Tuesday, February 28th 2023
JPR: PC GPU Shipments Decreased 15.4% Sequentially from Last Quarter and 38% Year to Year
Jon Peddie Research reports that the growth of the global PC-based graphics processor unit (GPU) market reached 64.2 million units in Q4'22 and PC CPU shipments decreased by -35% year over year. Overall, GPUs will have a compound annual growth rate of 0.19% during 2022-2026 and reach an installed base of 3,013 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in PCs will grow to reach a level of 32%.
Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by -38%, desktop graphics decreased by -24%, and notebooks decreased by -43%—the largest decrease since its peak in 2011. AMD's overall market share percentage from last quarter increased 0.4%, Intel's market share decreased by -1.1%, and Nvidia's market share increased 0.68%, as indicated in the following chart.
Overall, GPU unit shipments decreased by -15.3% from last quarter. AMD's shipments decreased by -12.7%, Intel's shipments decreased by -16.5%, and Nvidia's shipments decreased by -11.7%.
Quick highlights
The fourth quarter is typically flat to up compared to the previous quarter. This quarter was down -15.3% from last quarter, which is below the 10-year average of 6.8%.
GPUs have been a leading indicator of the market because a GPU goes into a system before the suppliers ship the PC. Most of the semiconductor vendors are guiding down for the next quarter, an average of -6.44%. Last quarter, they guided an average of -0.21%, which was too high.
Jon Peddie, president of JPR, noted, "This quarter's total graphics processor shipments (integrated/embedded and discrete) decreased an astounding -15.3% from the previous quarter, contributing to a decline in the historical 10-year average rate of 6.8%. A total of 64 million units were shipped in the quarter, which was a decrease of -38.5 million units from the same quarter a year ago, indicating the GPU market is negative on a year-to-year basis.
"The sky may be dark right now, but I promise you, it is not failing (except in Northern California, where the rain still hasn't let up, which means we're going to have the most beautiful spring)," Peddie said.
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 systems and accessories, and looks at 31 countries.
Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by -38%, desktop graphics decreased by -24%, and notebooks decreased by -43%—the largest decrease since its peak in 2011. AMD's overall market share percentage from last quarter increased 0.4%, Intel's market share decreased by -1.1%, and Nvidia's market share increased 0.68%, as indicated in the following chart.
Quick highlights
- The GPU's overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) to PCs for the quarter was 118%, up 3% from last quarter.
- The overall PC CPU market decreased by -17.4% quarter to quarter and decreased -35.3% year to year.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 7.8% from the last quarter.
- This quarter saw 18.4% change in tablet shipments from last quarter.
GPUs have been a leading indicator of the market because a GPU goes into a system before the suppliers ship the PC. Most of the semiconductor vendors are guiding down for the next quarter, an average of -6.44%. Last quarter, they guided an average of -0.21%, which was too high.
Jon Peddie, president of JPR, noted, "This quarter's total graphics processor shipments (integrated/embedded and discrete) decreased an astounding -15.3% from the previous quarter, contributing to a decline in the historical 10-year average rate of 6.8%. A total of 64 million units were shipped in the quarter, which was a decrease of -38.5 million units from the same quarter a year ago, indicating the GPU market is negative on a year-to-year basis.
"The sky may be dark right now, but I promise you, it is not failing (except in Northern California, where the rain still hasn't let up, which means we're going to have the most beautiful spring)," Peddie said.
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 systems and accessories, and looks at 31 countries.
34 Comments on JPR: PC GPU Shipments Decreased 15.4% Sequentially from Last Quarter and 38% Year to Year
On this garbage trend, soon you will see phones, CPUs, GPUs, etc, costing as much as cars, but they will sell only to a fraction of people, keeping the profits high.
Disgusting.
Trends take time. This one will be corrected one way or another. Or, maybe, the end game here is that we'll actually buy less nonsense, out of pure necessity.
As an ecologist I think that it's not a bad idea to have price increases and seeing less people renewing their hardware, I mean I have a 3080, do I really need a 4090 ? Probably not but I still want one. I'm doing my best to not get one (i feel like a smoker trying to quit) and to wait until the 5000 series. So thank you Nvidia for forcing me to live by my convictions, at 1.5k I wouldn't be strong enough.
Nvidia is of course focusing on Data center, promising huge sales due to wide adoption of AI, and is certainly making sure cryptomining will come back with the next bull run of made up money.
Wider enthusiasm in Gaming isn't their priority. Too much investment for non guaranteed revenue.
Anyway, some other websites have the AIB numbers if anyone is interested:
Total Q4'22 dGPU shipments: 13M units (was 26M units in Q4'21), Nvidia 82%, Intel & AMD both at 9%.
A laptop with a 5800H and a 3060 gets counted as one GPU for Nvidia and one for AMD? Same for Intel?
Hardly relevant for this forum, I agree. And the Steam questionnaire is also useless, so we don't really know how the dGPU market is going...
There is still a lot of nuts buying gpu's at stupid prices, especially old new stock. Will new 3000 nvidia series and 6000 amd series stock ever end?
Absolutely burtalized.
Intel had 5% of discrete GPU market in 2021 when they basically had nothing released ? DG1 was a bottom of the barrel GPU which was available like nowhere yet it accounted for 5% of total dGPUs, there is no way they shipped 1 million of those, ever, and now they're at almost 10% ? Yeah right.
Investment into it's gaming segment is the definition of a safe bet, gaming isn't going anywhere.