Jon Peddie Research (JPR) has published the full GPU market share report for the third quarter of 2022 which covers AMD, Intel and NVIDIA GPUs. While we published their full GPU market share report a few days ago, today we will be talking specifically about the discrete GPU numbers which are just as grim as the full PC share report.
Despite Lower GPU Shipments, NVIDIA Gains Significant Discrete GPU Market Share While AMD Falls Below Single Digits
During the third quarter of 2022, total PC GPU shipments decreased by -25.1% (Y/Y), of which desktop graphics were down -15.43% and desktop graphics laptops experienced a -30% decline. This was called “the biggest drop since the 2009 ruling” by Jon Peddie himself. More information on the overall GPU market share here.
When it comes to discrete GPU market share figures, the report tells us that dGPU shipments are down to 14 million units from 24 million units the previous year. That’s a -41.6% drop and that’s pretty massive considering Q3 is typically the strongest quarter of growth for PCs. During this quarter, NVIDIA managed to increase its market hold to 88%, a record number followed by AMD whose market hold fell to low single digits of just 8%. Intel managed to more or less hold on to its 4% share, posting a 1% decline from the prior quarter, but a solid 4-5% gain from the prior year.
The market saw a surge in GPU shipments for a brief two-year period thanks to the crypto craze, but it has been declining ever since. Currently, the number has dropped ahead of 100 million unit shipments and doing a breakdown we can see that all segments are mostly down. Discrete desktop and laptop shipments fell significantly, while the embedded side of desktops and laptops remained flat and in line with previous years.
If you take a look at the desktop and laptop GPU share stats, the desktop side fared slightly better with a slight increase in shipments from 26 million in the prior quarter. to 28 million this quarter. The laptop side saw the biggest drop of 58 million last quarter and 48 million shipments this quarter.
Once again, the desktop discrete GPU market fell to just 7 million units from 10 million in the previous quarter and 13 million the year before. Meanwhile, desktop integrated GPU shipments increased by 15% (T/T) and 20% (Y/Y) to 21 million in Q3 2022. At present, the total shipment of iGPUs for PC is around 62 million units, while the total PC dGPU shipments are around 14 million units.
Unit shipments, segments and share of suppliers (Credits: JPR)
|Top of the line||2.42||4.45||6.87|
|Midrange||2.78||N / A||2.78|
GPU unit shipments by segment and platform in millions (Credits: JPR)
|Top of the line|
Both AMD and NVIDIA have been trying to wipe out their last-gen GPU inventories to make room for next-gen GPUs. While NVIDIA has launched two next-gen products, the GeForce RTX 4090 and RTX 4080, they are positioning themselves in the ultra-enthusiast segment with prices above US$1200. We learned that the green team has shipped over 150,000 RTX 40 GPUs to date and one of the two GPUs failed to attract the public well. The company is still trying to get rid of old RTX 30-series inventory by renewing its 3060 and 3070-series consumer cards with slightly better specs and promotions, as the 40-series consumer cards are just a few months away. .
AMD, on the other hand, has done the same, but the ASP for NVIDIA cards is simply much higher than Radeon options at the moment. The company is also about to launch its next-gen Radeon RX 7000 series cards which should offer better value than NVIDIA’s high-end offerings, but that remains to be seen. Intel, meanwhile, has just launched its high-end Arc line for desktop computers and will soon do the same for laptops. Raja Koduri said they wanted to get Arc in millions of PCs every year However, the first year for Arc did not go smoothly. Still, having gained a 4-5% share in a single year is a decent milestone for the newly formed graphics division.