TIBURON, CA, January 30, 2003Jon Peddie Research (JPR), a leading research and consulting firm for graphics and multimedia, today announced estimated graphics shipments and supplier market share for the fourth calendar quarter of 2002. Detailed fourth quarter results, as well as results for all of 2002, will be published in the upcoming Q4'02 edition of Jon Peddie's Market Watch, the firm's quarterly graphics survey. Market Watch provides an in-depth look at the PC graphics market and includes unit shipment and segment market share data, trend analysis, two-year forecasts, and profiles of major suppliers.
Jon Peddie Research estimates that approximately 53 million PC graphics devices shipped from nine suppliers in Q4'02, a 13% increase over the previous quarter. Growth across industry segments was well distributed in Q4'02 as compared to Q3'02 in which segment growth was limited to chipsets with integrated graphics for desktop PC platforms.
"Growth occurred in both the mobile and desktop segments and in shipments of discrete and integrated graphics chipsets during the fourth quarter," said Lisa Epstein, a senior analyst at Jon Peddie Research. "Strong growth in the fourth quarter is typical for the PC industry; however, graphics shipments outpaced CPU shipments by approximately 30% during the period, indicating a larger total available market (TAM) for graphics due in part to a strong attach rate of discrete graphics to integrated solutions," Epstein concluded.
The mobile segment led growth in Q4'02, with shipments increasing 25% as compared to Q3'02. The desktop segment grew by a more moderate 11%. Integrated graphics shipments increased by 17% and discrete graphics shipments increased by 9% during the quarter. However, only five of nine suppliers drove growth in Q4'02: ATI, Intel, Nvidia, SiS, and VIA. Small players were increasingly marginalized with either flat or reduced shipments.
As compared to Q3'02, Nvidia saw a 13% increase in graphics shipments in Q4'02 and was the largest supplier of PC graphics devices worldwide but with a reduced share of the total graphics market. Intel was the second largest supplier in Q4'02, with a 12% increase in graphics shipments and an increased share of the total graphics market. In third position, ATI saw an 18% increase in graphics shipments in Q4'02, with a relatively steady share of the total graphics market. The following chart shows the ranking and relative market share, based on unit shipments in Q4'02, of the nine major graphics suppliers to the PC industry.