Qualcomm Shipped Most Smartphone and Tablet GPUs in 2011
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.
| Market Share | Q1'11 | Q2'11 | Q3'11 | Q4'11 | 2011 |
| Apple | 22.2% | 21.4% | 18.7% | 27.1% | 22.7% |
| NVIDIA | 2.8% | 3.6% | 4.1% | 1.7% | 3.0% |
| Qualcomm | 31.6% | 32.6% | 31.6% | 30.2% | 31.4% |
| Samsung | 9.2% | 13.9% | 15.9% | 14.9% | 13.8% |
| TI | 20.6% | 16.2% | 15.9% | 16.2% | 17.0% |
| Others | 13.4% | 12.2% | 13.8% | 9.9% | 12.1% |
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!
Discrete Graphics Card Shipments See Slight Increase Versus Previous Quarter
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.
|
Q1 2011 Market Share |
Q4 2010 Market Share |
Market Share Change Qtr-Qtr |
Previous Year Market Share |
Market Share Change Yr-Yr |
|
| AMD | 40.46% | 38.77% | 4.37% | 34.65% | 16.79% |
| NVIDIA | 59.12% | 60.77% | -2.71% | 64.50% | -8.35% |
| Others | 0.42% | 0.47% | -9.99% | 0.85% | -50.62% |
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.
Graphics shipments rise 10% despite falling PC sales; NVIDIA share drops
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.
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