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

[john_]

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

This is the most interesting graph. It shows the real strength of Intel. It's ties with big, huge OEMs like Dell. They probably send a huge number of ARC GPUs to OEMs, who where also buying 13th and 12th gen Intel CPUs, probably at cost or even at a loss. "You want 500000 Core CPUs? Great! How about adding to the deal also 100000 ARC GPUs at half the retail price?". AMD is probably doing the same, or at least trying to do the same. Don't know if they have the will or/and the financial power to offer deals that Intel can. That's also why Nvidia is pushing prices of discrete GPUs much higher, now that it has control of the market and huge performance advantage (in RT at least). That's why Nvidia canceled it's MX line. It's not just how much powerful the AMD and Intel iGPUs are becoming, it's also Intel flooding the low end/mid range OEM market with cheap discrete GPUs. People shouldn't be looking at retail. It's just 5-10% of the whole market. Sales to big OEMs can really change market share numbers as we can see here.

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.

We can spot, in my opinion, the Intel sponsored articles, by looking at how those sites reported that price cut. Sites only mentioning Nvidia in the title, are following Intel's marketing guidelines, where AMD competing options do not exist. If they don't mention AMD even in the article, it's even worst and in my opinion again, their objectivity or at least the author's objectivity is questionable.

 

[Daven]

This is the most interesting graph. It shows the real strength of Intel. It's ties with big, huge OEMs like Dell. They probably send a huge number of ARC GPUs to OEMs, who where also buying 13th and 12th gen Intel CPUs, probably at cost or even at a loss. "You want 500000 Core CPUs? Great! How about adding to the deal also 100000 ARC GPUs at half the retail price?". AMD is probably doing the same, or at least trying to do the same. Don't know if they have the will or/and the financial power to offer deals that Intel can. That's also why Nvidia is pushing prices of discrete GPUs much higher, now that it has control of the market and huge performance advantage (in RT at least). That's why Nvidia canceled it's MX line. It's not just how much powerful the AMD and Intel iGPUs are becoming, it's also Intel flooding the low end/mid range OEM market with cheap discrete GPUs. People shouldn't be looking at retail. It's just 5-10% of the whole market. Sales to big OEMs can really change market share numbers as we can see here.

We can spot, in my opinion, the Intel sponsored articles, by looking at how those sites reported that price cut. Sites only mentioning Nvidia in the title, are following Intel's marketing guidelines, where AMD competing options do not exist. If they don't mention AMD even in the article, it's even worst and in my opinion again, their objectivity or at least the author's objectivity is questionable.

A bunch of free DG1s sitting in an OEM warehouse should never make it into a report people use for helping them invest. So if you are right, JPR is either committing fraud or just too stupid to be taken seriously.

 

[john_]

A bunch of free DG1s sitting in an OEM warehouse should never make it into a report people use for helping them invest. So if you are right, JPR is either committing fraud or just too stupid to be taken seriously.

I doubt they are siting in an OEM warehouse. Put a $50 lower price on an OEM PC compared to the equivalent with a low end Nvidia card and many will choose the cheaper system. Let's not forget that the huge majority don't know specs, don't read reviews. If the sales person says "This is more expensive because it comes with an Nvidia card. Nvidia cards are more expensive, but in this case going with the Intel one is the smarter choice, because it offers the same performance and also plays videos better", believe me, many will buy the Intel one and also be happy for saving those $50.

I am an example. 24 years ago
- Hi I want to build this system with a Celeron 300A.
- You can buy the 333A that costs only 10% more than the 300A and it is faster.
- Well, yeah why not? Let's put the 333A instead of 300A

A couple of years latter, reading articles
"300A was an amazing overclocker. Just changing a jumper and you could run it at 450MHz no problem."

After 24 years, I am still cursing that sales person.

 

[Daven]

I doubt they are siting in an OEM warehouse. Put a $50 lower price on an OEM PC compared to the equivalent with a low end Nvidia card and many will choose the cheaper system. Let's not forget that the huge majority don't know specs, don't read reviews. If the sales person says "This is more expensive because it comes with an Nvidia card. Nvidia cards are more expensive, but in this case going with the Intel one is the smarter choice, because it offers the same performance and also plays videos better", believe me, many will buy the Intel one and also be happy for saving those $50.

I am an example. 24 years ago
- Hi I want to build this system with a Celeron 300A.
- You can buy the 333A that costs only 10% more than the 300A and it is faster.
- Well, yeah why not? Let's put the 333A instead of 300A

A couple of years latter, reading articles
"300A was an amazing overclocker. Just changing a jumper and you could run it at 450MHz no problem."

After 24 years, I am still cursing that sales person.

Hypotheticals can only occur in a vacuum. If Intel had sold that many DG1s, it would show up in their financials, it would be big news and it would easily top the charts in the Steam hardware survey. Just imagine a single SKU going from no sales to 5% of an entire market within one quarter. Someone besides JPR would have noticed. You are waxing poetically while dismissing millions of sales mysteriously occurring for a product that was barely official to begin with. Where are all these DG1s and why are they not showing up in any survey, benchmark database, press releases, etc?!?!

I found this article that doesn’t mention Intel share even once.

