According to specialist analysts at Jon Peddie Research, the PC market saw significant shipments of graphics processing units (GPUs) in the final quarter of 2023. A staggering 76.2 million units were shipped, representing a 6% boost in sequential comparison and a 20% year-on-year increase.
Looking ahead to 2024-2026, the research authors predict that GPU shipments will consistently grow an average of 3.6% per year. As the prediction period ends, nearly 5 billion GPUs will be in operation around the globe. Over a five-year period, up to 30% of all PC systems will be equipped with discrete GPUs.
Overall GPU shipments in the previous quarter grew by 20%. However, this growth was inconsistent across the market. While laptop shipments jumped by 32%, desktop shipments experienced a minor decline of 1%. Intel managed to increase its market share from 64% to 67%, including central processors with integrated graphics, while AMD’s share decreased from 17% to 15%. Despite NVIDIA’s quarterly share falling from 19% to 18%, the company achieved a 1.36 percentage point increase year-on-year.
In raw numbers, GPU shipments sequentially grew 5.9%. However, AMD observed a 2.9% decrease and NVIDIA experienced a 1.5% dip, while Intel boomed with a 10.5% surge. The past quarter saw a 6.8% sequential increase in discrete video cards within the desktop segment. As for CPU shipments for PCs, they grew 9% sequentially and 24% year-on-year. The ratio of desktop and mobile central processors in the past quarter was determined to be “69:31”.
However, Jon Peddie Research analysts predict that the emerging CPU’s artificial intelligence acceleration potentials will fail to significantly impact market demand till the end of the current year. Various experts foresee the overall PC market shrinking by as much as 7.1% in the ongoing quarter, therefore, labeling the recovery trend as ‘stable’ would be premature.
