In a brand new report by Jon Peddie Analysis, it seems the GPU market is in a sluggish however regular restoration from the incessant provide and demand points which have plagued the business over the previous two years. In line with the report, GPU shipments within the first quarter of 2022 noticed a 6.2% lower in comparison with This fall of 2021, with a complete of 96 million items shipped in Q1. This consists of each built-in and discrete graphics from all the most important gamers: Intel, AMD, and Nvidia.
When damaged down by every firm, AMD noticed the slightest decline of simply 1.5%, whereas Nvidia noticed a modest 3.2% improve. Intel’s market decline confirmed essentially the most important drop at destructive 8.7% when in comparison with final quarter. On the flip aspect, client graphics playing cards from add-in board companions (AIBs) have seen a rise in shipments by 1.4% from final 12 months. So it seems that these cargo reductions are largely a results of OEMs machines and particularly laptops.
GPU market share over the previous 12 months has seen fairly a change as effectively, with Nvidia and AMD consuming a few of Intel’s market share from Q1 of 2021 to Q1 of 2022 and Nvidia taking a lead over AMD.
In Q1 of 2021, Intel noticed a big 68% GPU market share, due to the huge quantity of built-in graphics chips it ships in each desktops and laptops. AMD got here in second place with a 17% market share — once more thanks largely to built-in graphics options, although it did ship some discrete GPUs as effectively. Nvidia in the meantime had simply 15% of the market share, however that consists fully of devoted options as the corporate lacks any built-in graphics choices.
Quick ahead to Q1 of 2022 and the GPU market share panorama has modified fairly a bit. Intel misplaced 8% of its market share and now sits at 60%, and Nvidia has jumped into second place with a 21% market share, with AMD enhancing barely to 19%. That is spectacular contemplating all of Nvidia’s graphics shipments comes solely from discrete GPUs.
| Q1 2021 | This fall 2021 | Q1 2022 | |
| AMD | 19% | 18% | 17% |
| Intel | N/A | 5% | 4% |
| Nvidia | 81% | 78% | 78% |
Apparently, discrete GPU shipments from AMD, Nvidia, and now Intel has modified over the previous 12 months due to Intel’s entrance into the discrete GPU house. Q1 of 2021 in fact noticed no Intel market share, with Nvidia main by 81% and AMD 19%. That modified in This fall of 2021 the place Intel grabbed a good 5% market share, and AMD dropped some extent to 18% whereas Nvidia led the pack at 78%.
Q1 of 2022 confirmed no main change in market share, with AMD and Intel swapping 1% of market share between themselves. AMD presently sits at 17%, Intel at 4%, and Nvidia stays the identical at 78%. What’s significantly shocking is that each one of Intel’s devoted GPU shipments come courtesy of its DG1 graphics answer, which is not a very potent graphics answer. We suspect the overwhelming majority of Intel’s 4–5% discrete GPU market share is due to main laptop computer OEMs choosing Intel GPUs, in all probability at decrease costs than AMD and Nvidia provided.
CPU shipments confirmed and much more drastic change over the previous 12 months with a ten.8% discount in shipments quarter to quarter, and a full 26.2% discount 12 months over 12 months. That is excellent news for CPU patrons, because it means there needs to be loads of choices at or under MSRP as a result of lack of demand.
General, this knowledge appears to substantiate that GPU demand has been steadily reducing, which is nice contemplating the explosive 12 months we had final 12 months, the place GPU provide couldn’t sustain with demand. With the drop off in mining profitability, mixed with the approaching launches of Nvidia’s Ada structure and AMD’s RDNA 3, we count on provide will proceed to enhance. That might result in GPUs promoting at or under MSRP by the tip of the 12 months. Nonetheless, we suspect demand for the subsequent era GPUs will as soon as once more eclipse provide, no less than within the brief time period, as soon as these elements launch.
We additionally don’t count on the downward development in GPU gross sales to final eternally. JPR expects the compound annual development of GPUs to extend to six.3% over the subsequent 5 years. 2021 was additionally an distinctive 12 months for CPU and GPU gross sales, so the drop in gross sales the next 12 months is not significantly shocking. Long run, there’s nonetheless sturdy market demand for discrete GPUs in each notebooks and desktops, plus rising shipments for knowledge middle and deep studying functions.
