TIBURON, CA— May 3, 2004—Jon Peddie Research (JPR),
a leading research and consulting firm for graphics and multimedia,
today announced estimated graphics shipments and supplier market share
for the first calendar quarter of 2004. Detailed first-quarter results
are available in the Q1’04 edition of Jon Peddie’s
Market Watch, the firm’s quarterly graphics survey. Market
Watch provides an in-depth look at the PC graphics market and
includes unit shipment and segment market share data, trend analysis,
shipment forecasts, and profiles of major suppliers.
Jon Peddie Research estimates that approximately 57.5 million PC
graphics devices shipped from eight suppliers in Q1’04, a 7.4%
decline from the previous quarter and a 12.9% increase over the same
period the previous year. The mobile graphics segment saw a 12.7%
quarterly decline in shipments but achieved 29.1% growth year-over-year,
outpacing a 9.9% annual growth rate in the desktop segment. Approximately
10.5 million mobile graphics processors shipped from six suppliers
in Q1’04, an industry record in a first calendar quarter. As
in Q4’03, shipments of integrated graphics chipsets for notebook
platforms surpassed those of discrete (stand-alone) mobile graphics
processors to claim a greater than 50% share of the mobile graphics
market.
“Quarterly shipment declines were fairly typical in the first
quarter with the exception of desktop GPUs, which were approximately
flat as compared to Q4’03,” said Lisa Epstein, a senior analyst
at Jon Peddie Research. “The discrete desktop segment exhibited
surprising resilience during the period with shipments of discrete
vs. IGC desktop graphics about numerically even. Intel will not offer
its new Grantsdale IGC until the second quarter and a small window
has opened for discrete graphics as a result,” Epstein concluded.
The discrete desktop segment performed well in Q1’04, with
shipments declining just 1.3% compared to Q4’03. In contrast,
IGCs declined 10.3% compared sequentially. During a period in which
shipments typically decline on a quarterly basis due to seasonality,
Nvidia buoyed the segment with a 4.0% increase in shipments of its
desktop GPUs. The discrete mobile segment declined by a more substantial
14.9%. Shipments of mobile IGC parts declined by 10.5% in Q1’04
with all suppliers seeing shipments fall by more than 10% on a quarterly
basis, with the exception of Intel, which increased its mobile IGC
shipments by 9.1%.
Intel saw a moderate 3.8% quarterly decline in graphics shipments
in Q1’04, was the largest supplier of PC graphics devices worldwide,
and claimed an increased share of the total graphics market. Nvidia
was the second largest supplier in Q1’04 with a 2.0% increase
in graphics shipments and an increased share of the total graphics
market. Nvidia was the only supplier to the graphics market to increase
its overall unit shipments in Q1’04 as compared to Q4’03.
ATI was the third largest supplier in Q1’04, with an 11.5% decline
in graphics shipments and a reduced share of the total graphics market.
The following table lists the ranking and relative market share, based
on unit shipments in Q4’03 and Q1’04, of the eight major
graphics suppliers to the PC industry.