Posted on Thursday, February 27 2020 @ 16:47 CET by Thomas De Maesschalck
Jon Peddie Research published its quarterly graphics marketshare report. The first report from JPR always focuses on the total GPU market, so this includes integrated graphics solutions as well as discrete video cards. The agency found that shipments increased 3.0 percent this quarter and that AMD managed to capture quite a bit of marketshare:
Overall GPU shipments increased 3.4% from Q3’2019, AMD shipments increased by 22.6% Nvidia decreased by -1.9% and Intel's shipments, increased by 0.2%.
AMD's market share from last quarter in overall GPU shipments increased 3.0%, Intel's decreased -2.0%, and Nvidia's market share decreased -0.97%, as indicated in the following chart. However, in discrete GPU shipments, AMD moved up to 27% from 26% last year, and 24% last quarter. Nonetheless, Nvidia is still the dominant market share leader in discrete GPUs worldwide with 73% of the market.
Quick highlights
AMD’s overall unit shipments increased 22.6% quarter-to-quarter, Intel’s total shipments increased 0.2% from last quarter, and Nvidia’s decreased -1.9%
The overall attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 130% which was up 1.8% from last quarter
Discrete GPUs were in 31.9% of PCs, which is down -0.19% from last quarter
The overall PC market increased by 1.99% quarter-to-quarter and increased by 3.54% year-to-year
Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 12.17% from last quarter
Q4'19 saw an increase in tablet shipments from last quarter
Fourth-quarter GPU shipments are typically flat to up compared to the previous quarter, Q4 2020 saw an increase in shipments.
Jon Peddie, President of JPR, notes “This is the third consecutive quarter of increased GPU shipments, However, Q1 which is seasonally flat to down may show an unusual dip because of supply chain interruptions from China due to the Coronavirus epidemic. 2020 is going to be a game-changer with Intel’s entry into the discrete GPU market and a possible fourth entry by an IP company.”
GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers' ships the PC, most of the semiconductor vendors are guiding down for next quarter, by an average of -9%. Some that guidance is based on normal seasonality, but there is also a factor for the Coronavirus impact.
A total of 93 million units were shipped in Q4'19 which decreased by one million units from the same quarter a year ago indicating the market is down on a year-to-year basis. However, this is the third quarter in a row of increased GPU shipments incrementally.
GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped, and most of the PC vendors are guiding optimistically for next quarter. Their estimates average to a 7% increase.
