AIB Shipments Climb in Q2 2023, with Unit Sales Increasing Q2Q

[TheLostSwede]

According to a new research report from the analyst firm Jon Peddie Research (JPR), unit shipments in the add-in board (AIB) market increased in Q2'23 from last quarter, while AMD gained market share. Quarter to quarter, graphics AIB shipments increased modestly, by 2.9%; however, shipments decreased by -36% year to year.

Since Q1 2000, over 2.10 billion graphics cards, worth about $476 billion, have been sold. The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD's market share increased from last quarter and Nvidia's share increased from last year. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, will start to increase market share in 2024.




Quick Highlights

• JPR found that AIB shipments during the quarter increased from the last quarter by 2.9%, which is above the 10-year average of -9.7%.
• Total AIB shipments decreased by -36.3% from this quarter last year to 6.4 million units, yet were up from 6.26 million units last quarter.
• AMD's quarter-to-quarter total desktop AIB unit shipments increased 46.8% from quarter to quarter and decreased -48.7% from last year.
• Nvidia's quarter-to-quarter unit shipments decreased -1.4% and decreased -34.8% from the previous year. Nvidia continues to hold a dominant market share position at 80.2%.

"The robustness of the second quarter was better than forecasted as the older inventory seems to be finally cleared out and some board suppliers were offering lower prices. The demand shows that the AIB market is still very healthy and vibrant. New games, most noteworthy being Starfield, stimulate demand for new boards that can exploit all the richness of these games. Q3 looks like it too will be up; this is very encouraging for the PC industry in general," said Dr. Jon Peddie, president of JPR.

C. Robert Dow, analyst at JPR, noted, "Q2'23 provided us with indications that this market is finally stabilizing. Nvidia's gaming revenue was up 22% from a year ago, and AMD expects gaming revenue to rebound in the second half of 2023. Nvidia introduced the RTX 4060 Ti and RTX 4060 midrange boards, with AMD set to release midrange versions of its 7000 series. The midrange segment is historically the most popular with gamers, so we should see good numbers for the rest of 2023."

JPR has been tracking AIB shipments quarterly since 1987—the volume of those boards peaked in 1998, reaching 116 million units. The AIB market reached $19,407.2 million in the last four quarters. We forecast the AIB market to grow by 7% over the next three years.

View at TechPowerUp Main Site | Source

 

[Daven]

As always, take everything JPR says with a huge grain of salt as everything they present never has any context. Case in point, ‘the volume of those boards peaked in 1998, reaching 116 million units.’ What? 1998? How could that be? Units have not peaked again in 25 years? Oh right, you could only connect to a monitor using an AIB before 2000 because there were virtually no IGPs. Context matters JPR!

 

[Denver]

As always, take everything JPR says with a huge grain of salt as everything they present never has any context. Case in point, ‘the volume of those boards peaked in 1998, reaching 116 million units.’ What? 1998? How could that be? Units have not peaked again in 25 years? Oh right, you could only connect to a monitor using an AIB before 2000 because there were virtually no IGPs. Context matters JPR!

Looking at the sales table of the largest local suppliers, I think these numbers are very close to reality. Nvidia has about 70-80% and AMD about 20%, intel practically nothing.

 

[Chrispy_]

It's not hard to imagine why AMD has gained.

Nvidia cut production of Ampere early in the year, and outside the 4090 and 4070 the critics have universally panned the 40-series as overpriced crap. The 4070 is decent but $600 is too expensive for it to have any real impact on market share, so the drop in that is down to Ampere stocks drying up.

AMD's strong 6000-series sales with competitive performance/$ and a VRAM advantage during a year where inadequate VRAM on Nvidia cards has been a hot topic for almost every AAA release. I don't know if RDNA2 is still in production, but it's definitely still available in stores just about everywhere.

 

[Tek-Check]

It's not hard to imagine why AMD has gained.

Nvidia cut production of Ampere early in the year, and outside the 4090 and 4070 the critics have universally panned the 40-series as overpriced crap. The 4070 is decent but $600 is too expensive for it to have any real impact on market share, so the drop in that is down to Ampere stocks drying up.

AMD's strong 6000-series sales with competitive performance/$ and a VRAM advantage during a year where inadequate VRAM on Nvidia cards has been a hot topic for almost every AAA release. I don't know if RDNA2 is still in production, but it's definitely still available in stores just about everywhere.

Navi 21 is not anymore, so AIBs probably have the last batch by now.

 

[claes]

As always, take everything JPR says with a huge grain of salt as everything they present never has any context. Case in point, ‘the volume of those boards peaked in 1998, reaching 116 million units.’ What? 1998? How could that be? Units have not peaked again in 25 years? Oh right, you could only connect to a monitor using an AIB before 2000 because there were virtually no IGPs. Context matters JPR!

This a press release. They’ll offer you a lot of context for $3k

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