The data indicates shipments were flat versus the previous quarter, with AMD increasing 10.49 percent, NVIDIA increasing 9.52 percent and Intel decreasing 4.01 percent. In terms of marketshare, AMD increased 1.4 percent and NVIDIA increased 1.5 percent.
Overall these numbers show the general direction of the market but because it includes processors with integrated graphics it doesn't tell us a lot about the discrete graphics card. A more detailed report that focuses specifically on the discrete graphics card market is expected very soon.
The gaming market was the bright spot as especially sales of high-end GPU continue to do well.
Quick highlights:
AMD’s overall unit shipments increased 10.49% quarter-to-quarter, Intel’s total shipments decreased 4.01% from last quarter, and Nvidia’s increased 9.52%. The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 141% which was down 5.52% from last quarter. Discrete GPUs were in 35.92% of PCs, which is up 1.23%. The overall PC market increased 3.96% quarter-to-quarter, and decreased 3.55% year-to-year. Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 5.60% from last quarter. Q4'16 saw an increase in tablet shipments from last quarter.