As a part of its ongoing analysis on the PC graphics market, Jon Peddie Research (JPR) has launched its Market Watch report for the fourth quarter of 2020. Before 2020, the PC market was displaying indicators of enchancment and settling into a brand new regular. The pandemic has distorted all fashions and predictions, as has the gold-rush in Ethereum. JPR’s Market Watch report confirms that development for the fourth quarter of 2020, however with cautious steerage for subsequent 12 months.
AMD’s general market share share from final quarter decreased by -2.2%, Intel’s share of market share elevated 6.6%, and NVIDIA’s market share share decreased by -4.37%, indicated in Figure 1.
Overall GPU shipments elevated by 20.5% from final quarter, AMD shipments elevated 6.4%, Intel’s shipments rose 33.2%, and NVIDIA’s shipments decreased by -7.3%.
Quick highlights
- AMD’s general unit shipments elevated by 6.4% quarter-to-quarter, Intel’s complete shipments rose by 33.2% from final quarter, and NVIDIA’s decreased by -7.3%.
- The GPU’s general connect charge (which incorporates built-in and discrete GPUs, desktop, pocket book, and workstations) to PCs for the quarter was 113%, down -9.2% from final quarter.
- The general PC market elevated by 30.25% quarter-to-quarter and elevated 35.76% year-to-year.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -3.90% from the final quarter.
- This autumn’20 noticed a rise in pill shipments from final quarter.
The third quarter is often the strongest in comparison with the earlier quarter. Q3’2020 was no exception, displaying wholesome development.
GPUs are historically a number one indicator of the market since a GPU goes into each system earlier than the suppliers ship the PC.
As a results of the work-at-home mandates because of the COVID-19 pandemic, pocket book shipments exceeded 230 million items for the primary time. In addition, the year-to-year development was 49%, the best one-year development on file. And that was achieved with disruptions within the provide chain attributable to commerce wars, pandemic shutdowns, and materials scarcity. The forecast for 2021 shall be extra modest, ~ 6%, however nonetheless greater than common. Chromebooks made a considerable contribution to development in 2020, and we anticipate to see that taper off in 2021 attributable to college price range limitations except the COVID reduction package deal within the US comes by way of and provides new funds.
The general PC market elevated by 30.25% quarter-to-quarter and elevated 35.76% year-to-year.
Jon Peddie, President of JPR, famous, “Factors influencing the robust sales of AIBs in the past two quarters have been increasing growth in gaming and the need to outfit home offices due to COVID. There has been speculation that there might be a renewal in demand for AIBs due to crypto mining. Anything is possible, but the power consumption of AIBs greatly diminishes the payoff for crypto-mining. Ethereum, the best-suited coin for GPUs, will fork into version 2.0 very soon, making GPUs obsolete. A person would be very foolish to invest in a high-end, power-consuming AIB for crypto-mining today.”
Most of the semiconductor distributors are guiding up for the following quarter by a median of 1.25%. Some of that steerage is predicated on regular seasonality, however there may be additionally a Coronavirus impression issue.
JPR additionally publishes a collection of reviews on the graphics Add-in-Board Market and PC Gaming Hardware Market, which covers the whole market, together with system and equipment, and appears at 31 international locations.
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JPR’s Market Watch is…
