Late last week, the official PowerColor website was updated with dedicated product pages for their Radeon RX 9070 XT Hellhound and Reaper custom designs going live. As expected, a bare minimum of information is displayed alongside multiple promo images—we witnessed this exact same pattern with the Red Devil's official listing, half-way through January. AMD's board partners are seemingly keeping quiet about first wave RDNA 4 hardware specifications—TechPowerUp and other tech news outlets have, so far, ascertained the fundamentals from leaks and accidental listings.

An extensive hands-on experience—at CES—was covered in our news section, but PowerColor's showroom representatives were not overly chatty when asked about under-the-hood details. Allegedly, the company's Radeon RX 9070 (non-XT) Reaper model has turned up at a British e-tailer's warehouse—printed SKU info indicated the presence of 16 GB VRAM. Judging from photos and renders, the Navi-48 GPU-based Hellhound and Reaper are relatively svelte when compared to the chunkily-proportioned (triple-slot) Red Devil. The new Hellhound model occupies the middle of PowerColor's graphics card product stack—this dual-slot design features a smattering of RGB lighting and a dual BIOS switching system, the latter implies that a factory overclock has been implemented. The slightly smaller (SFF-friendly) affordable-tier Reaper card is reportedly specced with reference clocks—looking at photos, there is no physical mode switcher present on this design. The barebones Reaper aesthetic does not encompass fancy integrated lighting systems—anti-RGB champions will find this choice most pleasing.

This morning, an official Yeston social media account boasted about receiving a brand new Navi 48 GPU-equipped model: "🌸got my Sakura Atlantis RX 9070 XT today!! It's shiny!🧜‍♀️" This message was accompanied by four photos, showcasing the card in an outdoor setting. This particular custom design (with white PCB and I/O bracket) was first revealed around mid-January—also via a photo shoot, albeit indoors—with the full moniker: "Radeon RX 9070 XT-16G Sakura Atlantis." Many press outlets jumped onto the presence of "16G" in that name—indicating 16 GB of VRAM—a specification point that AMD was reportedly wanting hidden from public view. Unlike certain Team Red board partners, Yeston has not set up a dedicated product page for the new Sakura Atlantis.

A March launch window has been set—made official by AMD's David McAfee—for the Radeon RX 9070 XT and Radeon RX 9070 (non-XT). VideoCardz has observed a slow-down in promotional activities from AIBs over the past couple of days—bizarrely, GIGABYTE has chosen to scrub all Radeon RX 9000 series products from its website. Hardware Busters believes that AMD will be taking notes during the GeForce RTX 5070 GPU's launch week—they allege that the gathering of performance data (from NVIDIA hardware) is crucial in revising strategies for the March launch of RDNA 4 cards. In the meantime, Yeston will likely continue to post pretty pictures of its cute Sakura Atlantis design—also lined up for attachment on their upcoming "Blackwell" GPU-equipped lineup.

Recently, we covered a rumor arising from PCGH which stated that the RTX 5090, and perhaps even the RTX 5080, are gearing up to face an extremely stock-limited launch in Germany. Now, it appears that customers in North America will likely face very similar circumstances, if the claims made by tipster Moore's Law is Dead's sources are taken to be true. MLID spoke with several sources, including distributors and AIBs, all of whom had the same thing to say - it is going be quite hard to snag an RTX 5090 or RTX 5080 at launch.

One of the distributors that MLID apparently spoke with, went as far as to comment that they simply won't be having any RTX 5090s at all in the first month of launch. Further, while they received almost 200 RTX 4080s during the previous launch season, they only expect to get 20 units of the RTX 5080 this time around. As for the RTX 5090, they do not foresee inventory before late Q1, or even Q2 of this year. A second source, who claimed to be from an AIB partner, stated that while they will have RTX 5080s ready at launch, they are "only a fraction" of the RTX 4080s they had last time. Moreover, the number of RTX 5090s they claim to have matches that of the RTX 3090s they had, which, for those who don't remember, suffered from severe supply shortages at launch.

