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.

The latest version of Market Watch is our Q4'2020 Report.

GPU shipments soar once more in Q4

The PC GPU market shipments increased by 20.5% sequentially from last quarter and increased by 29.1% year-to-year.

The growth of PC-based Graphics Processor Units (GPU) shipments of all types worldwide reached 20.5 percent in Q4 2020 and 12.4 percent year over year. Overall, the installed base of GPUs will grow at a compound annual growth rate of 3.7 percent during 2020-2025 to reach a total of 419 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 21 percent.

AMD's overall market share percentage from last quarter decreased by -2.2%, Intel's percentage of market share increased 6.6%, and Nvidia's market share percentage decreased by -4.37%, as indicated in the following chart.

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

Overall GPU shipments increased by 20.5% from last quarter, AMD shipments increased 6.4%, Intel's shipments rose 33.2%, and Nvidia's shipments decreased by -7.3%.

Quick highlights:

• AMD's overall unit shipments increased by 6.4% quarter-to-quarter, Intel's total shipments rose by 33.2% from the last quarter, and Nvidia's decreased by -7.3%.

• The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 113%, down -9.2% from last quarter.

• The overall PC market increased by 30.25% quarter-to-quarter and increased 35.76% year-to-year.

• Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -3.90% from the last quarter.

• Q4'20 saw an increase in tablet shipments from last quarter.

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

As a result of the work-at-home mandates due to the COVID-19 pandemic, notebook shipments exceeded 230 million units for the first time. In addition, the year-to-year growth was 49% the greatest one-year growth on record. And that was accomplished with disruptions in the supply chain due to trade wars, pandemic shutdowns, and material shortage. The forecast for 2021will be more modest, ~ 6%, but still higher than average. Chromebooks made a substantial contribution to growth in 2020, and we expect to see that taper off in 2021 due to school budget limitations unless the COVID relief package in the US comes through and adds new funds.

The overall PC market increased by 30.25% quarter-to-quarter and increased 35.76% year-to-year.

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

• Worldwide GPU and PC Shipment 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.