The PC graphics card market witnessed notable development in This autumn 2023, in accordance with Jon Peddie Analysis. With shipments climbing by 6% to achieve 76.2 million items, this surge marks a big 24% improve yr over yr, representing essentially the most substantial acquire in over 25 years.
Projections point out a continued upward pattern, with an anticipated 3.6% annual development fee from 2024 to 2026, doubtlessly culminating in a complete put in base of 5 billion items by the top of 2026, with discrete GPUs comprising 30% of the market.
Jon Peddie Analysis
Whereas complete GPU shipments loved a sturdy 20% year-over-year development, desktop graphics playing cards, together with AIBs, skilled a slight decline of -1%, contrasted by a exceptional 32% improve in pocket book GPUs. Market share fluctuations noticed AMD and Nvidia slipping by -1.4% and -1.36%, respectively, whereas Intel made vital positive aspects with a +2.8% improve, reclaiming floor beforehand ceded to its rivals. Total, GPU shipments rose by 5.9%, pushed primarily by Intel’s spectacular +10.5% surge, although AMD and Nvidia skilled minor decreases of -2.9% and -1.5%, respectively.
As per Dr. Jon Peddie, president of Jon Peddie Analysis, “The fourth quarter is a little bit of a bellwether for the next yr, and this quarter it was up, suggesting 2024 can be a robust yr for the PC. The PC and CPU makers are introducing the so-called AI PC within the hopes of stimulating the market with a brand new shiny factor. We’ve had AI-capable PCs for over a decade and the problem has been (and nonetheless is), the place is the AI they are going to speed up? It’s coming, and early examples from Adobe, Microsoft, and the CAD suppliers are good examples. However it gained’t hit mainstream on a regular basis utilization in all probability till the top of the yr on the earliest. Subsequently, we advise warning in a single’s optimism and enthusiasm.”
Moreover, the information reveals a notable shift in CPU preferences, with pocket book CPUs capturing a dominant 69% cargo share in comparison with desktop CPUs’ 31%. This pattern underscores a buoyant quarter for the PC GPU and CPU section, outpacing the 10-year common with a 5.9% improve.
Noteworthy highlights embrace a 6.8% uptick in desktop graphics add-in boards and a sturdy 9.0% quarter-to-quarter improve within the total PC CPU market, indicating a flourishing panorama for each parts. Amidst this development, the laptop computer section noticed a flurry of latest and refreshed choices from AMD and Intel, whereas Nvidia targeted on increasing its discrete GPU choices, notably focusing on the high-performance AI GPU sector and introducing entry-level choices inside its Ada lineup, promising additional dynamism available in the market panorama transferring ahead.
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