AMD's upcoming Radeon RX 9070 series graphics cards have hit an unexpected roadblock, according to recent reports from PC Games Hardware. Despite physical units already reaching select retailers, the launch appears to be delayed due to ongoing pricing negotiations. Industry insider and forum moderator "pokerclock," known for accurate predictions about NVIDIA's GeForce RTX 50 series, reveals that AMD's initial pricing strategy has created tension with retail partners. While boxes bearing the RX 9070 branding have been spotted in retail channels, disagreements over costs have prevented an official release. The core issue stems from AMD's aggressive pricing approach for both the RX 9070 and RX 9070 XT models. Retailers have pushed back against what they consider excessive wholesale costs, forcing AMD to reconsider its strategy.

The company now faces the complex task of potentially reducing prices while compensating retailers who have already purchased inventory at higher rates. Sources suggest AMD may offer marketing funds or cashback incentives to bridge the price gap, though negotiations have reportedly stalled. For example, we recently reported on the AMD Radeon RX 9070 XT AIB model costing around $549. However, NVIDIA has announced its GeForce RTX 5070 at the same $549 price point, with potentially equal or higher raster, ray tracing, and AI capabilities across the board. For AMD to make the value case, the company would need to undercut NVIDIA's pricing. Until that is resolved, retailers aren't allowed to place RDNA 4 GPUs in general sale yet.

AMD's board partners flaunted their new Radeon RX 9070 XT and RX 9070 custom models at last week's CES trade event, but no one expected to see retail units pop up anytime soon after the concluded Las Vegas showcase. Earlier today, a brave soul uploaded compelling new evidence on Team Red's subreddit—they claim that they were surprised to see the "early" delivery of Radeon RX 9070 XT and RX 9070 graphics card stock. Uploaded photos seem to show several boxed Sapphire Pulse models sitting in an Israeli computer store's stockroom. This leak has semi-ruined Sapphire's staggered Pulse-oriented marketing campaign—yesterday, a teaser image emerged via an official social media post.

Industry watcher, momomo_us, has gathered proof of GIGABYTE Radeon RX 9070 XT GAMING OC 16G and Radeon RX 9070 GAMING OC 16G model stock reaching Danish shores. According to VideoCardz, Føniks Computer's online store had at least four units available for purchase and immediate shipping (same business day). Entries for the two models have also appeared on Geizhals—this German price comparison engine lists January 24 as a market launch date. This information could be subject to change—AMD is likely still working on finalizing release window parameters. After all, recent pre-launch leaks have contained incomplete data and errors. It should be noted that NVIDIA's GeForce RTX 50 series is set to hit international markets on January 30—is Team Red planning to pre-empt this rollout?

AMD's official announcement of new RDNA 4 generation of GPUs—comprised of Radeon RX 9070 XT and Radeon RX 9070—listed several manufacturing partners. YESTON did not join the likes of ASRock, PowerColor, Sapphire and XFX in showcasing custom designs "in-person" at CES, but their official social media accounts have unveiled a new Team Red GPU-based Sakura Atlantis edition card. YESTON has once again deployed its signature baby blue and pink color scheme—quite refreshing when compared to the slew of black/gray custom designs presented at last week's trade show.

Yeston was the first AMD AIB to publicly reveal Radeon RX 9070 XT's video memory allocation online—their social media post confirms the presence of 16 GB VRAM. Team Red partners in attendance at CES 2025 were not allowed to divulge this information, but a number of press outlets read model/name text on certain sticker attachments—corroborating previous leaks that listed 16 GB. Yeston's post outlines a white-lit breathing effects, as well as support for ARGB lighting. The new Sakura Atlantis shroud design is quite unconventional—breaking away from boxy aesthetics. Flowing lines and curved surfaces attract the eye, along with a pleasant pearlescent finish. Shell and starfish motif stickers adorn the card's three cooling fans. VideoCardz reports that Yeston has provided additional details—their Radeon RX 9070 XT-16G Sakura Atlantis model will feature an all-white PCB design and a white-colored I/O bracket. No surprises here, given the company's past choices.

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.

According to the latest information from Videocardz, the Intel Arc Battlemage announcement and launch could be closer than expected. The official announcement for two first SKUs, the Arc B580 and the Arc B570, is apparently scheduled for December 3rd, with availability and first reviews coming on December 12th.

Intel is expected to announce and launch two mid-range SKUs, the Arc B580 and the Arc B570, and has yet to give any information on the rest of the lineup, including higher-end as well as entry-level SKUs. The Arc B580 SKU has been leaked recently and is said to feature 20 Xe2-cores with a GPU clock of 2.8 GHz. The board comes with 12 GB of 19 Gbps GDDR6 memory on a 192-bit memory interface and needs two 8-pin power connectors. The price is said to be set at around $250, according to rumors and listings spotted earlier. The second SKU, the Arc B570, is rumored to pack 18 Xe2-cores, while the rest of the information is still unknown.

