JPR’s recent GPU market share study shows that the whole market fell 19 percent year over year, while AMD and NVIDIA both gained a little, but only in terms of market capitalization, not shipments.
Recent worldwide events have been cited as the primary reason for the market’s decline of 6.2 percent from the previous quarter (Q4 2022), with a year-over-year decline of 19 percent. This is lower than the 6.3 percent annual growth rate forecast between 2022 and 2026 when the installed base will reach 3.3 million devices and discrete graphics penetration would reach 46 percent.
JPR’s recent GPU market share study shows that the whole market fell 19 percent year over year, while AMD and NVIDIA both gained a little, but only in terms of market capitalization, not shipments.
Recent worldwide events have been cited as the primary reason for the market’s decline of 6.2 percent from the previous quarter (Q4 2022), with a year-over-year decline of 19 percent. This is lower than the 6.3 percent annual growth rate forecast between 2022 and 2026 when the installed base will reach 3.3 million devices and discrete graphics penetration would reach 46 percent.
The discrete GPU market share is a different story, with NVIDIA maintaining its 78 percent share from the previous quarter, AMD falling 1% to 17 percent, and Intel dropping 1% to 4 percent. Please keep in mind that Intel’s Arc GPUs were released towards the tail end of Q1 2022, thus they have yet to gain considerable market share. GPUs are also currently limited to specific regions, therefore they won’t have a large market share until the end of 2022.
More information is also available from Tech Analyst Mike Bruzzone (Camp Marketing), who claims that NVIDIA has a discrete GPU market share of 80.67 percent and AMD has a market share of 19.43 percent. According to the latest statistics (1st week of 2022), NVIDIA’s Ampere GPUs have a market share of 84.87 percent, while AMD’s rDNA 2 GPUs have a market share of 15.23 percent.
For the AMD GPU market share, the breakdown is as follows
Commercial (DC) = 0.57% includes V340 and Instinct listed below
The analyst believes AMD data center is higher on production share
Workstation = 2.64%
Desktop = 88.75%
Mobile = 8.04%
Back 2 generation N6x, N5x % by product category week of 5.28.22 only;
Commercial (DC) = 0.37% includes V340 and Instinct listed below
Workstation = 2.46%
Desktop = 86.21%
Mobile = 10.96%
For the NVIDIA GPU market share, the breakdown is as follows
Commercial (DC) = 0.17%
Workstation = 7.52%
Desktop = 72.98%
Consumer Mobile = 19.33%
Back 2 generation % by product category week of 5.28.22;
Commercial (DC) = 0.18%
Workstation = 3.12% desktop + 3.12% laptop = 6.23% total
Desktop = 68.45%
Consumer Mobile = 25.13%
GPU shipments are expected to rise in the second half of 2022, as prices fall and graphics card companies step up their marketing efforts for the gaming sector. Both NVIDIA and AMD are slated to release their next-generation lineups later this year, boosting shipments even more.
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