Q1’25 PC graphics add-in board shipments increased 8.5% from last quarter due to Nvidia’s Blackwell ramping up. Nvidia up to 92%, AMD down to 8%, Intel at 0%
Posted by NGGKroze@reddit | hardware | View on Reddit | 87 comments
mokkat@reddit
Judging from European/Danish availability and pricing, AMD is doing good work. The 9000 series has been widely available at not much higher than MSRP prices since after the launch week, can now be bought for MSRP, and has driven down the prices of the 5070 ti to lower than its MSRP.
DLSS4 is great, but I wouldn't be surprised if Nvidia had it ready a long before releasing it, since they needed something good for the launch of the 5000 series. FG in general is fine, but 4x FG alone is no selling point without Reflex 2 / decoupling of input and frame rate to prop it up. ROP problems, driver problems, etc.
At the rate AMD is going, basically copying Nvidia's homework, they are more dangerous competition than Nvidia thought they were. The AI hardware is finally competitive, FSR4 is great, Redstone will allow AMD to compete in RT sooner rather than later. If AMD can do to worldwide supply what they have done in Europe, unless Nvidia starts taking the gamer GPU market seriously again soon, AMD will literally be Nvidia-but-better.
Kurgoh@reddit
Are you delusional by any chance? I live in Europe and AMD's cards came relatively close to msrp (750€) literally 2 weeks ago, the cheapest was 875€ for literal months across multiple stores in 2 different countries I checked. A 5070ti could be had for what, 890€ for the past month and a half so I have no clue what you're smoking by saying that AMD did an amazing job in EU mate. Considering that it has a 8% market share even though its cards are for the first time relatively close in rt/upscaling to nvidia's, maybe it should consider selling them at msrp. Glazing billion dollar corps, holy shit.
UsernameAvaylable@reddit
Thats less "AMD doing good work"and more "The cards aren't sold out because of lack of demand, so no price premiums"
mrstankydanks@reddit
I hope this helps everyone understand that Reddit is a bubble and the opinions expressed on it are generally not applicable to the real world.
kingwhocares@reddit
Reddit opinion: AMD's price just isn't worth it as you can get Nvidia for a +$50 with more features.
Don't know about you but Reddit's opinion (in this sub) is the norm.
Rebellus@reddit
Go see the difference in Radeon's subreddit. According to them AMD GPUs are crushing "Ngreedia". They live in another world.
kingwhocares@reddit
You mean a sub specifically about a certain company is tribalistic!
I would use /r/buildapc as a better example.
diabetic_debate@reddit
That sub was also pushing AMD hard until very recently.
ABotelho23@reddit
Who wants to encourage a monopoly?
Hawke64@reddit
Polaris was a huge success for AMD. How come there is no 12gb+ RX480 successor for 299$?
ABotelho23@reddit
What are you talking about? The RX480 was a high end card. That was almost 10 years ago. The equivalent today would be the RX 9060. It's not the same market at all. For god sake, we're talking about when Nvidia X080 cards were $600...
Raikaru@reddit
the rx 480 was not high end though?
Strazdas1@reddit
If im making a recommendation on a build, ill recommend a better card, not run a moral crusade.
Masterbootz@reddit
It's not the consumers job to forgive mediocrity. It's up to other companies to actually compete. AMD has failed to compete with Nvidia for multiple generations now.
No-Broccoli123@reddit
It's not the consumers job to do it though, AMD being incompetent is not our problem
No-Broccoli123@reddit
Buildapc and pcmasterace are just full of AMD turfing bots
kingwhocares@reddit
PCMR is a bit more critical of AMD nowadays.
PainterRude1394@reddit
Lol
chapstickbomber@reddit
Rest assured that r/amd spends most of its time antiglazing Radeon for not selling wafers at cost
glitchvid@reddit
Yeah, r/amd is the largest base of people bitching about Radeon (when they're not getting banned for using the word tariff), the nvidia sub doesn't gaf.
chapstickbomber@reddit
Lol I used to be an amd mod until very recently. I can confirm both the bitching and tariff being an automod bad word (not my choice, think that is ghost but idk, I was pretty permissive)
ILoveTheAtomicBomb@reddit
/r/buildapc also skews pretty heavily toward AMD. You’ll find a lot of folks disparaging upscaling and still saying raster is the only thing that matters
godfrey1@reddit
go into every popular sub lmao, buildapc or pcmasterrace or even gaming
Ok_Assignment_2127@reddit
Those three subs are somehow even more biased than the ayymd sub, it’s impressive.
