Including all desktop and notebook GPUs, market share remains fairly similar to last quarter, with AMD picking up 1.2%, Intel down 0.4%, and NVIDIA down 0.9%. Nevertheless, this brings AMD’s share to the highest it has been since Q2 2014. In the public report, it was not specified how much of the market share change was attributable to disproportionate mining sales.
As a result, AMD’s discrete desktop graphics market share is up 6.5 percentage points from Q3 2017, increasing to 33.7%, while NVIDIA’s stands at 66.3%. Of these sales, AMD benefitted the most - as one might expect from their early performance advantage in cryptocurrency mining performance. In total, JPR estimates that over three million graphics cards were sold to cryptocurrency miners, adding up to $776 million in sales. In other words, GPU manufacturers and their partners have to plan for the quarter in advance, and a typical Q4 plan would involve tapering back on production a bit to match the traditional seasonal demand. While cryptocurrency prices have affected prices, the long ramp-up/ramp-down cycle for beginning-to-end video card production means that the industry can't radically alter volumes inside a single quarter. Interestingly it's arguably the latter point that's the more salient. As many long-time readers are already well aware, Q4 is when GPU cyrptocurrency mining came back with a vengeance, and indeed without mincing words, the report attributed Q4 2017’s figures to a combination of cryptocurrency mining demand inflating average selling prices, as well as seasonality. According to JPR, this is in line with their seasonal ten-year Q3-to-Q4 average of -4.4% and yet despite this, Q4 was hardly a normal quarter in the industry. Overall, the research firm is reporting a 4.6% decrease in graphics add-in board (AIB) shipments from last quarter. This week, Jon Peddie Research (JPR) released their much anticipated quarterly discrete video card sales report for Q4 2017.
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