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Market Watch

The GPU market increased year-to-year by 3.4%; sequentially GPU shipments decreased -10% in Q1,2018

Jon Peddie Research, the industry’s market research firm, reported that overall year-to-year total GPU shipments increased 3.4%, desktop graphics increased 14%, notebooks decreased -3%. GPU shipments decreased -10% from last quarter: AMD decreased -6%, Nvidia decreased -10%, and Intel decreased -11%.

 

Figure 1: Market share for total GPUs for the quarter

 

AMD increased its market share again, Nvidia held steady, and Intel decreased.

 

Table 1: Graphics chip market shares

Over three million add-in boards (AIBs) were sold to cryptocurrency miners worth $776 million in 2017. And an additional 1.7 million were sold in the quarter.

 

Table 2: Graphics chip market

We believe the market for AIBs for crypto-mining has saturated and the mines who wanted AIBs have got them now. The gamers, who have pulled back on purchases due to the surge-pricing by the channel, are now seeing supply increase and prices coming back down. We think they represent a pent-up demand which will carry forth into Q2 and have a mitigating effect on the seasonality of desktop discrete GPU sales.

Figure 2: Quarter to quarter change in discrete shipments

 

However, the PC suppliers, the supply chain in Taiwan and China, and the semiconductor suppliers are all guiding down for Q2 reflecting a continuation of historic seasonality, and a general decline in the PC market. Nonetheless, the supply chain companies in Taiwan are predicting that this Q2 will be the bottom of the PC market.

The first quarter is typically flat to down from the previous quarter in the seasonal cycles of the past. For Q1'18, it decreased -10.4% from last quarter and was below the ten-year average of ‑6%.

Quick highlights

  • AMD’s overall unit shipments decreased -5.83% quarter-to-quarter, Intel’s total shipments decreased -11.49% from last quarter, and that of Nvidia’s decreased -10.21%.
  • The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 140% which was up 5.75% from last quarter.
  • Discrete GPUs were in 39.11% of PCs, which is up 2.23%.
  • The overall PC market decreased -14.12% quarter-to-quarter and increased 0.46% year-to-year.
  • Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 6.39% from last quarter.
  • Q1'18 saw a no change in tablet shipments from last quarter.

GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped, and most of the PC vendors are guiding cautiously for Q1’18.

JPR’s detailed 82-page Market Watch report, which is supplied with a massive in-depth spreadsheet, will provide you with all the data, analysis, and insight you need to clearly understand where this technology is today and where it's headed.

Figure 3: PC graphics segments and sub segments

 

Our findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks). It does not include iPad and Android-based tablets, or ARM-based servers, or x86-based servers. It does include x86-based tablets, Chromebooks, and embedded systems.

GPUs are traditionally a leading indicator of the market, since a GPU goes into every non-server system before it is shipped, and most of the PC vendors are guiding cautiously for Q2’18 The Gaming PC segment, where higher end GPUs are used, was a bright spot in the market in the quarter.

For those who wish to understand the PC market, an understanding of the highly complex technology and ecosystem that has been built around the GPU is essential to understanding the market’s future directions.

The report contains the following content:

  • Worldwide GPU and PC Shipment Volume, 1994 to 2020.
  • Detailed worldwide GPU Shipment Volume, 1Q 2001 to 2Q 2016, and forecast to 2020.
  • Major suppliers: Detailed market share data on the shipments of AMD, Intel, Nvidia, and others.
  • Financial results for the leading suppliers: Analysis of the quarterly results of the leading GPU suppliers.
  • Market forecasts: You will also be able to download a detailed spreadsheet and supporting charts that project the supplier’s shipments over the period 2001 to 2018. Projections are split into platforms and GPU type.
  • GPUs: History, status, and analysis.
  • Financial history for the last nine quarters: Based on historic SEC filings, you can see current and historical sales and profit results of the leading suppliers. 
  • A vision of the future: Built 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. 
  • Charts, graphics, tables, and more: Included with this report is an Excel workbook. It contains the data we used to create the charts in this report. The workbook has the charts and supplemental information.

 

JPR also publishes a series of reports on the PC Gaming Hardware Market, which covers the total market including system and accessories, and looks at 31 countries. More information can be found here: Worldwide PC Gaming Hardware Market Report Series

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