Add-in board market increased in Q3’16, AMD lost market share, while Nvidia gained

Posted by Robert Dow on January 20th 2017 | Discuss
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Quarter-to-quarter AIBs shipments increased 38.2%, and 9.2% year-to-year.

Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated PC graphics add-in-board (AIB) shipments and suppliers’ market share for Q3'16.
Market share shifts. The market shares for the desktop discrete GPU suppliers shifted in the quarter too.

AIBs using discrete GPUs are found in desktop PCs, workstations, servers, and other devices such as scientific instruments. They are sold directly to customers as aftermarket products, or are factory installed by OEMs. In all cases, AIBs represent the higher end of the graphics industry with their discrete chips and private, often large, high-speed memory, as compared to the integrated GPUs in CPUs that share slower system memory.

The PC add-in board (AIB) market now has just three chip (GPU) suppliers which also build and sell AIBs. The primary suppliers of GPUs are AMD and Nvidia. There are 48 AIB suppliers, the AIB OEM customers of the GPU suppliers, which they call “partners.”

Lots of AIB suppliers, smaller shipments. In addition to privately branded AIBs offered worldwide, about a dozen PC suppliers offer AIBs as part of a system, and/or as an option, and some that offer AIBs as separate aftermarket products. We have been tracking AIB shipments quarterly since 1987—the volume of those boards peaked in 1999, reaching 114 million units, in 2015, 44 million shipped.

The news for the quarter was encouraging and seasonally understandable, quarter-to-quarter, the AIB market increased 38.2% (compared to the desktop PC market, which decreased -7.1%).

AIB shipments during the quarter increased from the last quarter 38.2%, which is which is above the ten-year average of 14.3%. On a year-to-year basis, we found that total AIB shipments during the quarter rose 9.2%, which is greater than desktop PCs, which fell -17.1%.

Gaming the game changer. However, in spite of the overall PC churn, somewhat due to tablets and embedded graphics, the PC gaming momentum continues to build and is the bright spot in the AIB market.

The gaming PC (system) market is as vibrant as the stand alone AIB market. All OEMs are investing in Gaming space because demand for Gaming PCs is robust. Intel also validated this on their earnings call., and the recent announcement of a new Enthusiast CPU. However, it won’t show in the overall market numbers, because like gaming GPUs, the gaming PCs are dwarfed by the general-purpose machines.

The overall GPU shipments (integrated and discrete) is greater than desktop PC shipments due double-attach—the adding of a second (or third) AIB to a system with integrated processor graphics—and to a lesser extent, dual AIBs in performance desktop machines using either AMD’s Crossfire or Nvidia’s SLI technology Improved attach rate. The attach rate of AIBs to desktop PCs has declined from a high of 63% in Q1 2008 to 54% this quarter, an increase of 48.7% from last quarter which was outstanding. Compared to this quarter last year it increased 31.7% which was outstanding.

If anyone doubted that the PC was the platform of choice for gaming, this quarter’s results will correct that incorrect misconception. The gaming market is lifting the entire PC market and has over whelmed the console market.

The report contains the following content:

  • Worldwide AIB Shipment forecast by segment, 2015 to 2020.
  • Attach rate of AIBs from 2001.
  • Detailed worldwide AIB Shipment Volume, by segment, and forecast to 2020.
  • Major suppliers: Detailed market share data-on the shipments of AMD, Nvidia, and others.
  • Market share history from Q1 2004.
  • Percentage of shipments by region, from 2015 to 2020.
  • Market value of AIBs, and pricing trends
  • A Vision of the future: Building upon a solid foundation of facts, data and sober analysis, this section pulls together all of the report's findings and paints a vivid picture of where the PC graphics market is headed.
  • Memory load and forecast.

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