애드인보드(AIB) 보고서 : 모바일 및 데스크톱 컴퓨팅용 PC 그래픽 컨트롤러

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

모바일 및 데스크톱 컴퓨팅용 PC 그래픽 컨트롤러 시장 활동(분기별)에 대해 조사 분석했으며, 출하대수, 시장 점유율 데이터, 동향 분석에 대한 체계적인 정보를 제공합니다.

조사는 애드인 그래픽 카드에 관한 분기별 보고서입니다.

애드인보드(AIB : Add-In-Board) 시장은 지난 분기로부터 2019년 4분기에 증가했으며, AMD가 시장 점유율을 획득했습니다. 39억 달러 이상의 AIB가 출시되었습니다.

분기별 애드인 그래픽 보드 출하대수는 12.2%로 크게 증가했으며, 전년대비 33.4% 증가했습니다.

데스크톱 디스크리트 GPU 공급업체의 시장 점유율이 변화하고, AMD가 지난 분기로부터 시장 점유율을 확대하여 전년보다 점유율을 확대했습니다.

본 보고서에는 다음의 내용이 포함됩니다.

제공 내용

• 2015-2021년 세계의 AIB 출하대수 예측 : 부문별
• 2001년부터 AIB 장착률
• AIB 출하대수 상세 : 부문별, 2021년까지 예측
• 주요 공급업체 : AMD, Nvidia 등의 출하대수에 관한 상세한 시장 점유율 데이터
• 2004년 1분기 시장 점유율 실적
• 2015-2021년 출하대수 비율 : 지역별
• AIB 시장 금액과 가격 동향
• 향후 비전
• 메모리 로드와 예측

The Add-in Board report is a quarterly report that focuses on the market activity of PC graphics controllers for mobile and desktop computing. The report provides an in-depth look at the PC graphics market and includes unit shipment and segment market share data, and trend analysis.

The AIB Report Contains:

• Worldwide AIB Shipment forecast by segment, 2015 to 2023.

• Attach rate of AIBs from 2001.

• Detailed worldwide AIB Shipment Volume, by segment, and forecast to 2023.

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

• Market share history from Q1 2004.

• Percentage of shipments by region, from 2015 to 2023.

• Market value of AIBs, and pricing trends

• A Vision of the future: Building 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.

• Memory load and forecast.

Add-In Board unit sales continue to grow with the help of falling ASPs

Unit shipments in the add-in board market increased in Q1'22 by 32.2% year-over-year.

Unit shipments in the add-in board market increased by 1.4% Q1'22 from last quarter and an impressive 32.2% gain year-to-year. while AMD increased its market share by 4% from a year ago.

Over $8.6 billion AIBs shipped in the quarter, which represents a decrease in revenue from $12.4 billion in Q4 due to falling ASPs. The AIB market reached $46,169.4 billion in last four quarters. JPR forecasts it to be $57 billion by 2025. Intel's entry into the market, due to the strength of its brand and position with OEMs, will create an increase in unit shipments and TAM. This increase will start to materialize in mid-2023.

AMD's market share increased to 24% while Nvidia still has a dominate position in the market with a 75% market share. The relative changes from quarter to quarter are illustrated in the following chart.

Quick Highlights:

• JPR found that AIB shipments during the quarter increased from the last quarter by 1.4%, which is above the 10-year average of -4.9%.

• Total AIB shipments increased by 32.2% this quarter from last year to 13.4 million units and were up from 13.19 million units last quarter.

• AMD's quarter-to-quarter total desktop AIB unit shipments increased 6.0% and increased 43.9% from last year.

• Nvidia's quarter-to-quarter unit shipments decreased -0.3% and increased 27.4% from last year. Nvidia continues to hold a dominant market share position at 75%.

• AIB shipments from year-to-year increased by 32.2% compared to last year.

Table of Contents(SAMPLE)

Attention first time readers

Overview

• Definitions
• Methodology
• Primary research for this report
• Secondary research for this report
• About Jon Peddie Research

Executive Summary

• What's in this report

Introduction

The quarter in general

• Q1'20
  • Good enough isn't
• Quarter-to-quarter changes
  • Attach rate
  • Market shares
  • Segments
• AIB price bands

Market Value

• Geographical distribution
  • Forecast
• Market value
  • Market value and forecast by segment
  • Market value and forecast by region
  • Memory size

AIB developments in the quarter

• Is ray tracing catching on?
• AMD's Radeon RX 5600 XT
  • Radeon RX 5600 XT gaming performance
  • Epilog
• Intel announces discrete GPU DG1 at CES
• What's your GPU doing when you're not gaming?
• Khronos extends and releases Vulkan 1.2 for GPU acceleration
• Khronos Vulkan Ray Tracing API announced
  • What do we think?
• DirectX 12 Ultimate
  • For further reading
  • What do we think?
• GeForce Now, now
  • What do we think?
• Ray tracing in next gen Xbox AND PS5
  • What do we think?
• Minecraft with Nvidia's ray tracing GPU and RTX
  • What do we think?
• 144Hz? Time to revisit FPS, PPI, and HDR
  • How to choose?
  • Conclusion
• Intel really respects AMD technology
• AMD expands their senior leadership to maintain their growth

