Desktop GPU shipments down 16 per cent year to year

by Mark Tyson on 28 November 2018, 11:01

Tags: NVIDIA (NASDAQ:NVDA), Intel (NASDAQ:INTC), AMD (NYSE:AMD)

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Earlier this month we heard Nvidia CEO Jensen Huang mention the Crypto Hangover and its impact on Nvidia's fortunes. Joan Peddie Research has just published one of its in-depth 'market watch' GPU industry reports that looks at the industry as a whole over recent periods, exposing trends, opportunities and threats to the business. While the full report costs $5,000 the research firm provides a useful summary too.

JPR headlines its report by stating that GPU shipments in Q3 increased sequentially by 10.6 per cent in Q3 2018, led by Intel. These figures which don't discriminate between discrete and integrated GPUs are a bit confusing, and in my take on the data revealed I will look, more directly, at the action involving discrete desktop GPU and laptop dGPU shipments.

With the above in mind, the key figures from the report show that:

  • Desktop discrete GPU shipments are down 16 per cent year to year.
  • Laptop dGPU shipments have increased by seven per cent year to year.
  • Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased by 19.21 per cent from last quarter.
  • Discrete GPUs were in 31.61 per cent of PCs, which is down 3.54 per cent from last quarter.

Meanwhile, for the PC market as a whole, JPR indicated that PC unit shipments increased 8.22 per cent quarter-to-quarter but were flat year-to-year.

Back onto the topic of desktop discrete GPUs, JPR claims that "the effect of crypto-mining on desktop discrete GPU sales is over, leaving AMD and Nvidia with an oversupply in the channel and impacting shipment levels". This isn't an out of the blue statement but a reaffirming one for us. However, Dr. Jon Peddie, President of JPR, had some other bleak points of note - firstly that some might soon see an impact on the US tax increase on products from China, and secondly that (seasonally) Q3 usually sees a strong rebound but GPU shipments were down this year.



HEXUS Forums :: 9 Comments

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Well that is great news really…when you consider there are no bitcoin mining freaks who are buying dozens of cards just for that, but mostly just usual users, only 16-20% less is just great.
Not when you consider the pricing hangover from the mining demand on supply.
Jon Peddie got a sex change?
Geez I wonder why? /s

When a RTX 2080ti is priced at AU$2200, You kind of expect sales to be down!
Shane74
Geez I wonder why? /s

When a RTX 2080ti is priced at AU$2200, You kind of expect sales to be down!

I'd expect them to go down 80% compared to Pascal generation with those prices…