Quarter-to-quarter total GPU shipments up 3.2%—Desktop graphics up
1%, notebooks up 5%AMD’s overall unit shipments increased 11% quarter-to-quarter, Intel’s
total shipments increased 4% from last quarter, and Nvidia’s
The attach rate of GPUs (includes integrated and discrete GPUs) to
PCs, for the quarter was 139% (up 3.2%) and 32% of PCs had discrete
GPUs, (down 3.6%) which mean 68% of the PCs are using the embedded
graphics in the CPU.
The overall PC market increased 1.3% quarter-to-quarter, and decreased
Desktop graphics add-in boards (AIBs) that use discrete GPUs declined
TIBURON, Calif.--(BUSINESS WIRE)--
Jon Peddie Research (JPR), the industry's research and consulting firm
for graphics and multimedia, announced estimated graphics chip shipments
and suppliers’ market share for 2014 2Q.
Graphics chips are without doubt one of the most powerful, exciting, and
essential components in tech today: not only does every computer require
one (or more), but the technology is entering into major new markets
like supercomputers, remote workstations, and simulators almost on a
daily basis. New technologies and compute programs are taking advantage
of the ability of GPU power to scale. On top of that, PC gaming momentum
continues to build. It would be no exaggeration to say that GPUs are
becoming the 800-pound gorilla in the room.
The big drop in graphics shipments in Q1 has been partially offset by a
small rise this quarter. Shipments were up 3.2% quarter-to-quarter, and
down 4.5% compared to the same quarter last year.
Q2 is, on average, usually mixed, up slightly some years, down others.
There was an abnormal spike in 2009 after the massive market decline
which warps the 10-year average to 7.1% and makes the 3.2% this year
appear to be below average. If the anomalous 2009 spike is ignored, the
9 year average is just 0.5%, which would make the 3.2% increase for Q2
2014 a significant increase.
GPUs are traditionally a leading indicator of the market, since a GPU
goes into every system before it is shipped, and most of the PC vendors
are guiding cautiously up to flat for Q3’14.
The Gaming PC segment, where higher-end GPUs are used, was a bright spot
in the market in Q1. Nvidia and AMD high-end GPUs sales
were strong, lifting the ASPs for the discrete GPU market.
Q2 2014 saw the first decline in tablet sales, and one of the few
increases in PC sales. The CAGR for total PC graphics from 2014 to 2017
is basically flat. We expect the total shipments of graphics chips in
2017 to be 418 million units. In 2013, 438.3 million GPUs were shipped
and the forecast for 2014 is 414.2 million.
The quarter in general
AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs
increased 16.7% from the previous quarter, and increased 10.3% in
notebooks. AMD’s discrete desktop shipments decreased 10.7% and
notebook discrete shipments increased 30.6%. The company’s overall PC
graphics shipments increased 11%.
Intel’s desktop processor embedded graphics (EPGs) shipments
increased from last quarter by 7.2%, and notebooks increased by 1.9%.
The company’s overall PC graphics shipments increased 4.1%.
Nvidia’s desktop discrete shipments decreased 21% from last
quarter; and the company’s notebook discrete shipments increased 6.9%.
The company’s overall PC graphics shipments decreased 8.3%.
Year-to-year this quarter AMD’s overall PC shipments decreased
22%, Intel increased 4.2%, Nvidia decreased 12.7%, and
others essentially went away.
Total discrete GPU (desktop and notebook) shipments from the last
quarter decreased 3.6%, and decreased 13.3% from last year. Sales of
discrete GPUs fluctuate due to a variety of factors (timing, memory
pricing, etc.) and the influence of integrated graphics. Overall, the
trend for discrete GPUs has increased with a CAGR from 2014 to 2017
now of -5.6% (from -10%).
Ninety nine percent of Intel’s non-server processors have
graphics, and over 65% of AMD’s non-server processors contain
integrated graphics; AMD still ships integrated graphics
Year-to-year for the quarter, the graphics market decreased. Shipments
were down 3.2 million units from this quarter last year, which is a
smaller decline than last quarter and suggests the big declines may be
Table 1: Total Graphics Chip Market shares
Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are
a leading indicator for the PC market. At least one and often two GPUs
are present in every PC shipped. It can take the form of a discrete
chip, a GPU integrated in the chipset or embedded in the CPU. The
average has grown from 1.2 GPUs per PC in 2001 to almost 1.35 GPUs per
It is critical to get a proper grip on this highly complex technology
and understand its future direction.
This detailed 50-page report will provide you with all the data,
analysis and insight you need to clearly understand where this
technology is today and where it's headed.
This fact and data-based report does not pull any punches: frankly, you
will be shocked by some of the analysis and insight.
Our findings include discrete and integrated graphics (CPU and chipset)
for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e.,
POS) and industrial/scientific and embedded. This report does not
include the x86 game consoles, handhelds (i.e., mobile phones), x86
Servers or ARM-based Tablets (i.e. iPad and Android-based Tablets),or
ARM-based Servers. It does include x86-based tablets, Chromebooks, and
We have been providing quarterly reports on the PC graphics market
shipments since 1988.
and images here
The report contains the following content:
Major suppliers: Detailed data-on the shipments of AMD, Intel,
Nvidia, and others.
Financial results for the leading suppliers: Analysis of the
quarterly results of the leading GPU suppliers
Market Forecasts: You will also be able to download a detailed
spreadsheet and supporting charts that project the supplier’s
shipments over the period 2001 to 2018. Projections are split into
platforms and GPU type.
GPUs: History, Status, and Analysis.
Financial History for the last nine quarters: Based on historic
SEC filings, you can see current and historical sales and profit
results of the leading suppliers.
A Vision of the future: Building upon a solid foundation of
facts, data and sober analysis, this section pulls together all of the
report's findings and paints a vivid picture of where the PC graphics
market is headed.
Charts, graphics, tables and more: Included with this report is
an Excel workbook. It contains the data we used to create the charts
in this report. The workbook has the charts and supplemental
here to learn more about this major report or download it now.
Pricing and Availability
The Jon Peddie Research's Market Watch is available now in both
electronic and hard copy editions, and sells for $2,500. Included with
this report is an Excel workbook with the data used to create the
charts, the charts themselves, and supplemental information. The annual
subscription price for JPR's Market Watch is $4,000 and includes
four quarterly issues. Full subscribers to JPR services receive Tech
Watch (the company's bi-weekly report) and a copy of Market Watch
as part of their subscription. For information about purchasing Market
Watch, please call 415/435-9368 or visit the Jon Peddie Research
website at www.jonpeddie.com.
Contact Robert Dow at JPR (Robert@jonpeddie.com)
for a free sample of Tech Watch.
About Jon Peddie Research
Dr. Jon Peddie has been active in the graphics and multimedia fields for
more than 30 years. Jon Peddie Research is a technically oriented
multimedia and graphics research and consulting firm. Based in Tiburon,
California, JPR provides consulting, research, and other specialized
services to technology companies in a variety of fields including
graphics development, multimedia for professional applications and
consumer electronics, high-end computing, and Internet-access product
development. Jon Peddie's Market Watch is a quarterly report
focused on the market activity of PC graphics controllers for notebook
and desktop computing.
View all JPR press releases http://www.jonpeddie.com/about/press/index.shtml
Jon Peddie Research
Jon Peddie, 415-435-9368
Source: Jon Peddie Research