Jon Peddie Research estimates that by the end of the fourth quarter of 2023, 76.2 million graphics processors (GPUs) were shipped to the PC market. That's up 6% on a sequential basis and 20% up on an annual basis. Central processing unit (CPU) shipments in the PC segment generally grew by 24% year-on-year, the highest in the previous 25 years.
According to the study's authors, between 2024 and 2026 inclusive, GPU shipments will increase at an average annual rate of 3.6%, with nearly 5 billion GPUs in use worldwide by the end of the forecast period. In the PC segment, in the next five years, up to 30% of all systems will be equipped with discrete graphics processors.
If in general, according to the results of the last quarter, GPU shipments increased by 20%, then in the desktop segment they decreased by 1%, and in the laptop segment they increased by 32%. AMD's share of the GPU market as a whole decreased sequentially from 17 to 15%, Intel managed to increase its share from 64 to 67%, since the statistics also take into account central processors with integrated graphics. Finally, NVIDIA lost its position in the quarter from 19 to 18%, although in annual comparison its position strengthened by 1.36 percentage points.
In volume terms, GPU shipments sequentially increased by 5.9%, with AMD decreasing by 2.9%, NVIDIA decreasing by 1.5%, and Intel adding 10.5%. In the desktop segment as a whole, shipments of discrete graphics cards grew 6.8% sequentially last quarter. At the same time, PC CPU shipments grew 9% sequentially last quarter and increased 24% year-on-year. The ratio of desktop and mobile central processors in the last quarter was determined by the formula “69:31”.
According to analysts at Jon Peddie Research, this year the appearance on the market of central processors with functions for accelerating the operation of artificial intelligence systems will not have a significant impact on demand until the very end of the year. In the current quarter, according to various experts, the PC market as a whole may decline by 7.1%, so it is premature to talk about a sustainable recovery trend.
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