Graphics add-in board market reached $13.7 billion for Q3'21 showing double-digit growth year-2-year

[TheLostSwede]

According to a new research report from the analyst firm Jon Peddie Research, unit shipments of add-in boards increased in Q3'21 from last year. AMD saw a one-percent increase in market share while Nvidia remained the dominant market share leader with 78.2%. Year over year, total AIB shipments increased by 25.7% this quarter compared to last year at 12.7 million units, and up quarter-to-quarter from 11.47 million units in Q2'21.

Add-in boards (AIBs) use discrete GPUs (dGPU) with dedicated memory. Desktop PCs, workstations, servers, rendering and mining farms, and scientific instruments use AIBs. Consumers and enterprises buy AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIBs represent the higher end of the graphics industry. Entry-level systems use integrated GPUs (iGPU) in CPUs that share slower system memory.




With the help of the rise of esports and the growing popularity of PC gaming, AMD and Nvidia have been reporting record game segment revenues over the past quarters. The workstation segment surged to another volume record in Q3'21, OEMs and VARs are having a major impact by stocking up on inventory, the pandemic showed us what a disruption in the supply chain can do to availability, so we are seeing system integrators plan ahead. Considering these trends and the addition of Intel into the AIB market we see positive signs overall for the industry. On a year-to-year basis, we found total AIB shipments during the quarter rose 25.7%, which is greater than desktop CPUs, which rose 16.6% from the same quarter a year ago.

Quick Highlights

• AIB shipments during the quarter increased from the last quarter by 10.9%, which is below the ten-year average of 17.1% but outpaced CPU shipments by nearly 3%.
• Total AIB shipments increased by 25.7% this quarter from last year to 12.7 million units and were up from 11.47 million units last quarter.
• AMD's quarter-to-quarter total desktop AIB unit shipments increased 17.7% and increased 20.8% from last year.
• Nvidia's quarter-to-quarter unit shipments increased 9.3% and increased 27.1% from last year.
• AIB shipments from year to year increased by 25.7% compared to last year.

Dr. Jon Peddie, President of JPR, noted, "Intel is poised to enter the AIB market in 2022. It is unknown if the company will sell add-in-boards as AMD and Nvidia do, or just offer chips. The company is entering the market at a high point and may be surprised when the hangover of Covid and Cybermining falls off. The big question most people are asking is how much market share will the company take?"

View at TechPowerUp Main Site

 

[TheinsanegamerN]

So can we finally admit now that these "shortages" have nothing to do with production issues and have far mroe to do with mass quantities ending up in the hands of miners? The proof is right here that we are not having issues producing thesee things, despite the pandemic shutdowns.

 

[noel_fs]

repeat with me "year to year"

 

[natr0n]

I work so fkn hard and I deserve to buy a gpu if I want one.

 

[bug]

So can we finally admit now that these "shortages" have nothing to do with production issues and have far mroe to do with mass quantities ending up in the hands of miners? The proof is right here that we are not having issues producing thesee things, despite the pandemic shutdowns.

I'm pretty sure there will be those reading the same data and concluding otherwise.

The question that still remains: how do miners get their hands on GPUs? Stores have quantity limits, you cannot buy in bulk from them. There has to be some involvement from manufacturers at play.

 

[Patriot]

I'm pretty sure there will be those reading the same data and concluding otherwise.

The question that still remains: how do miners get their hands on GPUs? Stores have quantity limits, you cannot buy in bulk from them. There has to be some involvement from manufacturers at play.

Yup, miners buy batches of cards direct from board partners...

 

[shovenose]

I'm pretty sure there will be those reading the same data and concluding otherwise.

The question that still remains: how do miners get their hands on GPUs? Stores have quantity limits, you cannot buy in bulk from them. There has to be some involvement from manufacturers at play.

There's a lot of money involved and the companies selling entire cards not just the GPU chip are selling them to miners. They're willing to pay a good price for a ton of cards and I bet they don't care about warranty etc. I'm sure those miners are a better customer than Newegg!

 

[windwhirl]

So can we finally admit now that these "shortages" have nothing to do with production issues and have far mroe to do with mass quantities ending up in the hands of miners? The proof is right here that we are not having issues producing thesee things, despite the pandemic shutdowns.

I thought everyone agreed it wasn't so much production issues but rather oversized demand (among them miners)

There has to be some involvement from manufacturers at play.

There probably is. There were "mining edition" GPUs, so manufacturers are willing to sell them to miners somehow. Maybe a special channel, or perhaps it's just a bunch of miners coming together, ringing the Sales department phone and asking for a number of GPUs and providing the companies with advance payment to prove their actual interest in the GPUs...

