We speak loads about the perfect graphics playing cards, however nobody is shopping for them proper now. In keeping with a brand new report from Jon Peddie Analysis (JPR), GPUs have skilled a dip of practically 13% since final quarter, which already noticed unhealthy gross sales, and have fallen practically 40% in comparison with the identical time final 12 months.
In complete, JPR says that there have been 6.3 million boards shipped within the final quarter. For context, within the final quarter of 2021, on the peak of the GPU scarcity, there have been over 13 million boards shipped.
Though there aren’t a ton of graphics playing cards flying off the cabinets, JPR’s report has some attention-grabbing insights. First, the connect price, which is the variety of graphics playing cards truly in PCs and is up 8% in comparison with final quarter. Which means though GPUs are down total, individuals are nonetheless utilizing them to construct PCs.
JPR notes that is possible attributable to folks choosing last-gen choices: “Shipments of recent [add-in boards] had been impacted by turndown within the PC market attributable to inflation worries and layoffs, and other people shopping for last-gen boards as suppliers sought to cut back stock ranges.” Though it’s simple to level to disappointing GPUs just like the RTX 4060 Ti as a explanation for the downturn, JPR additionally notes that that is usually a sluggish time of the 12 months for graphics playing cards.
Much more attention-grabbing are the market share shifts. In comparison with final 12 months, AMD went from 24% of the market to solely 12%, which is similar share it held final quarter. Nvidia, in the meantime, grew from 75% to 84%. That remaining 4% comes from Intel’s Arc A770 and A750.
Final 12 months, Intel wasn’t even on the map, and since launch, it was solely in a position to claw away 2% of the market from Nvidia and AMD. That’s doubled within the final quarter, which is a shocking signal that Intel may have a future on the planet of discrete graphics playing cards.
Though Nvidia nonetheless holds a dominating lead, it needed to scale back GPU shipments greater than AMD. AMD’s playing cards are down just below 8%, whereas Nvidia decreased its shipments by over 15%. It’s necessary to notice that an organization delivery a graphics card doesn’t imply it bought. In all probability, Nvidia is experiencing greater points as it really works by means of promoting off previous RTX 30-series stock.
There aren’t many new graphics playing cards being bought proper now, however JPR says that can change because the 12 months continues. “[The first quarter of] 2023 noticed the AIB market nonetheless going through the implications for oversupply out there attributable to pandemic-era provide chain inconsistencies and orders. The second half of 2023 guarantees to be brighter,” Robert Dow, analyst at JPR, wrote.
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