According to a new research report from leading analyst firm Jon Peddie Research (JPR), unit shipments in the add-in board (AIB) market increased in Q2'24 from last quarter and increased year over year. Meanwhile, Nvidia slightly increased market share from last quarter, as well as year over year. In Q2'24, total graphics card shipments increased to 9.5 million units, up from 8.7 million units last quarter.

AMD's quarter-to-quarter total desktop AIB unit shipments increased 9% and increased 3% from last year. Nvidia's quarter-to-quarter unit shipments increased 9.7% and increased 61.9% from last year while continuing to hold a dominant market share position at 88%. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, remained flat, as the company has yet to gain significant traction in the add-in board market.Market share changes quarter to quarter and year to year.

AMD announced the Q3-2024 edition of its "This is Why We Game" bundle. The company is bundling either "Unknown 9 Awakening," or "Warhammer 40000: Space Marine II," or both, with new purchases of select AMD Radeon RX 7000 series graphics cards across its add-in board (AIB) partner ecosystem, and AMD Ryzen 7000 series desktop processors. It is also available to notebooks powered by Ryzen 7000S and 7000HS series mobile processors. The bundle is open worldwide (except China and a few other countries). The Japanese edition of this bundle only covers certain higher-end models of Ryzen processors and Radeon RX graphics cards.

According to Benchlife.info insiders, NVIDIA is supposedly in the phase of testing designs with various Total Graphics Power (TGP), running from 250 Watts to 600 Watts, for its upcoming GeForce RTX 50 series Blackwell graphics cards. The company is testing designs ranging from 250 W aimed at mainstream users and a more powerful 600 W configuration tailored for enthusiast-level performance. The 250 W cooling system is expected to prioritize compactness and power efficiency, making it an appealing choice for gamers seeking a balance between capability and energy conservation. This design could prove particularly attractive for those building small form-factor rigs or AIBs looking to offer smaller cooler sizes. On the other end of the spectrum, the 600 W cooling solution is the highest TGP of the stack, which is possibly only made for testing purposes. Other SKUs with different power configurations come in between.

We witnessed NVIDIA testing a 900-watt version of the Ada Lovelace AD102 GPU SKU, which never saw the light of day, so we should take this testing phase with a grain of salt. Often, the engineering silicon is the first batch made for the enablement of software and firmware, while the final silicon is much more efficient and more optimized to use less power and align with regular TGP structures. The current highest-end SKU, the GeForce RTX 4090, uses 450-watt TGP. So, take this phase with some reservations as we wait for more information to come out.

World's most important fuel of the AI frenzy, NVIDIA, is facing accusations of acting as a "GPU cartel" and controlling supply in the data center market, according to statements made by executives at rival chipmaker Groq and former AMD executive Scott Herkelman. In an interview with the Wall Street Journal, Groq CEO Jonathan Ross alleged that some of NVIDIA's data center customers are afraid to even meet with rival AI chipmakers out of fear that NVIDIA will retaliate by delaying shipments of already ordered GPUs. This is despite NVIDIA's claims that it is trying to allocate supply fairly during global shortages. "This happens more than you expect, NVIDIA does this with DC customers, OEMs, AIBs, press, and resellers. They learned from GPP to not put it into writing. They just don't ship after a customer has ordered. They are the GPU cartel, and they control all supply," said former Senior Vice President and General Manager at AMD Radeon, Scott Herkelman, in response to the accusations on X/Twitter.

AMD's Radeon RX 7900 GRE, or Golden Rabbit Edition, which was previously available only to the Chinese market, will launch globally on February 27. According to the leaked slides, the Radeon RX 7900 GRE will launch at $549, and AMD is comparing it to the NVIDIA GeForce RTX 4070 non-SUPER graphics card. In case you missed it, the AMD Radeon RX 7900 GRE is based on the Navi 31 XL GPU with 80 Compute Units (CUs), which leaves it with 5120 Stream Processors, and comes with 16 GB of 18 Gbps GDDR6 memory on a 256-bit memory interface, which adds up to a maximum bandwidth of 576 GB/s. The Radeon RX 7900 GRE should fit nicely between the Radeon RX 7900 XT and the Radeon RX 7800 XT.

