Analyst: Annual GPU Shipments Skyrocketed and Costs Maintain Falling

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For the previous two years it appeared each article about GPU inventories was all dangerous information. There was zero provide, and the playing cards that have been obtainable got here with scalper pricing. Bots took over all the web buying, and finally individuals simply gave up on the notion of getting a brand new GPU. Currently although, each costs and stock have improved, and now we’ve got some numbers to again it up.

In accordance with a brand new evaluation from Jon Peddie Analysis (JPR), Add-in Board (AIB) GPU shipments have elevated a whopping 32.2 p.c prior to now 12 months. That’s measured from Q1 of final 12 months, to the tip of this previous quarter, and it’s a brand new year-over-year report. An AIB GPU will be a part of a brand new PC, however they’re additionally offered as particular person gadgets to players and miners. On this previous quarter alone, GPU shipments additionally elevated 1.4 p.c. That may appear to be a slowdown, however during the last 10 years shipments in Q1 have decreased on common by 4.9 p.c. The truth that they didn’t, and really elevated as a substitute, is sweet information. In complete, $8.6 billion value of GPUs have been shipped in Q1 2022. This compares to $12.4 billion in vacation gross sales for This autumn 2021. One of many major drivers for the greater than $4 billion {dollars} in misplaced GPU income from the earlier quarter is costs have come down. That’s excellent news for us players, however dangerous information for AIB firms like Asus, Gigabyte, and so forth.

See also  PC and GPU Shipments Declined in Q1 2022

As you may see within the chart above, AMD elevated its market share from a 12 months in the past by 4 p.c. That’s a good chunk, however as you may also see, Nvidia nonetheless retains a agency grasp on the add-in board market. We doubt Nvidia is shedding a lot sleep over it. Then once more, they didn’t get to the place they’re now by being complacent. JPR notes that this graph is about to shift dramatically as Intel enters the marketplace for the primary time. Nonetheless, regardless that Intel is meant to launch in late 2022, JPR doesn’t anticipate the numbers to shift till mid-2023.

Total that is excellent news for customers, and players. Shipments have elevated at clip, and costs are falling due to it. This new report coincides with JPRs latest report on the complete GPU business, which declined barely in Q1. Regardless of the traditionally anticipated drop-off, the market remains to be anticipated to develop at a wholesome price by means of 2026. That will not materialize in Q2, per the Peddie report. Nonetheless, the report year-to-year enhance in shipments together with a slight enhance in shipments for Q1 are each indicators of an business recovering from historic setbacks.

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