2021Q1 global GPU shipments surge 39% year-on-year
In the discrete graphics market for the past half-year, whether it is Nvidia GeForce graphics cards or AMD Radeon graphics cards, they are basically out of stock most of the time. Consumers basically don’t remember the so-called official suggested retail price. The recent Jon Peddie Research (JPR) new report may be even more frustrating. The data shows that although graphics cards cannot be bought and the prices are high, the shipments have increased year on year.
According to HotHardware, Jon Peddie Research’s report shows that compared with the first quarter of 2020, the overall GPU shipments in the first quarter of 2021 have surged by nearly 39%. Although the year-on-year growth is significant, the month-on-month decline has occurred. The overall GPU shipments in the first quarter of 2021 decreased slightly by 0.3% compared to the fourth quarter of 2020. According to the situation in previous years, it is generally the seasonal adjustment.
Overall GPU market share according to JPR.
In terms of overall GPU share, the data covers Intel’s integrated graphics. Intel continues to lead with a market share of 68.18% in the first quarter of 2021, AMD ranks second with 16.65%, and Nvidia ranks third with 15.17%. Nvidia followed AMD closely when it only sold discrete graphics cards, demonstrating its leadership in the graphics field. So when switching to a discrete graphics card market share, Nvidia’s advantage is quite obvious.
In the first quarter of 2021, Nvidia accounted for 81% of the market share of discrete graphics cards, and AMD accounted for the remaining 19%. Intel has not yet joined this battlefield. When the Xe-HPG architecture DG2 series of discrete graphics cards are launched later this year, they will see this new contestant. Of course, a large part of AMD’s energy is focused on the semi-custom market. The demand for game consoles in the next era is strong, and the priority of supply is higher than that of GPU.
Discrete GPU market share.
Although there is a large supply gap in the market, Jon Peddie Research warned that the industry has overreacted to the current market and mistakenly believes that demand will remain high for a long time, which is a potential risk in the future.
