Qualcomm confirmed the implementation of a “Strategic Realignment Plan”, which Steve Mollenkopf, its CEO, said represent “fundamental changes” for the company.Qualcomm reduced the outlook for its semiconductor business in the fourth quarter, “driven primarily by factors impacting premium-tier demand”. These include “increased concentration” in this segment reducing demand for some Qualcomm-powered devices; lower demand for its premium chipsets from an unnamed customer; and lower sell-through in China of some products using its premium-tier silicon. In Qualcomm’s conference call George Davis, CFO, said that (a major issue was) the loss of a “major vertical customer” – Samsung.
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GPU-Computing Market – Winners and Opportunities
The GPU-Computing Market Report is a supplemental report to Market Watch focusing on the data center
The GPU-Computing market continues to grow and is a bright spot in the industry with continued growth in revenue and unit shipments.
Deploying GPUs and virtual GPU software in the data center has become an effective way for enterprises to meet the challenges of larger, more complex workloads. These technologies offer advanced capabilities for AI, real-time ray tracing, and graphics that are essential for a variety of workloads, while reducing costs, space, and power requirements.
With the sudden surge in popularity of AI training, today’s GPUs, with their massive acceleration capabilities, have been generating a great deal of interest and experiencing a rise in popularity. The report dives into the background of GPUs as they have become an important element in AI deep learning, scientific computing, machine learning, and more.
JPR identifies the three major US companies that compete in the global GPU/AIB market—AMD, Intel, and Nvidia—and three indigenous companies that compete for the Chinese AI market (as a result of the US sanctions)—Biren Technology, MetaX, and Moore Threads. More detailed information on the Chinese GPUs/AIBs can be found in our GPU Developments of 2022 report.
While none of the companies release shipment data on their data center products, JPR estimates the market at 272,000 add-in boards (AIBs) in 2022 and 230,000 in 2023. This was based on revenue reports, product classifications, adjacent shipments (servers), and experience. It’s worth noting that the 2022 shipment numbers were inflated by the large number of GPU-compute AIBs Intel made for the Aurora supercomputer and AMD made for the Frontier supercomputer.
Contact us now if you would like to receive a sample of the report.
Workstation Report single issue – Professional Computing Markets and Technologies
Workstation report series - Professional Computing Markets and Technologies
JPR’s Workstation Professional Computing Markets and Technologies report series has established itself as the essential reference guide for hardware and software vendors and suppliers serving the workstation and professional graphics markets.
In addition to four quarterly reports focused on market results, a subscription to the JPR Workstation Report includes two revisions of the JPR Workstation Report Semi-Annual, a complete reference manual on the workstation, and professional graphics businesses. Anything you want to know about the markets, technologies, and industry players can be found in this all-inclusive report.
The workstation market in Q4’22 contracts further in Q4’22, due to influences both within and beyond the market
The third quarter of 2022 marked the end of exuberant growth in the workstation market, and based on Q4 results, the decline — or perhaps better put, a return to normal and sustainable marketplace — is not over. All told, the market saw around 1.84 million workstations shipped, representing a 23.8% YoY drop and a 9.3% sequential decline. The quarter’s performance suggests some complex dynamics playing out in the market, viewed both from the perspective of internal market trends as well as external economic forces.
“The fixed workstation segment sputtered after a promising rebound in the waning days of the pandemic, dampened in part by the imminent refresh of Intel’s Xeon platform,” JPR Workstation Report author Alex Herrera explained. “Meanwhile, the mobile workstation saw an inevitable decline after several quarters of unsustainable pandemic-induced gains. And both segments are seeing some, varying degree of preemptive belt-tightening as all businesses wrestle with the “will it or won’t it” question of a possible near-term recession.”
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TV Gaming Hardware market study – Bi-annual, Advanced financial modeling of the global TV Gaming Hardware market
TV Gaming Hardware market study - Bi-annual, advanced financial modeling of the global TV Gaming Hardware market
TV and Cloud Gaming market study – advanced financial modeling of the global PC Gaming Hardware market.
Jon Peddie Research’s TV and Cloud Gaming market study is a supply-side series, it establishes the TV Gaming Hardware market size by value, platform, and unit shipments.
TV and Cloud Gaming market study subscription consists of two issuances per year and gives one year of history, a current year estimate, and a three-year forecast.
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