According to the latest report shared by Jon Peddie research, the GPU market seems to be slowly extricating itself from the supply and Demand Dilemma and market chaos in the past two years First, compared with the fourth quarter of 2021, GPU shipments in the first quarter of 2022 decreased by 6.2% to 96million tablets However, it should be noted that this data includes the independent display and core display product lines of AMD, NVIDIA and Intel.
Broken down by three companies, AMD's share fell slightly by 1.5%, while NVIDIA increased by 3.2%. Meanwhile, Intel fell as much as 8.7 percent.
On the other hand, AIB partners' consumer graphics card shipments increased by 1.4% over last year, so the reduction should be mainly concentrated in OEM channels (especially in the notebook computer market).
In addition, the GPU market share has also changed significantly in the past year. From 2021 Q1 to 2022 Q1, NVIDIA and AMD both took part of the market share from Intel, and NVIDIA still holds the leading position.
Changes in market share of three major PC GPU suppliers (figure from Jon Peddie Research)
In 2021 Q1, Intel's GPU market share reached 68%, which is mainly due to the large number of core displays integrated on desktop / Notebook CPUs by this chip giant.
Amd ranks second with a 17% share. Although the company has also launched many unique displays, the performance of the core display market is still quite bright. However, in view of NVIDIA's focus on the independent market, we still understand its 15% market share.
Fast forward to 2022 Q1, great changes have taken place in the GPU market share pattern - Intel has lost 8% share (currently only 60%), NVIDIA ranks second with 21% share, and AMD has slightly increased to 19%.
PC unique display shipment share
It is worth mentioning that with Intel's high-profile entry into the unique field this year, the battle in the GPU market is bound to become more intense in the future. In 2021 Q1, Intel's data in the independent display market is temporarily lacking, and NVIDIA holds an 81% share and is superior to AMD with 19%.
However, in 2021 Q4, Intel gained 5% of the market share, amd lost 1% (to 18%), and NVIDIA still led with 78% of the market share.
In 2022 Q1, Intel and AMD exchanged 1% of the market share (currently 17% vs 4%), while NVIDIA maintained 78% unchanged.
Surprisingly, DG1 SKU contributed to all the unique shipments of Intel in the quarter (4-5%) - it is not difficult to guess that this is due to the strong support of notebook OEM manufacturers, and Intel is likely to provide manufacturers with more attractive quotations than a / n.
Incidentally, CPU shipments have shown more dramatic changes in the past year - a quarter on quarter decrease of 10.8% and a year-on-year decrease of 26.2%. For CPU buyers, this is obviously good news - due to insufficient demand, many retailers are selling at parity or at reduced prices.
In general, considering that we have just experienced an "explosive" year of 2021 (GPU supply is far from keeping up with demand), the market in the first quarter of this year is still developing "steadily for the better".
With the sharp decline of cryptocurrency / GPU mining revenue and the coming of NVIDIA ADA Lovelace / AMD rnda 3 architecture (geforce RTX 40 / radeon RX 7000 Series graphics cards), we expect the market to return to a more reasonable level later this year.
Finally, jpr It is expected that the compound annual growth rate of GPU market in the next five years will increase to 6.3%.