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 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.

According to Jon Peddie Research latest report, the global GPU and CPU markets ended Q1 2024 on growth. GPU shipments reached 70 million units, while PC CPU shipments increased by 33% year-over-year, the second consecutive yearly increase in over two decades. Over the next five years, discrete GPUs are projected to achieve 22% penetration in the PC market as the overall GPU installed approaches 3 billion units by 2026. Among major GPU vendors, AMD's market share dipped 0.7% from last quarter, while Intel gained 0.3% and Nvidia rose 0.4%. However, overall GPU shipments declined 9.9% quarter-over-quarter. The total GPU attach rate for PCs was 113%, slightly down from the prior quarter. Desktop graphics add-in board shipments also decreased 14.8%.

While Q1 is typically flat or down versus Q4, Jon Peddie Research's president suggests this quarter's performance could signal a return to normal seasonality. With Microsoft, AMD and Intel promoting AI PCs, and forecasts pointing to growth in Q2, there are optimistic signs - although semiconductor suppliers are guiding 7.9% down on average for next quarter.

While we are all used to having a system with a CPU, GPU, and, recently, NPU—X-Silicon Inc. (XSi), a startup founded by former Silicon Valley veterans—has unveiled an interesting RISC-V processor that can simultaneously handle CPU, GPU, and NPU workloads in a chip. This innovative chip architecture, which will be open-source, aims to provide a flexible and efficient solution for a wide range of applications, including artificial intelligence, virtual reality, automotive systems, and IoT devices. The new microprocessor combines a RISC-V CPU core with vector capabilities and GPU acceleration into a single chip, creating a versatile all-in-one processor. By integrating the functionality of a CPU and GPU into a single core, X-Silicon's design offers several advantages over traditional architectures. The chip utilizes the open-source RISC-V instruction set architecture (ISA) for both CPU and GPU operations, running a single instruction stream. This approach promises lower memory footprint execution and improved efficiency, as there is no need to copy data between separate CPU and GPU memory spaces.

Called the C-GPU architecture, X-Silicon uses RISC-V Vector Core, which has 16 32-bit FPUs and a Scaler ALU for processing regular integers as well as floating point instructions. A unified instruction decoder feeds the cores, which are connected to a thread scheduler, texture unit, rasterizer, clipping engine, neural engine, and pixel processors. All is fed into a frame buffer, which feeds the video engine for video output. The setup of the cores allows the users to program each core individually for HPC, AI, video, or graphics workloads. Without software, there is no usable chip, which prompts X-Silicon to work on OpenGL ES, Vulkan, Mesa, and OpenCL APIs. Additionally, the company plans to release a hardware abstraction layer (HAL) for direct chip programming. According to Jon Peddie Research (JPR), the industry has been seeking an open-standard GPU that is flexible and scalable enough to support various markets. X-Silicon's CPU/GPU hybrid chip aims to address this need by providing manufacturers with a single, open-chip design that can handle any desired workload. The XSi gave no timeline, but it has plans to distribute the IP to OEMs and hyperscalers, so the first silicon is still away.

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 76.2 million units in Q4'23 and PC CPU shipments increased an astonishing 24% year over year, the biggest year-to-year increase in two and a half decades. Overall, GPUs will have a compound annual growth rate of 3.6% during 2024-2026 and reach an installed base of almost 5 billion units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will be 30%.

AMD's overall market share decreased by -1.4% from last quarter, Intel's market share increased 2.8, and Nvidia's market share decreased by -1.36%, as indicated in the following chart.

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.

Jon Peddie Research reports the growth of the global PC client-based CPU units market reached 53.6 million units in Q2'23, up 17%, and iGPU shipments increased by 14% to 49 million units. Year over year, iGPUs declined -29%.

Integrated GPUs will have a compound annual growth rate of 2.5% during 2022-2026 and reach an installed base of 4.8 billion units at the end of the forecast period. Over the next five years, the penetration of iGPUs in the PC will grow to reach a level of 98%.

