Experts | Jon Peddie Research They’ve only just managed to summarize the second-quarter results for the graphics market, and the 27% year-over-year decline in shipments, they said, was matched by a steady 12.4% increase. The latest result suggests that demand for graphic solutions has grown again and accumulated inventories have returned to normal. The growth leader was AMD, which steadily increased shipments by 22.9%.
In the PC segment, according to the source, 61.6 million GPUs were sold in the second quarter, including integrated, mobile and desktop GPUs. They fell by 27% year-on-year. GPU shipments in the desktop segment were down 36% for the year, while shipments in the mobile segment were down 23%. A steady 12.4% increase in GPU shipments, ahead of the 10-year average of 8.1%. Market participants expect shipments to increase by 9.8% in the third quarter, but most of them got the forecast for the second quarter wrong and expected shipments to increase by 15.3%.
Experts at Jon Peddie Research expect GPU shipments to grow at an average of 3.7% per year through 2026 to bring the number of GPUs in service to 2.998 billion by the end of the forecast period. In the next five years, the adoption rate of discrete GPUs in the PC segment is expected to reach 32%. This means that every third PC and laptop will be equipped with a separate graphics solution.
In the past quarter, AMD was able to steadily increase its GPU shipments by 22.9%, ultimately increasing its market share in the PC graphics segment by more than one percentage point to 14%. Intel’s market share declined slightly by 0.4 percentage points and generally remained at 68% due to the prevalence of CPUs with integrated graphics of this brand. This company has been able to continuously increase the range of its graphics solutions by 11.7%. NVIDIA lost about 0.8 percentage points to AMD in the PC graphics market, its share remained at 18% and shipments grew 7.5%. According to the report’s authors, NVIDIA performed best in the mobile graphics segment.
If we talk about the dynamics of the supply of CPUs, then year-on-year it has steadily increased by 15% and decreased by 23%. Tablets, which are also included in the Jon Peddie Research stats, reduced shipments by 31.9% compared to the first quarter of this year. While maintaining the overall positive sentiment, it’s important to remember that the PC market has been in decline since 2010 and even if the graphics segment is back on track for growth after the pandemic has passed, it still won’t match the levels of a decade ago.