Stefan Mileschin

AMD and Nvidia doing well

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 61.6 million units in Q2’23 and PC CPU shipments decreased by 23 per cent year over year.

GPUs will have a compound annual growth rate of 3.70 per cent during 2022–2026 and reach an installed base of 2,998 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will grow to reach a level of 32 per cent.

Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by 27 per cent, desktop graphics decreased by 36per cent, and notebooks decreased by 23 per cent.

However, in a quarter that is traditionally down, quarter-to-quarter shipments had a significant increase in shipments. OEMs and the channel took more GPUs and add-in boards than normal, indicating the old inventory is gone and demand is high, despite Web mutterings about AIBs being overpriced.

AMD’s overall market share increased 1.2 per cent from the last quarter, Intel’s market share decreased by 0.4 per cent, and Nvidia’s market share decreased by 0.8 per cent.

https://fudzilla.com/news/57494-gpu-...turning-around