Jacob Roach / Digital Tendencies
It’s protected to say that 2023 turned out to be yr for the discrete graphics playing cards market. In keeping with the newest knowledge, each AMD and Nvidia noticed a rise in add-in board (AIB) GPU shipments within the closing quarter of 2023, and the year-to-year positive aspects are additionally huge. Whereas Nvidia nonetheless dominates the market, AMD’s share is climbing steadily, and Intel stays within the shadows.
Right this moment’s spherical of market insights comes from Jon Peddie Analysis (JPR), and it’s all about discrete GPUs. In keeping with the analyst agency, discrete GPU shipments elevated by 6.8% over the fourth quarter of 2023 in comparison with the earlier quarter. That is above the less-than-impressive 10-year common of -0.6%. The year-to-year positive aspects are much more spectacular, although, as JPR notes a 32% improve in comparison with the ultimate quarter of 2022, with a complete of 9.5 million GPUs shipped (versus 8.9 million models on the finish of 2022).
The cut up between AMD, Intel, and Nvidia just isn’t a shock — Nvidia dominates with 80% of the discrete GPU market share. Regardless of the yr or the quarter, Intel’s share accounts for a measly 1%, exhibiting that the adoption of Intel Arc has been sluggish — and that’s although Arc GPUs are an amazing possibility for price range builds proper now. Nonetheless, AMD’s numbers are surprisingly good.
Get your weekly teardown of the tech behind PC gaming
Nvidia’s quarter-to-quarter graphics card cargo rose by 4.7%, and the year-to-year comparability turned out effectively, too, with a 22.3% improve. In the meantime, in comparison with the fourth quarter of 2022, AMD’s GPU shipments elevated by a whopping 117% through the course of 2023, whereas the quarter-to-quarter improve was 17%. That is mirrored in AMD’s market share, which went up from 12% within the fourth quarter of 2022 to 19% a yr later. These are some huge numbers, however there are a number of methods to elucidate AMD’s success in 2023.
Jon Peddie Analysis
For starters, AMD solely had new GPUs out in the marketplace on the very tail finish of 2022; the RX 7900 XTX and RX 7900 launched on December 13, 2022. That also would have been mirrored within the variety of shipments, however not as a lot as if AMD launched these playing cards earlier within the yr. What adopted was a yr of strong releases for AMD, together with the RX 7800 XT, which rapidly turned a robust competitor towards Nvidia’s pricier choices.
AMD’s older GPUs stay aggressive in efficiency and pricing, which may contribute to those cargo numbers. They’ve been getting discounted all year long and are cheaper to purchase than Nvidia’s comparable RTX 30-series playing cards.
It’s value noting that JPR’s knowledge is centered round shipments, which doesn’t instantly translate to gross sales numbers. Nonetheless, the pattern stays the identical — the GPU market is experiencing a interval of progress, and AMD is holding its floor towards Nvidia. The scenario could be completely different when the information from the primary quarter of 2024 begins rolling in, as Nvidia has had three new GPUs from the RTX 40 Tremendous refresh.
In the meantime, AMD launched a reasonably unimpressive RX 7600 XT, nevertheless it adopted up with the worldwide launch of the RX 7900 GRE, which could very effectively be the most effective AMD card of this technology.
Editors’ Suggestions
