In October, AMD overtook NVIDIA in graphics card sales on Amazon for the first time. - GameGPU

The "red" camp's success stems largely from NVIDIA's current market strategy and memory component supply constraints. Amidst massive demand in AI and data center server segments, NVIDIA concentrated production capacity on specialized chips, leading to shortages of flagship and high-end GeForce RTX models and significant retail price increases above recommended levels.

AMD, meanwhile, offered budget and mid-range customers a balanced performance-to-price ratio, maintaining inventory availability at retailers before the global price hike for GDDR6 chips took effect. Despite the overall DIY PC components market experiencing difficult times due to declining consumer activity, supplier revenue increased thanks to rising graphics card prices.

Market Shift Debate

Industry experts are actively debating the sustainability of AMD's leadership position. Some analysts believe the current surge is temporary, resulting from warehouse stock sales before old prices expire. Others draw parallels with the CPU market, where AMD's expansion began in the DIY retail segment before entering the monopolized OEM market.

Concurrently, discussions are underway about the transformation of mobile and pre-built systems markets, where increasing graphics power of integrated chiplet-based solutions could gradually displace lower-end discrete graphics cards, especially as dedicated video memory becomes more expensive.