According to the latest report from Jon Peddie Research (JPR), global client PC processor shipments reached 66 million units in the fourth quarter of 2024, exceeding both the previous quarter and sales during the same period last year. PC manufacturers have exhausted previously accumulated CPU stocks and returned to purchasing processors from suppliers. The processor market appears to be showing signs of steady growth.
AMD, Intel and other CPU makers shipped 66 million processors to client PCs in the fourth quarter of 2023. This is 7% more than in the previous quarter (62 million) and 22% more than the same period a year earlier (54 million). 70% of client processors sold in the fourth quarter of 2023 were for laptops; in the fourth quarter of 2022, the share of CPUs for laptops was 63%. This only confirms the fact that laptop sales have been significantly higher than desktop PCs for many years.
“The increase in customer processor shipments in the fourth quarter compared to last quarter is positive news amid otherwise depressing news., says JPR President Jon Peddie. — “The rise of worrying news in the Middle East, coupled with the trade war with China and layoffs in many organizations, has resulted in a flood of bad news, despite falling inflation and rising GDP.”
Most client processors on the market come with an integrated graphics processor, so it’s no surprise that integrated graphics processing unit (iGPU) sales are also up, with shipments reaching 60 million units, up 7% quarter-on-quarter and 18% year-on-year. of the year.
JPR forecasts that iGPUs will continue to dominate the consumer PC segment, with penetration growing to 98% over the next five years. Integrated graphics processors will be present in almost every PC, but this does not mean that discrete graphics cards will cease to be in demand.
In the server processor segment, the situation is much worse, with modest growth of 2.8% compared to the previous quarter, with a significant decline of 26% compared to the same period last year. Despite these challenges, the overall positive performance in the processor market suggests that the sector is adapting and thriving even in the face of economic and geopolitical uncertainty.