JPR: Q3'24 PC Graphics AiB Shipments Decreased 14.5% Compared to the Last Quarter

[GFreeman]

According to a new research report from the analyst firm Jon Peddie Research, the growth of the global PC-based graphics add-in board market reached 8.1 million units in Q3'24 and desktop PC CPU shipments increased to 20.1 million units. Overall, AIBs will have a compound annual growth rate of -6.0% from 2024 to 2028 and reach an installed base of 119 million units at the end of the forecast period. Over the next five years, the penetration of AIBs in desktop PCs will be 83%.

As indicated in the following chart, AMD's overall AIB market share decreased -2.0% from last quarter, and NVIDIA's market share increased by 2.0%. These slight flips of market share in a down quarter don't mean much except to the winner. The overall market dynamics haven't changed.

• The AIB overall attach rate in desktop PCs for the quarter decreased to 141%, down -26.9% from last quarter.
• The desktop PC CPU market decreased -3.4% year to year and increased 42.2% quarter to quarter, which influenced the attach rate of AIBs.

The third quarter is traditionally up from the previous quarter. This quarter's GPU shipments were down from the 10-year average of 7.9%.

"Our long-term CAGR forecast is gloomy based on the expected impact of significantly higher end-user prices due to the projected tariffs," said Dr. Jon Peddie, president of JPR. "We think the tariffs and lack of matching wage increases in the next two years will drive the US economy into a recession, and other nations will feel the implications as consumers pull back their spending."

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[Daven]

Ninety percent of all discrete graphics sales were Nvidia this last quarter. Ninety percent!!!

Let's see the effects of a monopoly...

• Increasing prices...check
• Threatening resellers and partners...check
• Cult like following...check
• Proprietary, lock-in tech...check
• Ignorning market needs and wants...check

I thank everyone who continued to buy Nvidia for performance dropping features (RT), graphics quality degradation (DLSS), astronomical prices (4090) and global warming level power usage (600W 5090). Our community has never been in such a good condition. /sarcasm

 

[nguyen]

oh well let hope Intel can make a difference in the mainstream GPU market space.

 

[Daven]

oh well let hope Intel can make a difference in the mainstream GPU market space.

From zero percent? Are you planning to buy Intel as your next GPU?

 

[TSiAhmat]

From zero percent? Are you planning to buy Intel as your next GPU?

replacing his 4090 with an intel gpu would be hilarious

 

[nguyen]

From zero percent? Are you planning to buy Intel as your next GPU?

I have a spare system with 13700KF but without a GPU, might just buy the B580 and do some testings

 

[john_]

Monopoly is stronger than ever. And looking at some toxic sites, there are hordes that celebrate this situation. But what makes me feel that we really deserve this monopoly and worst, is people hoping to get saved by Intel. Let me explain what I mean. Reading some posts it is clear that people are willing to wait a few years and buy an Intel GPU with the same "disadvantages" compared to Nvidia GPUs and the same small price discount as AMD is doing today, while they are absolutely against buying an AMD GPU today. People are willing to wait for another PREMIUM brand to offer them the same options that AMD is offering them today, so they can have the satisfaction that they are buying a product from a premium brand. People are willing to wait a few years and buy the same product, as long as the sticker on that products is different.

 

[Daven]

I have a spare system with 13700KF but without a GPU, might just buy the B580 and do some testings

Awww, yes, I can see the new Intel marketing slogan now..."Buy our GPUs for your spare test rig TODAY". By the way, how does buying an Intel GPU for a spare test rig break Nvidia's monopoly?

 

[Testsubject01]

One can only hope, that AMD RDN4 and UDNA together with Intel Battle mage and Celestial will claw back market share by offering sound products for Entry-level up to the Mid-range at sane prices.
It is ridiculous, that for the past years the best advice was: “buy used last gen” for upgrades or new builds with a budget of 300-1000€.

Arc B850 at $250 with its performance is a good first step! CES 2025 will show, if AMD follows suit.

Nvidia has all but abandoned those market segments and their entries try to upsell you hard on overpriced crap, pardon my French here.
It will be interesting to see, if all probationary software and API was enough, to secure NVIDIA a lasting slot in the AI game.
ASICs are on the market already, they will only get magnitudes better/ a lot cheaper/ way more efficient at training, deep learning and interference models compared to any GPU solution in time.
At some point they might need to sell more than AI servers and RTX XX90s.

So fingers crossed for 2025!