According to Jon Peddie Research (JPR), Nvidia has managed to claw back market share from AMD in the second quarter of 2014. JPR found that AMD’s overall unit shipments decreased 7% sequentially, while Intel and Nvidia gained 11.6% and 12.9% respectively. The ‘attach rate’ is almost flat at 155% (up 2%). A total of 32% of PCs tracked last quarter had discrete graphics, while 68% did not.
The PC market grew 6.9% sequentially, but it was down 2.6% year-on-year. Shipments of desktop graphics cards were up 7.8% from last quarter.
“Q3 2014 saw a flattening in tablet sales from the first decline in sales last quarter. The CAGR for total PC graphics from 2014 to 2017 is up to almost 3%. We expect the total shipments of graphics chips in 2017 to be 510 million units. In 2013, 454 million GPUs were shipped and the forecast for 2014 is 468 million,” JPR said.
Shipments of AMD APUs were up 10.5% over the last quarters, but AMD lost 16% in the notebook market. AMD’s discrete GPU shipments were down 19%, but notebook discrete shipments were up 10%. AMD’s overall graphics shipments were down 7%.
Intel’s desktop GPU shipments were stagnant (down 0.3%), but notebook shipments were up by 18.6%.
Nvidia’s desktop discrete shipments were up 24.3% sequentially, while notebook shipments increased 3.5% for an overall increase of 12.9%.
“Year-to-year this quarter AMD's overall PC shipments decreased 24%, Intel increased 19%, Nvidia decreased 4%, and the others essentially are too small to measure,” the report found.
“Total discrete GPU (desktop and notebook) shipments from the last quarter increased 6.6%, and decreased 7.7% from last year. Sales of discrete GPUs fluctuate due to a variety of factors (timing, memory pricing, etc.), new product introductions, and the influence of integrated graphics. Overall, the trend for discrete GPUs has increased with a CAGR from 2014 to 2017 now of 3%.”
At the moment, an estimated 99% of all Intel chips ship with integrated graphics, compared to 66% of AMD non-server processors.