The GPU market is booming

TOTAL GPU shipments for the third quarter were up 20 per cent over last quarter to 97.85 million units research by Jon Peddie Research reckons. Compared to the same quarter last year shipments were up 18.2 per cent, according to the researcher's abacus.

On the desktop, Nvidia held its first place position claiming 37.8 per cent against Intel’s 33.5 per cent, while AMD suffered a modest loss to 17.5 per cent,

In the mobile market Intel held its dominant position but slipped slightly to 50.9 per cent, with AMD taking back the number two position at 23.4 per cent and Nvidia coming in at 22.8 per cent.

So Intel is still number one overall and in mobile, while Nvidia still number one on the desktop. AMD's results are mixed.

The third quarter is generally good for growth as retailers and OEMs prepare for the holiday season. This year saw the biggest jump quarter-to-quarter for the last six years, Peddie reckons.

Mobile chips continued their growth in units with 25.8 million units (up less than one percent over the last quarter), to claim 26.4per cent of the market, down from 31.5 per cent last quarter.

The desktop saw market share growth from 68.5 per cent last quarter to 73.6 per cent this quarter, or 72 million units.

Jon Peddie of Jon Peddie Research was surprised by the results. He reckons there is strong overall demand, but little shift in market share between GPU vendors quarter to quarter. This suggests there is no channel stuffing or double ordering. However, Nvidia’s G80 has exceeded expectations, he said. µ

L'INQ
Jon Peddie Research