Jon Peddie Research Reports PC GPU Shipments Increased 2.5% Quarter over Quarter, Sequentially

[btarunr]

As part of its ongoing research on the PC graphics market, Jon Peddie Research (JPR) has released its Market Watch report for the second quarter of 2020. Before 2020, the PC market was showing signs of improvement and settling into a new normal. JPR's Market Watch report confirms that trend for the second quarter of 2020, but with some surprises results for this very unusual year. Overall GPU shipments increased 2.5% from last quarter, AMD shipments increased by 8.4%, Intel's shipments, decreased by -2.7%, and NVIDIA's shipments increased by 17.8%.



Quick highlights

• AMD's overall unit shipments increased by 8.4% quarter-to-quarter, Intel's total shipments decreased by -2.7% from last quarter, and NVIDIA's increased by 17.8%.
• The overall attach rate of GPUs (includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 126% which was up by 2.3% from last quarter.
• The overall PC market increased by 0.68% quarter-to-quarter and increased by 12.54% year-to-year.
• Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 6.55% from last quarter.
• Q2'20 saw no change in tablet shipments from last quarter.

Typically, the second quarter is down compared to the previous quarter. This quarter was up as the influence of the pandemic has had unpredictable market effects.

The above charts express the supplier's market share, in the current quarter, as well as quarter-to-quarter results, and year-to-year quarter results.

Jon Peddie, President of JPR, notes "the pandemic has been disruptive and had varying effects on the market. Some sales that might have occurred in Q3 (such as notebooks for the back-to-school season) have been pulled in to Q2 while desktop sales declined. Intel's manufacturing challenges have also negatively affected desktop sales.

"We believe the stay at home orders have continued to increase demand in spite of the record-setting unemployment levels. As economies open up, consumer confidence will be an important metric to watch."

GPUs are traditionally a leading indicator of the market since a GPU goes into every system before suppliers' ships the PC, most of the semiconductor vendors are guiding up for next quarter, by an average of 12%. Some of that guidance is based on normal seasonality, but there is also a factor for the Coronavirus impact.

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.

Pricing and Availability
JPR's Market Watch is available now in both electronic and hard copy editions and sells for $2,750. Included with this report is an Excel workbook with the data used to create the charts, the charts themselves, and supplemental information. The annual subscription price for JPR's Market Watch is $5,500 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company's bi-weekly report) and a copy of Market Watch as part of their subscription.

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[RedelZaVedno]

Ngreedia has 80% discrete GPU market share? 400$ xx60 and $1.5K 3090 here we come

 

[Fluffmeister]

Maybe AMD should release something new then? Die shrunk Vega and black screening 5700's clearly aren't winning hearts and minds.

 

[Jinxed]

Ngreedia has 80% discrete GPU market share? 400$ xx60 and $1.5K 3090 here we come

Ngreedia? Better is worth more money. AMD's best GPU, that was meant for the high end at the time of it's inception is fighting in mid range. We know nothing about the price at the moment. All we have is rumours. And honestly, as long as the performance increase is higher than the price increase, what's so bad about that? AMD has to sell dirt cheap GPUs out of necessity. They don't have the technology needed to compete. Nvidia is able to maintain almost an 80% market share, while at the same time maintaining a 60%+ margin. AMD is at around 30% margin and most of that could probably be attributed to their CPUs. Of course you can always go down with price like AMD does. But it's not because of some admirable charity reasons. They have to. Nobody would buy their GPUs, if they went for the same margin, with the 5700XT priced close to RTX 2080ti, offering only a fraction of performance compared to the Nvidia card. Oh then the absolutely horrible AMD drivers this gen, that's a topic on it's own. For a while it looked like they were improving the driver quality and then in one generation it fell to an all time low. Appalling.

 

[Xaled]

Bad news. The higher Nvidia's share gets, the more expensive their cards get and the slower the GPUs improve.

