AMD may not be the market leader in the GPU space (in terms of sales), but Radeon products are present just about everywhere: discrete graphics, integrated, APUs as well as consoles. From 2013 onwards, Team Red has sold a whopping 553 million GPUs across all markets. These include the PS4 and Xbox One consoles, the Ryzen APUs as well as discrete GCN and Navi-based graphics cards.
Although NVIDIA has an overwhelming majority in the discrete GPU market and Intel leads in the iGPU space, overall AMD is ahead of both competitors. Furthermore, considering AMD’s roadmap, the market dynamics are set to change in the next 6-12 months. The Renoir laptops with 7nm Vega graphics are already out and selling like hotcakes. Their desktop counterparts will also launch in the coming months, essentially strangling Intel’s iGPU share. It’s no secret that AMD’s iGPUs have been vastly superior to Intel’s, although the latter has been improving rapidly.
In the discrete GPU market, AMD will soon launch the Navi 2x based GPUs with hardware-level ray-tracing and AI-based upscaling, bringing feature level-parity between Radeon and rival GeForce GPUs. The much anticipated Big Navi graphics cards are also expected to mark AMD’s return to the ultra-high GPU segment which is a major source of revenue and gets a lot of attention from enthusiasts.
Finally, the next-gen PS5 and XSX consoles will also feature AMD’s Navi 2x GPUs, though supposedly a custom version, but it’s Radeon silicon regardless, and should significantly contribute to AMD’s overall GPU sales.
Since 2013, present-gen consoles have contributed to nearly a third of AMD’s overall GPU sales (29%). Discrete GPUs accounted for 36% of all sales while iGPUs (APUs) were responsible for 35%. The latter has been gaining more and more importance in AMD’s portfolio as of late and can be explained on the basis of growing APU sales.
AMD RDNA based GPUs should start popping up in smartphones as well from next year, thanks to a deal with Samsung. The company’s Exynos 1000 SoC is rumored to take advantage of Radeon graphics in 2021.