TIBURON, Calif.--(BUSINESS WIRE)--Jon Peddie Research reports that the growth of the global PC-based graphics processor unit (GPU) market reached 64.2 million units in Q4’22 and PC CPU shipments decreased by -35% year over year. Overall, GPUs will have a compound annual growth rate of 0.19% during 2022–2026 and reach an installed base of 3,013 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in PCs will grow to reach a level of 32%.
Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by -38%, desktop graphics decreased by -24%, and notebooks decreased by -43%—the largest decrease since its peak in 2011. AMD’s overall market share percentage from last quarter increased 0.4%, Intel's market share decreased by -1.1%, and Nvidia’s market share increased 0.68%, as indicated in Figure 1.
Overall, GPU unit shipments decreased by -15.3% from last quarter. AMD’s shipments decreased by -12.7%, Intel’s shipments decreased by -16.5%, and Nvidia's shipments decreased by -11.7%.
Quick highlights
- The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) to PCs for the quarter was 118%, up 3% from last quarter.
- The overall PC CPU market decreased by -17.4% quarter to quarter and decreased -35.3% year to year.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 7.8% from the last quarter.
- This quarter saw 18.4% change in tablet shipments from last quarter.
The fourth quarter is typically flat to up compared to the previous quarter. This quarter was down -15.3% from last quarter, which is below the 10-year average of 6.8%.
GPUs have been 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 down for the next quarter, an average of -6.44%. Last quarter, they guided an average of -0.21%, which was too high.
Jon Peddie, president of JPR, noted, “This quarter’s total graphics processor shipments (integrated/embedded and discrete) decreased an astounding -15.3% from the previous quarter, contributing to a decline in the historical 10-year average rate of 6.8%. A total of 64 million units were shipped in the quarter, which was a decrease of -38.5 million units from the same quarter a year ago, indicating the GPU market is negative on a year-to-year basis.
“The sky may be dark right now, but I promise you, it is not falling (except in Northern California, where the rain still hasn’t let up, which means we’re going to have the most beautiful spring),” Peddie said.
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 systems and accessories, and looks at 31 countries.
Pricing and availability
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About Jon Peddie Research
Jon Peddie Research has been active in the graphics and multimedia fields for more than 30 years. JPR is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in various fields, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. JPR’s Market Watch is a quarterly report focused on PC graphics controllers’ market activity for notebook and desktop computing.
JPR’s Market Watch is a trademark of Jon Peddie Research. All other trade names and trademarks referenced are the property of their respective owners.
