Friday, December 3rd 2021
Graphics add-in board market reached $13.7 billion for Q3'21 showing double-digit growth year-2-year
According to a new research report from the analyst firm Jon Peddie Research, unit shipments of add-in boards increased in Q3'21 from last year. AMD saw a one-percent increase in market share while Nvidia remained the dominant market share leader with 78.2%. Year over year, total AIB shipments increased by 25.7% this quarter compared to last year at 12.7 million units, and up quarter-to-quarter from 11.47 million units in Q2'21.
Add-in boards (AIBs) use discrete GPUs (dGPU) with dedicated memory. Desktop PCs, workstations, servers, rendering and mining farms, and scientific instruments use AIBs. Consumers and enterprises buy AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIBs represent the higher end of the graphics industry. Entry-level systems use integrated GPUs (iGPU) in CPUs that share slower system memory.
With the help of the rise of esports and the growing popularity of PC gaming, AMD and Nvidia have been reporting record game segment revenues over the past quarters. The workstation segment surged to another volume record in Q3'21, OEMs and VARs are having a major impact by stocking up on inventory, the pandemic showed us what a disruption in the supply chain can do to availability, so we are seeing system integrators plan ahead. Considering these trends and the addition of Intel into the AIB market we see positive signs overall for the industry. On a year-to-year basis, we found total AIB shipments during the quarter rose 25.7%, which is greater than desktop CPUs, which rose 16.6% from the same quarter a year ago.
Quick Highlights
Source:
Jon Peddie Research
Add-in boards (AIBs) use discrete GPUs (dGPU) with dedicated memory. Desktop PCs, workstations, servers, rendering and mining farms, and scientific instruments use AIBs. Consumers and enterprises buy AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIBs represent the higher end of the graphics industry. Entry-level systems use integrated GPUs (iGPU) in CPUs that share slower system memory.
Quick Highlights
- AIB shipments during the quarter increased from the last quarter by 10.9%, which is below the ten-year average of 17.1% but outpaced CPU shipments by nearly 3%.
- Total AIB shipments increased by 25.7% this quarter from last year to 12.7 million units and were up from 11.47 million units last quarter.
- AMD's quarter-to-quarter total desktop AIB unit shipments increased 17.7% and increased 20.8% from last year.
- Nvidia's quarter-to-quarter unit shipments increased 9.3% and increased 27.1% from last year.
- AIB shipments from year to year increased by 25.7% compared to last year.
16 Comments on Graphics add-in board market reached $13.7 billion for Q3'21 showing double-digit growth year-2-year
The question that still remains: how do miners get their hands on GPUs? Stores have quantity limits, you cannot buy in bulk from them. There has to be some involvement from manufacturers at play.
Speculation, of course, but it's not entirely unlikely.At the end of the day, the financial statements are what matters to companies.
I sincerely hope Intel and the innosilicon gpu , and the other Chinese companies flood the market.
Drowning our tw@7 like GPU overlords.
I mean your not wrong that scalpers and miners play a large role but production hasn't been able to match demand the new consoles is a good example
We ARE having issues producing enough GPUs. Its not even a discussion, and trying to make it so is doing it wrong.
In the same way we ARE having issues providing sufficient chip supply for automotive.
The real question is, are the demands realistic, sustainable, and is it something we want to move towards right now. That goes for mining as well as cars that have a chip for every simple thing, and inventing all sorts of BS that is ultimately not required and often not even useful.
The real question is, where do you draw the line between sense and nonsense. Good luck with finding the answer there. And since nobody knows, we're just Lemmings here.
Miners want unlimited number gpu's and no constant need for drivers updates, they win.
1. Nvidia and AMD do not really sell to gamers (only a small amount of GPUs is sold directly), they sell to board partners.
2. Whatever small amount of GPUs they sell directly, they still sell at MSRP.
And you can't really fault board partners either. I mean, if you had a choice to sell your products at MSRP or 3x the MSRP, what would you do? On top of that, you don't really have to worry about warranty for miners, because they pretty much void it day 1 by modding or running outside specs. The only reason manufacturers don't outright give the finger to gamers is they know this "gold rush" will end and when it does, they'll need to sell to gamers again.