Nvidia jumps 13% from last quarter, Intel up 11.6%, AMD slips 7%

Graphics processors, stand-alone discrete devices, and embedded processor-based GPUs are ubiquitous and essential components in all systems and devices today - from handheld mobile devices, PCs, and workstations, to TVs, servers, vehicle systems, signage, game consoles, medical equipment, and wearables. New technologies and semiconductor manufacturing processes are taking advantage of the ability of GPU power to scale. The GPU drives the screen of every device we encounter—it is the humane-machine interface.

Thet hird quarter is typically the big growth quarter, and after the turmoil of the recession, it appears that trends are following the typical seasonality cycles of the past.

Quick highlights

  • AMD’s overall unit shipments decreased 7% quarter-to-quarter, Intel’s total shipments increased 11.6% from last quarter, and Nvidia’s jumped 12.9%.
  • The attach rate of GPUs (includes integrated and discrete GPUs) to PCs, for the quarter was 155% (up 2%) and 32% of PCs had discrete GPUs, (flat from last quarter), which means 68% of PCs today are using the embedded graphics in the CPU. 
  • The overall PC market increased 6.9% quarter-to-quarter, and decreased 2.6% year-to-year.
  • Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 7.8% from last quarter.

Q3 is, on average, usually up from the previous quarter. There was an abnormal spike in 2009 after the massive market decline, which warps the 10-year average to 7% and makes the 9% this year above average.

GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped, and most of the PC vendors are guiding cautiously for Q4’14.

The Gaming PC segment, where higher-end GPUs are used, was a bright spot in the market in Q3. Nvidia’s new high-end Maxwell GPUs sales were strong, lifting the ASPs for the discrete GPU market.

Q3 2014 saw a flattening in tablet salesfrom the first decline in sales last quarter. The CAGR for total PC graphics from 2014 to 2017 is up, to almost 3%. We expect the total shipments of graphics chips in 2017 to be 510 million units. In 2013, 454 million GPUs were shipped and the forecast for 2014 is 468 million.

The quarter in general

  • AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs increased 10.5% from the previous quarter, and decreased 16% in notebooks. AMD’s discrete desktop shipments decreased 19% and notebook discrete shipments increased 10%. The company’s overall PC graphics shipments decreased 7%.
  • Intel’s desktop processor embedded graphics (EPGs) shipments decreased from last quarter by 0.3%, and notebooks increased by 18.6%. The company’s overall PC graphics shipments increased 11.6%.
  • Nvidia’s desktop discrete shipments increased 24.3% from last quarter; and the company’s notebook discrete shipments increased 3.5%. The company’s overall PC graphics shipments increased 12.9%.
  • Year-to-year this quarter AMD’s overall PC shipments decreased 24%, Intel increased 19%, Nvidia decreased 4%, and the others essentially are too small to measure.
  • Total discrete GPU (desktop and notebook) shipments from the last quarter increased 6.6%, and decreased 7.7% from last year. Sales of discrete GPUs fluctuate due to a variety of factors (timing, memory pricing, etc.), new product introductions, and the influence of integrated graphics. Overall, the trend for discrete GPUs has increased with a CAGR from 2014 to 2017 now of 3%.
  • Ninety nine percent of Intel’s non-server processors have graphics, and over 66% of AMD’s non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs).
  • Year-to-year for the quarter, the graphics market decreased. Shipments were up 7.8million units from this quarter last year, which is the biggest increase in quite a while.

Year-to-year for the quarter, the graphics market decreased. Shipments were up 7.8million units from this quarter last year, which is the biggest increase in quite a while.

 

 

Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to almost 1.55 GPUs per PC.

For PC and mobile device related companies small and large, new to the industry or established, it is critical to get a proper grip on this highly complex technology and understand its future direction.  In thishis detailed 50-page data-based report , JPR provides all the data, analysis and insight needed to clearly understand where this technology is today and where it's headed.  This fact and data-based report does not pull any punches: frankly, some of the analysis and insight may prove to be shocking.

Findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and industrial/scientific and embedded. This report does not include the x86 game consoles, handhelds (i.e., mobile phones), x86 Servers or ARM-based Tablets (i.e. iPad and Android-based Tablets),or ARM-based Servers. It does include x86-based tablets, Chromebooks, and embedded systems.

The report contains the following content:

  • Major suppliers: Detailed data-on the shipments of AMD, Intel, Nvidia, and others.
  • Financial results for the leading suppliers: Analysis of the quarterly results of the leading GPU suppliers
  • Market Forecasts: You will also be able to download a detailed spreadsheet and supporting charts that project the supplier’s shipments over the period 2001 to 2018. Projections are split into platforms and GPU type.
  • GPUs: History, Status, and Analysis.
  • Financial History from for the last nine quarter: Based on historic SEC filings, you can see current and historical sales and profit results of the leading suppliers.
  • 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.
  • Charts, graphics, tables and more: Included with this report is an Excel workbook. It contains the data we used to create the charts in this report. The workbook has the charts and supplemental information.