Workstation report series – Professional Computing Markets and Technologies

Description

Providing the most comprehensive look at the workstation market available, the JPR Workstation report series delves into breadth and depth across all slices of the workstation and professional GPU markets, including:

• A complete breakdown of the traditional workstation market by units, revenue, platforms, key components, verticals, geography, and vendors
• Workstation market forecast
• A complete breakdown of the workstation GPU market by units and revenue, across product classes (including integrated graphics) and vendors

JPR’s market sizing and segmentation is based primarily on bottom-up analysis from data collected from the major professional graphics IHVs and workstation OEMs profiled in this report.

Table of Contents

• Tables
• Figures
• Navigating this report: for new readers and frequent readers
• Timing of releases
• Methodology
  • Some – but not all – white-box coverage
• Workstation volume up 12% in Q1’25 … but what that growth indicates isn’t clear ……………..
• Mobile workstations tick up to 60% of the market (units) for first time in Q4’24
  • The recent pandemic-fueled surge in mobiles and corresponding dip in fixed machines
    • The mobile workstation still shipping in excess of its pre-pandemic pace, suggesting a
      permanent change in the market’s mix
    • Fixed sales not catching up to mobiles post-pandemic
      The fixed workstation’s comeback stalls in 2022 and — while stabilized —has yet to
      pick up again
  • Overall market now virtually identical to the non-pandemic, hypothetical long-term run-rate
• Workstation volume by model type and class
  • The pre-2023 fixed model class segmentation
    • The Super Single Socket (SSS) era of high-core count multi-chiplet 1S processors trigger a shift in fixed market segments
    • 2023 and beyond: evolving the fixed workstation market segments
  • Fixed workstation market segment metrics
  • The transition — in part or in full — of traditional 2S workstations to Ultimate (1S) models
    • Ultimate (2S) market share logically continuing to slide
  • Sub-entry fixed models — more Creator PC than workstation — are plumbing the low end and blurring lines … but adoption has been limited
• Mobile workstation market segmentation
• Datacenter workstations
• Workstation component and configuration metrics
  • Workstation OSes: Windows (Pro and Pro for Workstations) vs. Linux
  • Base workstation platforms / CPUs
    • AMD is back in the workstation CPU game with Ryzen Pro and Threadripper Pro
      • Things have changed, as AMD now offers a broad range of workstation-caliber CPUs
      • With the full DHL trio on board with Premium models built on Threadripper Pro,
      • AMD’s market share on a growth path
      • Ryzen Pro making Tier 1 progress as well, in both fixed and mobile segments
    • Intel still the dominant CPU supplier, but AMD applying pressure across the board
      • Xeon had taken majority share from Core in fixed workstations, but the script has flipped dramatically … and Intel is (at least for now) OK with that
      • Sapphire Rapids (finally) reinforced the Premium class and helped drive the Ultimate class
    • 2S (dual socket) CPU market share essentially all Xeon Scalable
    • Core now responsible for 100% of Intel’s share of mobile workstation CPUs, but AMD’s
    • Ryzen Pro is making inroads
  • Professional discrete GPU attach rates
  • ECC memory attach
• What truly qualifies as a workstation, anyway?
  • A litmus test for the modern workstation
• The Creator PC: pushing the bounds of a branded workstation
  • Fixed Creator PCs versus fixed workstations: the gray area of Entry and Sub-Entry models
  • Share of branded mobile workstations fitting the Creator PC class continues to grow ………
  • Maybe it really is a 50/50 mobile/fixed market? Adjusting for Creator PC systems
• Vendor market share
  • Differences in vendor shares by platform have faded
• Apple and its “workstations”
• Workstation revenue and ASPs
  • Mobile vs. fixed revenue
  • Fixed unit and revenue distribution by price tiers
  • Mobile unit and revenue distribution by price tiers
• Workstation shipments by vertical
• Shipments by geography (Tier 1 only)
  • Overarching trends in geographic distribution
  • Q1’25 geo metrics and current trends
  • Mobile vs. fixed distribution by global geo
  • Dell global leadership is due — virtually solely — to its US dominance, while Lenovo closing in on HP
  • Dell challenging HP for leadership in EMEA
  • A three-way logjam at the top of APexJ workstation sales
  • Shrinking Japan market historically a strong region for HP, while Dell sees a welcome
    bounce in Q1’25
  • ROW shares generally stable, with Dell in command and Lenovo challenging HP for #2 …
  • EMEA distribution by sub-region: some new high and low marks among sub-regions
    • MEA and Iberia the recent sub-region growth stories
    • Mobile vs. fixed: EMEA sub-region breakdown
    • Workstation vendor shares per EMEA sub-region (Tier 1 only)
  • APexJ distribution by sub-region (Tier 1)
    • APexJ anchor China slowing its growth, posting its lowest share of overall APexJ sales
      on record
    • Lenovo the undisputed leader in China
    • Dell and HP gained in India at Lenovo’s expense … though Lenovo rebounding
    • Rest of ApexJ vendor distribution
    • Mobile vs. fixed: APexJ sub-region breakdown
• Full-year calendar 2024 results for workstations
• Outlook on the workstation market
  • Market prospects in a vacuum: why workstations — in some form, and relatively speaking— should remain a healthy market for as far as we can see
  • The bottom-line forecast
• Discrete professional GPU shipments remain on solid growth path
  • The mobile to fixed GPU mix contrasts that of workstations
  • Intel in the game with Arc Pro … volume a trickle so far
• Professional discrete add-in GPU units and revenue, by price tier
  • Effective Q4’23: expanding visibility into the fixed, add-in GPU volume per price band
  • Viewing the price bands: bucketing individual SKUs versus the continuum of price vs. volume
  • The Mainstream segment now outsells Entry in unit volume … for good reason
• Professional discrete GPU vendor shares per segment: virtually all Nvidia everywhere
• Discrete consumer and CPU-integrated GPUs on workstations
• Full-year calendar 2024 results for discrete workstation GPUs