NVIDIA took an even larger share of the discrete graphics market - Intel and AMD have 12%

The other day, thanks to a report from Jon Peddie Research (JPR), we learned that shipments of all types of graphics processors collapsed by 25% in the third quarter.
Now, thanks to the same analysts, we know how the discrete graphics card market changed over the same period.
In short - it fell even more, and AMD gave NVIDIA a serious share of this market.Image source: WCCFTechThe discrete graphics market sagged very strongly.
In the third quarter of 2022, the supply of graphics cards was only 14 million units, a drop of 41.6% compared to the same period last year, when the supply was 24 million graphics cards.
Even a quarter earlier the situation on the market was much better - in the second quarter of 2022 was delivered 19 million discrete graphics cards.Shipments of mobile and desktop graphics cards were divided equally - in each segment was delivered 7 million cards.
However, desktop cards previously dominated the market, with 10 million desktop boards shipped in the quarter versus 8.6 million mobile boards, and 13 million desktop boards versus 11.6 million mobile discrete graphics cards shipped in the third quarter of 2021.
NVIDIA saw its share of the discrete graphics market grow to 88% in the third quarter, up 8 percentage points from the quarter before.
As a result, AMD had only 8 percent of the discrete graphics market, down from 15 percent in the second quarter.
And the remaining 4 percent was taken by Intel.
In the desktop segment, AMD is doing slightly better - here it took 10 percent.
The remaining nine tenths of the market were divided between NVIDIA with 86% share and Intel with the same 4%.
As for the mobile segment, NVIDIA's dominance is even stronger - the company owns 90% of the market, while Intel and AMD equally shared the remaining 10%.Overall supply of graphics processors, both discrete and embedded, both mobile and desktop, is rapidly decreasing since the second quarter of 2021.
Then a sharp decline occurred in the third quarter, then in 2022, the market was relatively stable until the first quarter of this year, but after that again began to actively decline.
This is likely due to the economic and geopolitical instability in the world.Analysts expect that next year, sales of graphics processors will fall even more.
In 2024 the market will be steadily low, and the recovery will begin only in 2025.
But the growth will not be too significant.
These are tough times for the PC market: demand for PCs soared during the pandemic, and now the need for them is severely diminished.
The GPU market has been heavily influenced by mining, which has driven high discrete graphics sales.
Now the market is flooded with cheap used video cards from miners, and there are a lot of new gas pedals in stores now, but some are asking too much.

AMD and Analog Devices have settled a long-standing patent dispute and agreed to cooperate

U.S.
chip maker Advanced Micro Devices Inc (AMD) and Analog Devices Inc (ADI) have decided to wind down litigation related to possible infringement of semiconductor technology patents.
The respective joint press release was issued last night.Image source: AMDThe companies said they have reached agreements on \"mutually agreed terms\" and are \"committed to pursuing technological cooperation to provide next-generation solutions to their customers from the communications and data center markets.\" Details of the agreement were not disclosed, and representatives from both companies have so far refrained from commenting.The issue arose back in 2019, when Massachusetts-based ADI filed a lawsuit against Xilinx Inc, now part of AMD.
ADI claimed that technology used in chips that enable wireless communications and developed by Xilinx violated some patents related to converting analog data to digital data.ADI claimed that Xilinx copied its innovations when the companies collaborated on the development of another Xilinx technology.
According to 2020, Xilinx denied allegations of patent infringement, and in February of this year it was acquired by AMD for about $50 million, the latter at the same time got a lawsuit.The court hearing was previously scheduled for March, but last year the court suspended the procedures related to the lawsuit due to the need for a number of formal actions related to the relevant technologies at the U.S.
Patent Office.
On Monday, the case was dismissed due to an agreement between the parties.

AMD has dramatically reduced its market share in the PC processor market, but increased it in the server segment

