Jon Peddie Research: GPU Shipments Down, iPad to Blame
It was a disappointing fourth quarter for graphics chip makers as overall shipments failed to meet expectations, according to Jon Peddie Research. Year-on-year growth was "an unimpressive 4.3 percent," which JPR pegged as a major bummer considering the graphics market came blazing through the gates at the beginning of the year.
Thanks to the integrated graphics business, Intel once again led the charge by claiming a 52.5 percent market share, up 2.9 percent on year. It was a close race for second place, with AMD edging ahead of Nvidia with a 24.2 percent share compared to 22.5 share. Perhaps more importantly, AMD's market share rose 11.2 percent on year, while Nvidia slid 15.1 percent.
JPR acknowledged that the tablet market, and specifically Apple's iPad, might ultimately be the reason why graphics chip sales didn't meet expectations, noting that the iPad "has cut into low end PC sales."

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mesiah
February 01, 2011 at 11:31pm
Latest report shows new cancer cases down 7%. This is obviously directly linked to ipad shipments.
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Keith E. Whisman
February 01, 2011 at 12:36pm
So his thinking is that people are sitting down and choosing to spend their $600 bucks on an Ipad instead of a GTX580 graphics card. That's the argument. He obviously isn't a computer gamer.
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QUINTIX256
February 01, 2011 at 4:07pm
Even for AMD and NVIDIA, a significant portion of GPUS sold are igps and lowend gpus given to oems. If people are choosing $600 touchscreens with an ARM SOC over a full fledged additional ($700) laptop or ($400)desktop, sans-touchscreen, then that will affect GPU sells.
What you and I care about, and what is not reflected in theses numbers, are GPUs that customers purchase themselves and install themselves.
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