Strazdas1@reddit
PCMR has become the opposite of what it was a decade ago. Used to be celebrating technological progress, now its full of luddites.
Traditional_Yak7654@reddit
I swear the prevailing opinion around here was that the 50 series are a bad value and aren't selling particularly well. Specifically in the threads about the steam hardware survey, there were people arguing that the 50 series showing up on the survey sooner than another series doesn't equate to better sales. It would seem the 50 series is selling as well if not better than the 40 series.
Strazdas1@reddit
50 series releasing sooner would show up first on time-lagged survey as we saw last month. This month the data has caught up and we see more realistic picture of AMD not selling.
hooty_toots@reddit
I doubt radeon can realistically lower their prices much more. Without moving as many units as nvidia, amd's margins are going to be much lower even at the same price. Plus nvidia has in-roads with dev studios, OEMs, better marketing and brand. They are absolutely dominant and could end Radeon if they wanted to by lowering prices; nothing AMD could do about that.
Strazdas1@reddit
Well, they HAVE to lover their prices, otherwise they will keep moving even less units. Otherwise they have to make a chip that supassed Nvidia in features, and we both know thats not going to happen.
Strazdas1@reddit
This sub is mostly rational. reddit as a whole is not.
65726973616769747461@reddit
Almost every thread on GPU, you'll find some random redditor who use Linux and AMD ¯\(ツ)/¯
PainterRude1394@reddit
That's not what I see
ConsistencyWelder@reddit
We have publicly available sales data from 2 sources: Amazon and Mindfactory. Both of them show AMD cards selling at a much higher level than what Jon Peddie reports.
Remember, Jon Peddie does his research by calling up shops and asking the person who picks up which cards they think are selling best right now. Amazon and Mindfactory are the actual sales data.
PremadeTakeDown@reddit
Historically low market share for AMD when Nvidia isn't even trying. The gen to gen increases from Nvidia have been in the single digits in performance on some cards. If Nvidia release a good product next gen for a fair price, with another software feature as good as dlss then AMD is dead in discrete GPU. 8% is already walking the plank.
ConsistencyWelder@reddit
Nvidia launched their new cards in Q1, AMD didn't.
AMD's new cards won't show up in significant number until Q2.
glitchvid@reddit
Consumers have voted with their wallet for generations of GPU at this point, they want team green, and they're willing to pay evermore for the privilege.
Advanced-@reddit
> they want team green
They want the best for their money, and it happens to be team green.
Signed: Someone who wanted to go team red but was not going to make a worse decision to do it.
Techhead7890@reddit
I'll second that, AMD had good chances from the RX480 era through to the 6700XT, and I had a RX5500XT myself. But they are trailing on superscaling/upscaling tech. FSR is coming along well, but not yet at the cutting edge, and will need to catch up a bit.
Strazdas1@reddit
Ive tried GPUs from both brands, but Nvidia is always my primary because i need CUDA, I want DLSS, I want proper RT, I want Reflex. When AMD can offer me feature parity i can consider them in price/perf analysis. Until then they are automatically penalised due to lack of features.
ghostdeath22@reddit
AMD only have themselves to blame deciding to be nvidia -50 no unique features, no more vram, no push to try to capture AI. AMD should just sell of the gpu division at this point as they are not using it to its potential
glitchvid@reddit
AMD competes for the same wafer allocation at the same fabs as Nvidia. Nvidia captures more value, it's not complicated there this long term trend ends up.
Radeon is basically only valuable for AMD as part of its semi-custom, datacenter, and APU/integrated efforts, consumer dedicated has been the scraps that fall on the floor since GCN 2.
Strazdas1@reddit
There is no competition for wafers. Theres enough to go around. The issue is costs.
glitchvid@reddit
There is bidding for capacity on given nodes, which is what pushes the price up (in addition to the baseline cost of production) – TSMC will also do special nodes (which use the same lines / capacity as nodes their relation) and preferential access (AMD got early 7nm by letting them use Vega 20 as a "pipecleaner" project) for certain customers (Apple) or for bags of cash.
Nvidia is selling every enterprise GPU it produces, AMD is also doing very well with EPYC and X3D. Traditionally when there was spare capacity to go around GPUs benefited, but in the current AI hype market that's not the case, these companies will choose to make more money instead of less, they're basically obligated to by their shareholders.
sharkyzarous@reddit
even now with fake 9070/xt prices amd push even more people to nvidia let alone converting nvidia users.