Continuing to battle with Intel Xeon, AMD Epyc chips have captured the competitor's share for the 14th consecutive quarter, but in the desktop and notebook processor segment, the red camp is not so lucky: Q3 has stripped the company of all the achievements of recent years, writes Computer Base.Image source: amd.com The most serious losses were in the notebook chip market.
At the end of III quarter AMD share was 15.7% - a drop of 9.1 points compared to II quarter, and a year earlier this figure was 22%.
The company's current share was last seen in late 2019, but this is clearly not the time to get excited about a return to pre-pandemic levels.
The decline in the desktop chip market is just as unpleasant - it was 6.6 p.p.
in quarterly terms, and the company's share dropped to 13.9 percent, though it was 17 percent last year.
And this is the worst value for AMD since 2018.AMD continues to show positive dynamics in the server segment: during the quarter, the company's share increased by 3.6 p.p.
to 17.5%, while a year earlier it was only 10.2%.
The performance advantage continues to bear fruit: even if the recently introduced Genoa family processors had not come out by the end of the quarter, the company would have continued to build share with Milan, as Sapphire Rapids will definitely not come out this year.On average selling price (ASP) AMD gained 8 p.p.
for the year, while Intel lost 12.
Finally, the Reds once again have the console chip segment to thank: PlayStation and Xbox are flying in the millions, and sales continue to grow compared to last year.
As a result, AMD sells more console chips than notebook, desktop and server processors combined.

AMD introduced EPYC 9004 (Genoa) server processors - up to 96 Zen 4 cores, DDR5 and PCIe 5.0 support

AMD has officially introduced EPYC 9004 series processors codenamed Genoa for servers and data centers.
They feature up to 96 high-performance cores on the Zen 4 architecture.
According to AMD head Lisa Su (Lisa Su), the number of transistors in chips Genoa is 90 billion, AMD itself describes new products as processors with unsurpassed performance, advanced energy efficiency and next-generation architecture.Image source: AMDThe Genoa processors include twelve 5-nm chipset CCD with compute cores and one 6-nm chip with I / O interfaces.
Each processor core has 1MB of L2 cache memory, twice as much as the previous generation EPYC chips on the Zen 3 architecture.
There is also 32 Mbytes of Layer 3 cache per CCD chip.
The new Genoa EPYCs support up to 6 TB of 12-channel DDR5-4800 RAM, 128 lanes of PCIe 5.0 interface.
Although with the latter AMD is undecided, as during the presentation figure of 160 lines sounded.
In addition, support for CXL 1.1 and partly CXL 2.0 is claimed for the processors, which provides significant memory expansion capabilities for data center applications.
Note here that AMD has changed CPU socket for server chips: SP3 is replaced by SP5.
AMD claims EPYC Genoa has 14% more instructions per clock (IPC) than last generation solutions at the same TDP.
At the same time the performance of new chips per watt of power consumption in some tasks increased by up to 2.7 times compared to predecessors based on Zen 3.
Support for new instructions, such as AVX-512, is also noted.
In cloud computing tasks the performance of new chips is up to three times faster than competitors.
And in a direct comparison of the performance per core, EPYC Genoa are up to 55% faster than Intel Xeon processors.
Although the question is about 3rd generation Xeon Scalable, which is now the actual Intel's - presented yesterday Xeon Max on the new architecture will be available only in January.
All in all AMD has presented 18 models of EPYC Genoa processors, conditionally divided into different segments for specific tasks.
For HPC and cloud segment manufacturer has provided chips with 48 to 96 cores and TDP from 280 to 360 W.
High-end models with 16 to 48 cores and TDP from 320 to 360W will be offered for corporate sector.
For small business, the company will offer 16 or 32 cores and TDP from 200W to 280W.
Source image: VideoCardzBasic clock speeds range from 2.25 to 4.1 GHz, and Boost speeds from 3.7 to 4.4 GHz.
Note that a number of models support a TDP setting of up to 400W.
As for prices, they range from $2,730 to $11,805 for a processor in a batch of 1,000 units.
As part of the presentation, AMD paid special attention to the energy efficiency of the new Genoa processors, noting the significant increase in server system maintenance costs per kilowatt of power consumed over the past year.
AMD claims EPYC Genoa-based systems will cost significantly less to maintain than systems based on competitive solutions.
AMD's chips are up to 52% more energy efficient than its competitors.
AMD EPYC Genoa processors will be available starting today.
The company also recalled that it plans to release cloud-optimized EPYC Bergamo processors in the first half of 2023.
These processors will get up to 128 cores (and 256 threads), as promised earlier, keeping compatibility with the SP5 socket.
EPYC Genoa-X processors with additional cache will also be available in the first half of next year.
Like Milan-X, they will be oriented to a specific class of workloads, which benefit from the increased available cache size.
These are, for example, computational tasks and DBMS.
And in the second half of next year, AMD will expand its range of Zen 4 server processors with Siena chips.
They will be optimized in terms of energy efficiency and offer up to 64 cores.

