If one looks at the distribution of AIBs, AMD has about 35% market share based on Q1’18 shipments. Not all those AIBs were used for gaming, but most of them were. Q1’18 market share desktop discrete AIBs However, if one looks at the volunteered data of Steam users, AMD has about 15% market share (and Intel 11%). Steam conducts … Read more
If you blink you might miss one
From the beginning of second quarter of 2017 to the end of the first quarter of 2018, almost sixty-four million AIBs were shipped—63, 887,712 to be exact. In one year, there are 31,536,000 seconds in an average year (not factoring in leap year offsets). More AIBs per year than seconds, over twice as many in fact. That’s almost as many … Read more
The following is a collage of stories about AIBs that occurred in Q1’18. Not meant to be an exhaustive listing of every mention of an AIB, or product announcement, it will give you some view of the general activities and areas of interest. MSPR finally means something, part 2 No longer a cheap discount disguise We’ve heard and used … Read more
Q1’18 GPU and PC shipments broke a lot of records. Q1 is traditionally a down quarter for PCs (see Figure 1). Q1’18 was down 14.1%, not a record, it went down 16.2% in Q1’16, but a big drop nonetheless. Figure 1: PC shipments and quarter-to-quarter change As the chart indicates, the PC market has been exhibiting a steady seasonal … Read more
Q1, 2018 goes down as a record-breaking quarter for add-in boards
New data including in Market Watch and Add-in-Board Reports In spite of boost from crytocurrency mining, GPU shipments decrease in the fourth quarter of 2017. Shipments were -1.5% compared to the previous quarter. Year-to-year total GPU shipments decreased -4.8%, desktop graphics decreased -2%, notebooks decreased -7%. Over 363 million graphics units shipped in 2017. AMD has increased its market share, … Read more
Success with cryptocurrency-mining mother boards leads company to next step According to a report in Digitimes, motherboard supplier ASRock reportedly will enter the AIB market in April and focus mainly on supplying AMD-based products. The company has seen an increase in the shipment proportion of high-end motherboards and rising sales for its IPC and server products. It is suggested that … Read more
No longer a cheap discount disguise I’ve heard and used the term, MSPR (Manufacturer’s suggested retail price) for at least three decades that I can recall. In the past it has meant a discount was being offered, as in, we’re giving it to you at the manufacturers price. And as with all such promises, smelled a little off. Cryptocurrency-mining’s use … Read more
Over $4.4 billion dollars of AIBs shipped in the quarter. “The add-in graphics board market behaved seasonally in Q4'17, decreasing 4.6% sequentially, explained Jon Peddie, president of the industry’s research consulting firm Jon Peddie Research. The seasonal ten-year average for Q4 is -4.4%%, and this year it was just below that, which we think is due to the sharp rise … Read more
The brutality of numbers: You need to make $5,000 a year to make it crypto-mining worthwhile. We have been investigating the impact on the AIB market by cryptocurrency monitoring for a while and we’ve written about it often. The following is an excerpt from an updated and curated monograph collection of our writings to give a perspective to the phenomenon … Read more
Legend has it the people making the most money during the California Gold Rush were the people selling equipment to the miners. The same holds true today for the companies selling the tools for crypto-currency. Certainly it’s a safer business.
