JPR: PC GPU Shipments Decreased 15.4% Sequentially from Last Quarter and 38% Year to Year

[AleksandarK]

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 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.

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.

View at TechPowerUp Main Site

 

[TumbleGeorge]

Just make acceptable prices and availability and situation will be improve.

 

[Prima.Vera]

Shipments decreased, yet each company posts record revenue and profit each quarter....
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.

 

[Vayra86]

Shipments decreased, yet each company posts record revenue and profit each quarter....
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.

That's fine. The internet and all of its devices and economy do still float on the masses, not the select few.

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.

 

[usiname]

Shipments decreased, yet each company posts record revenue and profit each quarter....
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.

If you sell this year 1000 cards with $100 profit for each, you will have 100k profit in the end of the year, but if you sell 100 cards with $1000 profit for each you will have again 100k in the end of the year, BUT now in the market there are only 100 cards and even if people don't want to, they will be forced to buy if they want to have any dGPU the next year you will sell more than 100. long live for the high margins

 

[GeorgeMan]

As long as they continue to make overpriced cut down disgusting gpus, this trend will continue. I can live with a console and play at medium details and resolution on my laptop...

 

[Tsukiyomi91]

the very few who can afford it are the ones who is continuing this vicious cycle anyway, nothing we can do about it unless the it really start to hurt their bottom line, which I wish it happened but nope.

 

[mukumi]

Shipments decreased, yet each company posts record revenue and profit each quarter....
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.

As a gamer I agree, the prices are really high, I tend to put limit to my budget because 2k in a GPU is seriously too high. I almost submitted yesterday and was ready to purchase one 4090 but finally I could reason myself.
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.

 

[Bwaze]

the very few who can afford it are the ones who is continuing this vicious cycle anyway, nothing we can do about it unless the it really start to hurt their bottom line, which I wish it happened but nope.

But the Gaming section of Nvidia is in freefall, last quarter had 46% less revenue than same quarter a year before, and that's with release of new generation! Even the general income of Nvidia was 21% lower than a year before.

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.

 

[chstamos]

Not enough. We need more (well, fewer).

 

[Dazz023]

Why do JPRs report summaries always keep their focus on overall gpu market share (which tells nothing) instead of discrete GPUs? To sell more 3000$ AIB reports?

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%.

 

[Daven]

This data continues to be useless as long as iGPUs are included. Unless JPR can figure out the number of customers choosing an iGPU on purpose vs not even knowing what a GPU is, then they should discontinue this particular market study.

 

[BoboOOZ]

I never understand from these graphics how are these GPUs counted?

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...

 

[Bomby569]

-35% year over year are incredibly positive numbers considering a year ago the war started, inflation problem got crazy, the recession (before they changed the rules on what a recession is) started and the crypto boom ended.

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?

 

[nguyen]

dGPU shipments, Intel ties with AMD at 9%

 

[Daven]

dGPU shipments, Intel ties with AMD at 9%
View attachment 285774

Lol, 5% Intel dGPU shipments in Q4 2021. I want whatever JPR is smoking.

 

[Object55]

In other words - these suckers ain't buying our overpriced stuff.

 

[TheinsanegamerN]

dGPU shipments, Intel ties with AMD at 9%
View attachment 285774

So let this sink in, next quarter AMD will not only be in third place, but will also be the only company with single digit marketshare.

Absolutely burtalized.

 

[Vya Domus]

So let this sink in, next quarter AMD will not only be in third place, but will also be the only company with single digit marketshare.

You do realize these charts are demonstrably nonsense right ?

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.

 

[DeeJay1001]

I dont get why everyones panties are in such a bunch. There are countless brand new sub $400 GPUs sitting on the shelves right now. All of which are fully capable of gaming at 1440p+ high frame rate. Just because the top of the line cards have inflated and you can't afford the best anymore doesn't mean the whole system is failing.

 

[pressing on]

I dont get why everyones panties are in such a bunch. There are countless brand new sub $400 GPUs sitting on the shelves right now. All of which are fully capable of gaming at 1440p+ high frame rate. Just because the top of the line cards have inflated and you can't afford the best anymore doesn't mean the whole system is failing.

Intel seems to be aggressively chasing market share, regardless of what the actual figures may be, see Intel's new $249 GPU price wipes out Nvidia at the entry-level.

 

[Bomby569]

Intel has a good product (not perfect but it's very good now) with a good price, they are selling, that's makes sense in a market full of insanely priced gpu's

 

[mechtech]

Well black November I got an RX6600 for $270 CAD. If they were still that price I’d buy another. Not at current prices though.

 

[evernessince]

If you sell this year 1000 cards with $100 profit for each, you will have 100k profit in the end of the year, but if you sell 100 cards with $1000 profit for each you will have again 100k in the end of the year, BUT now in the market there are only 100 cards and even if people don't want to, they will be forced to buy if they want to have any dGPU the next year you will sell more than 100. long live for the high margins

Or people just go console gaming.

But the Gaming section of Nvidia is in freefall, last quarter had 46% less revenue than same quarter a year before, and that's with release of new generation! Even the general income of Nvidia was 21% lower than a year before.

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.

?? Gaming has been Nvidia's bread and butter for decades and is their most established market. Their gaming earnings are in free fall because 1) Their pricing is awful 2) The pandemic and chip shortage is over. Nvidia was riding a high and now it's a low.

Investment into it's gaming segment is the definition of a safe bet, gaming isn't going anywhere.

 

[Daven]

You do realize these charts are demonstrably nonsense right ?

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.

Most here have no memory of when certain SKUs are available, how many GPUs are shipped, etc. This JPR reported is completely fabricated nonsense. It would have been widely reported had DG1, Intel’s one and only dGPU available in 2021, captured 5% of the market in just one quarter. Now to be fair, most readers are just casually glancing at the numbers and then move on. But I really want some explanation how a supposedly reputable market research org like JPR, calculates millions of DG1s shipped in Q4 2021 and how no record in Intel public earnings reports reflect this huge number of sales.