The share of laptops on Arm-processors will grow in the market by 10 times from 2020 to 2023 - Intel loses positions

Processors on Arm architecture are trying more and more actively to advance in the market of laptops.
According to experts at DigiTimes, by 2023 their share will be 13.9%.
Although at first glance it seems not very much in relation to the total mass, compared to 2020, the share will increase by 10 times - in that year such models on the market was only 1.4%.
In this case, Intel is actively losing ground in the mobile PC market.Image source: AppleAccording to Tom's Hardware, the DigiTimes report also reflects another trend - it seems that the dominance of Intel solutions in the notebook market is gradually coming to an end.
At the same time the whole segment is suffering from the current difficult macroeconomic situation and the decline in sales after the pandemic weakened.DigiTimes notes that the notebook market as a whole in 2022, there is a decline of 22.8 percent year-on-year - a total of about 190 million devices will be delivered.
However, experts predict a relative stabilization of demand in 2023 - sales should be about 200 million laptops.
Changes in sales will presumably fluctuate by up to 10%.An important role in the promotion of Arm-architecture in the market of laptops was played by Apple, which began in 2020 to promote MacBook on its own Arm-chipset.
For its part, Qualcomm is improving its solutions for Windows.
In addition, sales of Chromebooks on Arm have also recently received a certain impetus, but to a lesser extent than other platforms.Meanwhile, Intel is losing its leadership in the laptop segment due to a number of problems.
In addition to Arm processors that have challenged the hegemony of the x86 architecture, AMD is gaining ground.
Ryzen models have proven to be competitive in the notebook market, so they are increasingly trusted by manufacturers and customers.
According to DigiTimes, while Intel's share of the notebook market in 2016 was 82.2% (AMD accounted for 17.8% in the same year), in Q2 2022 Intel had only 63.5% of the market, while AMD strengthened its position to 36.4%.It is assumed that from 2024 will come other important changes - Qualcomm intends to introduce computer chipsets based on Nuvia developments, which will give new impetus to the Arm-architecture promotion.

AMD introduced the Radeon RX 7900 XT and RX 7900 XTX graphics cards - the older one is priced at $999

AMD introduced its flagship gaming graphics cards Radeon RX 7900 XT and Radeon RX 7900 XTX.

New products are based on flagship graphics processor with RDNA 3 architecture, which AMD calls the world's first GPU with a chiplet design - it consists of several crystals. 

AMD's new flagship RDNA 3 architecture GPU includes 58 billion transistors, and their density has increased by 165% compared to previous-generation (RDNA 2) GPUs.

The big crystal in the center is made by 5-nm process technology and has an area of 300 mm2.It is called GCD (Graphics Compute Die) and includes all GPU computing blocks, as well as other necessary elements. Next to it are six small crystals with high speed memory Infinity Cache.

They are 6nm processors, have an area of 37mm2 each and are called MCD (Memory Cache Die).The bus bandwidth between GCD and MCD is 5.3 Tbytes/sec.

Note that Radeon RX 6000 had Infinity Cache memory on the same chip as GPU, but had 2.7 times less bandwidth. The new chips have a theoretical peak performance of 61 Tflops in single precision floating point operations (FP32), 2.7 times higher than the previous generation GPUs could offer (23 Tflops).

AMD notes that it optimized its computing block architecture for gaming, dramatically increasing performance.It also doubled the number of instructions executed per clock cycle, and increased the processing speed of ray tracing operations (by 50% for each processing unit) and artificial intelligence (by 2.7 times). 

 According to AMD, the new flagship Radeon RX 7900 XTX is 1.5-1.7 times faster in games than the Radeon RX 6950 XT.And when using ray tracing, which was not the strongest point of the last generation graphics cards, the performance increased by 1.5-1.6 times.

In general, AMD positions the new graphics card as a solution for 4K gameplay with high frame rate.And to achieve even higher frequency will help to scale FSR.Unfortunately, AMD did not compare its novelties with its competitors. Senior Radeon RX 7900 XTX has got graphics processor with 96 compute units (Compute Units, CU) with RDNA 3 architecture, which means there are 12,288 stream processors.

The chip runs at a clock speed of 2.3 GHz, which is the average frequency in games.Next to it is 96 MB of high-speed Infinity Cache memory, and the amount of GDDR6 video memory is 24 GB.It is connected via a 384-bit bus.

The graphics card power consumption is 355W. The subflagship Radeon RX 7900 XT has a graphics processor with 84 CU, which carry 10,752 stream processors.The average gaming frequency is claimed to be 2 GHz.The card has 80 MB of Infinity Cache memory, and the amount of GDDR6 video memory is 20 GB, and it is connected via a 320-bit bus.The consumption level of the card is 300 W.

