Tuesday, November 23rd 2021

Jon Peddie Research: Q3 Graphics Card Shipments Increase by 12% Year-over-Year

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 101 million units in Q3'21 and PC CPUs shipments increased by 9% year over year. Overall, GPUs will have a compound annual growth rate of -1.1% during 2020-2025 and reach an installed base of 3,249 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 31%.

AMD's overall market share percentage from last quarter increased 1.4%, Intel's market share decreased by -6.2%, and Nvidia's market share increased 4.86%, as indicated in the following chart.
Overall GPU unit shipments decreased by -18.2% from last quarter, AMD shipments decreased by -11.4%, Intel's shipments decreased by -25.6%, and Nvidia's shipments increased 8.0%.

Quick highlights
  • The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 125%, up 7.6% from last quarter.
  • The overall PC CPU market decreased by -23.1% quarter-to-quarter and increased 9.2% year-to-year.
  • Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 10.9% from the last quarter.
  • This quarter saw a -6.9% change in tablet shipments from last quarter.
The third quarter used to be the strongest relative to Q2, but recessions and pandemics have scrambled seasonality. Even so, this quarter was the lowest ever, from the previous quarter. This quarter was down -18.2% from last quarter which way is below the 10-year average of -5.2%.

GPUs are traditionally a leading indicator of the market because a GPU goes into a system before the suppliers ship the PC. Most of the semiconductor vendors are guiding up for the next quarter, an average of 2.7%. Last quarter they guided -1.5% which was too high.

Average selling prices remain high as supply is still constrained.

The low-end of the notebook market is saturated with Chromebooks resulting in an ironic inventory buildup during a short-supply situation.
The discrete notebook market has benefited and suffered due to COVID. Notebook sales surged as people stayed home to work. Then Chromebooks took off and undermined the low-end of notebooks GPUs. It will take until Q1 '22 to get back to normal, if then.

Jon Peddie, President of JPR, noted, "Covid continues to unbalance the fragile supply chain that relied too heavily upon a just-in-time strategy. We don't expect to see a stabilized supply chain until the end of 2022. In the meantime, there will be some surprises."

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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12 Comments on Jon Peddie Research: Q3 Graphics Card Shipments Increase by 12% Year-over-Year

#1
Chomiq
We don't expect to see a stabilized supply chain until the end of 2022
Ohh FOL.
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#2
Vya Domus
We don't expect to see a stabilized supply chain until the end of 2022.
I don't get this, more GPUs are manufactured and sold than ever in history. What's "unstable" about the current supply chain ?

I really don't like to bring this is up again but this FUD is starting to get on my nerves, these people are desperate to convince their customers to buy huge volumes of GPUs right now and create the illusion of future scarcity.
Posted on Reply
#3
ARF
Overall GPU unit shipments decreased by -18.2% from last quarter, AMD shipments decreased by -11.4%, Intel's shipments decreased by -25.6%
Why? :(
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#4
Richards
Amd at 17% market share.. they need a second foundry supplier or their market share will shrink even more
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#5
Fluffmeister
AMD cards are easy to find, they are just massively overpriced, that certainly doesn't help.

Retailers aren't doing them any favours at the moment.
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#6
medi01
Soo, market share in terms of units, including iGPU, huh?

And AMD ~= NGreedia = Intel / 3


Crazy stuff. Main message is, perhaps, that number of units is up only 9% over last year.

Seriously, TSMC/Samsung, I thought you could do better.

Posted on Reply
#7
Chaitanya
FluffmeisterAMD cards are easy to find, they are just massively overpriced, that certainly doesn't help.

Retailers aren't doing them any favours at the moment.
Its not just retailers but manufacturers themselves who are getting their hands in butter with price gouging. In India Sapphire had priced their 6600 Pulse for over $700 equivalent and its similar story with all AIB makers.
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#8
Chomiq
FluffmeisterAMD cards are easy to find, they are just massively overpriced, that certainly doesn't help.

Retailers aren't doing them any favours at the moment.
They're still less overpriced than Nvidia cards, at least in EU.
Posted on Reply
#9
awesomesauce
Vya DomusI don't get this, more GPUs are manufactured and sold than ever in history. What's "unstable" about the current supply chain ?

I really don't like to bring this is up again but this FUD is starting to get on my nerves, these people are desperate to convince their customers to buy huge volumes of GPUs right now and create the illusion of future scarcity.
Scalpers and bitcoin make gpu world unstable

+china problem

back in the days, when a high GPU demanding game was released, it was time to upgrade (making it high gpu demand) but not anymore
Posted on Reply
#10
prtskg
Nvidia struck gold by going Samsung this time. All data points that they have been increasing production of their GPUs at Samsung. I doubt they could have as easily increased production in TSMC.
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#11
seth1911
2020 20% down to 17% in 21 that hurts, such of stupid company

But on steam its similar 2020 16% (incl. IGP) down to 15,2% 2021
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#12
wolf
Performance Enthusiast
Nvidia cards still outselling AMD cards almost 5 to 1.

Obviously Nvidia has greater mindshare and supply, but with the crazy inflated prices, people are looking towards the secondary and tertiary factors when buying a GPU, rather than just relative performance to cost.

On some Tiers AMD can offer you more VRAM, marginally better efficiency (but with worse power spikes), and the outside chance of your CPU bot bottlenecking performance. that really doesn't seem like enough to outweigh Nvidia's software and feature stack, as well as their more forward looking architecture here, as well as AMD still fighting to shake the 'drivers' reputation, weather currently deserved or not.
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