Market analytics firm Jon Peddie Research recently released estimated market share and GPU shipment numbers from Q1 2013. The report includes information on AMD, NVIDIA, Intel, and Via and covered IGPs, processor graphics, and discrete GPUs included in desktop and mobile systems powered by X86 hardware. The report includes x86 tablets but otherwise does not factor in GPUs used in ARM devices like NVIDIA's Tegra chips. Year over Year, the PC market is down 12.6% and the GPU market declined by 12.9%. It is not all bad news for the PC market and discrete GPU makers, however. GPUs through 2016 are expected to exhibit a compound annual growth rate (CAGR) of 2.6% with as many as 394 million discrete GPUs shipped in 2016 alone.
In Q1 2013, the PC market is down 13.7% versus last quarter (Q4 2012) but the GPU market only declined 3.2%. This discrepency is explained as the result of people adding multiple GPUs to a single PC system, including adding a single discrete card to a system that already has processor graphics or an APU. By the end of Q1 2013, Intel holds 61.8% market share followed by AMD in second place with 20.2% and NVIDIA with 18%. Notably VIA is out of the game with 0.0% market share.
In terms of GPU shipments, NVIDIA had a relatively good first quarter of this year with an increase of 7.6% for notebook GPUs and desktop GPU shipments that remained flat. Overall, NVIDIA saw an increase in PC graphics shipments of 3.6%. On the other hand, x86 CPU giant Intel saw desktop and notebook GPUs slip by 3% and 6.3% respectively. Overall, that amounts to PC graphics shipments that fell by 5.3%. In between NVIDIA and Intel, AMD moved 30% more desktop chips (including APUs) versus Q4 2012. Meanwhile, Notebook chips (including APUs) fell by 7.3%. AMD's overall PC graphics shipments fell by 0.3%.
In all, this is decent news for the PC market as it shows that there is still interest in desktop GPUs. The PC market itself is declining and taking the GPU market with it, but it is far from the death of the desktop PC. It is interesting that NVIDIA (which announced Q1'13 revenue of $954.7 million) managed to push more chips while AMD and Intel were on the decline since NVIDIA doesn't have a x86 CPU with integrated graphics. I'm looking forward to seeing where NVIDIA stands as far as the mobile GPU market which does include ARM-powered products.