According to the leaked slides, AMD is comparing the Radeon RX 7900 GRE against the NVIDIA GeForce RTX 4070 non-SUPER, which now shares the same price after the recent $50 price cut. According to AMD's own slides, the Radeon RX 7900 GRE should provide around 14 percent more performance per buck on average, and is between 1 and 32 percent faster, at least in games tested by AMD.

It seems that AMD and its board partners are continuing to rollout new custom graphics cards based on the formerly China market exclusive Radeon RX 7900 GRE 16 GB GPU—PowerColor unleashed its fiendish flagship Red Devil model as one of last September's launch options. Their Chinese website has been updated with another Navi 31 XL entry—Hellhound Radeon RX 7900 GRE OC. This design sits below the Red Devil in the company's graphics card product and pricing hierarchy; providing excellent cooling performance with fewer frills. The latest custom RX 7900 GRE card borrows PowerColor's existing demonic dog design from the mid-tier Hellhound RX 7800 XT and RX 7700 XT models. The Hellhound enclosure deployed on Radeon RX 7900 XTX and RX 7900 XT GPUs is a much chunkier affair.

The PowerColor Hellhound Radeon RX 7900 GRE OC has also popped up on a couple of UK and mainland Europe price comparison engines (published 2024-01-30), so it possible that a very limited release could occur across a small smattering of countries and retail channels—Proshop Denmark seems to be the first place with cards in stock, pricing is €629.90 (~$682) at the time of writing. The Radeon RX 7900 GRE (Golden Rabbit Edition) GPU sits in an awkward spot between the fancier Navi 31 options, and Navi 32 siblings—AMD and its AIB partners have reduced MSRPs in Europe, possibly in reaction to the recent launch of NVIDIA's GeForce RTX 40 SUPER series. We are not sure if this initiative has boosted the RX 7900 GRE's popularity in this region, since very few outlets actually offer the (XFX-produced) reference model or Sapphire's Pulse custom design.

Yeston, Chinese GPU AIB, has posted a preview of its upcoming Sakura RTX 40 SUPER cards, featuring a white PCB, a first for SUPER cards. The current RTX 40 Sakura models are set to be updated to these SUPER variants, with no reported visual changes. The RTX 4070 (Ti) SUPER will adopt the older design first introduced with the RTX 30 series, featuring a color scheme of white, purple, blue, and adorned with sakura-inspired graphic designs. In addition to the RTX 4070 (Ti) SUPER, Yeston will also release the RTX 4080 SUPER, which is expected to be the highest-end Sakura model from the company at the time of its release. The only RTX 4090 in Yeston's lineup is a Deluxe edition. These new releases offer gamers an exceptional GPU design, particularly those who appreciate the unique aesthetic of the Sakura series. The white PCB is a notable feature that sets these cards apart in the market. More details about the release date, clock speeds, and pricing are expected to be announced soon.

NVIDIA is reportedly rushing shipments of GeForce RTX 4090 GPUs to China in anticipation of expected export restrictions. We have already reported that NVIDIA might be canceling 5 billion US Dollars worth of orders. The US government will require an export license for shipping RTX 4090s to China, effectively restricting sales to the country. NVIDIA's add-in-board (AIB) partners are reportedly working at full capacity to produce as many RTX 4090 products for the Chinese market as possible before the potential restriction on November 17. While it remains unclear whether the export restrictions will ultimately be implemented, the anticipation of such measures has prompted NVIDIA and its partners to accelerate their production.

The Tweet that feeds this information is coming from Zed Wang, a well-known hardware leaker with historically accurate insights into NVIDIA's operations, who claims that "NVIDIA has been shipping tons of AD102 for AICs this week to manufacture as much RTX 4090 as possible before the original restriction date of RTX 4090 in China. It is still unclear whether the restriction will become true or not. But all AICs are at their full power in producing RTX 4090, regardless of that."

When GALAX began its operations in China in 2003, the company broke into the market and established itself as one of the best GPU AIBs out there. Now, the company is celebrating its 20th anniversary with a special-edition graphics card to mark its two-decade run. We have previously reported that the company is planning to show more of the special-edition card; however, all we managed to get was a teaser of the GPU. Today, thanks to the X/Twitter user CornerJack we manage to see the new GPU in person and its uniquely positioned 12VHPWR power connector.

