Thursday, August 10th 2023
Jon Peddie Research: Client CPU Shipments up 17% From Last Quarter
Jon Peddie Research reports the growth of the global PC client-based CPU units market reached 53.6 million units in Q2'23, up 17%, and iGPU shipments increased by 14% to 49 million units. Year over year, iGPUs declined -29%.
Integrated GPUs will have a compound annual growth rate of 2.5% during 2022-2026 and reach an installed base of 4.8 billion units at the end of the forecast period. Over the next five years, the penetration of iGPUs in the PC will grow to reach a level of 98%.
Year to year, total CPU shipments, which include all platforms and all types of CPUs (with and without graphics), decreased by -23%, desktop CPUs decreased by -25%, and notebooks decreased by -22%.
AMD's overall client CPU market share percentage from last quarter decreased -5.3%, while Intel's market share increased by 23%.
Jon Peddie, president of JPR, noted, "Q2's increase in client CPU shipments from last quarter is positive and welcomed news in what has been depressing results for that quarter as well as for the last two years. Integrated graphics also increased from last quarter, which is not too remarkable given most CPUs have built-in GPUs. The forecast for next quarter is a cautionary positive. AMD and Intel are guiding upward, albeit modestly.
Integrated GPUs will have a compound annual growth rate of 2.5% during 2022-2026 and reach an installed base of 4.8 billion units at the end of the forecast period. Over the next five years, the penetration of iGPUs in the PC will grow to reach a level of 98%.
AMD's overall client CPU market share percentage from last quarter decreased -5.3%, while Intel's market share increased by 23%.
Jon Peddie, president of JPR, noted, "Q2's increase in client CPU shipments from last quarter is positive and welcomed news in what has been depressing results for that quarter as well as for the last two years. Integrated graphics also increased from last quarter, which is not too remarkable given most CPUs have built-in GPUs. The forecast for next quarter is a cautionary positive. AMD and Intel are guiding upward, albeit modestly.
7 Comments on Jon Peddie Research: Client CPU Shipments up 17% From Last Quarter
If we assume they only talk about x86 CPUs, AMD would need to be at 80% and Intel at 20% for those percentage numbers to make any sense(or I am stupid and can't understand why 1+1=2).
Or there is a typo in the report, like AMD losing 23% and Intel gaining 5.3%(based on how you interpret those numbers), but then again why haven't corrected it yet?
It would be more helpful to know the specific top selling models.