Friday, June 9th 2023
JPR: Graphics Add-in Board Market Continued its Correction in Q1 2023
According to a new research report from the analyst firm Jon Peddie Research, unit shipments in the add-in board (AIB) market decreased in Q1 2023 by -12.6% and decreased by -38.2% year to year. Intel increased its add-in board market share by 2% during the first quarter.
The percentage of AIBs in desktop PCs is referred to as the attach rate. The attach rate grew from last quarter by 8% but was down -21% year to year. Approximately 6.3 million add-in boards shipped in Q1 2023. The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD's market share remained flat from last quarter. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, gained 2% in market share, while Nvidia retains its dominant position in the add-in board space with an 84% market share.
Market share changes from quarter to quarter and year to year.
Quick Highlights
C. Robert Dow, analyst at JPR, noted, "Q1 2023 saw the AIB market still facing the consequences for oversupply in the market caused by pandemic-era supply chain inconsistencies and orders. The second half of 2023 promises to be brighter. AMD reported that channel sales grew sequentially for the Radeon 6000 and Radeon 7000 series GPUs. Intel, once again, committed to their next-generation Battlemage family of GPUs, bringing more competition into the gaming add-in board market, and Nvidia released its first 60 series add-in board in the Ada Lovelace family. The 60 series line of AIBs are traditionally Nvidia's most popular with gamers."
JPR has been tracking AIB shipments quarterly since 1987—the volume of those boards peaked in 1998, reaching 116 million units. Since Q1 2000, over 2.13 billion AIBs, worth about $490 billion, have been sold.
The percentage of AIBs in desktop PCs is referred to as the attach rate. The attach rate grew from last quarter by 8% but was down -21% year to year. Approximately 6.3 million add-in boards shipped in Q1 2023. The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD's market share remained flat from last quarter. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, gained 2% in market share, while Nvidia retains its dominant position in the add-in board space with an 84% market share.
Quick Highlights
- JPR found that AIB shipments during the quarter decreased from the last quarter by 12.6%, which is below the 10-year average of -4.9%.
- Total AIB shipments decreased by -38.2% this quarter from last year to 6.3 million units, and were down from 7.16 million units last quarter.
- AMD's quarter-to-quarter total desktop AIB unit shipments decreased -7.5%.
- Nvidia's quarter-to-quarter unit shipments decreased -15.2%. Nvidia continues to hold a dominant market share position at 83.7%.
- AIB shipments from year to year decreased by -38.2% compared to last year.
C. Robert Dow, analyst at JPR, noted, "Q1 2023 saw the AIB market still facing the consequences for oversupply in the market caused by pandemic-era supply chain inconsistencies and orders. The second half of 2023 promises to be brighter. AMD reported that channel sales grew sequentially for the Radeon 6000 and Radeon 7000 series GPUs. Intel, once again, committed to their next-generation Battlemage family of GPUs, bringing more competition into the gaming add-in board market, and Nvidia released its first 60 series add-in board in the Ada Lovelace family. The 60 series line of AIBs are traditionally Nvidia's most popular with gamers."
JPR has been tracking AIB shipments quarterly since 1987—the volume of those boards peaked in 1998, reaching 116 million units. Since Q1 2000, over 2.13 billion AIBs, worth about $490 billion, have been sold.
9 Comments on JPR: Graphics Add-in Board Market Continued its Correction in Q1 2023
However, what is useful is ‘sales’ (not shipments) based on knowledgeable customer preference. The current top page TPU survey sheds some light on these numbers. A customer with anywhere from some to a lot of PC knowledge typically decides between components based on some to a lot of research. Sales numbers based on the metric of preference is very useful information if you are deciding how to invest.
For sure, Nvidia is dominate. However, I would venture to guess that Intel sales based on preference are so low to be unmeasurable and AMD numbers are closer to 30% AIB market share.
Another way to understand market share is through earnings reports. Luckily AMD and Nvidia both have a Gaming category. While this category between the two companies doesn’t 100% overlap, it is pretty close to allow understanding of chips sold to AIB companies and no Nvidia doesn’t have SEVEN TIMES the gaming category revenue of AMD.
Not sure how reliable of a source that is, but that report tells quite the opposite.
And despite the current clickbaiters focus on higher-end GPU prices, NV does still sell 16xx cards etc. So it's not like NV only sells extremely high-priced cards.