AMD Grabs Share of GPU Market From Nvidia as GPU Shipments Rise Slightly in Q4
AMD managed to gain a chunk of Nvidia's market share in Q4 2024, but sales of its standalone GPUs for desktops dropped to a historic low for the whole year. The industry shipped 8.4 million discrete graphics boards for desktop PCs in Q4 2024, up from 8.1 million in the previous quarter and down from 9.5 million units. Shipments of standalone GPUs for desktops increased slightly in the final quarter of 2024 compared to the previous quarter but declined by over a million units compared to the same quarter in 2023.
- The surprise rise in GPU shipments in Q4 2024 suggests that consumers may be willing to tolerate supply chain constraints, potentially paving the way for more aggressive production ramps from manufacturers like Nvidia.
- As AMD continues to gain market share, how will its relationships with component suppliers and motherboard manufacturers evolve, particularly if it decides to invest heavily in new technology to take on Nvidia's leadership?