JPR’s (Jon Peddie Research) monthly GPU market share report is out, and it shows that the worldwide GPU market is expected to reach 101 million units in the third quarter of 2021, with PC CPU sales increasing by 9% year on year. The entire penetration of discrete GPUs in PCs is predicted to reach 31% in the following five years, with an installed base of 3,249 million units by the end of 2025.
The report also clearly states that NVIDIA is still once again maintaining its lead over Intel and AMD in the GPU market, which is not at all surprising.
Quick highlights
- The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 125%, up 7.6% from last quarter.
- The overall PC CPU market decreased by -23.1% quarter-to-quarter and increased 9.2% year-to-year.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 10.9% from the last quarter.
- This quarter saw a -6.9% change in tablet shipments from last quarter.
In terms of GPU-specific market share, which covers all GPUs, AMD’s share percentage climbed by 1.4 percent, NVIDIA’s market share increased by 4.86 percent, and Intel’s market share decreased by -6.2 percent. At the same time, AMD and Intel’s overall GPU shipments declined by -11.4 percent and -25.6 percent, respectively. NVIDIA, on the other hand, increased GPU graphics shipments by 8%. Overall GPU unit shipments fell by -18.2 percent.
The discrete notebook market has benefited and suffered due to COVID. Notebook sales surged as people stayed home to work. Then Chromebooks took off and undermined the low-end of notebooks GPUs. It will take until Q1 ’22 to get back to normal, if then.
Jon Peddie, President of JPR, noted, “Covid continues to unbalance the fragile supply chain that relied too heavily upon a just-in-time strategy. We don’t expect to see a stabilized supply chain until the end of 2022. In the meantime, there will be some surprises.”
Most of the semiconductor vendors are guiding up for the next quarter by an average of 3%. Some of that guidance is based on normal seasonality, but there is still a Coronavirus impact factor and a hangover in the supply chain.
via JPR
Currently, the world is going through GPU shortages which have led to the non-availability of gaming cards despite their being a huge demand. As a result of shortages, GPU prices have been subjected to virtual inflation by merchants throughout the world, with some models costing more than double their MSRP.