 

[xman2007]

Ngreedia? Better is worth more money. AMD's best GPU, that was meant for the high end at the time of it's inception is fighting in mid range. We know nothing about the price at the moment. All we have is rumours. And honestly, as long as the performance increase is higher than the price increase, what's so bad about that? AMD has to sell dirt cheap GPUs out of necessity. They don't have the technology needed to compete. Nvidia is able to maintain almost an 80% market share, while at the same time maintaining a 60%+ margin. AMD is at around 30% margin and most of that could probably be attributed to their CPUs. Of course you can always go down with price like AMD does. But it's not because of some admirable charity reasons. They have to. Nobody would buy their GPUs, if they went for the same margin, with the 5700XT priced close to RTX 2080ti, offering only a fraction of performance compared to the Nvidia card. Oh then the absolutely horrible AMD drivers this gen, that's a topic on it's own. For a while it looked like they were improving the driver quality and then in one generation it fell to an all time low. Appalling.

5700xt priced close to a 2080 Ti on what planet? you can have a 5700 xt for cheaper than a 2070 and it is a lot better value/price/performance than the 2070, in fact better than a 2070 super in a lot of games which is $100+ more expensive, and yet another complaining about drivers, regurgitating crap you have read without having any experience with them yourself, their fine for the most part and have no more issues than nvidia drivers for the majority of people, but it's posts like this that give AMD a bad name for no reason when they offer 2070s performance at upto 1/3 less compared to nvidia, then people wonder why nvidia are charging $1200+ for consumer grade GPU's.... you're why.

 

[Jinxed]

5700xt priced close to a 2080 Ti on what planet? you can have a 5700 xt for cheaper than a 2070 and it is a lot better value/price/performance than the 2070, in fact better than a 2070 super in a lot of games which is $100+ more expensive, and yet another complaining about drivers, regurgitating crap you have read without having any experience with them yourself, their fine for the most part and have no more issues than nvidia drivers for the majority of people, but it's posts like this that give AMD a bad name for no reason when they offer 2070s performance at upto 1/3 less compared to nvidia, then people wonder why nvidia are charging $1200+ for consumer grade GPU's.... you're why.

Reading comprehension? So again, in simpler terms, if AMD wanted to maintain the same margin as Nvidia, 5700XT would be close to the price of RTX 2080ti, offering a fraction of it's performance. Nobody said it's priced close to 2080ti in reality.

 

[xman2007]

Reading comprehension? So again, in simpler terms, if AMD wanted to maintain the same margin as Nvidia, 5700XT would be close to the price of RTX 2080ti, offering a fraction of it's performance. Nobody said it's prices close to 2080ti in reality.

Got numbers to backup your BS claims of how much margin they are making or do you pluck them from your backside, you're full of it

AMD dont have the performance crown but that is likely 10% of the GPU market, they outperform and come in cheaper in most segments below the 2080

Edited out name-calling, please stick to the topic and let's constructively debate and disagree. Thanks! - TPU Moderation

 

[Jinxed]

Got numbers to backup your BS claims of how much margin they are making or do you pluck them from your backside, you're full of it

Nvidia is the GPU equivalent of apple, it's a well marketed brand and sheep will buy it "cus its da best" yet 5700 XT owners with no driver issues are laughing at muppets who spend $100-$200 more for the same performance as an 5700 XT cause nvidia is sooo orsum....

AMD:
38% https://ir.amd.com/news-releases/ne...rth-quarter-and-annual-2018-financial-results
44% (like I said probably thanks to their CPUs getting much better) https://ir.amd.com/news-releases/ne...reports-second-quarter-2020-financial-results

Nvidia:
64.9% https://nvidianews.nvidia.com/news/...al-results-for-fourth-quarter-and-fiscal-2020

 

[xman2007]

AMD:
38% https://ir.amd.com/news-releases/ne...rth-quarter-and-annual-2018-financial-results
44% (like I said probably thanks to their CPUs getting much better) https://ir.amd.com/news-releases/ne...reports-second-quarter-2020-financial-results

Nvidia:
64.9% https://nvidianews.nvidia.com/news/...al-results-for-fourth-quarter-and-fiscal-2020

So it's gone from a 30% difference to 20% difference and that's the companies as a whole, not just GPU's which is what you were saying, so yes, I was right you did pluck some number right from uranus to support your blatant fanboy post, thank you for confirming that.

based on your info the 5700 xt would be selling at 2070s prices ( which would be fine as they are about the same performance) if they were making the same margins as nvidia, please tell me how this makes a 5700 xt close to 2080 ti price? at the same margins, a $1200 GPU compared to a 5700 xt at $400 or $500 based on your flawed logic?

