In accordance to a new report by Jon Peddie Investigation, Q4 2021 profits of CPUs with integrated graphics were down 15% year-above-yr. By contrast, product sales of discrete graphics boards for desktops amplified through the fourth quarter.
The industry transported close to 101 million discrete and integrated GPUs for PCs in Q4 2021*, which is an boost of close to .8% sequentially (this primarily suggests flat), but a reduce of 15% yr-in excess of-year. By contrast, income of standalone graphics playing cards for desktop PCs (these kinds of as these featured in the very best graphics playing cards for gaming) achieved around 13 million units in the fourth quarter of 2021, a 3% progress sequentially and an 18% surge from the exact same quarter in 2020.
Currently being the world’s largest provider of CPUs with built-in GPUs, Intel continued to direct the market in phrases of GPU models marketed as it retained manage of 62% of the marketplace. AMD and Nvidia controlled about 19% every single. In the meantime, AMD’s shipments rose 4.7%, Intel’s shipments increased 0.6%, and Nvidia’s shipments dropped by 2.2%.
As for shipments of discrete GPUs for desktops and laptops, Nvidia had a market place share of 81%, while AMD managed 19% of the market. Intel did not report sales for its entry-level DG1 GPUs to Jon Peddie Investigation.
Discrete Desktops and Laptops GPU Shipment Marketplace Shares
| Q2 2020 | Q3 2021 | Q4 2021 | |
| AMD | 18% | 17% | 19% |
| Nvidia | 82% | 83% | 81% |
When need for CPUs was down 21% YoY in Q4 2021 — as Computer makers were making ready for Intel’s substantial-quantity launch of 12th Generation Main ‘Alder Lake’ processors in Q1 2022 — demand for discrete desktop graphics cards remained potent.
“Penetration of Nvidia’s latest Ampere era (with avg. ASP of $475, 15-80% over prior Turing/Pascal[generations]) is even now just 15% of total Nvidia gamers (for every Steam’s January components survey), which means there is still lots of space for ASP expansion as Nvidia gamers up grade to most recent [generation] after SKUs develop into readily available (nonetheless absolutely bought out and re-selling at 2x MSRP),” wrote Vivek Arya, an analyst with Lender of The us, in a take note to shoppers (via SeekingAlpha). “We assume provide could keep on being constrained into the 2H 2022 which, in our perspective, could travel more powerful for lengthier profits growth.”
*Income of graphics adapters — discrete and built-in — described by JPR signifies offer-in quantities, which means that the real chips nonetheless have to be marketed to the close-person.