No exact figures are shared, but Ing notes AMD is doing a bit better than in recent months, when it saw very steep declines in marketshare.
Graphics processor unit (GPU) pricing and availability suggest that AMD’s (ticker: AMD ) recent R9 300 refresh has helped regain some lost share at about $400 and about $200 price points, while Nvidia ( NVDA ) maintains a dominant position in premium high-end GPU cards ($500-plus).
AMD’s [rated at Neutral] pricing across recently refreshed tiers has been roughly flat fiscal-quarter-to-date (far better than historical average selling price (ASP) declines of high-single-digit percentage per quarter). However, AMD’s flagship Fury X and Fury continue to have a very limited number of SKUs and are largely out of stock, suggesting that the pace of availability and ecosystem support is discouraging add-in-board (AIB) manufacture.
Nvidia [rated at Neutral] is seeing steeper ASP declines quarter-to-date, but they are still relatively modest versus historicals at low single-digit declines.