GPU sales no worse than usual for Q1 2008
Jon Peddie Research (JPR) has reported that estimated graphics shipments for the first quarter of 2008 were down 5.6 percent on Q4 2007, the biggest drop since 2005, but up 20 percent on Q1 2007.
This seems to be mixed news, with the healthy year-on-year growth being tempered by the not-so-good quarterly comparison .
However, the drop is within the normal range for the period with retailers and OEMs selling off holiday season stock, as the table below confirms.
|
|
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
|
Q1 growth from Q4 |
5.18% |
-3.65% |
-7.63% |
-5.96% |
-3.37% |
-5.42% |
-5.59% |
Year-on-year growth was led by Nvidia’s 37.8 percent, closely followed by Intel’s 32.6. AMD was a poor third with 2.3 percent and the rest were sharply down.
Intel and NVIDIA both gained market share at the expense of everyone else. Intel’s market share is now 42.7 percent, followed by Nvidia’s 32.7 and AMD’s 18.6. Matrox and SiS are further shrinking, while VIA/S3 holds on to a dwindling 4.1 percent.
|
Vendor |
This quarter |
Market share |
A year ago |
Market share |
Growth Yr-Yr |
|
AMD |
17.67 |
18.6% |
17.27 |
21.9% |
2.3% |
|
Intel |
40.52 |
42.7% |
30.56 |
38.7% |
32.6% |
|
Nvidia |
31.02 |
32.7% |
22.51 |
28.5% |
37.8% |
|
Matrox |
0.11 |
0.1% |
0.16 |
0.2% |
-31.3% |
|
SiS |
1.65 |
1.7% |
3.42 |
4.3% |
-51.8% |
|
VIA/S3 |
3.91 |
4.1% |
5.04 |
6.4% |
-22.5% |
|
Total |
94.88 |
100.0% |
78.95 |
100.0% |
20.2% |
“The first quarter of 2008 was seasonally down, and showed
potential softness in the market and for the coming quarters," said Dr.
Jon Peddie, president of JPR. "No
segment had any growth, even the gravity defying notebooks. This is the first
time notebook shipments have slipped in several years.”
|
Vendor |
Q2'07 |
Q3'07 |
Q4'07 |
Q1'08 |
|
AMD |
21% |
21% |
18.3% |
17.4% |
|
Intel |
51% |
45% |
53.9% |
52.9% |
|
Nvidia |
27% |
32% |
26.2% |
27.0% |
Peddie added that the next quarter will be interesting as there are no new AMD and NVIDIA AIBs expected. “We remain cautious about the second quarter’s results,” he said.
