GPU shipments are recovering and according to Jon Peddie Research, the graphics market increased 4.6 percent last quarter, while the PC market as a whole took a 2.5 percent sequential dip. Intel and AMD upped their market share, at Nvidia’s expense, of course.
The increase in overall GPU shipments reveals that many customers are choosing to “double-attach,” or add a discrete GPU to a system with integrated graphics. This doesn’t really paint the full picture, as practically all Intel non-server chips ship with integrated graphics and the same goes for more than two thirds of AMD chips. As a result, the average PC today has 1.4 GPUs on board.
On a year-to-year basis total graphics shipments in the second quarter dropped 6.8 percent. Once again this was better than PC shipments, which slipped 11.2 percent. JPR expects the total shipments of graphics chips in 2016 to hit 319 million units and the CAGR from 2012 to 2016 now stands at -1.4 percent.
AMD’s overall PC graphics shipments increased 10.9 percent and the company upped its market share to 21.9 percent. However, shipments of APUs declined 9.6 percent. Shipments of APUs in notebooks increased 47.1 percent, but it should be noted that AMD’s presence in notebooks is rather limited. With that in mind all it takes to get such a high figure is a few design wins.
Intel’s desktop graphics shipments dropped 1.4 percent, but notebooks were up 12.1 percent. Intel’s overall shipments increased 6.2 percent.
Nvidia was the big loser last quarter. Its desktop discrete shipments were down 8.9 percent, while discrete mobile shipments were down 7.1 percent. It should be noted that Nvidia scored the vast majority of Haswell notebook design wins, but new notebooks aren’t exactly flying off shop shelves right now.
Although some of the numbers are encouraging, total GPU shipments were down 5.2 percent from the same quarter last year. The trend for discrete GPUs remains negative, with a CAGR to 2016 of -2.2 percent.