GPU Market Up—Intel and Nvidia Graphics Winner in Q4, AMD Down
Quarter-to-quarter up 1.6%—Desktop graphics sales up 3% second quarter in a
TIBURON, Calif. -- February 19, 2014
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 4Q. The quarter was the second quarter in a
row to show a gain in shipments, up 1.6% quarter-to-quarter, and up 2%
compared to the same quarter last year.
*AMD’s overall unit shipments decreased 10.4%, quarter-to-quarter, Intel’s
total shipments increased 5.1% from last quarter, and Nvidia’s increased
*The attach rate of GPUs to PCs for the quarter was 137% and 34% of PCs had
discrete GPUs that means 66% of the PCs are using embedded graphics.
*The overall PC market increased 1.8% quarter-to-quarter, but declined 8.5%
Most of the PC vendors are guiding down to flat for the next quarter.
The popularity of tablets and the persistent economic slowness are the most
often mentioned reasons for the decline in the PC market. The one bright spot
in the PC market has been the growth of gaming PCs where discrete GPUs play a
significant role. The CAGR for total PC graphics from 2013 to 2017 is -1.3% in
2013, 446 million GPUs were shipped and the forecast for 2017 is 422 million.
The ten-year average change for graphics shipments for quarter-to-quarter is
-2 %. This quarter is 1.6% suggesting the market may have bottomed out and is
slowly recovering—however, one quarter does not a market make, up or down.
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), or ARM-based Servers. It does include x86-based
tablets, and x86-based Chromebooks.
The quarter in general
*AMD’s shipments of desktop APUs (heterogeneous GPU/CPUs) jumped 15% from
the previous quarter but declined 26.7% in notebooks. AMD’s discrete
desktop shipments increased 1.8%, and notebook discrete shipments declined
6.7%. The company’s overall PC graphics shipments decreased 10.4%.
Notebook build cycles are specific, and AMD was late with its new parts.
*Intel’s desktop processor-graphics EPG shipments increased from last
quarter by 5.2%, and Notebooks increased by 5.1%. The company’s overall PC
graphics shipments increased 5.1%.
*Nvidia’s desktop discrete shipments were up 3.6% from last quarter; and
its notebook discrete shipments increased 3.2%. The company’s overall PC
graphics shipments increased 3.4%.
*Year-to-year this quarter AMD’s overall PC graphics shipments declined
5.4%, Intel increased 5.4%, Nvidia increased 0.9%, and others fell 77%
from last year.
*"Total discrete GPU (desktop and notebook) shipments were up 1.5% from the
last quarter and down 2.4% from last year for the same quarter due to the
same problems plaguing the overall PC industry. Overall, the trend for
discrete GPUs is roughly flat with a CAGR from 2013 to 2017 of-1.3%.
*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 integrated graphics chipsets (IGPs).
Year-to-year for the quarter, the graphics market decreased. Shipments were
down 1.6 million units from this quarter last year, which suggests the big
declines are leveling off.
Market Market Share Market
share share Unit Change difference Share
this last Qtr Qtr-Qtr Qtr-Qtr last yr
AMD 18.3% 20.7% -10.4% -2.4% 19.7%
Intel 65.1% 62.9% 5.1% 2.2% 63.0%
Nvidia 16.6% 16.3% 3.4% 0.29% 16.8%
Others 0.07% 0.12% -43.7% -0.06% 0.542%
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.
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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
Jon Peddie Research
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