Friday, August 27th 2021
Jon Peddie Research: GPU Shipments Soar in Q2 Year-over-Year
Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 123 million units in Q2'21 and PC CPU shipments increased by 42% year-over-year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 3.5% during 2020-2025 to reach a total of 3,318 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 25%.
AMD's overall market share percentage from last quarter decreased by -0.2%, Intel's market share increased 0.1%, and Nvidia's market share increased 0.06%, as indicated in the following chart. Overall GPU unit shipments increased by 3.4% from last quarter, AMD shipments increased 2.3%, Intel's shipments rose 3.6%, and Nvidia's shipments increased 3.8%.
Quick highlights
GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers ship the PC. This quarter the attach rate dropped due to the increase in Chromebook sales.
The total (desktop and notebook) market share for the two dGPU suppliers is shown in the following table.
In a year like no other, suppliers reported shortages of component parts, capacitors, substrates, and other items. Even companies with a diverse portfolio were forced to allocate to the various segments they served. No one was happy about it, and unfortunately, the upcoming inventory build-out for the holiday season that usually takes place in the third quarter will be constrained until the supply chain catches up with demand.
Jon Peddie, President of JPR, noted, "Covid has distorted every forecasting model in the universe—even Moore's Law has been disrupted. Predictions based on short-term conditions have created conflicting and distorted estimates from some quarters that will be proven wrong and embarrassing."
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.
JPR also publishes a series of reports on the graphics Add-in-Board Market and PC Gaming Hardware Market, which covers the total market, including system and accessories, and looks at 31 countries.
AMD's overall market share percentage from last quarter decreased by -0.2%, Intel's market share increased 0.1%, and Nvidia's market share increased 0.06%, as indicated in the following chart. Overall GPU unit shipments increased by 3.4% from last quarter, AMD shipments increased 2.3%, Intel's shipments rose 3.6%, and Nvidia's shipments increased 3.8%.
- The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 117%, down -0.1% from last quarter.
- The overall PC CPU market increased by 3.5% quarter-to-quarter and increased 42.1% year-to-year.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -2.9% from the last quarter.
- This quarter saw a 3.4% rise in tablet shipments from last quarter.
GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers ship the PC. This quarter the attach rate dropped due to the increase in Chromebook sales.
The total (desktop and notebook) market share for the two dGPU suppliers is shown in the following table.
Jon Peddie, President of JPR, noted, "Covid has distorted every forecasting model in the universe—even Moore's Law has been disrupted. Predictions based on short-term conditions have created conflicting and distorted estimates from some quarters that will be proven wrong and embarrassing."
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.
JPR also publishes a series of reports on the graphics Add-in-Board Market and PC Gaming Hardware Market, which covers the total market, including system and accessories, and looks at 31 countries.
39 Comments on Jon Peddie Research: GPU Shipments Soar in Q2 Year-over-Year
Soo 6% maybe 9% more output of GPU since the shortage started.
Truly epic attempts at upping output going on at AMD and Nvidia.
Thank f#@£ they're not making The Vaccines.
It's a graph of the top of the hump, a clipped bell curve?!. Err,
I will admit I was wrong on the graph, a good look shows it's over more than a year, however it's a stretch to say any company has helped the buyer's given the 50%+ price hikes still present on card's that are disparagingly still not in stock so I still disagree with the statement that Nvidia saved us from the price hikes still.
A look around the UK's shop's isn't happy time's ATM.
Personally im glad consumers have finally put their foot down and refused to be taken. Sadly its only some what correcting half of the market so far.
Also the prices seem to go in lockstep with ETH. The lowpoint of ETH correlates pretty well with 3060ies being available for around 700-750 in our market. Those prices are nowhere to be found now. 6600XT seems to be available in vastly bigger numbers with decent restocks every week though.
I guess 6000 cards don't mine well?