Graphics add-in board market: Nvidia increased market share to 80%
Market research firm Jon Peddie Research released the latest global discrete graphics report, showing that the shipments of desktop discrete graphics in the second quarter fell by 2.9% compared to the previous quarter. Although the sales volume has fallen, the average selling price is still at a high level. The market share between Nvidia and AMD has not changed significantly, AMD has set a record low for many years.
In 2021Q2, the shipment of discrete graphics cards for desktop platforms was 11.42 million, a decrease of 2.9% month-on-month, but an increase of 20% year-on-year. On the whole, the demand for discrete graphics cards in the second quarter was higher than in the same period in previous years. In the past, it was generally the lowest period of annual shipments. At the same time, the sales amount was US$11.8 billion, which was a decrease from the $12.5 billion in the first quarter, but it increased by 179% year-on-year, and the average selling price (ASP) was still slightly higher than $1,000.
At present, NVIDIA and AMD have 54 partners in total. Last year’s sales reached $29 billion, and it is expected to reach $44.1 billion by 2023. In terms of sales amount, the second quarter was only slightly lower than the first quarter, but the sum of the two quarters this year has exceeded 80% of last year’s sales amount, which shows that demand has been strong. Since the price of cryptocurrency has been trending repeatedly during this period of time, players can buy graphics cards relatively easily and are willing to pay quite high fees.
In 2021Q2, NVIDIA occupies 80% of the desktop platform discrete graphics market, providing 9.14 million GPUs, up from 7.41 million in the same period in 2020. AMD provided 2.28 million GPUs, which is higher than 2.09 million in the same period in 2020. If you add the discrete graphics of the mobile platform, NVIDIA has 83% of the market share, and AMD only has 17%, setting a new low in recent years.
