GPU Market Research

Jon Peddie Research offers some highlights from their Q3 GPU market analysis. This offers some detailed information on the industry, making one wonder what you get if you spring $2,750 for the full report. Before we get too bogged down in contemplating that we'll share a portion:
As part of its ongoing research on the PC graphics market, Jon Peddie Research (JPR) has released its Market Watch report for the third quarter of 2020. Before 2020, the PC market was showing signs of improvement and settling into a new normal. The pandemic has distorted all models and predictions. JPR’s Market Watch report confirms that trend for the third quarter of 2020, but with mixed results for this very unusual year.

AMD's market share from last quarter increased by 1.3%, Intel's decreased by -1.4%, and Nvidia's market share increased by 0.09%, as indicated in the following chart.

Quarterly market share, and year-to-year results
Overall GPU shipments increased by 10.3% from the last quarter, AMD shipments increased 18.7%, Intel's shipments rose 7.8%, and Nvidia's shipments increased 10.8%.

Quick highlights

  • AMD’s overall unit shipments increased by 18.7% quarter-to-quarter, Intel’s total shipments rose by 7.8% from the last quarter, and Nvidia’s increased 10.8%.
  • The GPU's overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstations) to PCs for the quarter was 122%, up 0.6% from last quarter.
  • The overall PC market increased by 9.75% quarter-to-quarter and increased by 9.47% year-to-year.
  • Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 13.44% from the last quarter.
  • Q3'20 saw an increase in tablet shipments from last quarter.
  • The third quarter is typically the strongest compared to the previous quarter. Q3'2020 was no exception, showing healthy growth.

GPUs are traditionally a leading indicator of the market since a GPU goes into every system before the suppliers ship the PC.