Jon Peddie Research: AMD's Shipments in Q4'19 Increased 22.6%, Overall Shipments Up QoQ but Down YoY

[Raevenlord]

Jon Peddie Research have released their report on the overall market outlook for GPU shipments for Q4'2019, and the news are great for AMD. Due to the launch of more affordable Navi-based 7 nm graphics cards, the company managed to achieve a growth of 22.6% in shipment volume for the last quarter of 2019, compared to Q3 of the same year. This 22.6% volume increase is pretty significant (and is miles ahead of competitors NVIDIA (whose shipments decreased by -1.9%) and Intel (a 0.2% increase), having increased AMD's overall market share by 3%. This means that AMD now commands 19% of the overall GPU market share, surpassing NVIDIA (which counts with 18%) but both being dwarfed by Intel (with a commanding 63% share). It's important to note here that the numbers include integrated- and discrete-GPUs, and AMD's numbers could be assisted by its mobile processor and APU sales, just as iGPUs make up all of Intel's numbers.

Those numbers are skewed, of course, when we look solely at the discrete GPU market share, with NVIDIA commanding a huge, 73% chunk of the market against AMD's paltry (by comparison) 27%. All in all, Jon Peddie Research reports that the overall PC market increased by 1.99% quarter-to-quarter and increased by 3.54% year-to-year, thus resulting a good performance for these "little" chips.



Quick highlights

• AMD's overall unit shipments increased 22.6% quarter-to-quarter, Intel's total shipments increased 0.2% from last quarter, and Nvidia's decreased -1.9%
• The overall attachment rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 130% which was up 1.8% from last quarter
• Discrete GPUs were in 31.9% of PCs, which is down -0.19% from last quarter
• The overall PC market increased by 1.99% quarter-to-quarter and increased by 3.54% year-to-year
• Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 12.17% from last quarter
• Q4'19 saw an increase in tablet shipments from last quarter

Jon Peddie, President of JPR, notes "This is the third consecutive quarter of increased GPU shipments, However, Q1 which is seasonally flat to down may show an unusual dip because of supply chain interruptions from China due to the Coronavirus epidemic. 2020 is going to be a game-changer with Intel's entry into the discrete GPU market and a possible fourth entry by an IP company."

View at TechPowerUp Main Site

 

[john_]

If all Ryzen processors where coming with integrated GPUs, that 19% would have been much higher. But in any case, with AMD providing more chipsets and CPUs to OEMs, that means that it can make deals with them easier compared to before and this will be a problem for Nvidia. Intel will keep going down until it manages to produce something different than 14nm++++++ CPUs in huge quantities.

 

[TheoneandonlyMrK]

Fourth GPU entry by an IP house hmmn, those are some tight lips at said house , just ghostly rumours, surpassing even Nvidia's information blockade.
Whereas Intel only went and sold Xe(in hype terms and monetary pr) a year before producing it, hopefully that is.

 

[gamefoo21]

Heh...

NV is losing market share. Though what will be telling is what happens when the next gen launches.

I had people try and flame roast me for pointing that out in the NV earnings report.

 

[Fluffmeister]

Nvidia are DOOMED!!!1

 

[ARF]

If all Ryzen processors where coming with integrated GPUs, that 19% would have been much higher. But in any case, with AMD providing more chipsets and CPUs to OEMs, that means that it can make deals with them easier compared to before and this will be a problem for Nvidia. Intel will keep going down until it manages to produce something different than 14nm++++++ CPUs in huge quantities.

If all Ryzens have iGPU, their overall competitiveness with regards to pure CPU performance will be lower due to the need to sacrifice precious die area for actual physical CPU cores.

It's all good now and as is. We need more CPU cores, not integrated graphics which can barely run any game.

 

[Imouto]

Hey @Raevenlord the data for AIB is wrong.

Add-in Board report – a report on the Graphic Add-in Board market

Add-in Board report – a report on the Graphic Add-in Board market The Add-in Board report is a quarterly report that focuses on the market activity of PC graphics controllers for desktop, workstation, and data center display and computing. The report provides an in-depth look at the PC graphics...

www.jonpeddie.com

 

[medi01]

Hold on, Intel at 60%+???

 

[Kapone33]

Hold on, Intel at 60%+???

All the OEM and 97% laptops that have an Intel chip with IGPU.

 

[DeathtoGnomes]

I really dont think Integrated GPU should be included, it should be separate tracker.

 

[Kapone33]

I really dont think Integrated GPU should be included, it should be separate tracker.

It is even redundant as there are plenty of users out there with an Intel IGPU and a discrete GPU on their system.

 

[sergionography]

I really dont think Integrated GPU should be included, it should be separate tracker.

It is important because it shows how much integrated GPUs are eating away from dedicated graphics especially at the entry level. It will be more relevant in the future as Intel graphics get better and AMD with their APUs once both camps start releasing multiple tiers of CPUs with differentiated Integrated GPUs. There are rumors for another APU by AMD later in the year with a much beefier mid range integrated GPU.

 

[ARF]

It is important because it shows how much integrated GPUs are eating away from dedicated graphics especially at the entry level. It will be more relevant in the future as Intel graphics get better and AMD with their APUs once both camps start releasing multiple tiers of CPUs with differentiated Integrated GPUs. There are rumors for another APU by AMD later in the year with a much beefier mid range integrated GPU.

Not possible because they are bottlenecked by single-channel DDR4 memory. That's what the OEMs do with their lineups.

 

[prtskg]

Hey @Raevenlord the data for AIB is wrong.

Add-in Board report – a report on the Graphic Add-in Board market

Add-in Board report – a report on the Graphic Add-in Board market The Add-in Board report is a quarterly report that focuses on the market activity of PC graphics controllers for desktop, workstation, and data center display and computing. The report provides an in-depth look at the PC graphics...

www.jonpeddie.com

Thanks for the right data. Last year AMD was barely at 19%, good growth. 1 year from now, this table will have Intel's name too. It'll be interesting.

 

[john_]

If all Ryzens have iGPU, their overall competitiveness with regards to pure CPU performance will be lower due to the need to sacrifice precious die area for actual physical CPU cores.

It's all good now and as is. We need more CPU cores, not integrated graphics which can barely run any game.

Of course, but that was not the point of that post.

 

[RoutedScripter]

Hmm, I still thought the Ryzen hype was bigger than the numbers show, I guess AMD was that far back in market share it's going to take some time to level the playing field a bit.

I think next year it's going to be much bigger, because while the hype, but genuine hype, genuinely good product, and the fanbase, but as with all surprises and new things it's harder in the beginning, you have to build up speed like a heavy locomotive and it takes more time/effort to get her going, people that didn't buy anything this year probably are making plans and with possibly even as good IPC increases in 2020 it may turn out great for AMD, not that I'm cheering for a company, I want them to succeed to hopefully get the industry out of the deadlock and increase the effing single-thread performance.

I really dont think Integrated GPU should be included, it should be separate tracker.

This!

 

[Vayra86]

Well well, so Navi's are getting sold I guess?

Good.

 

[RoutedScripter]

Quoting the business news or press releases usually a general overview and not targeted for gamer oriented and PC market, they actually have breakdown reports that we want:

Global add-in board market soars in Q4 ’19 led by AMD, reports Jon Peddie Research

AMD significantly increases market share in the quarter

www.jonpeddie.com

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GPU Supplier	Market share this quarter	Market share last quarter	Marker share last year
AMD	31.08%	27.08%	18.77%
Nvidia	68.92%	72.92%	81.23%
Total	100%	100%	100%