JPR: Q3’22 marks the largest GPU marketplace drop since 2009


GPU Q3’22 largest quarter-to-quarter drop because the 2009 recession

Shipments lowered by means of -10.3% sequentially and by means of -25% 12 months to 12 months.

Jon Peddie Analysis experiences the expansion of the worldwide PC-based graphics processor unit (GPU) marketplace reached 75.5 million gadgets in Q3’22 and PC CPU shipments lowered by means of -19% 12 months over 12 months. Total, GPUs can have a compound annual enlargement charge of two.8% all through 2022–2026 and succeed in an put in base of three,138 million gadgets on the finish of the forecast duration. Over the following 5 years, the penetration of discrete GPUs (dGPUs) within the PC will develop to achieve a degree of 26%.

12 months-to-year overall GPU shipments, which come with all platforms and all kinds of GPUs, lowered by means of -25.1%, desktop graphics lowered by means of -15.43%, and notebooks lowered by means of -30%—the largest drop because the 2009 recession.

AMD’s general marketplace percentage share from ultimate quarter lowered by means of -8.5%, Intel’s marketplace percentage greater by means of 10.3%, and Nvidia’s marketplace percentage lowered by means of -1.87%, as indicated within the following chart.

Total GPU unit shipments lowered by means of -10.3% from ultimate quarter, AMD shipments lowered by means of -47.6%, Intel’s shipments rose by means of 4.7%, and Nvidia’s shipments lowered by means of -19.7%.

Fast highlights

  • The GPU’s general connect charge (which contains built-in and discrete GPUs, desktop, pocket book, and workstations) to PCs for the quarter was once 115%, down -6.0% from ultimate quarter.
  • The entire PC CPU marketplace lowered by means of -5.7% quarter to quarter and lowered -by 18.6% from 12 months to 12 months.
  • Desktop graphics add-in forums (AIBs that use discrete GPUs) lowered by means of -33.5% from the ultimate quarter.
  • This quarter noticed 0.5% exchange in pill shipments from ultimate quarter.

The 3rd quarter usually has the most powerful enlargement in comparison to the former quarter. This quarter was once down -10.3% from ultimate quarter, which is beneath the 10-year reasonable of five.3%.

GPUs had been a number one indicator of the marketplace as a result of a GPU is going right into a device sooner than the providers send the PC. Many of the semiconductor distributors are guiding down for the following quarter, a mean of -0.21%. Remaining quarter, they guided -2.79%, which was once too prime.

“The 3rd quarter is most often the prime level of the 12 months for the GPU and PC providers, and although the providers had guided down in Q2, the effects got here a lot beneath their expectancies.

“All of the firms gave quite a lot of and infrequently an identical causes for the downturn: the shutdown of crypto mining, headwinds from China’s zero-tolerance regulations and rolling shutdowns, sanctions by means of the USA, person scenario from the buying run-up all through Covid, the Osborne impact on AMD whilst avid gamers look ahead to the brand new AIBs, inflation and the upper costs of AIBs, overhang stock run-down, and a foul moon out this night.

“In most cases, the sensation is This fall shipments will likely be down, however ASPs will likely be up, provide will likely be wonderful, and everybody can have a contented vacation,”

Jon Peddie, president of JPR

Supply: Jon Peddie Analysis


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