Friday, August 27th 2021

Jon Peddie Research: GPU Shipments Soar in Q2 Year-over-Year

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 123 million units in Q2'21 and PC CPU shipments increased by 42% year-over-year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 3.5% during 2020-2025 to reach a total of 3,318 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 25%.

AMD's overall market share percentage from last quarter decreased by -0.2%, Intel's market share increased 0.1%, and Nvidia's market share increased 0.06%, as indicated in the following chart. Overall GPU unit shipments increased by 3.4% from last quarter, AMD shipments increased 2.3%, Intel's shipments rose 3.6%, and Nvidia's shipments increased 3.8%.
Quick highlights
  • The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 117%, down -0.1% from last quarter.
  • The overall PC CPU market increased by 3.5% quarter-to-quarter and increased 42.1% year-to-year.
  • Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -2.9% from the last quarter.
  • This quarter saw a 3.4% rise in tablet shipments from last quarter.
The second quarter is typically down compared to the previous quarter, however, this quarter saw GPU shipments increase by 3.4% quarter-to-quarter.

GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers ship the PC. This quarter the attach rate dropped due to the increase in Chromebook sales.

The total (desktop and notebook) market share for the two dGPU suppliers is shown in the following table.
In a year like no other, suppliers reported shortages of component parts, capacitors, substrates, and other items. Even companies with a diverse portfolio were forced to allocate to the various segments they served. No one was happy about it, and unfortunately, the upcoming inventory build-out for the holiday season that usually takes place in the third quarter will be constrained until the supply chain catches up with demand.

Jon Peddie, President of JPR, noted, "Covid has distorted every forecasting model in the universe—even Moore's Law has been disrupted. Predictions based on short-term conditions have created conflicting and distorted estimates from some quarters that will be proven wrong and embarrassing."

Most of the semiconductor vendors are guiding up for the next quarter by an average of 3%. Some of that guidance is based on normal seasonality, but there is still a Coronavirus impact factor and a hangover in the supply chain.

JPR also publishes a series of reports on the graphics Add-in-Board Market and PC Gaming Hardware Market, which covers the total market, including system and accessories, and looks at 31 countries.
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39 Comments on Jon Peddie Research: GPU Shipments Soar in Q2 Year-over-Year

#1
nguyen
The second quarter is typically down compared to the previous quarter, however, this quarter saw GPU shipments increase by 3.4% quarter-to-quarter.
So Nvidia was doing all the heavy lifting and shipped a ton of GPUs this past quarter, helping reduce the street prices.
Posted on Reply
#2
ARF
nguyenSo Nvidia was doing all the heavy lifting and shipped a ton of GPUs this past quarter, helping reduce the street prices.
The street prices are not reduced.

Radeon RX 6600 XT is 600+ euros.
Radeon RX 6700 XT is 1000+ euros.
Radeon RX 6800 XT is 1300+ euros.
Radeon RX 6900 XT is 1600+ euros.

Is this normal or sane?

No!
Posted on Reply
#3
nguyen
ARFThe street prices are not reduced.

Radeon RX 6600 XT is 600+ euros.
Radeon RX 6700 XT is 1000+ euros.
Radeon RX 6800 XT is 1300+ euros.
Radeon RX 6900 XT is 1600+ euros.

Is this normal or sane?
Yeah that's why AMD is losing market share, they make too few of those RX6000, forcing AIBs to raise margins to cover logistics costs (which rose exponentially since the start of the pandemic).
Posted on Reply
#4
kruk
nguyenSo Nvidia was doing all the heavy lifting and shipped a ton of GPUs this past quarter, helping reduce the street prices.
Maybe in a fantasy world. Look at the first graph: "Heavy lifting" is done by Intel iGPUs and AMD APUs that replaced the missing dGPU sales. dGPU balance barely changed ...
Posted on Reply
#6
z1n0x
AMD is losing discrete GPU market share, because they are supplying the console. Around 20 million or so console SoCs shipped.
Posted on Reply
#7
ARF
z1n0xAMD is losing discrete GPU market share, because they are supplying the console. Around 20 million or so console SoCs shipped.
Where is this console? It's out of stock and not available anywhere.
Posted on Reply
#8
Tardian
ARFThe street prices are not reduced.

Radeon RX 6600 XT is 600+ euros.
Radeon RX 6700 XT is 1000+ euros.
Radeon RX 6800 XT is 1300+ euros.
Radeon RX 6900 XT is 1600+ euros.

