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市場調查報告書

Market Watch:GPU的總出貨數與前期比較成長7.2%

Market Watch: Overall GPU Shipments Increased 7.2% from Last Quarter, AMD Increased 8% Nvidia Increased 10%

出版商 Jon Peddie Research 商品編碼 262278
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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Market Watch:GPU的總出貨數與前期比較成長7.2% Market Watch: Overall GPU Shipments Increased 7.2% from Last Quarter, AMD Increased 8% Nvidia Increased 10%
出版日期: 2017年09月15日 內容資訊: 英文
簡介

GPU的總出貨數記錄與前一年同期比較6.4%,桌上型電腦顯示5%,筆記型電腦7%。

本報告提供全球GPU市場每季調查,PC銷售台數、GPU銷售數的變化與預測,各供應商、平台、GPU類型的明細,主要供應商的詳細分析,市場佔有率,GPU市場未來展望等,各種資料與分析的Excel工作簿及PDF彙整。

調查內容範例

  • 全球PC銷售台數、GPU銷售數的變化與預測
  • 全球GPU銷售數的變化與預測:詳細內容
  • 主要供應商的市場佔有率
    • AMD
    • Intel
    • Nvidia
    • 其他
  • 主要供應商的季度財務成果分析
  • 主要供應商銷售台數的變化與預測:各平台、GPU類型
  • GPU:過去、目前分析
  • 未來展望
  • 圖表

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄

Year-to-year total GPU shipments increased 6.4%, desktop graphics increased 5%, notebooks increased 7%.

This is the latest report from Jon Peddie Research on the GPUs used in PCs. It is reporting on the results of Q2'17 GPU shipments world-wide.

Up to now, the GPU and PC market had been showing a return to what has been normal seasonality. That pattern is typically flat to down in Q1, a significant drop in Q2 as OEMs and the channel deplete inventory before the summer months. A restocking with the latest products in Q3 in anticipation of the holiday season, and mild increase to flat change in Q4. All, of that subject to an overall decline in the PC market since the great recession of '07 and the influx of tablets and smartphones. However, this year, Q2 dGPU shipments were completely out of synch, and remarkably high, as shown in the following chart.

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As the chart shows, this is the first time in over 20 years that Q2 has seen an increase in shipments, and never one this dramatic.

The big difference is the impact Bitcoin, Ethereum and other coin miners are having on the market.

Why Ethereum? There was a similar uptick in GPU sales for Bitcoin and Litcoin mining 2013. It drove up sales of GPUs and especially AMD GPUs because of AMD's GCN architecture favored mining. Low cost application specific integrated circuits (ASICs) were then employed to do the job and that boom went bust, much to the relief of gamers looking for better deals on GPUs. Bitcoin miners who had built large GPU structures for mining, dumped their AIBs on eBay, cannibalizing the GPU market for a couple of quarters. Due to the architecture of Ethereum, that won't happen.

Ethereum uses a different hashing algorithm to Bitcoin, which makes it incompatible with the special hashing hardware, ASICs, developed for Bitcoin mining. Ethereum's algorithm is known as Ethash. It's a memory-hard algorithm; meaning it's designed to resist the development of Ethereum-mining ASICs. Instead, Ethash is deliberately best-suited to GPU-mining.

As long as Bitcoin process keep going up, new people will be attracted to the mining market. It will eventually flatten out because the ROI just won't be there. At that point AIB sales for mining will roll off, and we may even see some dumping by the marginal players/miners. And there still is the social issue of what kinds of transactions the miners are verifying.

Overall GPU shipments increased 7.2% from last quarter, AMD increased 8% Nvidia increased 10% and Intel, increased 6%.

Year-to-year total GPU shipments increased 6.4%, desktop graphics increased 5%, notebooks increased 7%.

After years of incursion into the discrete GPU market, it appears the discrete GPUs (dGPU) are gaining market share over iGPUs. The long-term CAGR has been positive, while iGPUs have been negative.

However, some of the increase in dGPU sales has to be attributed to the blockchain mining demand for GPUs. The continued decline in the overall PC market shows up in the integrated GPU shipment numbers.

image2

Quick highlights

  • AMD's overall unit shipments increased 7.81% quarter-to-quarter, Intel's total shipments increased 6.31% from last quarter, and Nvidia's increased 10.42%.
  • The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 146% which was up 9.57% from last quarter.
  • Discrete GPUs were in 35.38% of PCs, which is up 4.02%.
  • The overall PC market increase 0.12% quarter-to-quarter, and decrease -3.98% year-to-year.
  • Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 30.88% from last quarter.
  • Q2'17 saw a decrease in tablet shipments from last quarter.

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 the quarter.

The report contains the following content:

  • Worldwide GPU and PC Shipment Volume, 1994 to 2020.
  • Detailed worldwide GPU Shipment Volume, 1Q 2001 to 2Q 2016, and forecast to 2020.
  • Major suppliers: Detailed market share 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.

JPR also publishes a series of reports on the PC Gaming Hardware Market, which covers the total market including system and accessories, and looks at 31 countries.

The quarter in general

  • AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, for desktops decreased -22.2% from the previous quarter. AMD's APU shipments were down -18.8% in notebooks. Desktop discrete GPUs decreased -34.6% from last quarter, and notebook discrete shipments decreased -16.0%. AMD's total PC graphics shipments decreased -24.8% from the previous quarter.
  • Intel's desktop processor embedded graphics (EPGs) shipments decreased from last quarter by -10.5% and notebook processors decreased by -8.0%, and total PC graphics shipments decreased -13.9% from last quarter.
  • Nvidia's desktop discrete GPU shipments were down -27.8% from last quarter; and the company's notebook discrete GPU shipments decreased -23.0%, and total PC graphics shipments decreased -25.6% from last quarter.

Total discrete GPUs (desktop and notebook) shipments for the industry decreased -25.5% from the last quarter, and decreased -6.0% 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 CAGR from 2014 to 2017 is now -9%.

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).

image3

For those who wish to understand the PC market, an understanding of the highly complex technology and ecosystem that has been built around the GPU is essential to understanding the market's future directions.

Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) GPUs shipments 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 1.36 GPUs per PC.

This detailed 80-page report will provide you with all the data, analysis and insight you need to clearly understand where this technology is today and where it's headed. Our findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks). It does not include iPad and Android-based tablets, or ARM-based Servers, or x86-based servers. It does include x86-based tablets, Chromebooks, and embedded systems.

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