GPU Shipments Down in Q4'18 from Last Quarter
GPU shipments decreased -2.65% from last quarter, AMD shipments decreased -6.8% Nvidia decreased -7.6% and Intel's shipments, decreased -0.7%, according to market research firm Jon Peddie Research.
AMD's market share from last quarter decreased -0.6%, Intel's increased 1.4%, and Nvidia's market share decreased -0.82%, the research firm says.
Year-to-year total GPU shipments decreased -3.3%, desktop graphics decreased -20%, notebooks increased 8%.
Although overall GPU shipments declined PC sales saw an uptick of 1.61% which is a positive sign for the market overall.
“The channel’s demand for add-in boards (AIBs) in early 2018 was out of sync with what was happening in the market,” said Dr. Jon Peddie, president and founder of Jon Peddie Research. “As a result, the channel was burdened with too much inventory. That has impacted sales of discrete GPUs in Q4, and will likely be evident in Q1, and Q2’19 as well.”
The fourth quarter is typically flat to up from the previous quarter in the seasonal cycles of the past. For Q4'18 it decreased -2.7% from last quarter and was below the ten-year average of an 11.59% increase.
Highlights
- AMD’s overall unit shipments decreased -6.81% quarter-to-quarter, Intel’s total shipments decreased -0.67% from last quarter, and Nvidia’s decreased -7.62%.
- The attach rate of GPUs (including integrated and discrete GPUs) to PCs for the quarter was 135% which was down -5.92% from last quarter.
- Discrete GPUs were in 27.78% of PCs, which is down -3.83% from last quarter.
- The overall PC market increased by 1.61% quarter-to-quarter and decreased -3.79% year-to-year.
- Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased -10.75% from last quarter.
- Q4'18 saw a no change in tablet shipments from last quarter.