GPU shipments increased 39% last quarter, despite shortages

midian182

Posts: 6,798   +61
Staff member
Bottom line: We might be living through one of the worst periods in history to buy a graphics card, but it's a boom time for GPU vendors. According to a new report, shipments were up a massive 38.74% year-on-year during the first quarter of the year.

Jon Peddie Research writes that the GPU market saw 119 million unit shipments during Q1 2021. That's up 38% compared to the same period a year earlier and down just -0.3% percent from the previous quarter—there's usually a decline of around -7% in Q1 following the busy holiday season.

Nvidia continues to dominate the discrete GPU space with an 81% share, up 6% YoY. AMD's 19% share is down from a year earlier, but up one point compared to the previous quarter. JPR predicts the number of dGPUs will continue increasing over the next five years, reaching 26% of the total market, while the total GPU install base is predicted to hit 3,333 million units by 2025.

  Q1 2020 Q4 2020 Q1 2021
AMD 25% 18% 19%
Intel 0% 0% 0%
Nvidia 75% 82% 81%

Looking at the overall market, which includes integrated graphics, Intel remains the clear leader with a 68.18% share. However, team green was the only one whose shipments increased quarter-over-quarter, up 3.9%, while both AMD and Intel saw -1% declines.

Here are some of the report's highlights:

  • The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 117%, up 4% from last quarter.
  • The overall PC CPU market decreased by -4% quarter-to-quarter and increased 39% year-to-year.
  • Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 7% from the last quarter.
  • This quarter saw no change in tablet shipments from last quarter.

Elsewhere, the number of people still working and learning from home helped notebooks exceed a record 89 million unit shipments during the first quarter, with YoY growth at 49%. And this is despite companies such as Acer warning of laptop supply issues caused by the chip shortages. Shipments are expected to slow down throughout the year, with growth dropping to 4% in Q2, and that could spell trouble for overconfident device makers.

"The risk is that semiconductor suppliers will be lured into over-reaction and believe that suddenly 100s of millions of new users have appeared and the demand will stay high. That's not only not realistic, it's also not true—where are they coming from—not this planet?" said JPR president Jon Peddie.

While this is all good news for vendors, consumers continue to struggle to find graphics cards, especially at the MSRP, and things are unlikely to improve anytime soon. Flex, the world's third-biggest electronics contract manufacturer, says that the current chip shortage could last until 2023.

Permalink to story.

 

duckofdeath

Posts: 377   +481
Gravely misleading headline.
Processor shipments, with integrated graphics, increased by a huge margin. Not discrete graphics.
 

Dimitriid

Posts: 562   +965
And you know what will be done about it?

That's right: nothing. Too many people are too obsessed with their crypto gold rush to do anything about it while we continue to do irreversible damage to the environment just so a few can get rich and people can buy drugs and child porn without being traced.

Wonderful.
 

mbrowne5061

Posts: 1,841   +1,069
In short, there were no actual shortages.
If you read the article, you'll see how they mention that laptop ate up the bulk of the increases in the consumer spaces. Whether it is demand not rising to meet supply, or supply outstripping demand, the result from both is still a shortage. In this case, demand skyrocketed as people bought new computer for WFH, and supply dropped as factories shutdown.

I mean, come on. Go try to buy pretty much any major electronics device, and try to tell me there isn't a shortage. Lot of options are out of stock, and have been for months.
 

Theinsanegamer

Posts: 2,452   +3,610
And you know what will be done about it?

That's right: nothing. Too many people are too obsessed with their crypto gold rush to do anything about it while we continue to do irreversible damage to the environment just so a few can get rich and people can buy drugs and child porn without being traced.

Wonderful.
He says from his PC, made with slave labor in china, from his decadent western housing unit with climate control and modern comforts.

Just think of the damage you are causing to the environment and all those evil capitalists you're Funding with your current lifestyle.
 

PEnnn

Posts: 628   +612
All that noise of people rejoicing at the news? Ah yes, miners and scalpers are quite happy indeed!!
 

Mr Majestyk

Posts: 732   +623
But in the discrete GPU market tell us the data. It could have gone up 1000000% and for everyone here it wouldn't have made a difference. What few cards are available are at obscene prices and only last minutes.
 

hahahanoobs

Posts: 3,363   +1,512
You bet they are. Trying to provide enough 7nm parts for Sony and Microsoft to the tune of 4 million sales. It'd be kinda nice if PC gamers could get a slice of that 4M in AMD's GPU space, but AMD's gotta go where their contracts are, I suppose.
"AMD's enterprise, embedded, and semi-custom segment generated revenues of 1.35 billion U.S. dollars in the first quarter of 2021"

Keyword: semi-custom. aka a market seperate from desktop, mobile and server.

Spoiler: Most of that console money is paid to AMD in the first 2 years then it drastically tapers off after that.

So you think AMD is putting their REAL moneymaking products on hold for console money?

MS. Su never said or implied that, so what website did you hear that from?
 
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Xausejo

Posts: 8   +3
I think the manufactures or Chip makers should have their own shops to avoid this scalpers and crypto miners for buying to much for themselves only.. and give chance to other people to have their own copy of this nice products..