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

※ 본 상품은 영문 자료로 한글과 영문목차에 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.

GPU shipments soar in Q2 year-over-year

The PC GPU market shipments increased by 3.4% sequentially from last quarter and increased by 37% year-to-year.

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 123 million units in Q2'21 and PC CPU shipments increased by 42% year-over-year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 3.5% during 2020-2025 to reach a total of 3,318 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 25%.

AMD's overall market share percentage from last quarter decreased by -0.2%, Intel's market share increased 0.1%, and Nvidia's market share increased 0.06%, as indicated in the following chart.

Quarterly shipments and market share percentages and
year-to-year results

Overall GPU unit shipments increased by 3.4% from last quarter, AMD shipments increased 2.3%, Intel's shipments rose 3.6%, and Nvidia's shipments increased 3.8%.

Quick highlights:

• The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 117%, down -0.1% from last quarter.

• The overall PC CPU market increased by 3.5% quarter-to-quarter and increased 42.1% year-to-year.

• Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -2.9% from the last quarter.

• This quarter saw a 3.4% rise in tablet shipments from last quarter.

The second quarter is typically down compared to the previous quarter, however, this quarter saw GPU shipment increase by 3.4% quarter-to-quarter.

GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers ship the PC. This quarter the attach rate dropped due to the increase in Chromebook sales.

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

PC dGPU shipment market shares

In a year like no other, suppliers reported shortages of component parts, capacitors, substrates, and other items. Even companies with a diverse portfolio were forced to allocate to the various segments they served. No one was happy about it, and unfortunately, the upcoming inventory build-out for the holiday season that usually takes place in the third quarter will be constrained until the supply chain catches up with demand.

Jon Peddie, President of JPR, noted, "Covid has distorted every forecasting model in the universe-even Moore's Law has been disrupted. Predictions based on short-term conditions have created conflicting and distorted estimates from some quarters that will be proven wrong and embarrassing."

Most of the semiconductor vendors are guiding up for the next quarter by an average of 3%. Some of that guidance is based on normal seasonality, but there is still a Coronavirus impact factor and a hangover in the supply chain.

JPR also publishes a series of reports on the graphics Add-in-Board Market and PC Gaming Hardware Market, which covers the total market, including system and accessories, and looks at 31 countries.

A subscription to Market Watch includes 4 reports distributed quarterly, reports consist of a detailed spreadsheet, report highlights include:

• Worldwide GPU and PCShipment Volume, 1994 to2025.

• Detailed worldwide GPU Shipment Volume, 1Q 2001 to date, and forecast to 2025

• Major suppliers:Detailed market share data on the shipments of AMD, Intel, Nvidia, and others.

• Market forecasts: a detailed spreadsheet and supporting charts that project the supplier's shipments over the period 2001 to2025. Projections are split into platforms and GPU types.

• GPUs: History, status, and analysis.

• A vision of the future: Built upon a solid foundation of facts, data, and sober analysis, this section pulls together all of the report's findings and paints a vivid picture of where the PC graphics market is headed.

• Charts, graphics, tables, and more: Included with this report is an Excel workbook, which contains the data we used to create the charts in this report. The workbook has charts and supplemental information.

Subscribers also get four-hours of consulting time to discuss the market, products, forecast, and any other related issues.

Each quarterly report consists of a written (PDF) narrative about the market and an in-depth spreadsheet with Pivot table.