 

[Jinxed]

So it's gone from a 30% difference to 20% difference and that's the companies as a whole, not just GPU's which is what you were saying, so yes, I was right you did pluck some number right from uranus to support your blatant fanboy post, thank you for confirming that.

based on your info the 5700 xt would be selling at 2070s prices ( which would be fine as they are about the same performance) if they were making the same margins as nvidia, please tell me how this makes a 5700 xt close to 2080 ti price? at the same margins, a $1200 GPU compared to a 5700 xt at $400 or $500 based on your flawed logic?

So again, even slower this time:
In the last quarter before Ryzen was launched in Feb 2017, AMD's margin was 32%: https://www.amd.com/en/press-releases/press-release-2017jan31
At the end of 2016, Nvidia had 70% discrete GPU market share, AMD 30%. Fast forward to today, AMDs graphics share goes down and their CPU market share goes significantly up. Their margin goes from 32% to 44%. And you are trying to suggest, that the margin increase is NOT coming from their CPUs? Of course we don't have exact numbers because AMD does not release data by company departments, but I'm willing to bet AMD GPUs are maybe even below 30% margin at the moment.

 

[xman2007]

So again, even slower this time:
In the last quarter before Ryzen was launched in Feb 2017, AMD's margin was 32%: https://www.amd.com/en/press-releases/press-release-2017jan31
At the end of 2016, Nvidia had 70% discrete GPU market share, AMD 30%. Fast forward to today, AMDs graphics share goes down and their CPU market share goes significantly up. Their margin goes from 32% to 44%. And you are trying to suggest, that the margin increase is NOT coming from their CPUs? Of course we don't have exact numbers because AMD does not release data by company departments, but I'm willing to bet AMD GPUs are maybe even below 30% margin at the moment.

Of course you don't, just make up whatever so that it suits your narrative it's still speculation and what with your fud posts well.. You don't really know what you're talking about

 

[Vayra86]

AMD:
38% https://ir.amd.com/news-releases/ne...rth-quarter-and-annual-2018-financial-results
44% (like I said probably thanks to their CPUs getting much better) https://ir.amd.com/news-releases/ne...reports-second-quarter-2020-financial-results

Nvidia:
64.9% https://nvidianews.nvidia.com/news/...al-results-for-fourth-quarter-and-fiscal-2020

The probably is what you're disagreeing about here. There is no way to really tell unless you can get the details. We can only get some of it and unfortunately they all speak of CPU. They also say GPU is down quarter/quarter but revenue up YoY... impossible to tell whether they really made money on it.

Some considerations:
- AMD is investing heavily into CPU, so margins might go straight to ramping up for the next generations. They know they have to keep a tight leash on that, Intel didn't concede or anything and they have market share to conquer. They also need to prove themselves as reliable long term partner for enterprise/datacenter.
- AMD's GPUs are obviously the cheapest, most cost effective route to a product. Lacking technology, refinement, and even the die size is super tiny for RDNA while they clocked it high. This is a cheap GPU to build and selling it at 400 will definitely command a good margin. The question is, how many they sell?
- AMD is specifically saying EPYC sales drive up Revenue. The revenue growth is higher than the profit growth; 3% profit growth and 26% YoY revenue growth.

I do agree it seems logical most of AMD's growth and margin growth does probably come from CPU. But I wouldn't underestimate their current GPU margin either, it might well be higher than 44%.

 

[LemmingOverlord]

I know I'll get flak for this, but I'm tired of people complaining about Nvidia and its greed. AMD needs to get better products out the door: higher performance, lower power, lower RMA rates. The higher the power demand on the card, the more likely it is to fail. Maybe the upcoming RTX 3xxx series will have a shitty RMA rate due to its foretold high power demand, who knows?

I don't want Nvidia's share at 80% but it is what it is because of AMD's lack of competitiveness, not because Nvidia is sneaky or underhanded.