The new AMD reference graphics cards have a cooling system with three fans and take up 2.5 expansion slots in height.

For additional power each has two 8-pin connectors.AMD separately pointed out that \"its new graphics cards won't need new chassis or new power supplies.\" This was obviously a kick in the teeth for NVIDIA, whose flagship GeForce RTX 4090 turned out to be huge, and also uses new 12+4 pin power connector. Also AMD emphasized on the new graphics cards support of the latest DisplayPort 2.1 interface.

It provides the ability to output images in 8K resolution at up to 165 Hz or in 4K resolution at 480 Hz.The problem so far is that there are no monitors with this interface and these characteristics on the market.Here we should also note the support of hardware acceleration when working with AV1 codec.

The recommended price of AMD Radeon RX 7900 XTX video card will be $999, while the junior Radeon RX 7900 XT is priced at $899.Both graphics cards will go on sale on December 13.

Recall that the GeForce RTX 4090 is priced at $1599, while the GeForce RTX 4080 will cost from $1199.

AMD announced FSR 3.0 technology and HYPR-RX feature - both will boost FPS, but will not appear until 2023

As part of the presentation of the next generation flagship graphics cards Radeon RX 7900 XTX and RX 7900 XT AMD also announced two new software technologies that will be part of the Radeon Software Adrenalin graphics driver in the foreseeable future.

We're talking about a new version of FidelityFX Super Resolution 3.0 image scaling technology, as well as AMD's new HYPR-RX feature.Amd Vice President Scott Herkelman said while speaking at the event that FidelityFX Super Resolution 3.0 (FRS 3.0) will get support for the Unreal Engine 5 game engine.

He also stated that FSR 3.0 will provide twice the gaming performance of FSR 2.0.Unfortunately, he did not share more details about FSR 3.0, but indicated that the technology will become available next year. 

The Radeon Software Adrenalin graphics driver will also include the new AMD HYPR-RX feature.

It will allow with the click of a button to reduce gaming latency, enable FSR scaling technology, and activate the Radeon Boost feature to improve gaming performance.

According to an AMD spokesperson, in Dying Light 2, which was cited as an example, activating the AMD HYPR-RX feature allows for an 85% increase in gaming performance and a 1/3 reduction in latency. 

AMD HYPR-RX will be a kind of combined response to NVIDIA Reflex and NVIDIA DLSS technologies.According to the company, the feature will appear as part of the Radeon graphics driver in the first half of 2023.

AMD to unveil Radeon RX 7000 graphics cards tonight

AMD will unveil Radeon RX 7000 graphics cards on the latest RDNA 3 architecture graphics processors tonight.
The start of the presentation, entitled Together we advance_gaming is scheduled for 23:00 Moscow time.
The presentation will be available for all those who wish to watch it on AMD official YouTube channel.AMD itself describes the upcoming event as follows: \"AMD executives will detail AMD's new high-performance and energy-efficient AMD RDNA 3 architecture, which will deliver a new level of performance, efficiency and functionality for gamers and content creators.
\"At the moment, very little is reliably known about the upcoming new products.
AMD showed the graphics chip Navi 3X back in August and already then it was known that the RDNA 3-based GPU will consist of several chips, by analogy with AMD CPUs.
This should reduce the cost, which would have a positive effect on the price of graphics cards.
At least, that should be so in theory.
Crystals GPU, or at least some of them will be made at 5nm process on the production facilities TSMC.Also earlier head of AMD Lisa Su (Lisa Su) said that the next generation graphics will provide 50% higher performance per watt of energy compared to current solutions, meaning Radeon RX 6000 on the RDNA 2 architecture.
Also AMD representatives said recently that they will not be getting a new (and potentially problematic) power connector with 12+4 pins.The latter is confirmed by recently leaked photo which seems to depict Radeon RX 7900 XT reference graphics card - it has a pair of 8-pin connectors.
Novelty is larger than the current flagship in the face of Radeon RX 6900 XT, but still not as huge as GeForce RTX 4090 graphics cards.
Note that AMD is rumored to be preparing several graphics cards on the flagship GPU next generation: Radeon RX 7900 XT and Radeon RX 7900 XTX.
They are rumored to offer up to 24 GB of GDDR6 memory and up to 12,288 stream processors.
Whether this is true we will find out in a few hours.