Press Release

EDITOR’S NOTE: Excerpts from JPR Market Watch are available on request.

Jon Peddie Research announces 2nd quarter PC graphics shipments – AMD and Intel have huge share growth at Nvidia’s expense

TIBURON, CA-July 30th  2010-Today, Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced its estimated graphics chip shipments and supplier’s market share for Q2’10.

Overall graphics chip shipments were up four percent from Q1’10, while desktop discrete GPUs fell 21.4% reflecting the tremendous growth in notebooks.

For the first half of the year, 2010 shipments are 38.6% above the same period last year.

 

CAGR 2005 2006 2007 2008 2009 2010 2005 2006

Total
Graphics
Chips:

14.2% 269.4 316.5 351.7 373.1 414.2 525.1 269.4 316.5

Annual
percentage
growth

  12.7% 17.5% 11.1% 6.1% 11.0% 26.8% 12.7% 17.5%

Table 1: Growth rates from 2005 to 2011

Clarksdale, continued Atom sales for Netbooks, and strong notebook growth helped Intel maintain its leadership position in unit shipments for Q2’10. AMD led the market with the biggest gains for both discrete and integrated desktop products in the company’s history. On a quarter-to-quarter basis Nvidia had double-digit losses in every segment except notebook integrated where they showed a 10% gain in units shipments from last quarter.

Vendor This Quarter Market share last Quarter Market share Unit Growth Qtr-Qtr This quarter last year Market share Growth Yr-Yr

AMD

24.4% 21.4% 19.1% 18.4% 32.6%

Intel

54.9% 49.7% 15.3% 51.1% 7.6%

Nvidia

19.7% 28.0% -26.6% 29.2% -32.4%

Matrox

0.0% 0.1% -16.7% 0.1% -34.2%

SiS

0.1% 0.2% -45.5% 0.4% -77.6%

VIA/S3

0.8% 0.7% 21.1% 0.8% -5.3%

Total

100.0% 100.0% 4.3% 100.0% 0.0%

Table 2: Market shares

AMD reported their graphics segment revenue increased 8 percent sequentially and 87 percent (year-over-year) to $440 million.

Intel reported “revenue from client chipset and other” of $1.68 billion in Q2.

Nvidia’s fiscal quarter, straddles the calendar quarters. Their next quarter ends in July 31. Total revenue is now estimated at $800 million to $820 million, compared with the range of $950 million to $970 million provided on May 13, 2010.

The revenue shortfall occurred primarily in the consumer GPU business, resulting from increased memory costs and economic weakness in Europe and China. The increased solution cost of discrete GPUs led to a greater-than-expected shift to lower-priced GPUs and PCs with integrated graphics.

A new category – Processor Graphics
This edition of the market watch report includes breakout numbers for the shipments of a new category, Processor Graphics or PG. With the advent of new CPUs with integrated or embedded graphics, we will see the rapid decline in deliveries for traditional chip-set graphics or IGPs (integrated graphics processors.) The PG shipment numbers are included in the total integrated graphics number in this release.

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