Wednesday, February 19th 2014

Graphics Chip Shipments Up In Q4 2013, Intel and Nvidia Gain Market Share

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers' market share for 2013 4Q. The quarter was the second quarter in a row to show a gain in shipments, up 1.6% quarter-to-quarter, and up 2% compared to the same quarter last year.

Quick highlights:
  • AMD's overall unit shipments decreased 10.4%, quarter-to-quarter, Intel's total shipments increased 5.1% from last quarter, and Nvidia's increased 3.4%.
  • The attach rate of GPUs to PCs for the quarter was 137% and 34% of PCs had discrete GPUs that means 66% of the PCs are using embedded graphics.
  • The overall PC market increased 1.8% quarter-to-quarter, but declined 8.5% year-to-year.

Most of the PC vendors are guiding down to flat for the next quarter.

The popularity of tablets and the persistent economic slowness are the most often mentioned reasons for the decline in the PC market. The one bright spot in the PC market has been the growth of gaming PCs where discrete GPUs play a significant role. The CAGR for total PC graphics from 2013 to 2017 is -1.3% in 2013, 446 million GPUs were shipped and the forecast for 2017 is 422 million.

The ten-year average change for graphics shipments for quarter-to-quarter is -2 %. This quarter is 1.6% suggesting the market may have bottomed out and is slowly recovering-however, one quarter does not a market make, up or down.

Our findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and industrial/scientific and embedded. This report does not include handhelds (i.e., mobile phones), x86 Servers or ARM-based Tablets (i.e. iPad and Android-based Tablets), or ARM-based Servers. It does include x86-based tablets, and x86-based Chromebooks.

The quarter in general
  • AMD's shipments of desktop APUs (heterogeneous GPU/CPUs) jumped 15% from the previous quarter but declined 26.7% in notebooks. AMD's discrete desktop shipments increased 1.8%, and notebook discrete shipments declined 6.7%. The company's overall PC graphics shipments decreased 10.4%. Notebook build cycles are specific, and AMD was late with its new parts.
  • Intel's desktop processor-graphics EPG shipments increased from last quarter by 5.2%, and Notebooks increased by 5.1%. The company's overall PC graphics shipments increased 5.1%.
  • Nvidia's desktop discrete shipments were up 3.6% from last quarter; and its notebook discrete shipments increased 3.2%. The company's overall PC graphics shipments increased 3.4%.
  • Year-to-year this quarter AMD's overall PC graphics shipments declined 5.4%, Intel increased 5.4%, Nvidia increased 0.9%, and Others fell 77% from last year.
  • Total discrete GPU (desktop and notebook) shipments were up 1.5% from the last quarter and down 2.4% from last year for the same quarter due to the same problems plaguing the overall PC industry. Overall, the trend for discrete GPUs is roughly flat with a CAGR from 2013 to 2017 of-1.3%
  • Ninety nine percent of Intel's non-server processors have graphics, and over 67% of AMD's non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs).
Year-to-year for the quarter, the graphics market decreased. Shipments were down 1.6 million units from this quarter last year, which suggests the big declines are leveling off.

Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to almost 1.4 GPUs per PC.
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14 Comments on Graphics Chip Shipments Up In Q4 2013, Intel and Nvidia Gain Market Share

#1
john_
In the 4th quarter we also had the new consoles. Money that could go to PCs or tablets/smartphones, gone in SONY's and Microsoft's pockets.
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#2
TheinsanegamerN
maybe theprice gouging on AMD graphics cards is finally coming back to bite them?
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#3
john_
by: TheinsanegamerN
maybe theprice gouging on AMD graphics cards is finally coming back to bite them?
Nope, the opposite. The problem for AMD is in mobiles not desktops.
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#4
Kärlekstrollet
by: john_
Nope, the opposite. The problem for AMD is in mobiles not desktops.
Yeah indeed, these higher APU's are located in very unattractive pieces of hardware.
Dual Graphics on 1366x768 screens, 1066MHz RAM, bulky laptop designs... and when the design is good the price goes above Intel.

