Jon Peddie Research today announced the firms estimated graphics chip shipments and suppliers' market share for Q3'12. The news was terrific for Nvidia and disappointing for everyone the other major players. From Q2 to Q3 Intel slipped in both desktop (7%) and notebook (8.6%). AMD dropped (2%) in the desktop, and (17%) in notebooks. Nvidia gained 28.3% in desktop from quarter to quarter and jumped almost 12% in the notebook segment. Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to almost 1.4 GPUs per PC. You can see the Graphics Chip market shares for this past quarter in the table below.
The quarter in general
- AMD's quarter-to-quarter total shipments of desktop heterogeneous GPU/CPUs, i.e., APUs dropped 30% from Q2 and 4.7% in notebooks. The company's overall PC graphics shipments slipped 10.7%.
- Intel's quarter-to-quarter desktop processor-graphics EPG shipments dropped from last quarter by 7%, and Notebooks fell by 8.6%. The company's overall PC graphics shipments dropped 8%.
- Nvidia's quarter-to-quarter desktop discrete shipments jumped 28.3% from last quarter; and, the company's mobile discrete shipments were up 12%, which is impressive in a down market. The company's overall PC graphics shipments increased 19.6%.
- Year to year this quarter AMD shipments declined 20%, Intel dropped 14%, Nvidia slipped 0.5%, and VIA fell 10% from last year.
- Total discrete GPUs (desktop and notebook) increased a modest 4.6% from the last quarter and were down 5.2% from last year for the same quarter due to the same problems plaguing the overall PC industry. Overall the trend for discrete GPUs is up with a CAGR to 2016 of 2.6%.
- Ninety nine percent of Intel's non-server processors have graphics, and over 67% of AMD's non-server processors contain integrated graphics; AMD still ships IGPs.