Jon Peddie Research reports third quarter sales of GPUs were up were up 11.9 percent year-over-year and up 21.2 percent compared to the quarter before. Out of the big three GPU makers AMD showed the biggest quarterly growth with 30.2 percent, followed by Intel with a quarterly growth of 25.2 percent. NVIDIA saw its shipments rise by 3.3 percent, but saw its marketshare decline from 29.2 percent to 24.9 percent. AMD on the other hand saw its marketshare spike from 18.4 percent to 19.8 percent, while Intel ended up with 52.7 percent of the market, 1.6 percent more than the quarter before.
Here's a snip from JPR's press release:
Intel shipped the most parts at 63 million, over twice as many as its nearest competitor Nvidia.
“A total of 119.45 million units were shipped in the third quarter, exceeding the record 111 million units that shipped in Q3, 2008,” said Dr. Jon Peddie, president of Jon Peddie Research in Tiburon CA. “So the market has caught up with, and exceeded, last year’s highs. The crash of fall 2008 is now behind us.”
Notebook shipments led the market again topping out at almost 56 million units with discrete graphics processors jumping more than 36% over Q2 indicating what the OEMs think will be the hot sellers in Q4.
Peddie notes that, “Integrated graphics in notebooks, which includes the popular netbooks, increased 27% over Q2 — a great gain but less than discrete. Netbooks will remain popular but they will not have the high market share they had during the recession when they were just introduced. Rather, consumers are expected to “buy up” in the next quarter.
“The channel is full and the products in it will have to be sold off before the OEMs and their resellers take a chance of seeing the channel becoming overstuffed. That suggests that while Q4 is typically a good quarter for PCs, the quarter-to-quarter growth in Q4 may not be as robust as Q3. Graphics are a great leading indicator,” Peddie said, “The graphics go in before the PC is built or shipped.