AMD needs to bark on their partners in order for them to make proper notebooks with their chips.
Posted on Reply
#5
TheinsanegamerN
by: Kärlekstrollet
Yeah indeed, these higher APU's are located in very unattractive pieces of hardware.
Dual Graphics on 1366x768 screens, 1066MHz RAM, bulky laptop designs... and when the design is good the price goes above Intel.

AMD needs to bark on their partners in order for them to make proper notebooks with their chips.
Why is it that there are not any good laptops with amd in them, anyway? lenovo did it with the thinkpad edge, it cant be that hard to make a second motherboard for a chassis and sell an AMD version. everyone had a llano laptop, but trinity and richland are much harder to find.
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#6
Steevo
by: TheinsanegamerN
Why is it that there are not any good laptops with amd in them, anyway? lenovo did it with the thinkpad edge, it cant be that hard to make a second motherboard for a chassis and sell an AMD version. everyone had a llano laptop, but trinity and richland are much harder to find.
Intel is back to paying companies off to stay only Intel and their old monopolistic ideals, haven't you seen the Dell and other commercials that Intel is buying them?

by: TheinsanegamerN
maybe theprice gouging on AMD graphics cards is finally coming back to bite them?
Perhaps if you understood that AMD isn't making a red cent more when Newegg, Tigerdirect, or other retailers mark up the prices you would understand how silly that comment really sounds.
Posted on Reply
#7
TheinsanegamerN
by: Steevo
Intel is back to paying companies off to stay only Intel and their old monopolistic ideals, haven't you seen the Dell and other commercials that Intel is buying them?
I have heard no news articles on the internet that intel is buying any manufacturers. If you have any proof that states otherwise, I'd love to see it.

EDIT: or paying them off. Perhaps the disappointing power consumption and performance of Trinity chips turned off manufacturers to making them?
Perhaps if you understood that AMD isn't making a red cent more when Newegg, Tigerdirect, or other retailers mark up the prices you would understand how silly that comment really sounds.
How is that silly? if gamers avoid the r9 gpu's due to the inflated prices, and purchase an NVIDIA chip this generation, then that would be bad for AMD. supposedly, (At the moment, I cant find the article that stated this, so it may be rumor) when the 5950 and 5970 came out, AMD recieved kickbacks from retailers when they hiked prices. whose to say that is not happening again?
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#8
Jorge
Kaveri will boost AMD desktop and laptop sales dramatically as well as market share.
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#9
HumanSmoke
by: Jorge
Kaveri will boost AMD desktop and laptop sales dramatically as well as market share.
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#10
The Von Matrices
by: TheinsanegamerN
I have heard no news articles on the internet that intel is buying any manufacturers. If you have any proof that states otherwise, I'd love to see it.
I think he's referring to Intel's cooperative advertising, which is something that AMD does not do. If a manufacturer sells beyond a certain minimum number of Intel processors, then Intel pays part of that company's advertising budget for ads that tout Intel based products. It means that for large OEMs, advertising AMD based products is inherently more expensive (even if the processors themselves are cheaper).
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#11
suraswami
by: TheinsanegamerN
maybe theprice gouging on AMD graphics cards is finally coming back to bite them?
In a way its true, prior to mining boom, 7870 and 7950 can be got for cheap. Those are affordable ones for average gamer, now R9 series are high in price, better to buy NV cards if u want to game. If you want to mine, go for the AMD cards.
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#12
Fluffmeister
Good stuff, hell I can't afford AMD hardware these days.
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#14
BiggieShady
by: TheinsanegamerN
Perhaps the disappointing power consumption and performance of Trinity chips turned off manufacturers to making them?
Most likely this. Intel really doesn't need to play dirty or to do anything at all. Manufacturers choose not to go to market with hot, bulky laptop that has short period of autonomy. It's all about performance per watt.
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