According to the latest research report from analyst firm Jon Peddie Research (JPR), the shipments of discrete graphics cards decreased in the first quarter of 2024 compared to the previous quarter, but increased compared to the same period last year. NVIDIA has increased its market sharewhile AMD also still saw growth compared to 2023. Graphics card shipments actually decreased by -7.9% compared to the previous quarter, but increased by 39.2% compared to the previous year.
In short, we have returned to the normality of the pre-pandemic years, with NVIDIA meeting rivals and sales of graphics cards following the most classic seasonality. But let’s go into detail, because in any case there is some interesting data.
The JPR report
We had already told you about the CPU and GPU market experiencing great growth at the beginning of 2024, but the new data emerging from the detailed report goes more specifically into the results of graphics cards. First, 8.7 million units were shipped in the first quarter of 2024, down from 9.5 million in the previous quarter. The market shares of desktop discrete GPU vendors changed throughout the quarter, with NVIDIA’s market share increasing by 8% compared to the previous quarter, while AMD’s decreased by -7%. Intel, which entered the market in the third quarter of 2022 with the Arc A770 and A750 cards, saw no significant changes. NVIDIA continues to hold a dominant position in the market, an 88% that does not leave too much room for interpretation: shipments of its GPUs increased by 0.9% compared to the previous quarter and by 45.6% compared to the previous year.
Jon Peddie, president of Jon Peddie Research, said: “We and the industry had hoped for a return to the seasonality that has been the hallmark of the PC industry for so many decades. It was interrupted by the 2007-2008 recession and had just picked up when the cryptocurrency craze hit, then Covid came, followed by the war in Ukraine, and it seemed like stability was just a vague memory.”
“In 2023 we saw four quarters of welcome growth,” he continued, “and when the first quarter of 2024 was down a bit, no one panicked, because it seemed like a return to seasonality: the first quarter was always flat or declining. Therefore, one would expect the second quarter of 2024, a traditional quarter, to be a declining quarter as well, mostly driven by AI training systems in hyperscalers. While AI trainers use a GPU, demand for the latter may take components away from the gaming segment. So, for the second quarter, we expect to see an AIB result from gaming. flat or low and another increase in GPU shipments for AI trainers The new normal is not normal.”
Jon Peddie Research analyst C. Robert Dow added: “There were some positive signs for the AIB market in the first quarter, as the attach rate increased 6% compared to the fourth quarter of 2023 and 2010. % year-on-year. Prices also remained stable over the quarter, which is good for consumers.”
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