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

As part of its ongoing research on the PC graphics market, Jon Peddie Research (JPR) has released its Market Watch report for the third quarter of 2020. Before 2020, the PC market was showing signs of improvement and settling into a new normal. The pandemic has distorted all models and predictions. JPR's Market Watch report confirms that trend for the third quarter of 2020, but with mixed results for this very unusual year.

AMD's market share from last quarter increased by 1.3%, Intel's decreased by -1.4%, and Nvidia's market share increased by 0.09%, as indicated in the following chart.

Overall GPU shipments increased by 10.3% from the last quarter, AMD shipments increased 18.7%, Intel's shipments rose 7.8%, and Nvidia's shipments increased 10.8%.

Quick highlights:

• AMD's overall unit shipments increased by 18.7% quarter-to-quarter, Intel's total shipments rose by 7.8% from the last quarter, and Nvidia's increased 10.8%.

• The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 122%, up 0.6% from last quarter.

• The overall PC market increased by 9.75% quarter-to-quarter and increased by 9.47% year-to-year.

• Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 13.44% from the last quarter.

• Q3'20 saw an increase in tablet shipments from last quarter.

The third quarter is typically the strongest compared to the previous quarter. Q3'2020 was no exception, showing healthy growth.

GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers ship the PC.

The third quarter behaved seasonally as it has in the past, with the quarter-to-quarter change of 10.3% outperforming the ten-year average growth for graphics shipments of 9.7%.

The quarter saw shifts in market shares from the previous quarter and year-to-year. This quarter AMD and Nvidia showed outstanding results, with Intel remaining steady.

Jon Peddie, President of JPR, notes, "Factors influencing the robust sales of AIBs in the past two quarters have clearly 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 for mining obsolete. A person would be very foolish to invest in a high-end, power-consuming AIB for crypto-mining today."

Most of the semiconductor vendors are guiding up for the next quarter by an average of 1.25%. Some of that guidance is based on normal seasonality, but there is also a Coronavirus impact factor.

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.