Press Release

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

Jon Peddie Research announces first quarter shipments of PC graphics increase 44% year over year

TIBURON, Calif.--(BUSINESS WIRE)-- Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced today its estimated graphics chip shipments and supplier’s market share for Q1’10.

For the year, 2009 came in above expectations with an 11% year to year growth, an amazing comeback. Q1 of 2010 showed traditional seasonal slowdown with everyone except Nvidia and SiS showing decline.

Table 1: Growth rates from 2003 to 2011
2003 2004 2005 2006 2007 2008 2009 2010 2011
Total Graphics Chips: 217.1 239.0 269.4 316.5 351.7 373.0 414.2 485.7 567.9
Annual percentage growth20.2% 10.1% 12.7% 17.5% 11.1% 6.1% 11.0% 17.3% 16.9%

Intel was the leader in unit shipments for Q1’10, elevated by Clarksdale, continued Atom sales for Netbooks, and strong growth in the desktop segment. On a quarter-to-quarter basis Nvidia gained in the notebook integrated, and discrete segments as well as the desktop integrated segment. AMD gained a fraction in the desktop discrete segment and over four percent in notebook integrated.

Table 2: Market shares
Vendor This Quarter Market share Last Quarter Market share last Qrtr Growth Yr-Y
AMD 25.15 24.0% 26.81 21.7% 96.3%
Intel 45.49 43.5% 63.04 51.1% 22.3%
Nvidia 33.00 31.5% 32.70 26.5% 41.9%
Matrox 0.06 0.1% 0.05 0.0% -7.7%
SiS 0.22 0.2% 0.06 0.0% -68.6%
VIA/S3 0.71 0.7% 0.81 0.7% -14.7%
Total 104.62 100.0% 123.47 100.0% 44.3%

AMD reported their graphics segment revenue for the quarter was $409 million, down from Q4’s $427 million and up significantly from a year ago ($218.).

Intel reported “revenue from chipset and other” of $1.761 billion in Q1.

Nvidia’s quarter, which straddles the calendar quarters reported revenues of $982 million for their Fiscal Q4’10 which is from September to the end of January. Their next quarter ends in April.

A new category - IPG

Q4’09 saw the first shipments of a new category, the Integrated Processor Graphics - IPG. 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.) However for ease of reporting for now we’re including these devices in our Integrated numbers.

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