Overall GPU unit shipments decreased by -0.3% from last quarter, AMD shipments decreased by -1.0%, Intel's shipments decreased by -1.0%, and Nvidia's shipments increased 3.9%.
The interesting thing here to note: nVidia posted a gain, but overall GPU market still posted a loss - probably lead by a notable decline in Intel IGP if I had to guess.
My bet on AMD's side is they are prioritizing CPU production with their limited node capacity, as those dies are smaller and you can get more per wafer.
