Q1 Graphics Shipments Decline 3.38% Over Last Year

By Nathan Kirsch

Jon Peddie Research today announced the companies findings when it comes to estimated graphics chip shipments and suppliers’ market share for Q1’12. The research firm discovered that AMD was able to grow shipments over last quarter by 0.3%, in a down quarter. Intel slipped 1.3% and NVIDIA declined 4.5% from the last quarter. Although this did not shape up to be a great quarter for the suppliers, it actually wasn’t as bad as it could have been. Jon Peddie Research found that shipments during the first quarter of 2012 behaved according to past years with regard to seasonality, declining from the previous quarter; however, this quarter’s decline (of 0.8%) was less than the ten-year average of 3.1%. If we use graphics as an indicator, the industry seems to be recovering from the floods in Thailand. Jon Peddie Research uses both discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and industrial/scientific and embedded to come up with these figures.

Q1 2012 GPU Market Share

The quarter in general:

  • AMD had a gigantic increase in shipments of its desktop APUs of 84% and a modest 2.6% decline in notebook APUs.
  • This quarter, Intel celebrated its ninth quarter of shipping its Embedded Processor Graphics CPU-EPG, a multi-function design that combines a graphics processor and an x86 CPU in the same package. These devices include the Core i series, and Atom processors in PCs. Intel’s desktop EPG shipments had a very strong double digit growth of 18%, and Notebooks showed a more modest 2.1%. Combined with a decrease in overall IGP chipsets shipments, Intel came in for the quarter with a -1.3% drop from Q4.
  • Nvidia shipments dropped 4.5% from last quarter, partially due to the phase out of IGPs. The company will no longer report IGP shipments.
  • Year to year this quarter AMD shipments declined 1.2%, Intel shipped 4.67% more parts, Nvidia slipped -26.3% in the overall market as company withdraws from the integrated segments, and VIA saw their shipments increase by 51% over last year and 148% over last quarter.
  • A little over 123 million graphics chips shipped, down from 124 million units last quarter, and down from 126 million units shipped this quarter a year ago.
  • Discrete GPUs increased 2.7 % from the last quarter but were down 11% from last year for the same quarter.
  • Ninety three percent of Intel’s non server processors have graphics, and over 79% of AMD’s non-server processors have integrated graphics

Comments are closed.