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Wednesday, Aug 14
AMD, Nvidia close higher after Jon Peddie numbers released
- GPU archrivals AMD (AMD +3.4%) and Nvidia (NVDA +4.3%) close higher on a moderately down day for tech. The release of Jon Peddie's Q2 GPU figures could be a factor.
- The research firm estimates GPU shipments rose 4.6% Q/Q in Q2 even as PC shipments fell 2.5%. This is attributed to growing consumer interest in "double-attach" systems featuring both a discrete GPU and a CPU with an on-board GPU (most of Intel and AMD's latest CPUs have one).
- Integrated GPUs have been taking share from discrete GPUs for a long time. Thus, any favorable data regarding discrete demand is likely to be well-received.
- Counting integrated GPUs, Intel (INTC +0.2%) is estimated to have a 62% GPU share in Q2, up from 61.1% in Q1 and unchanged Y/Y. AMD is given a 21.9% share, up from Q1's 20.6% but down from 22.7% a year ago. Nvidia is assigned a 16.1% share, down from 18.3% in Q1 but up from 14.8% a year ago.
- Nvidia recently released July quarter figures that pointed to Y/Y share gains.
- Also: In what could prove a positive for AMD, Digitimes reports game console chip orders for September and October have already come in, and that orders are expected to stay strong November/December. Much, of course, depends on how consumers respond to the actual PS4 and Xbox One launches.