Demand for graphics cards has increased significantly during the pandemic, as some spent more time gaming at home and others tried to mine Ethereum for cash. But now that the world has reopened and Ethereum mining on GPUs has stopped, the demand for desktop discrete GPUs has dropped dramatically. In fact, shipments of discrete graphics cards in Q3 2022 hit their lowest level in 20 years. John Peddy Research.
The industry shipped about 6.9 million standalone graphics boards (including the best graphics cards for gaming) for desktop PCs in Q3, and a similar number of discrete GPUs for notebooks . According to JPR data, AMD, Intel and Nvidia together shipped about 14 million standalone graphics processors for desktops and laptops, down 42% year-over-year. Meanwhile, integrated GPU shipments totaled approximately 61.5 million units in Q3 2022.
image 1 of 2
In fact, 6.9 million desktop discrete add-in boards (AIBs) was the lowest number of graphics cards shipped since at least Q3 2005, and since integrated GPUs weren’t enough in the early 2000s, standalone AIBs Keep in mind that the sales of were strong. At that time, it’s safe to say that Q3 2022 desktop graphics board shipments hit their lowest level in at least 20 years.
image 1 of 2
Despite a slowdown in demand for desktop discrete graphics cards (with unit sales down 31.9% year-over-year), Nvidia not only held on to the top spot, but also recorded a record 86% market share. It really strengthened its position. to JPR. In contrast, AMD’s share has plummeted to around 10%, its lowest market share in decades. As for Intel, it grabbed his 4% of the desktop discrete GPU market in just one quarter, which isn’t bad at all. Of course, most of his AIB parts that Intel sold in Q3 2023 were entry-level models, but they were requested by Intel customers due to brand awareness and similar factors. was.
image 1 of 2
However, sales of desktop AIBs have been problematic compared to the early 2000s. Discrete His laptop GPU shipments in the early 2000s weren’t as strong as they are now because there weren’t that many notebooks being sold at the time. So, in a normal quarter, standalone GPU sales for desktops and notebooks could be roughly in line with what we saw 15-17 years ago. Moreover, AMD and his Nvidia have thrived in recent years as GPUs have become significantly more expensive.
Already in November, we reported that integrated and standalone GPU sales plummeted in the third quarter. Because enthusiasts have been waiting for his GeForce RTX 40 series and Radeon RX 7000 series discrete graphics boards from Nvidia and AMD. Graphics built-in CPU. Still, the market for discrete GPUs fell 42% year-over-year while the overall market plunged about 25.1% year-over-year.
Jon Peddie Research recalls that the Q3 GPU sales drop marked the biggest drop since the 2009 recession. Still, for those of us who have been following the discrete desktop GPU market long enough, things look even more dire.