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Overall GPU market was up an impressive 17%, notebooks lead

Posted: 01.29.08
First quarter industry ships over 100 million units. Slight gains and losses in market share, Intel still number one overall and in notebook, Nvidia still number one on the desktop, AMD results mixed.

TIBURON, CA—January 29th 2008—Jon Peddie Research (JPR), the industry's leading research and consulting firm for graphics and multimedia, today announced estimated graphics shipments and supplier market share for the fourth calendar quarter of 2007.

Traditionally, the fourth quarter has good growth for the computer industry as retailers and OEMs sell in the holiday season; this year had the biggest jump quarter-to-quarter for the last six years.

2001

2002

2003

2004

2005

2006

2007

Q3 growth from Q2

9.46%

12.11%

11.05%

1.47%

16.19%

0.89%

10.62%


Table 1 : Growth rates from Q3 to Q4 from 2001 to 2007

Total desktop shipments for the quarter were 100.5 million units, up 17% in over last quarter. Compared to the same quarter last year shipments were up 27%.

In the overall graphics market (desktops and notebooks), Intel held its first place position claiming 43% against Nvidia's 34%, while AMD moved to 18%, as shown in Table 1.

Vendor

This quarter

Market share

A year ago

Market share

Growth

AMD

18.36

18.3%

19.19

23.0%

-4.4%

Intel

43.71

43.5%

31.19

37.4%

40.2%

Nvidia

33.78

33.6%

23.74

28.4%

42.3%

Matrox

0.11

0.1%

0.08

0.1%

37.5%

SiS

2.05

2.0%

3.72

4.5%

-44.9%

VIA/S3

2.49

2.5%

5.56

6.7%

-55.3%

Total

100.50

100.0%

83.48

100.0%

20.4%


Table 2:Total Graphics Chip Market shares for Q4'07

On the desktop Intel barely took back its first place position with a 37.7% share against Nvidia's 37.1%, while AMD slipped to 19%.

The desktop saw market saw growth of 8.3% this quarter to 66.8 million units.

In the notebook market Intel held its dominant position with 54% Nvidia came in at 26% and AMD was at 18% as shown in Table 3.

Vendor

Q1'07

Q2'07

Q3'07

Q4'07

AMD

23%

21%

21%

18.3%

Intel

55%

51%

45%

53.9%

Nvidia

20%

27%

32%

26.2%


Table 3 : Market share in notebook graphics chips for 2007

Notebook chips continued their growth in units with 34.3 million units, to claim 34.2% of the market.

The fourth quarter of 2007 was a seasonally strong quarter and didn't surprise us (like Q2 and Q3 did.)

"The fourth quarter of 2007 was seasonally good, and significantly greater growth from the 3rd quarter than last year – which is interesting in of itself since Q3 2007 was so good,” said Dr. Jon Peddie, president of Jon Peddie Research in Tiburon California. "The major growth in the desktop was for Mainstream and Value class add-in boards (AIBs) which are a typical holiday result.”

Peddie notes that Q1'08 will be an interesting quarter as AMD and Nvidia will release new higher power AIBs for the Enthusiast sector.

Further, says Peddie, there is strong overall demand. There is little shift in market share between GPU vendors quarter to quarter which suggests there is no channel stuffing or double ordering. However, Nvidia's G80 has exceeded expectations and is on allocation.