Workstation market settles but remains solid in Q3’14

The market for workstations remains a healthy one. In the third quarter of 2014, it managed to hold onto most of its previous and substantial gains, while also seeing its second-highest volume total on record. Worldwide, the industry shipped approximately 1.02 million workstations last quarter, posting a 4.7% gain over the same quarter a year ago, along with a modest 2.8% quarterly decline over Q2'14's all-time high.

Looking forward, JPR expects to see the market's momentum continue. The third quarter marked the official launch of Intel's Haswell-E processor and supporting Grantley platform, an event that triggered refreshes of every major OEM's premium deskside workstation line. But shipments of those new models didn't ramp until Q4, meaning that any subsequent volume surge would be reflected not in last quarter's results, but next quarter's."

It's the same basic story for big 3 OEMs in Q3'14

 

The professional graphics hardware market remained strong in Q3'14

Mirroring the results of the workstation market it serves, the professional graphics market followed up Q2's record-high volume with a modest sequential decline, but it still managed to deliver the second-highest volume total on record. The industry, primarily composed of the Nvidia/AMD duopoly, shipped a total of approximately 1.28 million workstation-caliber GPUs in the third quarter, including both mobile modules and deskside add-in cards.

  • Methodology
    • Some – but not all - white-box coverage
    • Navigating to new content: bold PDF bookmarks and yellow highlighted headings
    • Effective Q3'11, Lenovo inherits NEC workstation share
  • Workstations markets maintains slow-but-steady progress in Q3'14
    • Workstation ASPs and revenue
    • Workstation shares by machine class
      • The workstation market is — and will likely remain — the domain of the deskside
        • Tier 1 OEMs in Q3'14: market shares generally stable ... but Dell takes another modest step forward in its comeback
        • Vendor penetration by market segment
        • Apple's MacPro
    • Today, Intel stands virtually alone as CPU supplier to the workstation industry …
    • AMD is tipping its CPU toes back in workstation waters
      • Single versus multi-socket CPU
    • Windows dominates, with Linux holding minority share
    • Tier 1 distribution of workstations by geography
      • Dell holds onto U.S. lead for second straight quarter
      • HP and Fujitsu weaker in EMEA, with Dell and Lenovo picking up the slack
      • HP and Dell take back some ground from Lenovo in APexJ
      • Tier 1 OEM shares in Japan essentially unchanged in Q3'14
      • EMEA and APexJ: breakdowns by sub-region
  • Full-year calendar 2013 results for workstations
  • Mixed signals in the market for professional graphics hardware in Q3'14
    • ASPs stronger ... for a very logical reason
    • AMD's share sees the (full?) benefit of Mac Pro's adoption of FirePro
    • Nvidia / AMD fortunes relatively unchanged in traditional "Winux" worktation market
      • Professional graphics hardware market breakdown by product class
      • A continuing trend: 2D down, mobile flat, and 3D up
      • Mid-range and High End swells, thanks in part to Mac Pro's inclusion of AMD FirePro
      • Nvidia strengthens hold on mobile workstation GPU segment
      • Entry class professional graphics add-in cards take lion's share of volume ... and Nvidia
        • The 2D segment chugs on
    • Full-year calendar 2013 results for professional graphics hardware
    • Outlook on the workstation and professional graphics markets
    • Appendix A: Workstation vendor shares per EMEA sub-region

Tables and figures

Tables

  • Table 1 Total workstation market revenue (in $M)
  • Table 2 Typical Q3'14 characteristics of desktop workstation classes
  • Table 3 History of workstation unit share by vendor 
  • Table 4 Historical share of Windows and Linux in x86 based workstations (Apple platforms not included) 
  • Table 5 Total workstations shipped by year (units and revenue)
  • Table 6 Yearly workstation ASPs (in dollars) 
  • Table 7 Growth (loss) of Tier 1 vendors’ unit shares 
  • Table 8 Worldwide shipments of professional graphics (K units, including mobiles) 
  • Table 10 Where Apple's new FirePro SKUs stack up against existing "Southern Islands" SKUs 
  • Table 9 Worldwide quarterly revenue of professional graphics add-in cards ($M, no mobiles) 
  • Table 11 Professional graphics market share history by vendor (units) 
  • Table 12 Professional graphics add-in card (no mobiles) revenue history by vendor
  • Table 13 Professional graphics hardware classes and price bands 
  • Table 14 Professional graphics hardware, yearly totals 
  • Table 15 Professional graphics add-in card ASPs, yearly 

