Subject: Graphics Cards | August 21, 2015 - 11:30 AM | Sebastian Peak
Tagged: PC, nvidia, Matrox, jpr, graphics cards, gpu market share, desktop market share, amd, AIB, add in board
While we reported recently on the decline of overall GPU shipments, a new report out of John Peddie Research covers the add-in board segment to give us a look at the desktop graphics card market. So how are the big two (sorry Matrox) doing?
|GPU Supplier||Market Share This Quarter||Market Share Last Quarter||Market Share Last Year|
The big news is of course a drop in market share for AMD of 4.5% quarter-to-quarter, and down to just 18% from 37.9% last year. There will be many opinions as to why their share has been dropping in the last year, but it certainly didn't help that the 300-series GPUs are rebrands of 200-series, and the new Fury cards have had very limited availability so far.
The graph from Mercury Research illustrates what is almost a mirror image, with NVIDIA gaining 20% as AMD lost 20%, for a 40% swing in overall share. Ouch. Meanwhile (not pictured) Matrox didn't have a statistically meaningful quarter but still manage to appear on the JPR report with 0.1% market share (somehow) last quarter.
The desktop market isn't actually suffering quite as much as the overall PC market, and specifically the enthusiast market.
"The AIB market has benefited from the enthusiast segment PC growth, which has been partially fueled by recent introductions of exciting new powerful (GPUs). The demand for high-end PCs and associated hardware from the enthusiast and overclocking segments has bucked the downward trend and given AIB vendors a needed prospect to offset declining sales in the mainstream consumer space."
But not all is well considering overall the add-in board attach rate with desktops "has declined from a high of 63% in Q1 2008 to 37% this quarter". This is indicative of the overall trend toward integrated GPUs in the industry with AMD APUs and Intel processor graphics, as illustrated by this graphic from the report.
The year-to-year numbers show an overall drop of 18.8%, and even with their dominant 81.9% market share NVIDIA has still seen their shipments decrease by 12% this quarter. These trends seem to indicate a gloomy future for discrete graphics in the coming years, but for now we in the enthusiast community will continue to keep it afloat. It would certainly be nice to see some gains from AMD soon to keep things interesting, which might help lower prices down from their lofty $400 - $600 mark for flagship cards at the moment.
Subject: General Tech, Graphics Cards | November 22, 2013 - 06:26 PM | Scott Michaud
Tagged: nvidia, jpr, amd
Jen Peddie Research (JPR) reports an 8% rise in quarter-to-quarter shipments of graphics add-in boards (AIBs) for NVIDIA and a decrease of 3% for AMD. This reverses the story from last quarter where NVIDIA lost 8% and AMD gained. In all, NVIDIA holds over half the market (64.5%).
JPR attributed AMD's gains seen last quarter to consumers who added a discrete graphics solution to systems which already contain an integrated product. SLi and Crossfire were noted but pale in comparison. I expect that Never Settle to have contributed heavily. This quarter, the free games initiative was reduced with the new GPU lineup. For a decent amount of time, nothing was offered.
At the same time, NVIDIA launched the GTX 780 Ti and their own game bundle. While I do not believe this promotion was as popular as AMD's Never Settle, it probably helped. That said, it is still probably too early to tell whether the Battlefield 4 promotion (or Thief's addition to Silver Tier) will help them regain some ground.
The other vendors, Matrox and S3, were "flat to declining". Their story is the same as last quarter: they less than (maybe much less than) 7000 units. On the whole, add-in board shipments are rising from last quarter; that quarter, however, was a 5.4% drop from the one before.
Subject: General Tech, Graphics Cards | August 19, 2013 - 03:04 PM | Scott Michaud
Tagged: jpr, Matrox, s3, amd, nvidia
Well, according to John Peddie Research (JPR), not too good if you are Matrox or S3. The total market for add-in boards decreased 5.4% from last quarter. 14.0 million were shipped across the entire industry. Neither company accounted for a thousandth of that value leaving them with a maximum 7000 units shipped, best case scenario. This industry is, basically, a two horse race.
|This Quarter||Prev. Quarter||Last Year|
Two horses unless you count the Intel Xeon Phi. While technically not a graphics processor despite hardware design, 48,000 of these coprocessors were sold, already, for the Tianhe-2 supercomputer. This is at least seven-fold more than an entire quarter for Matrox. Unfortunately JPR does not report on Intel add-in cards despite its overlap with the GPU add-in market. These numbers could get even more interesting as years progress.
