The GF100 was on discrete cards. They are losing integrated shipments. The GF100 launch did suck but it sold well enough amazingly.
Yes, GF10x sold quite well across the board.
No, they are not losing discrete shipments "across the board". By segment, NVIDIA is on par/better than last year, QoQ.
What they are losing on is "market share"... which, unfortunately, is counted by total units sold according to this research. Why "unfortunately"? Because they count EVERY Sandy Bridge chip as one GPU.
So if you bought a 2600k system with a discrete card, you technically have two GPUs even though you use only one.
See my point? It skews the total market share in favor of Intel heavily.
I'd take this market "research" with a grain of salt, because it's not counting the usage of GPUs in the market properly.