After a precipitous decline in dGPU market share over the past few months and quarters, AMD is starting to reverse the trend. In the past quarter, Q2 2015, AMD managed to increase their market share by 2.3%, or a 10% increase in their total market share. While the number seems tiny especially given Nvidia’s numbers, any positive increase is good news for the beleaguered company. This comes even as the dPGU shrank by 4.9%.
The whole of 2015 was pretty terrible for AMD, with some of their worst financials yet, with both the CPU and GPU divisions flagging. However, it looks like AMD finally hit the bottom and the changes they are implementing are starting to take hold. If AMD manages to keep it up, the dire predictions that some analysts had of AMD doing even worse in Q1 2016 will likely not come to pass.
AMD still has a lot of work to do though as market share overall is still depressed compared to 2014. With this past them though, AMD can look forward to Polaris and Zen to drive their new growth. After all, once you’ve hit rock bottom, there is only one way to go and that is up. A final interesting note is that Q4 actually saw lower shipments than Q3, a surprising twist given the holiday season is in Q4. Maybe many are holding out for Polaris and Pascal?