As for the two big players, AMD and NVIDIA, both hold very dominant positions. Almost spiting the 750,000 unit industry decline, AMD experienced a total increase of 0.8% quarter-over-quarter. Their market share gained 2.3% as a result of this growth. NVIDIA experienced a total decrease of 8.9%.
In all, AMD has been doing better than the industry average. They are fighting the slight decline in the graphics industry while simultaneously helping GPUs hold off against larger declines in PC systems.
Subject: Graphics Cards | May 20, 2013 - 12:54 PM | Tim Verry
Tagged: VIA, Q1 2013, nvidia, jpr, Intel, gpu market share, amd
Market analytics firm Jon Peddie Research recently released estimated market share and GPU shipment numbers from Q1 2013. The report includes information on AMD, NVIDIA, Intel, and Via and covered IGPs, processor graphics, and discrete GPUs included in desktop and mobile systems powered by X86 hardware. The report includes x86 tablets but otherwise does not factor in GPUs used in ARM devices like NVIDIA's Tegra chips. Year over Year, the PC market is down 12.6% and the GPU market declined by 12.9%. It is not all bad news for the PC market and discrete GPU makers, however. GPUs through 2016 are expected to exhibit a compound annual growth rate (CAGR) of 2.6% with as many as 394 million discrete GPUs shipped in 2016 alone.
In Q1 2013, the PC market is down 13.7% versus last quarter (Q4 2012) but the GPU market only declined 3.2%. This discrepency is explained as the result of people adding multiple GPUs to a single PC system, including adding a single discrete card to a system that already has processor graphics or an APU. By the end of Q1 2013, Intel holds 61.8% market share followed by AMD in second place with 20.2% and NVIDIA with 18%. Notably VIA is out of the game with 0.0% market share.
In terms of GPU shipments, NVIDIA had a relatively good first quarter of this year with an increase of 7.6% for notebook GPUs and desktop GPU shipments that remained flat. Overall, NVIDIA saw an increase in PC graphics shipments of 3.6%. On the other hand, x86 CPU giant Intel saw desktop and notebook GPUs slip by 3% and 6.3% respectively. Overall, that amounts to PC graphics shipments that fell by 5.3%. In between NVIDIA and Intel, AMD moved 30% more desktop chips (including APUs) versus Q4 2012. Meanwhile, Notebook chips (including APUs) fell by 7.3%. AMD's overall PC graphics shipments fell by 0.3%.
In all, this is decent news for the PC market as it shows that there is still interest in desktop GPUs. The PC market itself is declining and taking the GPU market with it, but it is far from the death of the desktop PC. It is interesting that NVIDIA (which announced Q1'13 revenue of $954.7 million) managed to push more chips while AMD and Intel were on the decline since NVIDIA doesn't have a x86 CPU with integrated graphics. I'm looking forward to seeing where NVIDIA stands as far as the mobile GPU market which does include ARM-powered products.
Subject: Mobile | February 25, 2012 - 09:31 AM | Tim Verry
Tagged: ti, qualcomm, nvidia, mobile gpu, jpr, apple
The researchers over at Jon Peddie Research pushed out their results yesterday for shipments of mobile GPUs in SoC (system on a chip) platforms, and they found some interesting results. The article covers the number of shipments by the major players in the mobile device GPU space and uses those numbers to estimate the amount of market share each of the companies has using an average of all the four quarter shipment numbers. Further, they found that from Q1 2011 to Q4 2011, the number of mobile device GPUs shipped by all manufacturers had a CAGR (compound annual growth rate) of 18%. That's a fairly impressive growth rate that shows the smartphone and tablet hardware market is continuing to steadily grow.
In terms of market share, at the end of 2011 Qualcomm was leading the pack with 31.4%, and the only other manufacturer to come close to that number was Apple with 22.7%. The little Adreno GPU by Qualcomm was obviously a popular choice last year!
To make things even more interesting, they note that although Qualcomm has the highest shipment rates, it was Samsung who enjoyed the highest CAGR with a 39% growth rate (bringing them up from 9.2% in Q1 to 14.9% in Q4). Apple then followed behind Samsung's numbers with 26% CAGR. Finally, Qualcomm had the lowest percentage growth rate but maintained the highest number of shipments.
