Not a Bad Quarter To Be a GPU Vendor (pcper.com)
Jeremy Hellstrom, writing for PC Perspective (edited):Compared to Q2 2016, total GPU shipments including discrete and integral chips in the mobile and desktop markets increased by 20%; good but not enough to recover from the volume we saw in Q3 2015. Individually, total AMD sales increased by 15%, and Intel saw 18% boost, but it was NVIDIA that was the most successful with an impressive 39% increase. In AMD's case, it saw sales of its aging desktop APUs drop by 10% but that was quickly offset by a jump in discrete GPU sales of 34.7% and an increase in laptop demand by 19.1%. The discrete GPU market as a whole has grown by 35.6% compared to the last quarter and by 10.1% when compared to last year. This is not bad news for AMD or Intel but it is certainly NVIDIA which has the most to celebrate.
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