JPR: PC GPU Shipments increased by 11.6% Sequentially from Last Quarter and Decreased by -27% Year-to-Year

[AleksandarK]

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 61.6 million units in Q2'23 and PC CPU shipments decreased by -23% year over year. Overall, GPUs will have a compound annual growth rate of 3.70% during 2022-2026 and reach an installed base of 2,998 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC 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 -27%, desktop graphics decreased by -36%, and notebooks decreased by -23%.



However, in a quarter that is traditionally down, quarter-to-quarter shipments had a significant increase in shipments. OEMs and the channel took more GPUs and add-in boards than normal, indicating the old inventory is gone and demand is high, despite Web mutterings about AIBs being overpriced.

AMD's overall market share increased 1.2% from the last quarter, Intel's market share decreased by -0.4%, and Nvidia's market share decreased by -0.8%, as indicated in the following chart.

Overall, GPU unit shipments increased by 12.4% from last quarter, AMD's shipments increased 22.9%, Intel's shipments rose 11.7%, and Nvidia's shipments increased 7.5%.

Quick highlights

• The GPU's overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) to PCs for the quarter was 115%, down -2.6% from last quarter.
• The overall PC CPU market increased by 15.0% quarter to quarter and decreased -23.0% year to year.
• Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 2.9% from the last quarter.
• This quarter saw -31.9% change in tablet shipments from last quarter.

The second quarter is typically down compared to the previous quarter. This quarter was up 12.4% from last quarter, which is above the 10-year average of 8.1%.

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 up for the next quarter an average of 9.8%. Last quarter, they guided 15.3%, which was too high.

Jon Peddie, president of JPR, noted, "Q2 was surprisingly up, significantly up, led by AMD in growth and by Nvidia in total shipments. Nvidia had their best results in notebooks, AMD did well in desktops, and Intel had year-to-year overall growth. The suppliers are bullish and expecting a strong third quarter, which is normal—if things will ever be normal again.

"Whereas the increased shipments are welcome good news, the overall PC market and, therefore, the GPU market, has been on a steady decline since 2010. And so, if the market has indeed turned around, it's not going to get to the levels it was 10 years ago."

The above information and more can be found in the new Q2'23 edition of Market Watch. We have changed the format of the report from a heavily narrated version to a heavily charted version for easier consumption. Also, we have added server and client CPU shipment data back to Q1'21 and GPU-compute (GPGPU) shipment data back to Q1'21 for AMD, Intel, and Nvidia. We have expanded the pivot data array to include those devices.

View at TechPowerUp Main Site

 

[john_]

At wccftech they published probably what looks like the whole sum of slides from the report.
GPU Market Rebounds In Q2 2023: AMD, NVIDIA & Intel See Increased Shipments, Discrete GPU Up By 12.4%
For everyone loving slides, it worth a look.

 

[Denver]

In what parallel world does intel sell more GPUs than AMD? In months, I've seen only a dozen Intel GPU sales after aggressive discounting, whereas in the same period hundreds of thousands were sold on the red and green side, 20-30% AMD and 70-80% Nvidia.

 

[pressing on]

In what parallel world does intel sell more GPUs than AMD? In months, I've seen only a dozen Intel GPU sales after aggressive discounting, whereas in the same period hundreds of thousands were sold on the red and green side, 20-30% AMD and 70-80% Nvidia.

It's because JPR count iGPUs as GPUs, and also counts in mobile chipsets. So as virtually all Intel CPUs have integrated graphics of some form it dominates the numbers. Less so now that AMD 7000 series CPUs (apart from the 7500F) also have an iGPU. Discrete graphics card numbers are published by JPR in a separate graph (where M units = million units), see below (source: wccftech). This shows that AMD gained 1% market share from NVIDIA and 1% from Intel in the last quarter.

 

[LFaWolf]

Wow, AMD lost 6% market share to NVIDIA in one year, even with the launch of new GPUs. This is not a good look.

 

[john_]

Wow, AMD lost 6% market share to NVIDIA in one year, even with the launch of new GPUs. This is not a good look.

That's the total GPU market, meaning iGPUs included. What you are reading there is Intel jumping thanks to their 13th gen, winning back consumers.
AMD jumping 1% in the second quarter of '23 compared to the 1st quarter and Nvidia losing that 1%, means that AMD managed to sell somewhat more discrete GPUs (and not CPUs with iGPUs because then that 1% would have been taken from Intel).

 

[LFaWolf]

That's the total GPU market, meaning iGPUs included. What you are reading there is Intel jumping thanks to their 13th gen, winning back consumers.
AMD jumping 1% in the second quarter of '23 compared to the 1st quarter and Nvidia losing that 1%, means that AMD managed to sell somewhat more discrete GPUs (and not CPUs with iGPUs because then that 1% would have been taken from Intel).

Huh? I said in one year, that means year-over-year, not from last quarter, and this chart from the post above mine says it is discrete GPU, not iGPU. AMD launched their latest gen GPU in December 2022. That means since their launch, they actually lost market share to NVIDIA. I am not sure what you are trying to prove...

 

[john_]

Huh? I said in one year, that means year-over-year, not from last quarter, and this chart from the post above mine says it is discrete GPU, not iGPU. AMD launched their latest gen GPU in December 2022. That means since their launch, they actually lost market share to NVIDIA. I am not sure what you are trying to prove...

View attachment 311303

My bad. Thought you where looking at the first one. You said 6%, which is the change in the first chart in the article, here AMD gone down 5% not 6%(15% > 10%).
Here it does shows Nvidia gaining from both Intel and AMD. AMD managed to get 1% from both in the second quarter compared to the 1st, meaning those price cuts and probably the somewhat disapointment from the 4070s and 4060s, did help them a little.