Graphic research points to market slippage
1 May 2008 | 18:08 BST
Despite what the papers say
RESEARCH OUTFIT Jon Peddie (JPR) released its Q1 estimates for graphics shipments and supplier market shares today, showing negative first quarter growth expectations for computer manufacturers and OEMs.
OEMs generally use the first three months of the year to flush out the channel by flogging off unsold Yuletide stock. The first quarter of 2008 didn’t only see a drop,over the previous quarter, it saw the biggest drop since 2005.
JPR, reckons the numbers were presaged by 2007 showing the biggest drop in Q4 shipments in four years. Total shipments for the quarter were only 95 million units, down 5.6 per cent from last quarter, probably due to market slowdown.
But, year-on-year, JPR said that compared to Q1 of 2007 shipments were up by 20 per cent this year.
Peddie puts Intel's share of the total PC graphics market share at 43 per cent, its inegrated efforts holding Nvidia to 33 per cent and Daamit to 19.
Chipzilla ownz 38 per cent of the desktop market, to Nvidia’s 36 per cent, with AMD at 19 per cent. As a whole the desktop market declined by six per cent this quarter with only 62.3 million units sold.
Nvidia ate Intel dust in the notebook market too, although Intel did drop a percentage point over last quarter while Nvidia gained one. This was not particularly significant, however, seeing as Intel controlled 53 per cent while Nvidia was stuck with 27. AMD clung to 17 per cent.
Notebook chipments were five per cent down this quarter over last, with only 32.6 million units being shifted, representing a 34 per cent slice of the overall market.
Things are set to go from bad to worse, as the first quarter is predicted to go from “seasonally down” to a significant drop in the second quarter due to more pressure from a faltering US economy.
Peddie Research reckons his fact is compounded by the fact that neither AMD nor Nvidia is expected to release any new AIBs any time soon.
Jon Peddie said: "No segment had any growth, even the gravity-defying notebooks. This is the first time notebook shipments have slipped in several years." µ
© 2007 Incisive Media Investments Ltd. 2007