Advanced-@reddit
I had a 6700XT and had a good experience the last 3-4 years, so wanted to go AMD again.
I ended up with a 5070 because it was the only MSRP card I could get with any significant improvements and was (Still is) the best price/perf at the high-mid range (Anything above the 5060 Ti perf level)
I was even looking into the used market, the 5070 at MSRP is still the best price/perf at MSPR here in the states.
Good job AMD, you took a lifelong Nvidia guy to try your side, gave me a great experience, and instantly lost me on the very next upgrade when I wanted to stay lol.
I wanted to I've Intel a shot, but they just are not at the tier I need yet.
hackenclaw@reddit
At this point it is not recommended to buy AMD GPU unless they are at least 40% discount lol.
AMD doesnt even bother to try, why bother buying into their ecosystem? Just feed nvidia to 99%
ConsistencyWelder@reddit
I hope this comment doesn't actually represent this subs community.
ConsistencyWelder@reddit
We should probably be careful with Jon Peddie, his research is literally calling shops and asking what the employee that picks up the phone thinks sells the best right now. He's been caught making amateur mistakes in the past leading to misleading results.
PensAndEndorsement@reddit
tbf this isnt surprising for amd given that amd didnt really have new cards q1 while nvidia had their 80s and 90s. q2 is going to be a lore more interesting
Techhead7890@reddit
Yeah exactly. Even when someone posted the PC gamer article people seemed to skip over it. I do expect Q2 (which is coming to an end this month) to spring back a bit, once the figures are released later.
Despite engineering getting things done early, it does look like the whole "wait for NVIDIA and then set pricing" strategy has thrown their marketshare data into a spin, and it looks like AMD marketing got outplayed into taking another L.
Phantasmalicious@reddit
Yep, all the Nvidia models are now available for MSRP in my small EU country.
Strazdas1@reddit
Not sure why this is downvoted, the situation is the same here except for the 5090.
BarKnight@reddit
The 9070XT launched in the 1st quarter and yet they still dropped to a historically low share.
TDYDave2@reddit
It launched on March 6th, when there was only 25 days left in the quarter.
Strazdas1@reddit
the 9070xt was available for months from legitimate retailers here in europe. There just isnt demand.
XYHopGuy@reddit
when did the 50 series launch
bexamous@reddit
AMD doesn't sell to end users, it sells to AIB companies.
TDYDave2@reddit
And the metric is graphic add-in board sells, not chips.
cheesecaker000@reddit
I was seeing AMD cards in stock since like the first week of April.
My local computer store can barely keep the nvidia cards in stock though. Mostly leftover low end 40 series cards or the occasional expensive 5090.
TDYDave2@reddit
Lucky you
Beautiful_Ninja@reddit
Despite AMD's insistence they want more marketshare, they time and again show they aren't that interested in increasing the production to get that marketshare. Everyone's already fighting for every scrap of TSMC capacity and AMD isn't willing to lower production on things like EPYC, Ryzen or Instinct cards to increase production of Radeons. To get real gains in marketshare, they need to partner with OEM's like Dell/HP/Asus and get these cards in pre-builts and laptops and on retail shelves. Your average PC gamer is buying a pre-built PC or laptop and will only upgrade their GPU when they get a new PC or laptop.
We just came off another quarter where basically everything was sold out for months of end and 8% of the market is apparently all AMD can muster with all the product they pushed out.
NGGKroze@reddit (OP)
Well priorities are priorities. AMD Shipped over 2x GPU chips for PS5/XBX in the last 5 years, so even with shrinking market share in the AIB segment, they will be fine because of consoles.
Then again, Nvidia shipped more AIB GPU's in the last 5 years than AMD did overall (AIB + Consoles).
Given also recent new they buy 1 or 2 companies in the AI sector is make absolute sense they are as well in the AI race and not "giving a hand to the gamers"
Strazdas1@reddit
console market has been shrinking for the third generation in a row, its not a bet they want to stay on.
Beautiful_Ninja@reddit
The console market is also shrinking as the Xbox is crashing and burning and it's been affecting AMD's gaming revenues. Microsoft's new philosophy of "Everything is an Xbox" is pushing people away from the actual Xbox and towards PC and streaming solutions with Gamepass. If it isn't already happening through Gamepass, we're probably not far out from most "Xbox" gamers being on Nvidia GPU's.
NGGKroze@reddit (OP)
We'll see how it will develop. They got contract for 30B or so for the next consoles which is good for them. Handhelds are also in their domain (mostly Steam Deck).