GPU Shipments Increased By 25% in 2021, Despite Shortage | Digital Trends

Despite the persisting chip shortage and extremely high GPU prices, graphics card shipments increased by 25% compared to 2020.

www.digitaltrends.com

According to that link, JPR didn’t include dedicated cards used in desktop PCs, servers, workstations, scientific instruments, and cryptomining farms. Only includes AIB. AMD and Nvidia sold 12.7 million over the year which means Intel would have sold 160,000 DG1s in an AIB to make 5% in one quarter to individuals like you and me. I guess its possible but it seems unlikely.

 

[chstamos]

I doubt they are siting in an OEM warehouse. Put a $50 lower price on an OEM PC compared to the equivalent with a low end Nvidia card and many will choose the cheaper system. Let's not forget that the huge majority don't know specs, don't read reviews. If the sales person says "This is more expensive because it comes with an Nvidia card. Nvidia cards are more expensive, but in this case going with the Intel one is the smarter choice, because it offers the same performance and also plays videos better", believe me, many will buy the Intel one and also be happy for saving those $50.

I am an example. 24 years ago
- Hi I want to build this system with a Celeron 300A.
- You can buy the 333A that costs only 10% more than the 300A and it is faster.
- Well, yeah why not? Let's put the 333A instead of 300A

A couple of years latter, reading articles
"300A was an amazing overclocker. Just changing a jumper and you could run it at 450MHz no problem."

After 24 years, I am still cursing that sales person.

You didn't even need to change the jumper. My motherboard had no setting for this, and it was enough to put tape over a specific pin of the 300A. Instant 450Mhz. It truly was one of the best values ever in PC hardware, sorry to hear how you missed out on it.

 

[john_]

You didn't even need to change the jumper. My motherboard had no setting for this, and it was enough to put tape over a specific pin of the 300A. Instant 450Mhz. It truly was one of the best values ever in PC hardware, sorry to hear how you missed out on it.

And unfortunately back then I knew about overclocking as much as "just change a setting in BIOS/a jumper, and you are good to go". Knew nothing about stability. So, going from 66.6MHz to 75MHz FSB wasn't a problem to boot in windows and even 83FSB was working I think. But then I was eating BSODs in the face occasionally, thinking it was just normal under Windows. I could have avoided that.
That was my first X86 PC experience. Before that I was using an Atari Mega STe with a hardware 8086 emulator (Supercharger) to run some DOS programs.

Hypotheticals can only occur in a vacuum. If Intel had sold that many DG1s, it would show up in their financials, it would be big news and it would easily top the charts in the Steam hardware survey. Just imagine a single SKU going from no sales to 5% of an entire market within one quarter. Someone besides JPR would have noticed. You are waxing poetically while dismissing millions of sales mysteriously occurring for a product that was barely official to begin with. Where are all these DG1s and why are they not showing up in any survey, benchmark database, press releases, etc?!?!

I found this article that doesn’t mention Intel share even once.

GPU Shipments Increased By 25% in 2021, Despite Shortage | Digital Trends

Despite the persisting chip shortage and extremely high GPU prices, graphics card shipments increased by 25% compared to 2020.

www.digitaltrends.com

According to that link, JPR didn’t include dedicated cards used in desktop PCs, servers, workstations, scientific instruments, and cryptomining farms. Only includes AIB. AMD and Nvidia sold 12.7 million over the year which means Intel would have sold 160,000 DG1s in an AIB to make 5% in one quarter to individuals like you and me. I guess its possible but it seems unlikely.

You are also making assumptions here. You assume that DG1 cards where sold at a profit. You also assume that all or at least most of them, where used in systems that installed Steam and their users took part in the survey.
Now if the number you are saying, 160000 DG1s, is correct, I believe it's not difficult for Intel to produce this kind of number. And no one really would care to run benchmarks on those cards, or buy them for gaming and rush to take part in the Steam survey. I doubt Intel wanted any kind of publicity about those cards, that's why it market them in China first (if I remember correctly). And as with Nvidia's GTX 1630, I bet Intel politely asked the press to not bother with this card. Do you see articles about GTX 1630? Me neither.

 

[HisDivineOrder]

"But products have to cost more because we use the latest process and so logic, duh?"

"Lag every product back a process gen and make every product cheaper."

"stfu"

 

[claes]

Intel would have sold 160,000 DG1s in an AIB to make 5% in one quarter

160,000 * $100 (haha) = $16M on $20B revenue = not worth mentioning for Intel

 

[renz496]

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.

Nvidia Q4 2021 still being boosted by crypto sales. If you really want to know how well nvidia did without crypto look for a quarter are not affected by one. Look at nvidia gaming revenue for 2019 Q4. (their Q4 FY 2020 revenue).

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.

People saw 4090 price and then they claim pc gaming is dead because it pc gaming is too expensive. Even going as far saying developer will stop making pc games because high end rig no longer "affordable".

 

[Scrizz]

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

People seem to forget the DG1 desktop cards....

Intel Iris Xe Video Cards Now Shipping To OEMs: DG1 Lands In Desktops

www.anandtech.com

Newsroom Home

Intel Newsroom home page

newsroom.intel.com

Intel Xe - Wikipedia

en.wikipedia.org