Discrete GPUs shipments in 2022Q1 increased by 32.2% year-on-year
Recently, market analysis firm Jon Peddie Research released a new research report showing that in 2022Q1, discrete graphics card shipments increased by 32.2% year-on-year and 1.4% month-on-month. AMD’s market share has grown substantially, an increase of four percentage points compared to the same period last year.
In the first quarter of 2022, the graphics card manufacturer’s revenue was $8.6 billion, although revenue fell significantly by $4 billion from $12.4 billion in the fourth quarter of 2021 due to the decline in average selling price (ASP). Over the past four quarters, graphics card makers’ revenue reached $46,169.4 million, and Jon Peddie Research forecasts it will grow to $57 billion by 2025. This is due to Intel’s entry into the discrete graphics card market, and its brand strength and position in OEMs will increase shipments, and growth will start to show in 2023.
Graphics card manufacturers shipped 13.4 million units this quarter, a year-on-year increase of 32.2%, and a 1.4% increase from 13.19 million units in the previous quarter. Among them, AMD’s total shipments of desktop platforms increased by 6% month-on-month and increased by 43.9% compared with last year. Nvidia’s quarterly shipments fell 0.3% year-over-year and grew 27.4% year-over-year. Nvidia still dominates with a 75% market share, with AMD increasing its market share to 24%. A year ago, Nvidia’s market share was 80% and AMD’s 20%.
This year, due to the COVID-19 epidemic, supply chain problems, geopolitical reasons, and the resulting inflation, the business development of manufacturers has caused a lot of trouble, but the shipments and revenue of discrete graphics cards in the first quarter are still very objective. Usually, by the second quarter of each year, sales of discrete graphics cards will decline. Given the large headwinds this year, Jon Peddie Research expects shipments in the second quarter to decline by 20% or more.
