PC GPU Shipments Surge by 6% in Q2 and 20% YoY, Reveals JPR Report

According to a recent report from Jon Peddie Research, the global PC-based graphics processor unit (GPU) market experienced significant growth in Q4’23, with shipments reaching 76.2 million units. Additionally, PC CPU shipments saw an impressive year-over-year increase of 24%, marking the largest growth in over 25 years. Looking ahead, the GPU market is expected to maintain a compound annual growth rate of 3.6% between 2024 and 2026, ultimately reaching an installed base of nearly 5 billion units by the end of the forecast period.

One notable trend highlighted in the report is the projected penetration of discrete GPUs (dGPUs) in PCs, which is expected to reach 30% over the next five years. In terms of market share, AMD experienced a slight decline of -1.4% compared to the previous quarter, while Intel’s market share increased by 2.8%. nVidia, on the other hand, saw a decrease of -1.36%.

In terms of overall unit shipments, the GPU market saw a 5.9% increase from the previous quarter. AMD’s shipments declined by -2.9%, while Intel’s rose by 10.5%. Nvidia experienced a decrease of -1.5%. The report also revealed that the overall attach rate of GPUs in PCs (including integrated and discrete GPUs) for the quarter was 113%, representing a -3.3% decrease from the previous quarter.

Furthermore, desktop graphics add-in boards (AIBs) utilizing discrete GPUs saw a 6.8% increase from the last quarter. The PC CPU market as a whole experienced a 9.0% quarter-to-quarter increase and a significant 24.0% year-over-year increase.

Dr. Jon Peddie, president of Jon Peddie Research, noted that the fourth quarter often serves as an indicator for the following year, suggesting that 2024 will be a strong year for the PC market. However, he also cautioned against excessive optimism and enthusiasm surrounding the introduction of AI-capable PCs. While early examples from companies like Adobe, Microsoft, and CAD suppliers show promise, widespread utilization of AI capabilities is not expected until the end of the year at the earliest.

GPUs and CPUs are considered leading indicators of the PC market since they are incorporated into systems during the manufacturing process. However, many semiconductor vendors are guiding down for the next quarter, with an average guidance of -7.1% for Q1’24. Despite this, some organizations interpret the consecutive quarters of growth as a positive sign for a potentially fantastic 2024.

For more detailed insights and data, the Q4’23 edition of Market Watch provides a comprehensive overview. The report has undergone a format change, transitioning from a heavily narrated version to a more visually-oriented presentation for easier consumption. Additionally, it now includes server and client CPU shipment data dating back to Q1’21, as well as GPU-compute (GPGPU) shipment data for AMD, Intel, and Nvidia.

Background Information

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About Adobe:

Adobe is a software company for its creative software suites, including Photoshop, Illustrator, and Adobe Acrobat. They are widely used by professionals in the design, photography, and publishing industries, and their software plays a crucial role in digital content creation and management.

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About AMD:

AMD, a large player in the semiconductor industry is known for its powerful processors and graphic solutions, AMD has consistently pushed the boundaries of performance, efficiency, and user experience. With a customer-centric approach, the company has cultivated a reputation for delivering high-performance solutions that cater to the needs of gamers, professionals, and general users. AMD's Ryzen series of processors have redefined the landscape of desktop and laptop computing, offering impressive multi-core performance and competitive pricing that has challenged the dominance of its competitors. Complementing its processor expertise, AMD's Radeon graphics cards have also earned accolades for their efficiency and exceptional graphical capabilities, making them a favored choice among gamers and content creators. The company's commitment to innovation and technology continues to shape the client computing landscape, providing users with powerful tools to fuel their digital endeavors.

  

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About Intel:

Intel Corporation, a global technology leader, is for its semiconductor innovations that power computing and communication devices worldwide. As a pioneer in microprocessor technology, Intel has left an indelible mark on the evolution of computing with its processors that drive everything from PCs to data centers and beyond. With a history of advancements, Intel's relentless pursuit of innovation continues to shape the digital landscape, offering solutions that empower businesses and individuals to achieve new levels of productivity and connectivity.

  

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About Microsoft:

Microsoft, founded by Bill Gates and Paul Allen in 1975 in Redmond, Washington, USA, is a technology giant known for its wide range of software products, including the Windows operating system, Office productivity suite, and cloud services like Azure. Microsoft also manufactures hardware, such as the Surface line of laptops and tablets, Xbox gaming consoles, and accessories.

  

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About nVidia:

NVIDIA has firmly established itself as a leader in the realm of client computing, continuously pushing the boundaries of innovation in graphics and AI technologies. With a deep commitment to enhancing user experiences, NVIDIA's client computing business focuses on delivering solutions that power everything from gaming and creative workloads to enterprise applications. for its GeForce graphics cards, the company has redefined high-performance gaming, setting industry standards for realistic visuals, fluid frame rates, and immersive experiences. Complementing its gaming expertise, NVIDIA's Quadro and NVIDIA RTX graphics cards cater to professionals in design, content creation, and scientific fields, enabling real-time ray tracing and AI-driven workflows that elevate productivity and creativity to unprecedented heights. By seamlessly integrating graphics, AI, and software, NVIDIA continues to shape the landscape of client computing, fostering innovation and immersive interactions in a rapidly evolving digital world.

  

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Technology Explained

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CPU: The Central Processing Unit (CPU) is the brain of a computer, responsible for executing instructions and performing calculations. It is the most important component of a computer system, as it is responsible for controlling all other components. CPUs are used in a wide range of applications, from desktop computers to mobile devices, gaming consoles, and even supercomputers. CPUs are used to process data, execute instructions, and control the flow of information within a computer system. They are also used to control the input and output of data, as well as to store and retrieve data from memory. CPUs are essential for the functioning of any computer system, and their applications in the computer industry are vast.

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GPU: GPU stands for Graphics Processing Unit and is a specialized type of processor designed to handle graphics-intensive tasks. It is used in the computer industry to render images, videos, and 3D graphics. GPUs are used in gaming consoles, PCs, and mobile devices to provide a smooth and immersive gaming experience. They are also used in the medical field to create 3D models of organs and tissues, and in the automotive industry to create virtual prototypes of cars. GPUs are also used in the field of artificial intelligence to process large amounts of data and create complex models. GPUs are becoming increasingly important in the computer industry as they are able to process large amounts of data quickly and efficiently.

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