Less than a year after Intel began shipping its Arc Alchemist discrete GPUs for notebooks and desktops, the company’s share of the standalone graphics processor market has grown so much that it’s catching up to AMD on paper. It looks like John Peddy Research this week. However, Intel’s market share numbers for discrete GPU shipments can be problematic. Nvidia, on the other hand, easily maintained its lead in discrete GPUs, with over 80% of the market for him.
Three discrete graphics processor suppliers (AMD, Intel and Nvidia) shipped a total of 13 million standalone GPUs for desktops, notebooks and embedded PCs in Q4 2022, according to Jon Peddie Research estimates. . That’s a significant drop from his 26 million discrete GPUs shipped by these companies in the fourth quarter of 2021, when demand for PCs (particularly mainstream systems) weakened last year’s fourth quarter. So it’s not surprising.
Nvidia remains the world’s leading supplier of standalone GPUs with 82% of the market, which is not surprising as it is one of the company’s main businesses. Meanwhile, AMD’s share fell to 9% from about 18% in the same period last year, while Intel’s share increased from about 5% to 9% in Q4 2021. Fourth quarter.
This seems like a big win for Intel and a big loss for AMD, but it’s not that simple. Intel figures are estimates based on company financial statements and ASP and may or may not be completely accurate. In fact, AMD may still lead Intel in terms of discrete GPU sales.
“Intel’s numbers are estimates based on financial reports,” said John Pedy, head of Jon Pedy Research. We don’t get too excited about shipping-level proximity.”
Still, Intel’s success in the discrete GPU market shouldn’t be underestimated. The blue company has been the largest supplier of integrated graphics processors for decades, but only returned to the discrete GPU market in late 2020. However, Intel’s Iris Xe Max still won some designs and gained share. With the Arc Alchemist GPUs starting to ship in early 2020, Intel has gotten even more designs from notebook makers, and the notebooks are selling in relatively high volumes.
Intel may not have shipped as many standalone GPUs as AMD yet, but with the company’s Arc offerings for both desktops and notebooks, we’re seeing a real increase in discrete GPU shipments. is clear.
