The PC GPU market shipments increased 10.68% sequentially from last quarter, but decreased -5.60% year-to-year,
This is the latest report from Jon Peddie Research on the GPUs used in PCs. It is reporting on the results of Q3'19 GPU shipments world-wide.
The global GPU market has been strengthening towards the end of the year, which is in line with seasonal trends, but JPR also reports some surprising spikes in specific categories. Discrete GPU shipments increased to 321% of PCs up 5.1 from last quarter which is a significant improvement and hopefully a bell-weather for the industry.
Nvidia’s shipments showed a giant 38.3% increase from last quarter. The company leads in discrete GPUs and this quarter shipped more than all of AMD’s total GPUs (including APUs).
For comparison, AMD’s overall unit shipments increased 8.7% quarter-to-quarter, Intel’s total shipments increased 5.4% from last quarter, and as mentioned, Nvidia’s increased 38.3%. Last quarter was transitional for Nvidia and the company ramped up at the end of the quarter. Channel inventory is now healthy says the company, Q4 notebook will be seasonally down. Nvidia says RTX doing well and represents 66% of its gaming revenue.