Global GPU shipments mixed in Q1’19
The global GPU shipments decreased -18.62% from last quarter, with AMD shipments to decrease by -4.6%, Nvidia's by -12.7% and Intel's by -22.5%.
According to the latest report from Jon Peddie Research on the GPUs used in PCs, AMD showed a 21% gain in desktop discrete GPU shipments in Q1’19. The PC GPU market decreased year-to-year by -10.7%, sequentially GPU shipments decreased -18.6%.
Other key findings of JPR's report include:
- AMD's market share from last quarter increased by 2.3%, Intel's decreased -3.4%, and Nvidia's market share increased by 1.10%.
- Year-to-year total GPU shipments decreased -10.7%, desktop graphics decreased -21%, notebooks decreased -3%.
- AMD’s overall unit shipments decreased -4.55% quarter-to-quarter, Intel’s total shipments decreased -22.50% from last quarter, and Nvidia’s decreased -12.66%.
- The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 130% which was down -6.69% from last quarter.
- Discrete GPUs were in 28.95% of PCs, which is up 1.17% from last quarter.
- The overall PC market decreased -14.44% quarter-to-quarter and decreased -4.15% year-to-year.
- Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 0.34% from last quarter.
- Q1'19 saw a no change in tablet shipments from last quarter.
Intel suffered in the past few quarters trying to increase production volumes of its new 10nm parts, creating a shortage in the market and lowering sales for all parties — no CPUs, no new PCs, no new PCs no GPUs shipping
Intel’s problems have had a positive effect on AMD. AMD has been able to step into the breach in integrated graphics and has gained market share. But as good as AMD’s parts are, they are not pin-for-pin replacements for the dominate Intel parts so AMD’s gains can only be in new designs, which means an OEM has to support two motherboards, supply chains, and service, and that’s a burden a company doesn’t take on lightly or quickly.
The first quarter is typically flat to down from the previous quarter in the seasonal cycles of the past. For Q1'19 it decreased -18.6% from last quarter and was below the ten-year average of 9.09%, driven by the issues mentioned above.