Analyst believes AMD has regained some marketshare in GPU market

Posted on Wednesday, Sep 16 2015 @ 12:10 CEST by Thomas De Maesschalck
MKM Partners analyst Ian Ing published a piece at Barron's in which he claims AMD has regained some lost marketshare in the video card market at the $200 and $400 price points thanks to the launch of the R9 300 series. The prediction is made based on the latest video card price trends in the retail channel, which the analyst believes is a good indicator to measure the sales volume of AMD and NVIDIA based video cards.

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.

About the Author

Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.

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