The massive image: The most recent file from Jon Peddie, who intently displays the graphics card trade, displays a dramatic building up in GPU shipments in opposition to the top of ultimate 12 months in comparison to overdue 2020. Some fascinating nuggets come with that the document quantity for add-in graphics card used to be reached in 1998, when 116 million devices have been bought. That is right down to 42 million shipped in 2020, and 50 million AIBs in 2021. The GPU marketplace is now a $51 billion/12 months industry consistent with JPR.
A file launched at the AIB marketplace for the quarter finishing December 2021 displays that producers shipped a complete of 13.1 million discrete GPUs for the quarter, a 29.5 % leap from the similar quarter in 2020. That is additionally a three % leap from the 12.7 million devices shipped within the quarter finishing September 2021.
AMD’s desktop GPU shipments in This fall grew via 12.4 % from the former quarter and via 35.7 % year-over-year. Nvidia’s shipments went up via 0.5 % quarter-to-quarter and 27.7 % in comparison to This fall 2020, keeping up dominance with a 77.2 % marketplace proportion.
A couple of key components are set to have an effect on the add-in graphics card marketplace in 2022. Intel’s front into the field with its Arc line is crucial one, regardless that we most definitely may not see the ones in quantity till the top of the 12 months. Intel Arc computer editions have already introduced, with desktop variants set to reach in the following couple of months. Intel’s try to shake up the efficient duopoly between AMD and Nvidia has been extremely expected.
The second one issue going through GPUs in 2022 is the hot downward development in costs — and mining profitability. In step with our personal monitoring information, graphics card costs had been slowly losing for the reason that new 12 months.
In opposition to the top of 2021, they have been just about 200 % over MSRP, however extra not too long ago have fallen to ~50% % over MSRP relying at the precise type. After over a year-plus of grossly inflated GPU costs, the sunshine on the finish of the tunnel might after all be in sight.