Speculation, of course, but it's not entirely unlikely.

There's a lot of money involved and the companies selling entire cards not just the GPU chip are selling them to miners. They're willing to pay a good price for a ton of cards and I bet they don't care about warranty etc. I'm sure those miners are a better customer than Newegg!

At the end of the day, the financial statements are what matters to companies.

 

[TheoneandonlyMrK]

No surprise then that we have so many new companies entering the discrete GPU market, TF, I hope this duopoly lasts only ten more minutes.
I sincerely hope Intel and the innosilicon gpu , and the other Chinese companies flood the market.
Drowning our tw@7 like GPU overlords.

 

[timta2]

I work so fkn hard and I deserve to buy a gpu if I want one.

So buy one, with all of that money you're making from working so hard?

 

[TheLostSwede]

No surprise then that we have so many new companies entering the discrete GPU market, TF, I hope this duopoly lasts only ten more minutes.
I sincerely hope Intel and the innosilicon gpu , and the other Chinese companies flood the market.
Drowning our tw@7 like GPU overlords.

Innosilicon it's using Imagination Technologies Power VR IP.

 

[TheoneandonlyMrK]

Innosilicon it's using Imagination Technologies Power VR IP.

Apparently it's a rx580 level device , a reasonable start, they're mobile focused IP could make for some efficient and well supported part's, though it will probably take more than ten minutes to rip AMD and Nvidia a new one.

 

[TheLostSwede]

Apparently it's a rx580 level device , a reasonable start, they're mobile focused IP could make for some efficient and well supported part's, though it will probably take more than ten minutes to rip AMD and Nvidia a new one.

For sure, but even if we see some more competition in the midrange, no-one's going to be unhappy.

 

[simlife]

So can we finally admit now that these "shortages" have nothing to do with production issues and have far mroe to do with mass quantities ending up in the hands of miners? The proof is right here that we are not having issues producing thesee things, despite the pandemic shutdowns.

no we should admit like any major thing multiple reason can cause issues.... back in the day ppl would dual and triple run gpus in sli... the fact the population is going up dosnt help the fact gaming is more popular dosnt help and the pandemic made ppl work from home wanted new computers.

I mean your not wrong that scalpers and miners play a large role but production hasn't been able to match demand the new consoles is a good example

 

[Vayra86]

So can we finally admit now that these "shortages" have nothing to do with production issues and have far mroe to do with mass quantities ending up in the hands of miners? The proof is right here that we are not having issues producing thesee things, despite the pandemic shutdowns.

The chip market is not homogenous. And miner demand is demand all the same.

We ARE having issues producing enough GPUs. Its not even a discussion, and trying to make it so is doing it wrong.

In the same way we ARE having issues providing sufficient chip supply for automotive.

The real question is, are the demands realistic, sustainable, and is it something we want to move towards right now. That goes for mining as well as cars that have a chip for every simple thing, and inventing all sorts of BS that is ultimately not required and often not even useful.

The real question is, where do you draw the line between sense and nonsense. Good luck with finding the answer there. And since nobody knows, we're just Lemmings here.

 

[Luminescent]

If you ever been in markets where they deal in wholesaling and you want to buy 1 product, they say we can't or you buy at triple the price, this is how Nvidia and Amd operates now, gamers are irrelevant and not worth the hassle, they want one little gpu, discounted and cheap and bitch about drivers and games.
Miners want unlimited number gpu's and no constant need for drivers updates, they win.

 

[bug]

If you ever been in markets where they deal in wholesaling and you want to buy 1 product, they say we can't or you buy at triple the price, this is how Nvidia and Amd operates now, gamers are irrelevant and not worth the hassle, they want one little gpu, discounted and cheap and bitch about drivers and games.
Miners want unlimited number gpu's and no constant need for drivers updates, they win.

Spot on. Except for two minor snags:
1. Nvidia and AMD do not really sell to gamers (only a small amount of GPUs is sold directly), they sell to board partners.
2. Whatever small amount of GPUs they sell directly, they still sell at MSRP.

And you can't really fault board partners either. I mean, if you had a choice to sell your products at MSRP or 3x the MSRP, what would you do? On top of that, you don't really have to worry about warranty for miners, because they pretty much void it day 1 by modding or running outside specs. The only reason manufacturers don't outright give the finger to gamers is they know this "gold rush" will end and when it does, they'll need to sell to gamers again.