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JPR: GPU market shipments in Q4 2021 increased 0.8% from last quarter, and decreased -15% year-over-year

Q4’21 Sees Nominal Increase in GPU and PC Shipments QoQ

Jon Peddie Research reports that global PC graphics processing unit (GPU) market growth reached 101 million units in the fourth quarter of 2021 and PC processor shipments were down -21% year over year. ‘other. Overall, GPUs will have a compound annual growth rate of 4.5% between 2020 and 2025 and will reach an installed base of 3,331 million units by the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will grow to a level of 42%.

AMD’s overall market share percentage from last quarter increased by 0.7%, Intel’s market share decreased by -0.1% and Nvidia’s market share decreased by -0 .60%, as shown in the following graph.

Overall GPU shipments increased 0.8% from last quarter: AMD shipments increased 4.7%, Intel shipments increased 0.6%, and Nvidia shipments decreased by -2.2%.

Quick Highlights

  • The overall GPU (which includes integrated and discrete GPUs, desktops, laptops, and workstations) connect rate to PCs for the quarter was 121%, down -3.8% from in the last trimester.
  • The overall PC processor market increased 3.9% quarter-over-quarter and decreased 21% year-over-year.
  • Desktop graphics expansion cards (AIBs that use discrete GPUs) were up 3.0% from last quarter.
  • This quarter saw a 22.0% change in tablet shipments compared to last quarter.

The fourth quarter is generally stable or up from the previous quarter. This quarter was up 0.8% from last quarter, which is below the 10-year average of 1.6%.

GPUs have traditionally been a leading indicator of the market because a GPU enters a system before vendors ship the PC. AMD and Nvidia are up for the next quarter, and Intel is down -0.38% on average. Last quarter they guided down -1.53% which was too low.

The total market share (desktops and laptops) of the two dGPU vendors is shown in the following table.

Q4’20 Q3’21 Q4’21
AMD 18% 17% 19%
Nvidia 82% 83% 81%
Market share of PC dGPU shipments

In an unprecedented year, vendors reported shortages of components, capacitors, substrates and other items. Even companies with a diversified portfolio were forced to allocate to the different segments they served. Nobody was happy about it and unfortunately the next build of inventory for the holiday season which usually takes place in the third quarter will be limited until the supply chain catches up with demand.

Jon Peddie, President of JPR, said, “The supply chain disruptions caused by COVID and compounded by Intel’s manufacturing challenges have made forecasting unusually difficult. In this late February reporting period, the world faces unrest in Ukraine and continued virus mutations, compounded by a disrupted workforce and new workplace norms. Forecasts for the rest of the year are confusion and surprise.

“end of press release”