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.

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.

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 75.5 million units in Q3'22 and PC CPU shipments decreased by -19% year over year. Overall, GPUs will have a compound annual growth rate of 2.8% during 2022-2026 and reach an installed base of 3,138 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 26%.

Year-to-year total GPU shipments, which include all platforms and all types of GPUs, decreased by -25.1%, desktop graphics decreased by -15.43%, and notebooks decreased by -30%—the biggest drop since the 2009 recession. AMD's overall market share percentage from last quarter decreased by -8.5%, Intel's market share increased by 10.3%, and NVIDIA's market share decreased by -1.87%, as indicated in the following chart.

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 84 million units in Q2'22 and PC CPU shipments decreased by -34% year over year. Overall, GPUs will have a compound annual growth rate of 3.8% during 2022-2026 and reach an installed base of 3,103 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 30%.

AMD's overall market share percentage from last quarter increased by 1.1%, Intel's market share increased by 2.0%, and NVIDIA's market share decreased by -3.15%, as indicated in the following chart. Overall GPU unit shipments decreased by -14.9% from last quarter. AMD's shipments decreased by -7.6%, Intel's shipments decreased by -9.8%, and NVIDIA's shipments decreased by -25.7%.

Jon Peddie Research (JPR) provides some of the most authoritative and informative market-research into the PC graphics hardware industry. The firm just published a scathing editorial on the future of Intel AXG (Accelerated Computing Systems and Graphics), the business tasked with development of competitive discrete GPU and HPC compute accelerators for Intel. Founded to much fanfare in 2016 and led by Raja Koduri since 2016; AXG has been in the news for the development of the Xe graphics and compute architecture, particularly with the Xe-HP "Ponte Vecchio" HPC accelerator; and the Arc brand of consumer discrete graphics solutions. JPR reports that Intel has invested several billions of Dollars into AXG, to little avail, with none of its product lines bringing in notable revenues for the company. Xe-LP based iGPUs do not count as they're integrated with client processors, and their revenues are clubbed with CCG (Client Computing Group).

Intel started reporting revenues from the AXG business since Q1-2021, around which time it started selling its first discrete GPUs as the Intel DG1 Xe MAX, based on the same Xe-LP architecture powering its iGPUs. The company's Xe-HPG architecture, designed for high-performance gaming, was marketed as its first definitive answer to NVIDIA GeForce and AMD Radeon. Since Q1-2021, Intel has lost $2.1 billion to AXG, with not much to show for. The JPR article suggests that Intel missed the bus both with its time-to-market and scale.

Jon Peddie Research reports that the global PC-based graphics processor units (GPU) market reached 96 million units in Q1'22 and PC GPUs shipments decreased 6.2% due to disturbances in China, Ukraine, and the pullback from the lockdown elsewhere. However, the fundamentals of the GPU and PC market are solid over the long term, JPR predicts GPUs will have a compound annual growth rate of 6.3% during 2022-2026 and reach an installed base of 3.3 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC market will grow to reach a level of 46%.

AMD's overall market share percentage from last quarter increased 0.7%, Intel's market share decreased by -2.4%, and Nvidia's market share increased 1.69%, as indicated in the following chart.

The PC GPU market shipments increased by 0.8% sequentially from last quarter and decreased by -15% year-to-year. Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 101 million units in Q4'21 and PC CPUs shipments decreased by -21% year over year. Overall GPUs will have a compound annual growth rate of 4.5% during 2020-2025 and reach an installed base of 3,331 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 42%. AMD's overall market share percentage from last quarter increased 0.7%, Intel's market share decreased by -0.1%, and NVIDIA's market share decreased by -0.60%, as indicated in the following chart.

Overall GPU unit shipments increased by 0.8% from last quarter: AMD shipments increased 4.7%, Intel's shipments rose 0.6%, and NVIDIA's shipments decreased by -2.2%. The fourth quarter is typically flat to up, compared to the previous quarter. This quarter was up 0.8% from last quarter, which is below the 10-year average of 1.6%.

