Jon Peddie Research reports AMD saw a large loss of marketshare in the graphics chip market in Q3 2014. While Intel saw its shipments increase 11.6 percent quarter-over-quarter and NVIDIA soared 12.9 percent quarter-over-quarter, AMD's unit shipments slipped 7 percent quarter-over-quarter.
The year-over-year marketshare trends are even worse for AMD, the company saw its shipments collapse by 24 percent versus the same period in 2013. Intel increased 19 percent and NVIDIA decreased 4 percent.
Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, today announced estimated graphics chip shipments and suppliers’ market share for 2014 2Q in its Market Watch quarterly PC graphics market report, an industry reference since 1988.
Graphics processors, stand-alone discrete devices, and embedded processor-based GPUs are ubiquitous and essential components in all systems and devices today - from handheld mobile devices, PCs, and workstations, to TVs, servers, vehicle systems, signage, game consoles, medical equipment, and wearables. New technologies and semiconductor manufacturing processes are taking advantage of the ability of GPU power to scale. The GPU drives the screen of every device we encounter—it is the humane-machine interface.
The third quarter is typically the big growth quarter, and after the turmoil of the recession, it appears that trends are following the typical seasonality cycles of the past.
AMD’s overall unit shipments decreased 7% quarter-to-quarter, Intel’s total shipments increased 11.6% from last quarter, and Nvidia’s jumped 12.9%.
The attach rate of GPUs (includes integrated and discrete GPUs) to PCs, for the quarter was 155% (up 2%) and 32% of PCs had discrete GPUs, (flat from last quarter), which means 68% of PCs today are using the embedded graphics in the CPU.
The overall PC market increased 6.9% quarter-to-quarter, and decreased 2.6% year-to-year.
Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 7.8% from last quarter.
Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to almost 1.55 GPUs per PC.
The quarter in general:
AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs increased 10.5% from the previous quarter, and decreased 16% in notebooks. AMD's discrete desktop shipments decreased 19% and notebook discrete shipments increased 10%. The company's overall PC graphics shipments decreased 7%.
Intel's desktop processor embedded graphics (EPGs) shipments decreased from last quarter by 0.3%, and notebooks increased by 18.6%. The company's overall PC graphics shipments increased 11.6%.
Nvidia's desktop discrete shipments increased 24.3% from last quarter; and the company's notebook discrete shipments increased 3.5%. The company's overall PC graphics shipments increased 12.9%.
Year-to-year this quarter AMD's overall PC shipments decreased 24%, Intel increased 19%, Nvidia decreased 4%, and the others essentially are too small to measure.
Total discrete GPU (desktop and notebook) shipments from the last quarter increased 6.6%, and decreased 7.7% from last year. Sales of discrete GPUs fluctuate due to a variety of factors (timing, memory pricing, etc.), new product introductions, and the influence of integrated graphics. Overall, the trend for discrete GPUs has increased with a CAGR from 2014 to 2017 now of 3%.
Ninety nine percent of Intel's non-server processors have graphics, and over 66% of AMD's non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs).
Year-to-year for the quarter, the graphics market has decreased. However, shipments were up 7.8 million units from this quarter last year, which is the biggest increase in quite a while.