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According to foreign media reports,
Advanced Micro Devices'
newly launched Radeon 6000 series graphics cards do not seem to have hurt its competitor
NVIDIA
.
Year to date, NVIDIA's
stock
has outperformed both
the Nasdaq Composite
and AMD. In fact, at the time of writing, NVIDIA's stock is up 6%, while AMD's stock is down more than 19%.
The GPU giant continues to maintain its lead in graphics processing by spending far more than AMD on research and development (R&D).
By statistics, NVIDIA has spent more than $24 billion on research and development in its history. But more financial resources don't tell the whole story.
NVIDIA's R&D budget is more than twice that of AMD
Last year, AMD spent $1.98 billion on research and development, a 38% increase over the past two years. However, NVIDIA spent $3.92 billion, a 65% increase over the past two years.
Still, AMD's new gaming chips are comparable to NVIDIA's RTX 30 series, especially in terms of performance per watt. However, user benchmarks still show NVIDIA's RTX 30 series GPUs beating AMD's Radeon chips in terms of raw performance (excluding power consumption).
In November, AMD launched new gaming cards based on its RDNA 2 chip architecture, with company vice president Scott Herkelman saying in a statement that the Radeon 6000 series is AMD's fastest graphics card ever and represents "years of research and development dedicated to bringing the best AMD Radeon graphics cards to the gaming market."
AMD's Computer and Graphics segment (which includes sales of desktop gaming products) saw revenue increase 46% year over year in the first quarter of fiscal 2021 (the first full quarter of results for the Radeon 6000 series).
NVIDIA won’t report its first-quarter earnings until May 26, but its Ampere RTX 30 series, released in September, is off to a faster start as the company reported a 67% revenue increase for its gaming division in its fiscal fourth year.
The latest report shows that
NVIDIA
increased
its
market share
in the add-in board market
to 83%
in the fourth quarter
, while AMD fell 6 percentage points to 17%.
NVIDIA has spent more on R&D than AMD over the past decade, and the gap has continued to widen over the past few years. Still, AMD acknowledges that NVIDIA's
competitive advantage
lies beyond just financial resources.
2.2 million developers use NVIDIA's CUDA software
AMD ranks second in market share for x86 processors.
Intel
is its main competitor in the CPU market, where AMD has been
gaining market share
in recent years
.
AMD also lags behind NVIDIA in providing GPUs in data centers. Last year, NVIDIA earned $6.7 billion in revenue from sales of data center chips, about two-thirds of AMD's entire business. The data center segment is expected to surpass gaming and eventually become NVIDIA's largest segment.
AMD reveals NVIDIA’s main advantage in this market in its annual report: “In the data center, our primary competitor is NVIDIA as adoption of its proprietary CUDA software platform has established its market share in high-performance computing and machine learning.”
NVIDIA launched CUDA in 2006, just as NVIDIA was beginning to gain a lead over AMD in market share. CUDA opened the door for NVIDIA to apply GPU technology to the growing demand for high-performance computing, including self-driving cars and other
AI-related applications
.
NVIDIA has a large network of more than 2.2 million developers using CUDA around the world. Since NVIDIA already has a wide range of professional customers using its software and hardware, it gives NVIDIA a big boost when launching new chip products. In terms of gaming, NVIDIA claims to have 140 million GeForce gaming GPUs installed.
NVIDIA is continuing to advance
NVIDIA's close relationship with developers and gamers around the world may explain why
NVIDIA continues to
lead
AMD
in
the GPU market
.
The latter said: "The increasing complexity of graphics processors, and the associated R&D costs, represent a significant and growing barrier to entry into this market." With an ever-widening lead in R&D spending, this is a far greater advantage for NVIDIA than it is for AMD, for now.
NVIDIA continues to invest for the future. It recently announced its first data center CPU (Grace), which is scheduled to be available in 2023. It also now offers a cryptocurrency mining processor (CMP) to take advantage of the growing demand for alternative currencies.
The ability to adapt to new market trends and launch new products reflects NVIDIA's strong financial position and why it should continue to grow.
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