According to a new research report from the analyst firm Jon Peddie Research, unit shipments of add-in boards increased in Q3'21 from last year. AMD saw a one-percent increase in market share while Nvidia remained the dominant market share leader with 78.2%. Year over year, total AIB shipments increased by 25.7% this quarter compared to last year at 12.7 million units, and up quarter-to-quarter from 11.47 million units in Q2'21.

Add-in boards (AIBs) use discrete GPUs (dGPU) with dedicated memory. Desktop PCs, workstations, servers, rendering and mining farms, and scientific instruments use AIBs. Consumers and enterprises buy AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIBs represent the higher end of the graphics industry. Entry-level systems use integrated GPUs (iGPU) in CPUs that share slower system memory.

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 101 million units in Q3'21 and PC CPUs shipments increased by 9% year over year. Overall, GPUs will have a compound annual growth rate of -1.1% during 2020-2025 and reach an installed base of 3,249 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 31%.

AMD's overall market share percentage from last quarter increased 1.4%, Intel's market share decreased by -6.2%, and Nvidia's market share increased 4.86%, as indicated in the following chart.

According to a new research report from the analyst firm Jon Peddie Research, unit shipments of add-in boards increased in Q2'21 from last year, while Nvidia increased market share to 80% from last quarter a 0.3% increase as well as 2% year-over-year.. Over $11.8 billion AIBs shipped in the quarter—an increase of 179% year-over-year.

Add-in boards (AIBs) use discrete GPUs (dGPU) with dedicated memory. Desktop PCs, workstations, servers, rendering and mining farms, and scientific instruments use AIBs. Consumers and enterprises buy AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIBs represent the higher end of the graphics industry. Entry-level systems use integrated GPUs (iGPU) in CPUs that share slower system memory.

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 123 million units in Q2'21 and PC CPU shipments increased by 42% year-over-year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 3.5% during 2020-2025 to reach a total of 3,318 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 25%.

AMD's overall market share percentage from last quarter decreased by -0.2%, Intel's market share increased 0.1%, and Nvidia's market share increased 0.06%, as indicated in the following chart. Overall GPU unit shipments increased by 3.4% from last quarter, AMD shipments increased 2.3%, Intel's shipments rose 3.6%, and Nvidia's shipments increased 3.8%.

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, has released its newest gaming market study regarding the PC Gaming Hardware Market, which consists of personal computers, upgrades, and peripherals used for gaming. The PC Gaming Hardware market both flourished and suffered during the past year. It flourished financially, however not in a way most would hope. Because of supply problems, a large portion of the consumer spend did not make it back to manufacturers, with an abnormal amount going to resellers who charged inordinately high prices for PC components.

This phenomenon leads to how it suffered. Gamers with average budgets could not always get what they needed, and new entrants sometimes put off, or even worse, abandoned the platform or hobby adoption. New entrants are very important to the long-term health of any gaming platform. A stark warning to hardware companies in the PC Gaming space that long-term growth is dependent on having products available and priced within reach of mass-market consumers. Also, a warning that total dependency on imported products and Just-In-Time inventory systems can be a weakness during market anomalies like the COVID pandemic.

According to a new research report from the analyst firm Jon Peddie Research, the growth of the PC-based Graphics Processor Units (GPU) market reached 119 million units in Q1'21 and 38.74% year-over-year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 2.87% during 2020-2025 to reach a total of 3,333 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 26%.

As part of its ongoing research on the PC graphics market, Jon Peddie Research (JPR) has released its Market Watch report for the first quarter of 2021. Before 2020, the PC market was showing signs of improvement and settling into a new normal. The weakness of the just-in-time supply-chain was revealed in 2020 and the manufacturers of semiconductors and other components have not been able to scale up to meet the surge in demand and the backlog that was created. Intel's leading position in the market and their subsequent manufacturing difficulties exacerbated the situation. JPR's Market Watch report confirms that trend for the first quarter of 2021, but with cautious guidance for the upcoming year.

