Jon Peddie Research: Client CPU Shipments up 17% From Last Quarter

[AleksandarK]

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.

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[john_]

AMD's overall client CPU market share percentage from last quarter decreased -5.3%, while Intel's market share increased by 23%.

I am having difficulties with these numbers. If AMD lost 5,3% and Intel gained 23%, from whom Intel took 17,7%?

 

[R0H1T]

Intel market share increased by 23% not that they took an overall marketshare of 23% from AMD, so something like 60 -> 75(74?) something overall. But JPD's number are IMO dubious, I prefer IDC or Mercury.

 

[john_]

I guess the only way to see it is if they count every CPU of every type of architecture, not just x86. Then why not mention also Apple in their report?

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?

 

[Daven]

I am having difficulties with these numbers. If AMD lost 5,3% and Intel gained 23%, from whom Intel took 17,7%?

JPR is at best incompetent when it comes to market research and at worst being paid by companies like Intel to fake share numbers.

 

[Denver]

I didn't realize the percentage of CPUs for laptops was so large. But intel sells extremely cheap CPUs like Pentium, Celeron, N50, N100 and etc.. which usually end up in cheap Chinese devices. (I suspect in millions of units)

It would be more helpful to know the specific top selling models.

 

[pressing on]

Intel market share increased by 23% not that they took an overall marketshare of 23% from AMD, so something like 60 -> 75(74?) something overall. But JPD's number are IMO dubious, I prefer IDC or Mercury.

JPR are better know for their reports on GPU sales, and market share by vendor. This report seems to be a spin-off from those 'Total GPU' reports where they count integrated GPUs as well as discrete GPUs. It's difficult when they publish some data and reach conclusions from it, and then publish conclusions as part of the same report without supplying the data. I get that the if you want more detail on these reports it involves purchasing it but I think they need to work on their presentation.

 

[kondamin]

A decrease of a minus percentage, would that be an increase?