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Add-in Board report (Quarterly - Q2'21)

Graphics add-in board market hits $11.8 billion in Q2’21

Written By
Jon Peddie & Robert Dow

The Add-in Board report is a quarterly report that focuses on the market activity of PC graphics controllers for mobile and desktop computing. The report provides an in-depth look at the PC graphics market and includes unit shipment and segment market share data, and trend analysis.

The AIB Report Contains

  • Worldwide AIB Shipment forecast by segment, 2015 to 2022.
  • Attach rate of AIBs from 2001.
  • Detailed worldwide AIB Shipment Volume, by segment, and forecast to 2022.
  • Major suppliers: Detailed market share data-on the shipments of AMD, Nvidia, and others.
  • Market share history from Q1 2004.
  • Percentage of shipments by region, from 2015 to 2022.
  • Market value of AIBs, and pricing trends
  • A Vision of the future: Building upon a solid foundation of facts, data, and sober analysis, this section pulls together all of the report's findings and paints a vivid picture of where the PC graphics market is headed.
  • Memory load and forecast.

 

Graphics add-in board market hits $11.8 billion in Q2’21

The PC GPU market shipments increased by 3.4% sequentially from last quarter and increased by 37% year-to-year.

 

Unit shipments of add-in boards increased in Q2'21 from last year, while Nvidia increased market share to 80% from last quarter a  0.3% increase as well as 2% year-over-year. Over $11.8 billion AIBs shipped in the quarter—an increase of 179% year-over-year.

Market value of AIBs over time

 

Add-in boards (AIBs) use discrete GPUs (dGPU) with dedicated memory. Desktop PCs, workstations, servers, rendering and mining farms, and scientific instruments use AIBs. Consumers and enterprises buy AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIBs represent the higher end of the graphics industry. Entry-level systems use integrated GPUs (iGPU) in CPUs that share slower system memory.

The trend of quarterly AIB sales had been steady to trending slightly down since the crypto madness of the last few years has waned. However, due to the pandemic and the rise in popularity of esports, AMD and Nvidia have been reporting record game segment revenues.

Considering these trends and the addition of Intel into the AIB market we see positive signs overall for the industry.

Both AMD and Nvidia enjoyed an increase in Desktop dGPU shipments year-over-year, and slight decreases from Q1, which could be seen as normal seasonality.

The relative changes from quarter-to-quarter are illustrated in the following chart.

Shipments of desktop CPUs compared to desktop AIBs over time

 

On a year-to-year basis, we found total AIB shipments during the quarter rose 13.4%, which is greater than desktop CPUs, which rose 8.0% from the same quarter a year ago.

The PC AIB market currently has two dGPU suppliers, which also build and sell AIBs. The primary suppliers of GPUs are AMD and Nvidia. There are 54 AIB suppliers. They are the AIB OEM customers of the two major GPU suppliers, which they call “partners.” Some of the AIB suppliers offer AMD and Nvidia-based products, and others provide only one or the other.

The AIB market reached $29 billion last year. We forecast it to be $44.1 billion by 2023. Intel’s entry into the market could, due to the strength of their brand and position with OEMs, create an increase the unit shipments and TAM Since 1981, 2,094 million AIBs have been shipped.

This quarter is normally down from the previous quarters. This quarter it was down -2.9% from the last quarter. That is above the ten-year average of -9.7% which is a little lower when compared to the desktop CPU market, which increased 1.2% from the last quarter.

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