In any case I don't think AMD is giving much care for dGPU space. They know their strength is in CPU sales, Data centers and consoles. But who knows, UDNA might be big breakthrough. RDNA4 is good on paper, but AMD did the same mistakes as Nvidia. Their are once again short-term looking which I think will kill any RDNA4 longevity. Shipping only 700K cards compared to Nvidia monstrous 8.4M is insane. We already know that Nvidia Q1 will outsell the entire AMD 2025 year. AMD might know they don't have a chance to they don't try to pour their resources there and put em where they make money.
ABotelho23@reddit
AMD is fighting a two front war. They have to fend off Nvidia and Intel both participating in monopolistic behavior.
996forever@reddit
That's too bad, it's still not the fault of the customer they are doing share buybacks.
ResponsibleJudge3172@reddit
Sounds like Intel never actually ramped up production beyond the output monthly volume they had at launch.
Strazdas1@reddit
Battlemage dGPUs are on sale here. you can buy one. Slightly above MSRP. Its just that there isnt enough demand i guess.
kingwhocares@reddit
Given that GPU price hasn't really changed much, we can take it as low demand after initial sales.
Masterbootz@reddit
The 9070xt has turned out to not be a good product (like most Radeon GPUs). The drivers can't deliver consistent reliable play in eSports titles, so no eSports team or gamer is going to buy. AMD themselves can't produce enough GPUs to take meaningful marketshare without eating into their much more profitable Ryzen chips.
At the end of the day, people who play games regularly have known the truth for a long time now. Buy Nvidia. It just works and they will always have the bleeding edge tech and industry leading features.
wilkonk@reddit
wtf is this comment
Voodoo2-SLi@reddit
Infographics: Add-in Board GPU (Desktop dGPU) Market Share: 2002 – 1Q 2025 (based on these data by JPR)
TheHodgePodge@reddit
It makes sense when amd*ck is as usual ngreedia minus $30 or $50, then even the informed buyers are gonna ngreedia for better features.
hooty_toots@reddit
It is so weird to watch the reverse-astroturfing. Or maybe this is an example of out-group homogeneity. What is this, r/nvidiacirclejerk?
RobsterCrawSoup@reddit
It seems from the comments that a lot of us aren't giving due weight to the fact that this stat included all GPU add-in boards, not just consumer boards. The professional and data center market for discrete GPUs dwarfs the consumer gaming GPU market. Nvidia dominates in that space not just because of hardware but also because they have an incumbency advantage with software.
Intel may have come out with a best-value product in the B580, but it has limitations that mean that it isn't even competing for the whole budget gaming GPU market. It's Alchemist cards aren't worth getting, it's professional cards aren't available yet and so Intel has only one (two if you count the B570) SKU competing at all right now.
Vushivushi@reddit
Not in volume and JPR is reporting PC-based AIB market share by unit volume.
Also, Proviz revenue was flat for Nvidia in Q1 (end Jan) and up 16% in Q2 (End April).
Gaming down was down 22% Q1, up 48% Q2.
The market share changes are mostly being driven by gaming shipments.
Exist50@reddit
This seems to be exclusively referring to PCs and graphics cards, so AI servers wouldn't count.
NGGKroze@reddit (OP)
Also - Q1’25 PC GPU shipments decreased by -12.0% from last quarter; quarter following seasonality but still down from historical average
Alive_Worth_2032@reddit
Ye, 4000 series more or less ran out in stores in Q4 last year above the 4060/4070. I have a feeling that CES was not the initial launch target for BW. Nvidia pulled the plug on deliveries of Ada way to early.
abbzug@reddit
Sometimes I wonder how much of this is due to the growth of "PC gaming" in Singapore.
996forever@reddit
It doesn’t really matter, this isn’t a gaming specific data point but a general “PC add in cards” where PC simply means non-server. Enterprise workstations are included in any case.
abbzug@reddit
Doesn't matter to who? I'm sure Nvidia doesn't care, but as a topic of conversation I think it's worth wondering how much of this growth is from sanctions evasion.
996forever@reddit
Doesn’t matter to the premise of this specific research is what I was trying to say
abbzug@reddit
I would say that if a significant portion of the growth in AIB sales is due to AI companies in China that's relevant.
NeroClaudius199907@reddit
The best value Gpu! Intel saves pc gaming?
SherbertExisting3509@reddit
Arc is at 0% market share, and Radeon is rushing to take their place with 8% market share and declining