According to a new research report from the analyst firm Jon Peddie Research, the growth of PC-based Graphics Processor Units (GPU) shipments of all types worldwide reached 20.5 percent in Q4 2020 and 12.4 percent year over year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 3.7 percent during 2020-2025 to reach a total of 419 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 21 percent.

As part of its ongoing research on the PC graphics market, Jon Peddie Research (JPR) has released its Market Watch report for the fourth quarter of 2020. Before 2020, the PC market was showing signs of improvement and settling into a new normal. The pandemic has distorted all models and predictions, as has the gold-rush in Ethereum. JPR's Market Watch report confirms that trend for the fourth quarter of 2020, but with cautious guidance for next year.

As part of its ongoing research on the PC graphics market, Jon Peddie Research (JPR) has released its Market Watch report for the second quarter of 2020. Before 2020, the PC market was showing signs of improvement and settling into a new normal. JPR's Market Watch report confirms that trend for the second quarter of 2020, but with some surprises results for this very unusual year. Overall GPU shipments increased 2.5% from last quarter, AMD shipments increased by 8.4%, Intel's shipments, decreased by -2.7%, and NVIDIA's shipments increased by 17.8%.

In a recent report from Jon Peddie Research (JPR) they estimate that $2.6 billion will be spent on PC gaming hardware in the next three years thanks to the release of Microsoft Flight Simulator. This $2.6 billion will be split across Entry-Level, Mid-Range, and High-End PC gamers with the High-End category contributing the most. JPR estimates that 2.27 million copies of Microsoft Flight Simulator 2020 will sell over the next three years. JPR predicts that these sales numbers will result in $2.6 billion being spent on hardware with the specific intent of improving the game's experience while much more will be spent over the title's complete life cycle.

This estimation includes new computer builds, processor upgrades, display upgrades, flight sticks and throttles, flight system control units, rudder pedals, simulation pit components such as seats and frames, and VR sales. This will benefit all computer components and accessory manufacturers as hardware upgrades are required across the board in most cases. With the introduction of 8K and VR support the game will continue to drive computer upgrades in the years to come.

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, reported its newest gaming market study regarding the PC Gaming Hardware Market, which consists of personal computers, upgrades, and peripherals used for gaming. The market is booming globally due to shelter in place orders as gamers upgrade and buy new PCs and accessories. Perhaps more importantly, the current situation has actually created millions of new PC gamers looking for immersive, exciting, and economically efficient forms of home entertainment.

Ted Pollak, Senior Analyst Gaming Industry, said "The PC Gaming Hardware market is in a rare scenario where every segment is going up. We see a lot of people buying and upgrading personal and company subsidized computers with better parts, with the intention of playing video games. In the Entry-Level, much of this revenue comes from new gamers.

The 2020 Entry-Level category is forecast to grow 21.7% which is unprecedented and totally unexpected. The Mid-Range has bounced back from a slide; now in positive territory. At the High-End, 1440p+ display sales (spurred by more affordable offerings) created a chain reaction of upgrades as gamers configure rigs for 60+ frames per second.

When AMD scored a double hit by winning the Xbox and the PlayStation console projects the number of GPUs the company shipped from 2013 on took a jump. As their APU sales increased (partially due to the console wins) their overall sales increased even more. Likewise, as AMD introduced the Zen CPU, associated GPU sales also increased. The net result is since 2013 AMD has shipped over a half-billion GPUs either integrated or discrete.

When compared to Intel (integrated only) or NVIDIA (discrete only) both companies beat AMD in their respective classes, but overall AMD beats them both. Fun with numbers. The cumulative distribution of GPUs by platform is shown in the following chart. Next year AMD will be able to add Samsung smartphones to its list of platforms, and those numbers are going to huge.