GPU market data statistics show that GPU demand has weakened

Recently, Jon Peddie Research (JPR) released the latest GPU market statistics report, showing that the GPU shipments (including integrated and discrete graphics cards) used in PCs in the first quarter of 2022 were 96 million, which was down 6.2% month-on-month and 19% year-on-year. In the long run, the PC and GPU market fundamentals are solid, and Jon Peddie Research expects GPUs to achieve a CAGR of 6.3% between 2022 and 2026.

In the first quarter of 2022, the overall connection rate of GPUs and PCs (including integrated and discrete graphics, desktops, notebooks, and workstations) was 129%, an increase of 5% sequentially; desktop discrete graphics card shipments increased by 1.4% month-on-month; among the GPU shipments used in PCs in the first quarter of 2022, AMD shipments fell 1.5%, Intel shipments fell 8.7%, and Nvidia shipments increased 3.2%. Judging by the data, it appears that the decline in shipments mainly comes from OEM machines, especially laptops.

In the first quarter of 2021, Intel’s GPU market share was as high as 68%, thanks to the heavy use of integrated graphics in desktops and laptops, while AMD and Nvidia’s GPU market share was 17% and 15%, respectively. By the first quarter of 2022, the GPU market has changed a lot, with Intel’s GPU market share falling to 60%, and AMD’s and Nvidia’s GPU market share increasing to 19% and 21%, respectively.

Jon Peddie, president of Jon Peddie Research, said that while Nvidia, AMD, and Intel will all launch new products in the second half of this year, consumers are still cautious, and GPU shipments are expected to eventually grow by 2% to 3% this year.