Figures

  • Figure 1 Workstation ASPs over time
  • Figure 2 History of overall workstation unit distribution, by class 
  • Figure 3 Unlike broader PC market, deskbound workstations outsell mobiles (on average) by almost 3:1 
  • Figure 4 Dell stabilized, then took back some share lost to HP .. but lately, positions for the two relatively stable 
  • Figure 5 Shares of mobile workstation units, by vendor 
  • Figure 6 Shares of Entry class workstation units, by vendor 
  • Figure 7 Shares of Mid-range workstation units, by vendor 
  • Figure 8 Estimated and hypothetical share of Apple in Windows/Linux/OS-X deskside workstation market
  • Figure 9 Intel shipments into Tier 1 workstation market by processor (unit share of Intel platform by processor) 
  • Figure 10 The rise and fall of Opteron in the workstation platform
  • Figure 11 Share of dual-capable (though not necessarily dual-populated) workstations as a percentage of all deskbound systems 
  • Figure 12 While the share of 2S-capable workstations is in decline, the 2nd CPU attach rate is relatively stable
  • Figure 13 Geographic distribution (by unit shipments) over time 
  • Figure 14 Tier 1 vendor shares of U.S. over time
  • Figure 15 Tier 1 vendor shares of EMEA over time
  • Figure 16 Tier 1 vendor shares of Asia/Pac (excluding Japan) over time 
  • Figure 17 Tier 1 vendor shares of Japan region time 
  • Figure 18 Tier 1 vendor shares of Rest of World (ROW) region over time 
  • Figure 19 EMEA breakdown by sub-region 
  • Figure 20 Asia/Pacific (excluding Japan) breakdown by sub-region 
  • Figure 21 China sub-region, breakout by vendor 
  • Figure 22 India sub-region, breakout by vendor
  • Figure 23 Rest of APexJ sub-region, breakout by vendor
  • Figure 24 Overall yearly workstation unit share by vendor
  • Figure 25 Worldwide shipments of professional graphics (K units, including mobiles)
  • Figure 26 Professional graphics card ASPs, by vendor over time 
  • Figure 27 Professional graphics units, by segment
  • Figure 28 AMD's mix of FirePro GPU products over time 
  • Figure 29 Estimated share of professional graphics units shipping in "Winux" workstations 
  • Figure 30 2D in slow decline and mobiles (mostly) flat, as 3D cards have taken the lion's share of market growth over the past several years 
  • Figure 31 Professional graphics add-in card revenue 
  • Figure 32 Vendor unit share history: mid-range 3D add-in card segment
  • Figure 33 Vendor shares of combined High + Ultra-high professional segment over time 
  • Figure 34 Vendor unit share history: mobile professional graphics segment
  • Figure 35 Vendor unit share history: Entry 3D add-in card segment 
  • Figure 37 Vendor unit share history: professional 2D add-in card segment 
  • Figure 38 Workstation market forecast 2013 - 2018 (units) 
  • Figure 39 Workstation market revenue forecast 2013 - 2018 ($)
  • Figure 40 Germany sub-region, breakout by vendor 
  • Figure 41 UK/Ireland sub-region, breakout by vendor 
  • Figure 42 Central and Eastern Europe (CEE) sub-region, breakout by vendor 
  • Figure 43 Nordics (Denmark, Finland, Norway, Sweden) sub-region, breakout by vendor 
  • Figure 44 Italy sub-region, breakout by vendor 
  • Figure 45 Alps (Switzerland, Austria) sub-region, breakout by vendor 
  • Figure 46 France sub-region, breakout by vendor 
  • Figure 47 BeNeLux sub-region, breakout by vendor 
  • Figure 48 Iberia (Spain, Portugal) sub-region, breakout by vendor 
  • Figure 49 Middle East and Africa (MEA) sub-region, breakout by vendor
  • Figure 50 Greece sub-region, breakout by vendor