Is this normal or sane?

No!
The expression: As cheap as chips ... has lost all its meaning. I refuse to pay these prices. I'm buying photographic lenses that will increase in value instead. Your $3000 GPU is worth what in two years' time?
Posted on Reply
#9
z1n0x
ARFWhere is this console? It's out of stock and not available anywhere.
Which part of ~20m console in a market with hundreds of million customers, during stay at home circumstances is not clear? Last gen sold over 150m units.
Posted on Reply
#10
ARF
z1n0xWhich part of ~20m console in a market with hundreds of million customers, during stay at home circumstances is not clear? Last gen sold over 150m units.
I don't believe in that figure. It may very well be a lie, a political lie.

My country hasn't received even a 1000 pcs, where are the consoles?
Posted on Reply
#11
usiname
ARFI don't believe in that figure. It may very well be a lie, a political lie.

My country hasn't received even a 1000 pcs, where are the consoles?
You have access to this information? Ok
Posted on Reply
#13
ARF
What's worse is that these abnormal people (official stores, not privately) sell the ancient and weak Radeon RX 580 for 600+ euros with 3-month warranties :kookoo: :eek:
Posted on Reply
#14
SkullFox
So stupid to include Intel here... as if we could purchase most of their CPUs without the GFX inside it....
Posted on Reply
#15
TheoneandonlyMrK
nguyenSo Nvidia was doing all the heavy lifting and shipped a ton of GPUs this past quarter, helping reduce the street prices.
Honestly where have you been this last year, that's the most deluded bit of nonsense you've ever posted.

And I nearly bit my tongue clean off holding back what I wanted to say.
Posted on Reply
#16
nguyen
TheoneandonlyMrKHonestly where have you been this last year, that's the most deluded bit of nonsense you've ever posted.

And I nearly bit my tongue clean off holding back what I wanted to say.


Just stick to your deluded world then :D
Posted on Reply
#17
Tardian
nguyen

Just stick to your deluded world then :D
Where I am RTX 3060 12GB is $990-1200 AUD for what ought to be $300. My graph would look very different.
Posted on Reply
#18
Chomiq
Lol, all hail nvidia, gpu prices are going down thanks to THEM.
Posted on Reply
#19
ARF
TardianWhere I am RTX 3060 12GB is $990-1200 AUD for what ought to be $300. My graph would look very different.
The percentages are wrong. The differences are way bigger, it is like now the differences are 200+% rather than only 150%...
Posted on Reply
#20
TheoneandonlyMrK
nguyen

Just stick to your deluded world then :D
Nah I'm in the real one, jan- August was all on the up , and all during the shortage sooo ass to your proof pal.

And refrain from trying to prove yourself right if Google's all ya got.
Posted on Reply
#21
nguyen
TardianWhere I am RTX 3060 12GB is $990-1200 AUD for what ought to be $300. My graph would look very different.
Where I am prices of RTX3000 litterally halved during the Jun-July period, still overpriced by 50% compare to MSRP but what can we do LMAO.
Posted on Reply
#22
Richards
Samsung's printer is faster thans tsmc's.. Nvidia out-shipping amd massively... thats why you d'not buy wafer chips from one shop
Posted on Reply
#23
TheoneandonlyMrK
nguyenWhere I am prices of RTX3000 litterally halved during the Jun-July period, still overpriced by 50% compare to MSRP but what can we do LMAO.
Stop spouting shite about Nvidia reducing street pricing for a start

"So Nvidia was doing all the heavy lifting and shipped a ton of GPUs this past quarter, helping reduce the street prices." Total shiiiiite.

Overpriced by 50% of MSRP.

It's people like you who will get me banned one day.
Posted on Reply
#24
z1n0x
RichardsSamsung's printer is faster thans tsmc's.. Nvidia out-shipping amd massively... thats why you d'not buy wafer chips from one shop
Samsung's "printer" is not faster, it just have less work than TSMC's one.

Who else use Samsung's 8nm, besides Nvidia? TSMC's 7nm is full. Did i mentioned ~20 million console SoCs?

Who knows, this may be the last gen of "cheap" consoles. AMD took that job during dire times. I kinda doubt they will take a new low margin console SOC contract.
Posted on Reply
#25
Ahhzz
Everyone, remember to stick to the topic, back up your statements with evidence or be prepared to be called on them, and remain polite. Thanks!
Posted on Reply
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