Jon Peddie Research (JPR) has released its comprehensive GPU market share report for Q3 2022 covering AMD, Intel, and NVIDIA GPUs. While we brought back their full GPU market share report a few days ago, today we’re going to be specifically talking about the discrete GPU numbers which are just as grim as the full PC share report.
Despite Declining GPU Shipments, NVIDIA Gains Discrete GPU Market Share Big While AMD Dips Below Single Digits
During Q3 2022, total PC GPU shipments decreased by -25.1% (Y/Y), of which desktop graphics decreased by -15.43% and notebook graphics decreased by -15.43% recorded a decrease of -30%. This has been called “the biggest drop since the 2009 resolution” by Jon Peddie himself. Read more about overall GPU market share here.
So, coming to the discrete GPU market share numbers, the report tells us that dGPU shipments are down to 14 million units from 24 million units a year earlier. That’s a -41.6% decline, and it’s quite massive when you consider that Q3 is usually the strongest growth quarter for PCs. During this quarter, NVIDIA managed to increase its market share to 88%, a record number followed by AMD whose market share fell in the single digits to just 8%. Intel managed to hold on to roughly its 4% share share, posting a 1% decline from the previous quarter but a solid 4-5% year-on-year increase.
The market saw a sharp increase in GPU shipments for a short two-year period thanks to the cryptocurrency craze, but has been declining since then. Currently, the number has decreased before shipments of 100 million units and by doing a detailed analysis, we can see that all segments are mostly declining. Discrete desktop and notebook shipments have fallen sharply, while the integrated side of desktops and notebooks remains stable and in line with previous years.
If you take a look at the individual GPU share statistics for desktops and notebooks, the desktop side fared slightly better with a slight increase in shipments from 26 million in the prior quarter to 28 million this quarter. The notebook side saw the largest decline from 58 million last quarter and 48 million shipments this quarter.
Once again, the market for desktop discrete GPUs fell to just 7 million units from 10 million in the prior quarter and 13 million a year earlier. Meanwhile, desktop integrated GPU shipments increased by 15% (Q/Q) and 20% (Y/Y) to 21 million in Q3 2022. As of now, total PC iGPU shipment is around 62 million units while total PC dGPU shipments are around 14 million units.
Unit shipments, segments and supplier quota (Credits: JPR)
|Q3 2022||Writing desk||Notebook||Total|
GPU Unit Shipments by Segment and Platform in Millions (Credits: JPR)
Both AMD and NVIDIA have been trying to clear their last-generation GPU inventories to make room for next-generation GPUs. Although NVIDIA has launched two next-generation products, the GeForce RTX 4090 and RTX 4080, they are positioned in the ultra-enthusiast segment with price points above US$1200. We have come to know that the green team has shipped over 150,000 RTX 40 GPUs to date and that one of the two GPUs has failed to appeal well to the public. The company is still trying to get rid of old RTX 30-series inventory by revamping its mainstream 3060 and 3070-series cards with slightly better specs and promotions since the mainstream 40-series cards are just a few months away.
AMD, on the other hand, has done the same, yet the ASP for NVIDIA cards is simply way higher than the Radeon options at the moment. The company is also on the verge of launching its next-generation Radeon RX 7000 series cards which should offer better value than NVIDIA’s higher-end offerings, but that remains to be seen. Intel, on the other hand, just launched its high-end Arc range for desktops and will soon be doing the same for laptops. Raja Koduri said he wants to get Arc on millions of PCs every year, however the first year for Arc didn’t go so well. Still, gaining a 4-5% share in just one year is a decent step for the fledgling graphics division.