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
• Methodology
  • Some – but not all – white-box coverage
• Market highlights
  • Q3’23
  • 2023
• As anticipated (and hoped), Q3’23 appears to mark a bottom in the workstation market’s post-pandemic correction
  • The fluid, shifting market mix: fixed versus mobile workstations
  • The recent pandemic-fueled surge in mobiles and corresponding dip in fixed machines
• Is the pandemic-shifted mobile majority the new status quo?
  • Despite substantial declines since Q4’21 peak, mobiles in Q3’23 would still be shipping in excess of hypothetically extrapolated historical levels
  • Fixed workstation sales in Q2 continue upward climb, but the historical trend suggests more “catch-up” sales to come
• Lots of forces in play for the workstation market in 2023
  • A closer look behind the mobile’s bullish run: yes, the pandemic work-from-home … but there’s more in play
• Workstation volume by market segment
• Fixed workstation market segments shifting in the era of high core count 1S CPUs
  • 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 in Q3’23
  • The transition — if so, and to what degree — of traditional 2S workstations to Ultimate (1S) models
  • Sub-entry fixed models are plumbing the low end and blurring lines … but adoption has gone in reverse, for good reason
• Mobile workstation market segmentation
• 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 Lenovo and Dell both 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 seems OK with that
  • But let’s hold off on relegating Xeon to boutique status quite yet … Sapphire Rapids has arrived to reinforce the Premium class and drive the Ultimate class
  • 2S (dual socket) attach rates
  • (Virtually) all Core everywhere in mobile workstations
• GPU attach rates: professional discrete vs. consumer discrete vs. integrated
• 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
  • Desktop Creator PCs versus fixed workstations: the gray area of Entry and Sub-Entry models
    • Fixed Sub-Entry segment share shrinks, taking the Creator PC share down with it
  • Notebook Creator PCs vs. mobile workstations
  • An alternate workstation market history: adjusting for pure PC platforms and Creator PC systems
• Vendor market share
  • Lenovo caught in geopolitical wrestling?
  • Notable vendor strengths by platform (and influenced by geos)
  • Apple’s Mac Pro and MacBook Pro
• Datacenter 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
  • Mobile vs. fixed distribution by global geo
  • Dell global leadership is rooted in US dominance
  • Dell and HP neck-and-neck in EMEA
  • Lenovo slips in APexJ as of late, with sales picked up by HP and Dell
  • Shrinking Japan market a long-time HP stronghold
  • HP and Dell deadlocked in ROW
  • EMEA distribution by sub-region
    • 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 growth slowing along with China
    • Lenovo the leader in China … HP rising off lows
    • HP coming on strong in India as of late
    • Rest of ApexJ vendor distribution
    • Mobile vs. fixed: APexJ sub-region breakdown
• Full-year calendar 2022 results for workstations
• Outlook on the workstation market
  • Market prospects in a vacuum: why workstations — in some form — should remain a healthy market for as far as we can see
  • Has the pandemic permanently increased the number of mobile-exclusive workstation users?
    • Are mobile workstations as desktop replacements a market boon or not?
  • Some market drags to consider
• The macro: overarching economic considerations
• The bottom line forecast: with two economic flavors
• Professional GPU shipments steady rebound continues in Q2
  • Nvidia essentially owns the professional GPU market
    • Intel in the game with Arc Pro … volume a trickle so far
  • Professional GPUs: the mobile module and add-in card GPU splits
  • Professional discrete add-in card breakdown
    • • Mid-range professional add-in card GPUs now out-shipping Entry units … for good reason
  • Professional discrete GPU vendor shares per segment: all Nvidia everywhere
  • Full-year calendar 2022 results for discrete workstation GPUs