Appendix

• GPUs, AIBs, and PCs
  • Categorizations
  • FLOPS vs FRAPS: cars & GPUs
  • Why good enough isn't
• Production schedule and pipeline
  • Sales channel
  • Multi AIBs
  • GPU-Compute
• Graphics boards
• AIB suppliers
• Glossary

Index

Table of Figures

• Figure 1: A typical graphics AIB
• Figure 2: JPR's area of interest-anything that influences a pixel
• Figure 3: Market share changes quarter-to-quarter, and year-to-year
• Figure 4: Shipments of desktop PCs compared to desktop AIBs over time
• Figure 5: Add-in board shipments over time
• Figure 6: AIB market shares
• Figure 7: Impact of other device choices to AIBs over time
• Figure 8: AIB shipments relative to desktop PCs
• Figure 9: Attach rate of AIBs in desktop PCS
• Figure 10: Attach rate over time and total shipments in millions of units
• Figure 11: Market share for AIBs over time and total unit shipments in millions
• Figure 12: Market share for Workstation AIBs over time and total unit shipments in millions
• Figure 13: Market share for High-end AIBs over time and total unit shipments in millions
• Figure 14: Market share for Midrange AIBs over time and total unit shipments in millions
• Figure 15: Market share for Low-end AIBs over time and total unit shipments in millions
• Figure 16: Segment change and total unit shipments in millions
• Figure 17: DX 12 Steam users by segment
• Figure 18: Low-end AIB ASP over time
• Figure 19: Midrange AIB ASP over time
• Figure 20: High-end AIB ASP over time
• Figure 21: Workstation AIB ASP over time
• Figure 22: Market value of segments over time
• Figure 23: Geographic distribution of sales for the quarter
• Figure 24: AIB overall forecast
• Figure 25: Market value forecast by AIB segment
• Figure 26: Market value of regions over time
• Figure 27: Market value by region
• Figure 28: Memory load of AIBs over time
• Figure 29: The take up of Nvidia RTX AIBs vs previous GTX AIBs
• Figure 30: AMD's XR 5600 XT
• Figure 31: AMD RX Radeon XT versus various Nvidia AIBs
• Figure 32: ATI Radeon HD 5600, circa 2009. (Source: Sapphire)
• Figure 33: Gregory Bryant holding a Tiger Lake mother board. (Source: Intel)
• Figure 34 Intel's CPU Core architecture roadmap. (Source: Intel)
• Figure 35: Intel Tiger Lake: the little chip the GPU, and the big one the CPU. (Source: Intel)
• Figure 36 Intel's DG1 development AIB designed primarily for ISV's (Source Videocardz)
• Figure 37: As many as 38 small 5K cameras are installed in a ring around the venue, capturing the entire field of play. They generate massive amounts of volumetric data-voxels. (Source: Intel)
• Figure 38: Obsolete data-this is as of 28 March
• Figure 39: Examples of COVID-19-related proteins as visualized by Folding@Home
• Figure 40: HLSL going into the compliers and out comes two sets of drivers (Source Khronos)
• Figure 41: Vulkan Ray Tracing acceleration structure hierarchy
• Figure 42: Building an acceleration structure and rendering on GPU
• Figure 43: Load balancing by building an acceleration structure across multiple CPUs
• Figure 44: Ray tracing pipeline flow diagram
• Figure 45: Ray queries flow diagram
• Figure 46: Although more flexible than the previous geometry pipeline, the mesh shader model is also much simpler (Source Microsoft)
• Figure 47: The Amplification Shader runs before the mesh shader and determines how many mesh shader thread groups are needed (Source Microsoft)
• Figure 48: Setup of a scene using texture-space shading (Source Microsoft)
• Figure 49: Nvidia has deployed 15 servers North America and Western Europe, and uses partners elsewhere in the world (Source Nvidia)
• Figure 50: Ray tracing for everyone: ray tracing has been a part of the DirectX API as DXR since March 2018. With the arrival of RDNA 2 and new consoles, developers will have common platform for ray tracing across devices.
• Figure 51: New physically based materials bring Minecraft to life. (Source: Nvidia)
• Figure 52: Showing the effects of DLSS on and off, better images with higher frame rate. (Source: Nvidia)
• Figure 53: Monitor size (left axis) vs PPI and M pixels (right side)
• Figure 54: GPU market segmentation
• Figure 55: Improvement in GFLOPS of GPUs over time
• Figure 56: Simplified AIB block diagram
• Figure 57: Simplified integrated GPU block diagram
• Figure 58: Analogies of a car's performance to a PC
• Figure 59: Design to manufacturing, to assemble, to consumer pipeline
• Figure 60: Sales channels for AIBs
• Figure 61: Approximately 73.8% of all graphics AIBs end up in gaming PCs

Table of Tables

• Table 1: AIB sub-segment price bands
• Table 2: Workstation AIB segment price bands
• Table 3: AMD test results with anti-lag
• Table 4: AMD benchmark testing
• Table 5: Raw test data and Pmark scores
• Table 6: Comparing Vulkan Ray Tracing and DXR
• Table 7: Sampling of popular and desirable monitors
• Table 8: Primary customer segmentation
• Table 9: Notebook classifications
• Table 10: Desktop classifications
• Table 11: GPU and AIB classifications
• Table 12: amount of time playing games
• Table 13: AIBs currently available in the market (Source: JPR)