards must be prepared before the release.
NVIDIA's shadow of mine disaster is also a good thing for consumers. Once it is not troubled by inventory, NVIDIA can also launch more graphics cards. The two days exposed the GTX 1650 Ti graphics card, positioned between GTX 1650 and GTX 1660, filling 150 - A gap between $200 and the ability to push this card also means that NVIDIA doesn't have to worry about the new card being squeezed out of the GTX 10 series inventory that was not cleared before.