In the images below, we see that GALAX decided to work around the problem of bad cable management by introducing a more stealthy approach. The 16-pin 12VHPWR connector is now hidden inside of a GPU in an interesting place. The connector is placed in line with the GPU, next to the PCIe connector, to prevent cable bending, which is proven infamously dangerous. In regards to the special-edition features, we expect the card to be a great performer and certainly a star of the show of any PC build due to its white aesthetics.

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 61.6 million units in Q2'23 and PC CPU shipments decreased by -23% year over year. Overall, GPUs will have a compound annual growth rate of 3.70% during 2022-2026 and reach an installed base of 2,998 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will grow to reach a level of 32%.

Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by -27%, desktop graphics decreased by -36%, and notebooks decreased by -23%.

An unusual MSI RTX 3080 Ti SUPRIM X graphics card is up for sale, second hand, on Facebook Marketplace—the Sydney, Australia-based seller is advertising this component as a truly custom model with a non-standard allocation of VRAM: "Yes this is 20 GB not 12 GB." The used item is said to be in "good condition" with its product description elaborating on a bit of history: "There are some scuff marks from the previous owner, but the card works fine. It is an extremely rare collector's item, due to NVIDIA cancelling these variants a month before release. This is not an engineering sample card—this was a finished OEM product that got cancelled, unfortunately." The seller is seeking AU$1100 (~$740 USD), after a reduction from the original asking price of AU$1,300 (~$870 USD).

MSI and Gigabyte were reportedly on the verge of launching GeForce RTX 3080 Ti 20 GB variants two years ago, but NVIDIA had a change of heart (probably due to concerns about costs and production volumes) and decided to stick with a public release of the standard 12 GB GPU. Affected AIBs chose to not destroy their stock of 20 GB cards—these were instead sold to crypto miners and shady retailers. Wccftech points out that mining-oriented units have identifying marks on their I/O ports.

NVIDIA is reported to be taking a hands off approach prior to the launch of its GeForce RTX 4060 Ti 16 GB GPU next week—rumored to take place on July 18. Murmurs from last week posited that add-in card (AIC) partners were not all that confident in the variant's prospects, with very little promotional activity lined up. NVIDIA itself is not releasing a Founders Edition GeForce RTX 4060 Ti 16 GB model, so it will be relying on board partners to get custom design units sent out to press outlets/reviewers. According to Hardware Unboxed, as posted on Twitter earlier today, no hardware will be distributed to the media: "Now there's no official review program for this model, there will be no FE version and it seems that NVIDIA and their partners really don't want to know about it. Every NVIDIA partner I've spoken to so far has said they won't be providing review samples, and they're not even sure when their model will be available."

Their announcement continued: "So I don't know when you'll be able to view our review, but I will be buying one as soon as I can. I expect coverage will be pretty thin and that's probably the plan, the release strategy here is similar to that of the RTX 3080 12 GB." TPU can confirm that test samples have not been sent out by NVIDIA's board partners, so a retail unit will be purchased (out of pocket) for reviewing purposes. Previous reports have theorized that not many custom models will be available at launch, with the series MSRP of $499 not doing it many favors in terms of buyer interest. MSI has prepared a new white GAMING X design for the 16 GB variant, so it is good to see at least one example of an AIB putting the effort in...but it would be nice to get a press sample.

A few days ago, we reported that NVIDIA and PCI-SIG have been doing some work around the existing controversial 12VHPWR power connector to make some improvements and prevent issues that happened along the way. Called 12V-2x6, the connector features minor revisions, and you can read more about it here. Today, we learn that NVIDIA has already been shipping implementations of the new 12V-2x6 connector in GeForce RTX 4070 graphics cards, confirmed by Igor's Lab. Majority of RTX 4070 cards from AIBs shipped with 8-pin PCI connector; however, it turns out that cards that didn't use the reference 12-pin connection carried a new 12V-2x6 revision.

