AMD Loses Market Share in Video Cards For Q1 2009
Jon Peddie Research (JPR), the industry’s research and consulting firm for graphics and multimedia, today announced estimated graphics shipments and supplier market share for the first calendar quarter of 2009. According to JPR the graphics card companies did better in Q1 2009, but AMD and SiS lost market share. JPR claims that AMD video card sales are down 27.5%, which is much higher than I expected.
In Q3 and Q4 of 2008 the channel stopped ordering GPUs and depleted inventory in anticipation of a long drawn out worldwide recession. But, no recession, no matter how severe results in zero sales. The world continued to turn and the consumers continued to buy, albeit they bought less. So by Q1’09, inventories were depleted and the channel and OEMs had to start buying. The net result was Intel and Nvidia were the big winners, breaking an eight year seasonal trend that dictated negative sales from Q4 to Q1.
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