2021Q3 GPU market data statistics report: Both Nvidia and AMD have increased market share

The statistical agency Jon Peddie Research (JPR) recently released the GPU market data statistics report for the third quarter of 2021. According to its data, PC graphics card shipments in this quarter were 101 million, an increase of 9% year-on-year and a decrease of 18.2% from the previous quarter.

Overall, the compound annual growth rate of GPU during 2020-2025 is -1.1%, and it will reach 3.249 million units at the end of the period. It is estimated that the penetration rate of discrete graphics cards in PCs will increase to 31% in the next five years. Compared to the second quarter, the third quarter of each past year generally has a relatively strong performance. However, in the third quarter of 2021, due to the impact of the coronavirus epidemic, economic development, and supply chain, the performance was not satisfactory. The quarter-on-quarter growth in this quarter was the lowest in history.

In terms of overall shipments, AMD’s shipments fell by 11.4%, Intel’s shipments fell by 25.6%, and Nvidia’s shipments increased by 8.0%. In terms of market share, AMD’s overall market share increased by 1.4% from the previous quarter, Intel’s market share fell by 6.2%, and Nvidia’s market share increased by 4.86%. The overall GPU attachment rate on PCs (including integrated and discrete GPUs, desktops, notebooks, and workstations) this quarter was 125%, an increase of 7.6% from the previous quarter.

If only the discrete graphics market is counted, the market share of Nvidia and AMD is the same as the previous quarter, still maintaining at 83% and 17%. Among them, the shipment of non-public graphics cards increased, an increase of 10.9% month-on-month. Most suppliers have an upward price orientation for the next quarter, with an average of 2.7% and -1.5% in the previous quarter. It can be seen that even if the supply is affected by various unfavorable factors, the average price remains high.