A brand new examine from Jon Peddie Research acts as a thermometer, on this case for the graphics card sector. According to the agency, devoted GPU shipments have been down once more within the first quarter of 2023.
-38.2% fewer shipments year-on-year!
All in all, the graphics card market shouldn’t be in the perfect of well being. In reality, in response to JPR, year-on-year (Q1 2022 vs. Q1 2023), AIBs have seen their board shipments drop by 38.2%! Quarter-on-quarter, this decline quantities to 12.6%, in contrast with This fall 2022. In phrases of figures, the variety of CGs shipped was 6.3 million models on this first a part of 2023, in contrast with 7.16 million in Q1 2022.
In element, AMD is much less affected than NVIDIA. Indeed, shipments on the purple aspect fell by 7.5%, in contrast with 15.2% quarter-on-quarter on the chameleon’s aspect.
On the opposite hand, regardless of a better drop in shipments on the inexperienced aspect than on the purple, NVIDIA remains to be the clear chief. The firm nonetheless has 84% market share, in contrast with 12% for AMD and 4% for Intel. What’s extra, it’s attention-grabbing to notice that AMD is treading water, whereas Intel is progressing and NVIDIA is declining. Indeed, within the fourth quarter of 2022, Intel accounted for two% of market share, in contrast with 12% for AMD and 86% for NVIDIA.
Any hope?
If Jon Peddie Research is to be believed, it’s not unimaginable that we’re on the backside of the wave. According to the agency, the second half of the yr can be extra favorable for the market. They level out that, by then, shops could have extra inexpensive options for the house consumer. Logically, NVIDIA could have launched its RTX 4060 (and maybe its RTX 4050), additional increasing the cardboard providing within the sector favored by customers.
However, we even have our doubts. The newest launches from NVIDIA and AMD are usually not probably the most convincing. On the inexperienced aspect, we keep in mind the Day-1 promotions on the 4060 Ti, or the late-night shops with no prospects in Japan. In actuality, if the 4060 Ti and RX 7600 are probably the most inexpensive fashions, they nonetheless should be convincing. The efficiency acquire for the asking worth is way from dazzling. We wouldn’t be stunned if end-users most well-liked to attend for higher alternate options earlier than altering playing cards… Or flip to Intel, which presents top-of-the-line efficiency/worth ratios within the €200 – €250 sector. In reality, if we have a look at the evolution of blue shares, that’s what appears to be occurring.
