In a brand new report by Jon Peddie Analysis, it seems the GPU market is in a gradual 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 autumn of 2021, with a complete of 96 million models shipped in Q1. This consists of each built-in and discrete graphics from all the main 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 vital drop at damaging 8.7% when in comparison with final quarter. On the flip aspect, shopper graphics playing cards from add-in board companions (AIBs) have seen a rise in shipments by 1.4% from final yr. So it seems that these cargo reductions are largely a results of OEMs machines and particularly laptops.
GPU market share over the previous yr has seen fairly a change as properly, 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 large 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 properly. Nvidia in the meantime had simply 15% of the market share, however that consists completely 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 bettering barely to 19%. That is spectacular contemplating all of Nvidia’s graphics shipments comes completely from discrete GPUs.
| Q1 2021 | This autumn 2021 | Q1 2022 | |
| AMD | 19% | 18% | 17% |
| Intel | N/A | 5% | 4% |
| Nvidia | 81% | 78% | 78% |
Curiously, discrete GPU shipments from AMD, Nvidia, and now Intel has modified over the previous yr due to Intel’s entrance into the discrete GPU area. Q1 of 2021 after all noticed no Intel market share, with Nvidia main by 81% and AMD 19%. That modified in This autumn of 2021 the place Intel grabbed a good 5% market share, and AMD dropped a degree 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 stunning 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 supplied.
CPU shipments confirmed and much more drastic change over the previous yr with a ten.8% discount in shipments quarter to quarter, and a full 26.2% discount yr over yr. That is excellent news for CPU consumers, because it means there needs to be loads of choices at or beneath MSRP as a result of lack of demand.
General, this information appears to verify that GPU demand has been steadily reducing, which is nice contemplating the explosive yr we had final yr, 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 anticipate provide will proceed to enhance. That would result in GPUs promoting at or beneath MSRP by the tip of the yr. Nevertheless, we suspect demand for the subsequent era GPUs will as soon as once more eclipse provide, at the very least within the quick time period, as soon as these elements launch.
We additionally don’t anticipate the downward pattern 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 yr for CPU and GPU gross sales, so the drop in gross sales the next yr is not significantly stunning. Long run, there’s nonetheless robust market demand for discrete GPUs in each notebooks and desktops, plus rising shipments for information middle and deep studying functions.