In a historical scenario, Nvidia (NVDA, Financial) once again took the top spot, with 90% of the global GPU market in Q3 2024. This control, says Jon Peddie Research (JPR) mascot, is a difficult position. of AMD and Intel competitors. Five years ago, AMD was a small player in the space, and its share decreased to only 10%, while Intel has less.
Although overall GPU shipments have fallen by 7.9% year over year and 14.5% quarter over quarter, NVIDIA has positioned itself as the leading force in the GPU segment. The drop in graphics was caused by the expectations of customers for the next gen GPUs, which are NVIDIA’s RTX 50 series, AMD’s RX 8000 series, which were given to stimulate the market.
AMD’s biggest problem right now is that it has been losing ground since it took over ATI in 2006. The company could run out of steam if it continues down this path, analysts warn, as NVIDIA’s innovation and manufacturing capabilities continue. of its competitors.
And it’s a difficult time for AMD (AMD, Financial) and Intel (INTC, Financial) to try to redefine the strategy in the GPU market, because the market is close to monopoly and raises questions about innovation and prices.
This article first appeared on GuruFocus.