Index: lib/Target/AMDGPU/SIShrinkInstructions.cpp
===================================================================
--- lib/Target/AMDGPU/SIShrinkInstructions.cpp
+++ lib/Target/AMDGPU/SIShrinkInstructions.cpp
@@ -92,6 +92,8 @@
 
       case AMDGPU::V_ADDC_U32_e64:
       case AMDGPU::V_SUBB_U32_e64:
+        if (TII->getNamedOperand(MI, AMDGPU::OpName::src1)->isImm())
+          return false;
         // Additional verification is needed for sdst/src2.
         return true;
 
Index: test/CodeGen/AMDGPU/shrink-carry.mir
===================================================================
--- /dev/null
+++ test/CodeGen/AMDGPU/shrink-carry.mir
@@ -0,0 +1,98 @@
+# RUN: llc -march=amdgcn -verify-machineinstrs -start-before si-shrink-instructions -stop-before si-insert-skips -o - %s | FileCheck -check-prefix=GCN %s
+
+# GCN-LABEL: name: subbrev{{$}}
+# GCN:       V_SUBBREV_U32_e64 0, undef %vgpr0, killed %vcc, implicit %exec
+
+# GCN-LABEL: name: subb{{$}}
+# GCN:       V_SUBB_U32_e64 undef %vgpr0, 0, killed %vcc, implicit %exec
+
+# GCN-LABEL: name: addc{{$}}
+# GCN:       V_ADDC_U32_e32 0, undef %vgpr0, implicit-def %vcc, implicit killed %vcc, implicit %exec
+
+# GCN-LABEL: name: addc2{{$}}
+# GCN:       V_ADDC_U32_e32 0, undef %vgpr0, implicit-def %vcc, implicit killed %vcc, implicit %exec
+
+---
+name:            subbrev
+tracksRegLiveness: true
+registers:
+  - { id: 0, class: vgpr_32 }
+  - { id: 1, class: vgpr_32 }
+  - { id: 2, class: vgpr_32 }
+  - { id: 3, class: sreg_64 }
+  - { id: 4, class: vgpr_32 }
+  - { id: 5, class: sreg_64 }
+body:             |
+  bb.0:
+
+    %0 = IMPLICIT_DEF
+    %1 = IMPLICIT_DEF
+    %2 = IMPLICIT_DEF
+    %3 = V_CMP_GT_U32_e64 %0, %1, implicit %exec
+    %4, %5 = V_SUBBREV_U32_e64 0, %0, %3, implicit %exec
+    S_ENDPGM
+
+...
+---
+name:            subb
+tracksRegLiveness: true
+registers:
+  - { id: 0, class: vgpr_32 }
+  - { id: 1, class: vgpr_32 }
+  - { id: 2, class: vgpr_32 }
+  - { id: 3, class: sreg_64 }
+  - { id: 4, class: vgpr_32 }
+  - { id: 5, class: sreg_64 }
+body:             |
+  bb.0:
+
+    %0 = IMPLICIT_DEF
+    %1 = IMPLICIT_DEF
+    %2 = IMPLICIT_DEF
+    %3 = V_CMP_GT_U32_e64 %0, %1, implicit %exec
+    %4, %5 = V_SUBB_U32_e64 %0, 0, %3, implicit %exec
+    S_ENDPGM
+
+...
+---
+name:            addc
+tracksRegLiveness: true
+registers:
+  - { id: 0, class: vgpr_32 }
+  - { id: 1, class: vgpr_32 }
+  - { id: 2, class: vgpr_32 }
+  - { id: 3, class: sreg_64 }
+  - { id: 4, class: vgpr_32 }
+  - { id: 5, class: sreg_64 }
+body:             |
+  bb.0:
+
+    %0 = IMPLICIT_DEF
+    %1 = IMPLICIT_DEF
+    %2 = IMPLICIT_DEF
+    %3 = V_CMP_GT_U32_e64 %0, %1, implicit %exec
+    %4, %5 = V_ADDC_U32_e64 0, %0, %3, implicit %exec
+    S_ENDPGM
+
+...
+---
+name:            addc2
+tracksRegLiveness: true
+registers:
+  - { id: 0, class: vgpr_32 }
+  - { id: 1, class: vgpr_32 }
+  - { id: 2, class: vgpr_32 }
+  - { id: 3, class: sreg_64 }
+  - { id: 4, class: vgpr_32 }
+  - { id: 5, class: sreg_64 }
+body:             |
+  bb.0:
+
+    %0 = IMPLICIT_DEF
+    %1 = IMPLICIT_DEF
+    %2 = IMPLICIT_DEF
+    %3 = V_CMP_GT_U32_e64 %0, %1, implicit %exec
+    %4, %5 = V_ADDC_U32_e64 %0, 0, %3, implicit %exec
+    S_ENDPGM
+
+...