Market Watch : 세계 그래픽 칩, 집적화, 임베디드, 디스크리트 공급업체의 시장 점유율

※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

세계의 PC GPU 시장 출하량은 전분기로부터 5.3% 감소했으나, 전년대비 14.9% 증가했습니다. COVID-19의 영향이 시장에서도 보이나, 2분기도 호조세로 추이할 전망이며 연간 판매 전체에 큰 영향은 없을 것으로 예측됩니다.

세계의 GPU 시장에 대해 조사했으며, 시장 점유율, 경쟁 구도, 공급업체의 상세 정보 등을 정리하여 전해드립니다.

하이라이트

본 보고서 게재 내용

• 세계의 GPU와 PC 출하대수
• 세계의 GPU 출하대수 및 예측
• 주요 공급업체
• 주요 공급업체의 결산 정보
• 시장 예측 : 공급업체의 출하량 예측
• GPU : 역사, 상황, 분석
• 주요 공급업체의 재무
• 향후 비전
• 차트·그래픽스·표

JPR's quarterly report Market Watch gives market share (in units) of all suppliers of graphics chips, integrated, embedded, and discrete worldwide. Historical data is included from Q1'04. Market Watch is supplied in electronic form and includes a written summary of the quarter and an in-depth spreadsheet.

Market Watch is a valuable resource for understanding the PC market providing insight into the capabilities of PCs in use today and coming in the near future.

The latest version of Market Watch is our Q1'2022 Report.

Q1'22 saw a decline in GPU and PC shipments quarter-to-quarter

The PC GPU market shipments decreased by -6.2% sequentially from last quarter and decreased by -19% year-to-year.

Jon Peddie Research reports the global PC-based Graphics Processor Units (GPU) market reached 96 million units in Q1'22 and PC GPUs shipments, a decrease of 6.2% due to disturbances in China, Ukraine, and the pullback from the lockdown elsewhere. However, the fundamentals of the GPU and PC market are solid over the long, JPR predicts GPUs will have a compound annual growth rate of 6.3% during 2022-2026 and reach an installed base of 3.3 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC market will grow to reach a level of 46%.

AMD's overall market share percentage from last quarter increased 0.7%, Intel's market share decreased by -2.4%, and Nvidia's market share increased 1.69%, as indicated in the following chart.

Overall GPU unit shipments decreased by -6.2% from last quarter, AMD shipments decreased by -1.5%, Intel's shipments decreased by -8.7%, and Nvidia's shipments increased 3.2%.

Quick highlights

• The GPU's overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) to PCs for the quarter was 129%, up 5.0% from last quarter.

• The overall PC CPU market decreased by -10.8% quarter-to-quarter and decreased -26.2% year-to-year.

• Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 1.4% from the last quarter.

• This quarter saw a drop of 16.5% in tablet shipments from last quarter.

The first quarter is typically flat to down; compared to the previous quarter. This quarter was down -6.2% from last quarter which is above the 10-year average of-10.2%. GPUs are traditionally a leading indicator of the market because a GPU goes into a system before the suppliers ship the PC. Most of the semiconductor vendors are guiding up for the next quarter, an average of 1.99% Last quarter they guided -0.4% which was too high.

The total (desktop and notebook) market share for the two dGPU suppliers is shown in the following table.

PC dGPU shipment market shares

The swirl of influences at play includes macro-disruptions in Europe and North America as Covid comes and goes along with shifting lockdown strategies. The return to work from Covid and return to offices is also a bit of a rolling disruption and every country negotiates a shift that seems to be pleasing nobody. China has taken its own path in dealing with Covid, which continues to affect the availability of goods and components. And now, there is war. Russia's attack on Ukraine is multiplying the effects of Covid, especially inflation and food insecurity.

Jon Peddie, President of JPR, noted, "Consumers are cautious despite new product introductions from AMD, Intel, and Nvidia (AIN) in the second half. Therefore, our forecast for the year is a modest two-to-three percent for GPUs.

US Real GDP growth will rise 2.3 percent (year-over-year) according to the Conference Board Economic Forecast for the US Economy and we expect growth of 2.1 percent (year-over-year) in 2023."