The PC GPU market has made an enormous restoration after a number of years of decline as each GPU & graphics card shipments noticed the largest quarterly enhance in 2020.
PC GPU Market Sees Greatest Quarterly Shipments Improve Since 2020, Discrete Graphics Playing cards Shipments Rise Above 37%
The GPU market has been in a continuing decline since 2020 which was the final time it peaked and noticed a quarterly progress of round 20%. The principle causes had been the disruption in provide as a result of COVID-19 pandemic which led to decrease portions of merchandise out there and better costs. The state of affairs nonetheless modified in 2023 with the market returning to normalization & costs throughout the complete PC phase seeing a drastic drop.
The GPU shipments which had been on a decline since 2020 fell from 120+ million models to lower than 60 million models by the top of 2022. That is virtually half of the 2020 cargo figures which had been additionally the best since 2014.
As of Q3 2023, the market is now again within the inexperienced, witnessing the primary optimistic quarter of Q2 2021 and an increase to 16.8%. Not solely that however the GPU shipments additionally noticed a rise to 71.9 million models. Given the present trajectory, GPUs could have an put in base of 5 billion models by the top of 2026 (each iGPUs & dGPUs).
Now transferring to the GPU market share amongst the highest three GPU suppliers, AMD noticed the largest enhance in Q3 2024 with a 2.4% share enhance with a 36.6% cargo enhance from the earlier quarter, NVIDIA is second with a share enhance of 1.30% with a 25.2% cargo enhance whereas Intel’s share fell by -3.7% regardless of a ten.4% enhance in shipments. These figures embrace each dGPUs and iGPUs.
AMD’s sturdy progress right here will be attributed to sturdy gross sales within the pocket book PC market as this explicit phase noticed a giant progress by way of CPU shipments. All of AMD’s Ryzen pocket book processors come geared up with iGPUs. The identical is true for the Ryzen 7000 Desktop CPUs that had been additionally in style previously few months because of the decreasing of costs of the AM5 platform & nice offers on the CPUs too.
- The GPU’s general connect price (which incorporates built-in and discrete GPUs, desktops, notebooks, and workstations) in PCs for the quarter was 117%, up 1.6% from final quarter.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) elevated by 37.4% from the final quarter.
- This quarter noticed 6.1% change in pill shipments from final quarter.
- The general PC CPU market elevated by 15.2% quarter to quarter and decreased -6.0% 12 months to 12 months.
For discrete GPUs which incorporates AIBs that provide graphics playing cards, the graphics phase noticed a rise of 37.4% from the earlier quarter. The precise figures have not but been launched however it seems to be just like the entry of mainstream choices such because the RTX 4060 sequence and AMD’s RX 7700/7800 sequence might need resulted in sturdy gross sales whereas RTX 40 GPUs did carry out nicely within the excessive finish laptop computer phase.
Given the present traits, Discrete GPUs corresponding to graphics playing cards are anticipated to retain a 30% market penetration over the subsequent 5 years whereas the remainder of the 70% market will include iGPUs. For whole CPU shipments, a 15.2% share enhance was seen over the earlier quarter with desktop chips now accounting to 31% and pocket book chips accounting to 69%. We’ll have extra detailed breakdown of the discrete AIB graphics card market within the coming weeks.
