AMD picks up market share, Nvidia still the leader
TIBURON, CA-May 23, 2012 -Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics Add-in Board (AIB) shipments and sales' market share for Q1'12. The JPR AIB Report tracks computer graphics boards, which carry discrete graphics chips. They are used in desktop PCs, workstations, servers, and other devices such as scientific instruments. They may be sold as after-market products directly to customers or they may be factory installed. In all cases, they represent the higher-end of the graphics industry as discrete chips rather than integrated processors.
We found that AIB shipments during Q1'12 did not behave according to past years with regard to seasonality, and was lower on a year-to-year comparison and on a quarter-to-quarter comparison for the quarter. Overall, and for the PC market in general, 2011 has turned out to be an anomalous year as businesses and consumers take their own path to recovery.
The quarter in general
- Total AIB shipments decreased this quarter from the previous quarter by 2%.
- AMD increased its market share to 37.8%, Nvidia's market share slipped but still retains a large majority at 61.9%.
- Year-to-year this quarter AIB shipments were down 16%.
- Over 88 million PCs shipped worldwide in the quarter, an increase of 1.8% compared to the previous quarter, (based on an average of reports from Dataquest, IDC, and HSI).
Normally, this quarter of the year is down, and this year's quarter was no different, but the decline is less than the 10-year average.
AMD introduced the new Radeon HD7900 series early in the quarter and as a result picked up market share.
Nvidia got off to a slow start in Q1 and cited two main reasons for the significant decline: The global disk-drive shortage caused by the flooding in Thailand had more impact on the mainstream GPU segment than anticipated. Some PC OEMs were reduced shipments. And the higher prices of disk-drives constrained some PC OEMs' ability to include a GPU in their systems.
Matrox has not developed a new GPU in years but has found clever and imaginative ways to leverage the part they have. Selling to the signage and industrial markets, some low-cost white box workstation builders, the company has completely disappeared from the consumer segment.
S3 is similar to Matrox, and is not investing any new R&D in designs since acquired by HTC for its patent portfolio.
The integrated graphics chips appeal to low cost segments of the PC market, namely corporate PCs and very low-end consumer machines. Low cost attracts buyers in these categories rather than graphics capability. Thus, entry-level machines use IGP. Embedded graphics processors are simply replacing integrated chipsets, and not having any impact on add-in graphics boards (AIBs), which are holding steady. However, the new embedded graphics processor from AMD, the A10 (Trinity) has shown very good performance and have replaced entry-level AIBs.
Year to year for the quarter the market decreased. Shipments decreased to 15.8 million units, down 2.95 million units from this quarter last year.
Pricing and Availability
The Jon Peddie Research's AIB report is available now in both electronic and hard copy editions, and sells for $1,500. Included with this report is an Excel workbook with the data used to create the charts, the charts themselves, and supplemental information. The annual subscription price for JPR's AIB report is $4.000 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company's bi-weekly report), and are eligible for a 10% discount. Bundle packages are also available. For information about purchasing the AIB Report, please call 415/435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.
About Jon Peddie Research
Dr. Jon Peddie has been active in the graphics and multimedia fields for more than 30 years. Jon Peddie Research is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in a variety of fields including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. Jon Peddie's AIB Report is a quarterly report focused on the market activity of PC graphics controllers for notebook and desktop computing.