Friday, June 9th 2023

JPR: Graphics Add-in Board Market Continued its Correction in Q1 2023

Press Release
According to a new research report from the analyst firm Jon Peddie Research, unit shipments in the add-in board (AIB) market decreased in Q1 2023 by -12.6% and decreased by -38.2% year to year. Intel increased its add-in board market share by 2% during the first quarter.

The percentage of AIBs in desktop PCs is referred to as the attach rate. The attach rate grew from last quarter by 8% but was down -21% year to year. Approximately 6.3 million add-in boards shipped in Q1 2023. The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD's market share remained flat from last quarter. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, gained 2% in market share, while Nvidia retains its dominant position in the add-in board space with an 84% market share.
Market share changes from quarter to quarter and year to year.

Quick Highlights"Shipments of new AIBs were impacted by turndown in the PC market due to inflation worries and layoffs, and people buying last-gen boards as suppliers sought to reduce inventory levels. With inventory being run down, sales of new-generation boards will pick up, but not until Q3. Q2 is traditionally a down quarter, and the year won't be any different, but probably not as severe as might be expected," said Jon Peddie, JPR founder and president.

C. Robert Dow, analyst at JPR, noted, "Q1 2023 saw the AIB market still facing the consequences for oversupply in the market caused by pandemic-era supply chain inconsistencies and orders. The second half of 2023 promises to be brighter. AMD reported that channel sales grew sequentially for the Radeon 6000 and Radeon 7000 series GPUs. Intel, once again, committed to their next-generation Battlemage family of GPUs, bringing more competition into the gaming add-in board market, and Nvidia released its first 60 series add-in board in the Ada Lovelace family. The 60 series line of AIBs are traditionally Nvidia's most popular with gamers."

JPR has been tracking AIB shipments quarterly since 1987—the volume of those boards peaked in 1998, reaching 116 million units. Since Q1 2000, over 2.13 billion AIBs, worth about $490 billion, have been sold.
Show 9 Comments