The table below shows off the relative market share for the major SoC mobile device manufacturers, as provided by Jon Peddie Research.
They further state that the mobile GPU war is really heating up, especially between Samsung, Apple, and Qualcomm, and I tend to agree. This area of the technology market is seeing some very impressive growth and is really booming as mobile GPU SoCs are continuously released and they are getting more powerful each iteration. It is an area that has a lot of competition and is growing rapidly, much like desktop computers did 10 to 20 years ago when personal computers really started to be affordable and powerful enough to take over the world (well, market share wise).
Another interesting point about the marketshare results in that of NVIDIA's shipments. With all the marketing behind the Tegra SoC and its popularity in high end smartphones and tablets, I was under the impression that they had a lot more marketshare than they do such that when I first saw the JPR chart, I did a double take and had to be sure I read them correctly! It will be interesting to see how they do this year and whether they will start to see increased growth.
It will be interesting to see if Samsung can catch up to Qualcomm and whether or nor Qualcomm will still be the heavyweight champion by 2012. Nvidia is still just breaking into this market but they have a very powerful GPU, so it will be interesting to see just how much they manage to grow this year. What are your thoughts on these numbers? How do you think things will unfold this year? Let us know in the comments below!
Subject: General Tech, Graphics Cards | May 10, 2011 - 08:52 PM | Tim Verry
Tagged: nvidia, jpr, gpu, amd
The last quarter of 2010 saw shipments totalling 18.84 million units. In 2011, shipments rose slightly by 2% to 19.03 million add-in cards. According to JPR (Jon Peddie Research), while Q1 of 2011 behaved similarly to past years seasonally, it did not fair as well overall as shipments did not exceed those of Q1 2010. Where AMD increased units shipped by 5.7% versus the previous quarter (Q4 2010), NVIDIA saw a 2% decrease.
JPR notes that while increase in units shipped versus Q4 2010 was rather slight, it remains a positive change due to Q4 2010 behaving irregularly regarding the seasonal cycle.
The increased units shipped further reflect changes in market share for the two largest discrete graphics card makers. Versus last quarter, NVIDIA lost 2.7% of the market while AMD gained 4.4%. JPR states that AMD has gained 16.6% market share while rival NVIDIA lost 8.4 on a year-to-year basis.
JRP's reported market shares over time.
John Peddie Research notes that of the 19.03 million discrete graphics cards shipped, NVIDIA was the clear market leader, thanks in part to sales of CUDA and GPU-Compute cards used in scientific and data research. The add-in board market is further composed of three main segments that amount to the 19.03 million boards shipped. On the high end rests the enthusiast gamer (approx. 9 million sold per year) and GPU-compute markets which exists as lower volume of sales but higher price per card. The majority of graphics card shipments come from the mainstream market which is a balance of price and volume. Finally, the workstation segment which is smaller than even the enthusiast gaming market but traditionally sees higher average asking prices for the hardware that is shipped.
JPR estimates that the add-in market will fall 4.5% to $19.8 billion USD despite positive increases in the number of cards shipped due to "a gradual decline in the ASP."
As the chart illustrates, NVIDIA still remains the market juggernaut, shipping 11.25 million cards; however, AMD has made a lot of headway in the past year. With both the AMD 6950 and Nvidia 560ti proving to be the cards of choice by many gamers worldwide competition is healthy and enthusiasts have only to benefit from the market's positive increases.
Subject: Graphics Cards, Processors | May 3, 2011 - 10:37 PM | Ryan Shrout
Tagged: jpr, nvidia, gpus, amd, Intel
In a mixed report coming from Jon Peddie Research, information about the current state of the GPU world is coming into focus. Despite seeing only 83 million PCs shipping in Q1 2011 (a 5.4% drop compared to Q4 2010), the shipment of GPUs rose by 10.3%. While this no doubt means that just as many in the industry have been predicting, the GPU is becoming more important to the processing and computing worlds, there are several factors that should be considered before taking this news as win for the market as whole.
First, these results include the GPUs found in Intel and AMD’s CPU/GPU combo processors like the Sandy Bridge platforms, AMD’s Fusion APU and the more recent Intel Atom cores as well. If a notebook or desktop system then ships with a discrete solution from AMD or NVIDIA in addition to one of those processors, then the report indicates that two GPUs have shipped. We can assume then that because ALL Sandy Bridge processors include a GPU on them that much of this rise is due to the above consideration.