Jon Peddie Research has only now managed to sum up the results of the second quarter for the graphics market, and according to them, a 27% year-on-year decline in shipments was side by side with a consistent increase of 12.4%. The latest result suggests that the demand for graphic solutions has returned to growth, and the accumulated stocks have returned to normal. The leader in terms of growth was AMD, which consistently increased shipments by 22.9%.
In the PC segment, according to the source, in the second quarter, 61.6 million GPUs were sold, including integrated, mobile and desktop ones. Year on year, they decreased by 27%. In the desktop segment, GPU shipments decreased by 36% over the year, in the mobile segment by 23%. A consistent 12.4% increase in GPU shipments, above the ten-year average of 8.1%. Market participants expect shipments to increase by 9.8% in the third quarter, but with the forecast for the second quarter, most of them were mistaken, counting on a 15.3% increase in shipments.
As Jon Peddie Research experts expect, until 2026, GPU shipments will grow by an average of 3.7% per year in order to increase the number of GPUs in operation to 2.998 billion by the end of the forecast period. In the next five years, the adoption rate of discrete GPUs in the PC segment is expected to reach 32%. This means that every third PC and laptop will be equipped with a discrete graphics solution.
In the past quarter, AMD was able to consistently increase its GPU shipments by 22.9%, which ultimately allowed it to increase its market share by more than one percentage point to 14% in the PC graphics segment. Intel’s market share declined slightly, by 0.4 percentage points, and generally remained at 68% due to the high prevalence of this brand’s central processors with integrated graphics. This company was able to consistently increase the supply of its graphics solutions by 11.7%. NVIDIA lost about 0.8 percentage points to AMD in the PC graphics market, its share remained at 18%, and shipments increased by 7.5%. Best of all, NVIDIA, according to the authors of the report, performed in the mobile graphics segment.
If we talk about the dynamics of the supply of central processors, then they consistently increased by 15%, and decreased by 23% in an annual comparison. Tablets, which are also included in Jon Peddie Research’s statistics, reduced shipments by 31.9% compared to the first quarter of this year. While maintaining the overall positive mood, it is important to consider that the PC market has been declining since 2010, and even if the graphics segment returned to growth after the end of the pandemic, it still will not reach the values of a decade ago.
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