Discrete graphics shipments dipped 16 percent sequentially in Q4, according to data by Jon Peddie Research.
Intel increased its share of the graphics market by 3.4 percent in the fourth quarter of 2012 to claim nearly two thirds of the market at 63.4 percent, the latest data by Jon Peddie Research (JPR) reveals. AMD, meanwhile, dropped from 21 percent in Q3 to 19.7 percent in Q4, and Nvidia gave up nearly 2 percent and remains in third place with a 16.9 percent share of the market. All three vendors saw graphics shipments decline last quarter.
Jon Peddie Research (JPR) released GPU shipment statistics for the third quarter of 2012, and while the numbers were all over the map, it was mostly good news for Nvidia (more on that in a moment). Discrete GPU shipments held steady at 34.3 million units, up 4.5 percent sequentially but down 5.2 percent compared to the same quarter one year ago. There was also a 4.5 percent dip in overall graphics shipments in Q3 compared to last year, JPR says.
Nearly every player invested in the GPU market experienced a "good, if not great quarter" in Q2 as overall graphics shipments rose 2.5 percent sequentially and 5.5 percent year-over-year, according to data released today by Jon Peddie Research. Intel enjoyed the biggest gains in both desktop (13.6 percent) and notebook (3.8 percent), which isn't surprising now that CPUs with integrated graphics are the norm and not the exception.
You can't hardly buy a processor any more without also purchasing a graphics chip. That's because many of today's CPUs sport integrated graphics, a relatively new development as both AMD and Intel push their respective CPU+GPU solutions onto the masses. But despite each company's efforts, along with a constant flow of discrete GPU solutions from AMD and Nvidia, graphics shipments are down overall.
Analysts at Jon Peddie Research (JPR) said that Q3 graphics shipments jumped 16.7 percent over last quarter, and 18.4 percent over last year. That's the sort of thing that happens when you start integrating graphics onto CPU dies, as both Intel (Sandy Bridge) and AMD (Fusion) have done, which helped "shipments during the third quarter of 2011 [to] (finally) behave according to past years with regards to seasonality."
There might not be room enough in Silicon Valley and the rest of the world for both embedded graphics processors and integrated graphics processors (IGP). To wit, Jon Peddie Research claims the full scale production of scalar x86 CPUs with increasingly powerful multi-core, SIMD graphics processing elements is causing traditional IGPs to fade out of existence.
There's long been a market for mobile devices, but never like it is now, and not anything like it will be by the time the year 2016 rolls around. According to market research firm Jon Peddie Research (JPR), the demand for mobile devices is growing at a crazy rate and will create a market for over two billion processors in the next five years.
Intel's all-in with its Sandy Bridge platform, and AMD would rather talk about its Accelerated Processing Units (APUs) than anything else. And if you're building a rig for your mom and pop for Christmas (or Kwanzaa or Hanukkah or just in general), you're probably eying up one of these two platforms and won't consider a discrete GPU. Scenarios like this one might help explain why discrete GPU shipments are down.
Jon Peddie Research (JPR), a market research and consulting firm for graphics and multimedia, said graphics chip shipments "did not behave according to past years with regard to seasonality," but in a good way for GPU makers. Graphics chips didn't back-sass or start hanging around the wrong crowd, and instead misbehaved by outright ignoring the unwritten law of seasonality that says graphics shipments are supposed to slow down in the second quarter.
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."