Jon Peddie Research has some interesting numbers on graphics shipments for Q3 2007. We already know that Q3 provides a much-needed boost in numbers, but 2007 saw an 20 per cent increase over shipments in Q2.
Overall GPU market was up an astounding 20% – desktop displaced mobile
Slight gains and losses in market share, Intel still number one overall and in mobile, Nvidia still number one on the desktop, AMD results mixed.
TIBURON, CA—October 29, 2007—Jon Peddie Research (JPR), the industry’s leading research and consulting firm for graphics and multimedia, today announced estimated graphics shipments and supplier market share for the third calendar quarter of 2007.
Traditionally, the third quarter has good growth for the computer industry as retailers and OEMs prepare for the holiday season; this year had the biggest jump quarter-to-quarter for the last six years.
|
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
Q3 growth from Q2 |
-0.48% |
18.62% |
16.07% |
16.20% |
11.59% |
12.52% |
20.17% |
Total shipments for the quarter were 97.85 million units, up 20% in over last quarter. Compared to the same quarter last year shipments were up 18.2%.
On the desktop, Nvidia held its first place position claiming 37.8% against Intel’s 33.5%, while AMD had a modest loss to 17.5%.
In the mobile market Intel held its dominant position but slipped slightly to 50.9%, with AMD taking back the number two position at 23.4% and Nvidia coming in at 22.8%.
Mobile chips continued their growth in units with 25.8 million units (up less than one percent over the last quarter), to claim 26.4% of the market, down from 31.5% last quarter.
The desktop saw market share growth from 68.5% last quarter to 73.6% this quarter, or 72 million units.
Vendor |
This quarter |
Market share |
A year ago |
Market share |
Growth |
AMD |
18.66 |
19.1% |
17.20 |
23.4% |
8.4% |
Intel |
37.20 |
38.0% |
30.70 |
41.8% |
21.2% |
Nvidia |
33.14 |
33.9% |
23.80 |
32.4% |
39.3% |
Matrox |
0.12 |
0.1% |
0.12 |
0.2% |
0.3% |
SiS |
2.10 |
2.1% |
3.69 |
5.0% |
-43.1% |
VIA/S3 |
6.63 |
6.8% |
7.23 |
9.8% |
-8.3% |
Total |
97.85 |
100.0% |
73.53 |
100.0% |
33.1% |
"The third quarter of 2007 was the second quarter in a row to surprise us. There was growth in the second quarter, which is normally a slow period, and the third quarter, which is usually good, was a record this time,” said Dr. Jon Peddie, president of Jon Peddie Research in Tiburon California. "We attribute the market's performance to increased demand by consumers for multimedia-rich systems, and, to a certain extent, to demands of Vista.
Peddie notes that Microsoft shipped over 60 million copies of Vista so far, and that Intel’s and AMD’s aggressive pricing for their CPU platforms has stimulated demand for OEMs building PCs for the back-to-school season.
Further, says Peddie, there is strong overall demand. There is little shift in market share between GPU vendors quarter to quarter which suggests there is no channel stuffing or double ordering. However, Nvidia’s G80 has exceeded expectations and is on allocation.
Pricing and Availability
The Q3’07 edition of Jon Peddie’s Market Watch are be available now in both electronic and hard copy editions. The annual subscription price for Jon Peddie’s Market Watch is $3,000 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company’s bi-weekly report) and a copy of Market Watch as part of their subscription. For information about purchasing Market Watch, please call 415/435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.
