Intel Plans to Ship 4 Million GPUs to Gamers in 2022

[btarunr]

Intel plans to ship no less than 4 million discrete GPUs in 2022, the company stated in its Investor Meeting 2022 presentation. The Accelerated Computing Systems and Graphics Group (AXG), headed by Raja Koduri, announced this bold target. The company announced a Q1-2022 debut of its ambitious new Arc "Alchemist" discrete GPU for notebooks (before April). This is to be followed by a desktop debut in Q2-2022 (before July), before a professional-visualization (workstation-class) debut in Q3 (before October). All put together, the company plans to ship over 4 million discrete GPUs over the year.

Intel announced over 50 design wins for OEMs and "AICs." This is big, as it denotes that Arc "Alchemist" graphics cards won't just be sold in the OEM/SI channel, but also the DIY retail channel. Among the familiar brands in the DIY space from the Intel slide are ASUS, MSI, and GIGABYTE. The company is working with over 100 software-ecosystem partners or ISVs, to optimize their current and upcoming applications and games, for the Xe HPG graphics architecture. This includes support for the XeSS performance enhancement (analogous to AMD FSR and NVIDIA DLSS), and DeepLink, a graphics processing resource virtualization tech. Intel plans to launch a new generation of Arc almost every year for the next 3 years, starting with "Alchemist" in 2022, "Battlemage" somewhere around 2023-2024, and "Celestial" after 2024.



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[Dragokar]

So it's going to be 3mio GPUs in notebooks, 800k for mining and 200k for gamer?

 

[Verpal]

So it's going to be 3mio GPUs in notebooks, 800k for mining and 200k for gamer?

Even if that's the case, more people bought gaming/professional notebook mean less demand to compete against for desktop GPU.

 

[Cutechri]

Good luck doing that when you depend on TSMC for your GPU dies, which is already at max capacity. Now if they used their own fabs for this, I would've believed them.

 

[zlobby]

'Miners', not 'Gamers'. FTFY

 

[TheoneandonlyMrK]

Kinda funny.

They'll release when a glut of ex miner cards hit eBay and prices drop.
Tools missed their opportunity.

 

[jardows]

Considering that there were nearly 50 million GPU's shipped in 2021 with only two companies in the market, 4 million wouldn't be too difficult for a company with the deep contracts like Intel. Frankly, I'd count it a total failure if they couldn't make this goal.

 

[Chrispy_]

They've been "planning" to ship GPUs to gamers for almost four years now.

I'll believe it when we actually see one.

 

[ModEl4]

Considering that there were nearly 50 million GPU's shipped in 2021 with only two companies in the market, 4 million wouldn't be too difficult for a company with the deep contracts like Intel. Frankly, I'd count it a total failure if they couldn't make this goal.

AMD has around 21% of these 50 million AIB if I'm not mistaken, so per year AMD sells around 10.5 million AIB and Intel wants to sell 4 million in 3 quarters, so essentially they want to achieve from the first year (end of Q1 2023) half of what AMD sells and if the rumours are true they probably will achieve this with only 2 Alchemist gpu designs (512 & 128 EUs) vs 4 RDNA2 gpu designs for AMD. Sure Intel's deep contracts and also the 2022 supply-demand situation makes this easier, but i wouldn't consider a failure for Intel not to achieve this goal, on the contrary the target is so high that many in this forum will find hard to believe it can be achieved...
EDIT: the 45-50 million is only AIB numbers and Intel includes also the mobile chips, so the target is actually a lot less than half of what AMD is selling but still considering the TSMC supply situation, the target is high enough imo

 

[TheDeeGee]

 

[mechtech]

They've been "planning" to ship GPUs to gamers for almost four years now.

I'll believe it when we actually see one.

Indeed

If they are planning to ship 4 million to gamers I wonder how many they intend to ship in 2022, if scalpers and miners want 10 million cards. And who is fabbing these?? Intel or Samsung or TSMC?

 

[prtskg]

Indeed

If they are planning to ship 4 million to gamers I wonder how many they intend to ship in 2022, if scalpers and miners want 10 million cards. And who is fabbing these?? Intel or Samsung or TSMC?

TSMC is fabbing these chips. This decision is just going to create more supply problems for AMD and Nvidia, mainly AMD.

 

[mechtech]

TSMC is fanning these chips. This decision is just going to create more supply problems for AMD and Nvidia, mainly AMD.

And Intel

 

[LemmingOverlord]

TSMC is fabbing these chips. This decision is just going to create more supply problems for AMD and Nvidia, mainly AMD.

Agreed. 100%. It's a zero sum game. Whatever supply Intel gets, it's taking away from other vendors. This will only go away when Intel gets its own fabs to manufacture down the line.

 

[DeathtoGnomes]

This PR release seems like a misleading title, the title says "to gamers", yet no actual mention about shipping to gamers in the rest of the PR.

my first thought (reading title)was that Intel was planning on shipping a huge number of GPUs, by speculating that only 4 million would reach gamers. I'd like to be optimistic about this, but with the current trends, it seems a little far fetched.

 

[mama]

Still all talk. Waiting Intel...

 

[HisDivineOrder]

1) Not a huge number.
2) This is added TSMC production capacity because, unlike AMD, they are dedicating their entire run to GPU production. This is extra on top of what we were already getting, which means instead of producing phone SOC's or whatever this line was doing before, it's now making GPU's. 4 million extra GPU's is nice even if not super impressive.
3) Too bad they are going to use AIB companies that are already fleecing us with absurd markups. No reason for them to stop just because it's Intel instead of AMD or Nvidia on the box.

 

[Crackong]

All talk no action

 

[watzupken]

Kinda funny.

They'll release when a glut of ex miner cards hit eBay and prices drop.
Tools missed their opportunity.

If the GPU market continues to stabilize over the year, I don't think Intel is going to move a lot of GPUs. The leaks show fairly impressive results for the high end ARC GPU, but so far, its only benchmark results which means nothing in real world performance. The delays is going to hurt their sales even more if AMD and Nvidia GPU prices become more reasonable. And if I want to get a better GPU, I am already looking forward to the next gen GPUs from AMD and Nvidia.

 

[Vya Domus]

Even if that's the case, more people bought gaming/professional notebook mean less demand to compete against for desktop GPU.

That's not how this works, all of them come from the same supply of silicon wafers.

 

[Minus Infinity]

Moore's Law is dead put the numbers into perspective. AMD and Nvidia ship around 12-13 million GPU's a quarter and Intel will ship 4 million in about 9 months