During the fourth quarter of 2022, there was a decrease in demand for personal computers which caused a decline in the sales of both CPUs and GPUs. This was largely due to the fact that most client systems now come equipped with integrated graphics, which resulted in a reduction in the shipments of discrete GPUs.
According to a report by Jon Peddie Research, the total number of GPUs sold during the quarter, including both discrete and integrated ones, was 64.2 million. This figure represents a decline of 15.4% from the previous quarter and a significant 38% decrease when compared to the same period last year.
As per report, the shipments of CPUs for client PCs by Intel and AMD in Q4 2022 totaled to approximately 54 million units. This shows a significant decrease of 17.4% from the previous quarter and a drastic drop of 35.3% from the same period in the previous year when the combined shipments amounted to 84 million units. The research firm has also estimated that around 7.43 million discrete graphics cards were sold for desktops during the fourth quarter.
Top of Form Although this figure represents a marginal sequential increase of 7.8%, it still shows a substantial year-over-year decline of 43.7%.
In Jon Peddie Research’s summary of the GPU market for Q4 2022, it is stated that NVIDIA is at the forefront in terms of market share for discrete GPUs.
Meanwhile, Intel and AMD have a comparable share of the market. The report also estimates that the global PC GPU market, which encompasses all types of graphics processing units, totaled approximately 64.2 million units during the quarter. However, the market saw a substantial decline of 35% year-over-year and a sequential decline of 15.4%.
- According to Jon Peddie Research, the attach rate of GPUs to PCs in the fourth quarter, including integrated and discrete GPUs for desktops, notebooks, and workstations, reached 118%, indicating an increase of 3% from the previous quarter.
- The overall PC CPU market experienced a significant decline of 17.4% from the previous quarter and a substantial drop of 35.3% from the same period last year, as reported by Jon Peddie Research.
- The sales of desktop graphics add-in boards (AIBs) that use discrete GPUs showed a 7.8% increase compared to the previous quarter, as estimated by Jon Peddie Research.
- According to the market research firm Jon Peddie Research, there was an 18.4% change in the shipments of tablets in Q4 2022 compared to the previous quarter.
Market research indicates that GPU shipments are predicted to experience a growth of 0.19% from 2022 to 2026, resulting in a total of 3.013 billion installed units. Out of this segment, discrete GPUs are projected to have a market share of 32%.
However, there has been a significant decline in the desktop GPU segment, with its share decreasing by 24%. The notebook GPU segment has also witnessed a steep drop, with a decline of 43%, which is the most significant decline observed since its peak in 2011.
Nvidia launched its costly high-end GPUs, the GeForce RTX 4080 and GeForce RTX 4090, during Q4 while AMD introduced its Radeon RX 7900 XT/XTX boards very late in the same quarter. Consequently, it is not unexpected that the sales volume of discrete desktop GPUs did not demonstrate substantial growth compared to the prior quarter.
In the fourth quarter of 2022, Intel experienced a notable decline in the sales of its CPUs and GPUs, which is not surprising since the company is the largest processor supplier worldwide. However, Intel still held its position as the top GPU vendor globally with a market share of 71%, while Nvidia and AMD followed with 17% and 12%, respectively.
AMD and Nvidia managed to slightly increase their market share, which came at the expense of Intel. Jon Peddie, the president of JPR, stated that the total shipments of graphics processors, including both integrated/embedded and discrete, decreased significantly by 15.3% from the previous quarter, resulting in an average 10-year rate decline of 6.8%. Only 64 million units were shipped in the quarter, marking a decline of 38.5 million units from the same quarter last year, indicating that the GPU market is negative year-over-year.
In terms of market share, AMD witnessed a marginal uptick of 0.4%, while Intel’s share declined by 1.1% and NVIDIA’s grew by 0.68%. Notwithstanding, Intel continues to hold the lion’s share of the GPU market with 71%, trailed by NVIDIA at 17% and AMD at 12%. Despite the dip in shipments of discrete GPUs to 13 million units, NVIDIA still enjoys a dominant market share of over 80%. Meanwhile, Intel and AMD jointly control 9% of the shipment market share, which is noteworthy for Intel as it has only recently ventured into the discrete GPU domain.