According to Jon Peddie Research (JPR) the news is not too good for the GPU market-- global shipments are down by -3.3% on a Y-o-Y basis (or by -2.65% Q-o-Q), with all major vendors seeing declines.
In fact, Nvidia shipments see a -7.6% Q-o-Q drop, AMD shipments are down by -6.8% Q-o-Q and Intel shipments see a -0.7% Q-o-Q decline. The two big vendors also see a drop in market share, as AMD and Nvidia market share decreased by -0.6% and -0.82% respectively. On the other hand Intel market share is up by 1.4%.
That said, despite the aforementioned declines JPR does point out PC sales are up by 1.61% Q-o-Q (even if they are down by -3.79% Y-o-Y) in Q4 2018, a positive sign for the overall market. The GU attach rate (including integrated and discrete GPUs) to PCs is 135%, a drop of -5.92% compared to Q3 2018, while desktop graphics add-in boards (AIBs) using discrete GPUs see a -10.75% Q-o-Q decline.
“The channel’s demand for AIBs in early 2018 was out of sync with what was happening in the market,” the analyst remarks. “As a result, the channel was burdened with too much inventory. That has impacted sales of discrete GPUs in Q4 2018, and will likely be evident in Q1 2019, and Q2 2019 as well.”