Below, you can see the picture comparison with the connectors from the Founders Edition of GeForce RTX 4070 and RTX 4080. The new connector on the RTX 4070 has shorter sensing pins, which can detect whether the connector is fully plugged in. If not plugged all the way, the card will not draw the required maximum power load. This should, in theory, solve connector burning issues happening in the past; however, we are still left to see. In addition, we are not sure if this is the final implementation of the new connector, as the labeling refferest to it as "H+", whereas the new connector should carry the label "H++" on its module. Igor's Lab article notes, "Since the GeForce RTX 4070 FE, NVIDIA has already been using a modified 12VHPWR connector with significantly recessed pins! While the GeForce RTX 4080 Founders Edition still relies on the header from the CEM 5.0 with only 0.45 mm offset, the GeForce RTX 4070 Founders Edition has been using a modified variant with 1.7 mm inward offset since its launch, similar to the 12V-2x6 connector."

According to a new research report from the analyst firm Jon Peddie Research, unit shipments in the add-in board (AIB) market decreased in Q1 2023 by -12.6% and decreased by -38.2% year to year. Intel increased its add-in board market share by 2% during the first quarter.

The percentage of AIBs in desktop PCs is referred to as the attach rate. The attach rate grew from last quarter by 8% but was down -21% year to year. Approximately 6.3 million add-in boards shipped in Q1 2023. The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD's market share remained flat from last quarter. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, gained 2% in market share, while Nvidia retains its dominant position in the add-in board space with an 84% market share.

Sparkle, a Taiwanese computer electronics maker, is again entering the GPU market after almost ten years of inactivity in the space. A while back, Sparkle was one of NVIDIA's original Add-In Board (AIB) partners and helped them launch the GeForce 7900 PCI GPU. The company continued to make NVIDIA-based GPUs until GTX 700 series in 2013. After a decade, Sparkle is back again with ambitions to be Intel's AIB partner and announced not one but three graphics cards to start. Called A750 Titan, A750 Orc, and A380 Elf, these cards feature triple-fan, dual-fan, and single-fan coolers, respectively.

The first in line is the Sparkle A750 Titan, a triple-fan, 2.5-slot design based on Intel Arc A750 GPU. Featuring 8 GB of GDDR6 VRAM, this top-end A750 SKU is clocked at 2300 MHz, up from the factory's 2050 MHz frequency. Titan's smaller brother is Sparkle A750 Orc, a dual-fan, "2.2"-slot (we assume smaller than two and a half and bigger than two slots) GPU with the same A750 GPU; however, it clocked slightly lower at 2200 MHz. Both models feature single HDMI 2.0 and 3x DisplayPort 2.0 output ports and require two 8-pin PCI power connectors. Lastly, we have the Sparkle A380 Elf, a half-length, ITX-sized GPU that fits in two slots and has a single-fan cooler. It is based on Intel Arc A380 and has identical specifications without factory overclocks applied. Pricing and availability are currently unknown.

Jon Peddie Research reports that the growth of the global PC-based graphics processor unit (GPU) market reached 64.2 million units in Q4'22 and PC CPU shipments decreased by -35% year over year. Overall, GPUs will have a compound annual growth rate of 0.19% during 2022-2026 and reach an installed base of 3,013 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in PCs will grow to reach a level of 32%.

Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by -38%, desktop graphics decreased by -24%, and notebooks decreased by -43%—the largest decrease since its peak in 2011. AMD's overall market share percentage from last quarter increased 0.4%, Intel's market share decreased by -1.1%, and Nvidia's market share increased 0.68%, as indicated in the following chart.

NVIDIA has reportedly begun shipping NVIDIA GeForce RTX 4080 graphics cards with a newer GPU SKU that changes the requirement for PCB design and is set to lower manufacturing costs. Previously, the company shipped its AD103-300-A1 SKU to power the GeForce RTX 4080 graphics cards. However, the new AD103-301 SKU will power the upcoming RTX 4080 cards that the company plans to ship to its AIBs and possibly use in the reference design. With the new 301 version, the GPU performance and power envelope should not change. What does change is the PCB design requirements, as the new SKU revision possesses a different chip pinout that doesn't correspond to the old design.

HKEPC has reported that GPUs with AD103-301 SKU are shipping, while VideoCardz confirms the AIB update with Gainward also offering updated cards. GALAX offers RTX 4080 models with either AD103-300/301 as well. Additionally, the GeForce RTX 4070 Ti will also see an SKU update, with AD104-250 being replaced by AD104-251. With these new silicon revisions, customers will not see any difference. However, the AIBs and NVIDIA could see a cost reduction to improve margins. HKEPC estimates around $1 BOM cost reduction with the new SKU, which will make a difference in thousands of cards shipped.