Jon Peddie Research (JPR) recently released a new statistical report on GPU market data, which shows that GPU shipments (including integrated and discrete graphics) used in PCs reached 110 million in the Q4’21, an increase of 0.8% sequentially and a decrease of 15% year-on-year, among them, the shipment of discrete graphics cards was about 13 million, an increase of 3% month-on-month and an increase of 18% year-on-year.
Overall, GPUs will grow at a compound annual growth rate of 4.5% over the 2020-2025 period, reaching 3.331 billion installs by the end of that period. The penetration rate of discrete graphics cards in PCs is expected to grow to 42% in the next five years. AMD’s overall market share increased by 0.7% from the previous quarter, Intel’s overall market share fell by 0.1%, and Nvidia’s overall market share fell by 0.6%.
As the world’s largest CPU integrated display supplier, Intel continues to lead in overall GPU shipments, accounting for 62% of the market share. AMD and Nvidia split the remaining market equally, with 19% each. AMD’s shipments rose 4.7%, Intel’s shipments rose 0.6%, and Nvidia’s shipments fell 2.2%.
Among discrete graphics cards used in desktops and laptops, Nvidia has 81 percent of the market, while AMD has the remaining 19 percent. Although Intel has launched the DG1 series of discrete graphics cards, it has not provided relevant shipment statistics.
While the fourth quarter of 2021 comes as PC makers prepare for the release of Intel’s 12th Gen Core series processors, which caused CPU demand to drop by 21% year-on-year, affecting the shipments of integrated graphics, but demand for discrete graphics cards on desktop platforms remained strong.
It is expected that the second quarter of 2022 may still be subject to the impact of the COVID-19 epidemic, logistics, and supply chain shortages, although sales growth is still likely.