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AMD Winner in Q2, Intel Up, Nvidia Down, According to Jon Peddie Research

  AMD Winner in Q2, Intel Up, Nvidia Down, According to Jon Peddie Research

Quarter-to-quarter up 4.6%—Notebook graphics sales up

Business Wire

TIBURON, Calif. -- August 14, 2013

Jon Peddie Research (JPR), the industry's research and consulting firm for
graphics and multimedia, announced estimated graphics chip shipments and
suppliers’ market share for 2013 2Q.

While the news was disappointing year-to-year, the news was encouraging
quarter-to-quarter.

AMD overall unit shipments increased 10.9%, quarter-to-quarter, Intel
increased 6.2%, and Nvidia decreased by 8%.

The overall PC market declined 2.5% quarter-to-quarter while the graphics
market increased 4.6%. Overall this net 7.1% increase reflects an interest on
the part of consumers for double-attach—the adding of a discrete GPU to a
system with integrated processor graphics, and to a lesser extent dual AIBs in
performance desktop machines.

On a year-to-year basis we found that total graphics shipments during Q2’13
dropped 6.8% while PC shipments which declined by at a faster rate of 11.2%
overall. 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 down to flat for Q3’13.

The popularity of tablets and the persistent economic slowness are the most
often mentioned reasons for the decline in the PC market and the CAGR for PC
graphics from 2012 to 2016 is -1.4%; we expect the total shipments of graphics
chips in 2016 to be 319 million units.

The ten-year average change for graphics shipments for quarter-to-quarter is a
growth of 7.2%. This quarter is below the average with a 4.6% increase.

Our findings include discrete and integrated graphics (CPU and chipset) for
Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and
industrial/scientific and embedded. This report does not include handhelds
(i.e., mobile phones), x86 Servers or ARM-based Tablets (i.e. iPad and
Android-based Tablets), Smartbooks, or ARM-based Servers. It does include
x86-based tablets.

The quarter in general

  *AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs declined
    9.6% from Q1 and increased an astounding 47.1% in notebooks. The company’s
    overall PC graphics shipments increased 10.9%.
  *Intel’s desktop processor-graphics EPG shipments decreased from last
    quarter by 1.4%, and Notebooks increased by 12.13%. The company’s overall
    PC graphics shipments increased 6.2%.
  *Nvidia’s desktop discrete shipments were down 8.9% from last quarter; and,
    the company’s mobile discrete shipments decreased 7.1%. The company’s
    overall PC graphics shipments declined 8.0%.
  *Year-to-year this quarter AMD overall PC shipments declined 15.8%, Intel
    dropped 12.9%, Nvidia declined 5.1%, and VIA fell 12.4% from last year.
  *Total discrete GPUs (desktop and notebook) were down 5.5% from the last
    quarter and were down 5.2% from last year for the same quarter due to the
    same problems plaguing the overall PC industry. Overall the trend for
    discrete GPUs is up with a CAGR to 2016 of -2.2%.
  *Ninety nine percent of Intel’s non-server processors have graphics, and
    over 67% of AMD’s non-server processors contain integrated graphics; AMD
    still ships IGPs.

Year-to-year for the quarter the graphics market decreased. Shipments were
down 16.1 million units from this quarter last year.

                                                          
             Market        Market       Unit             Share            Market
         share      share     Change        Difference    Share
             this          last         Qtr-to-qtr       Qtr-to-qtr       last
             quarter       Qtr                                            yr.
AMD       21.9%      20.6%     10.9%         10.9%         22.7%
Intel     62.0%      61.1%     6.2%          6.2%          62.0%
Nvidia    16.1%      18.3%     -8.0%         -8.0%         14.8%
Total     100%       100%      4.6%                       100%
Table 1: Total Graphics Chip Market shares


Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are a
leading indicator for the PC market. At least one and often two GPUs are
present in every PC shipped. It can take the form of a discrete chip, a GPU
integrated in the chipset or embedded in the CPU. The average has grown from
1.2 GPUs per PC in 2001 to almost 1.4 GPUs per PC.

Pricing and Availability

The Jon Peddie Research's Market Watch is available now in both electronic and
hard copy editions, and sells for $2,500. Included with this report is an
Excel workbook with the data used to create the charts, the charts themselves,
and supplemental information. The annual subscription price for JPR's Market
Watch is $4,000 and includes four quarterly issues. Full subscribers to JPR
services receive Tech Watch (the company's bi-weekly report) and a copy of
Market Watch as part of their subscription. For information about purchasing
Market Watch, please call 415/435-9368 or visit the Jon Peddie Research
website at www.jonpeddie.com.

Contact Robert Dow at JPR (Robert@jonpeddie.com) for a free sample of
TechWatch.

About Jon Peddie Research

Dr. Jon Peddie has been active in the graphics and multimedia fields for more
than 30 years. Jon Peddie Research is a technically oriented multimedia and
graphics research and consulting firm. Based in Tiburon, California, JPR
provides consulting, research, and other specialized services to technology
companies in a variety of fields including graphics development, multimedia
for professional applications and consumer electronics, high-end computing,
and Internet-access product development. Jon Peddie's Market Watch is a
quarterly report focused on the market activity of PC graphics controllers for
notebook and desktop computing.

View all JPR press releases http://www.jonpeddie.com/about/press/index.shtml

Contact:

Jon Peddie Research
Jon Peddie, 415-435-9368
jon@jonpeddie.com
or
Robert Dow, 415-435-9368
robert@jonpeddie.com
or
Pat Meier Associates
Pat Meier-Johnson, 415-389-1700
patmeier@patmeier.com
 
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