Wednesday, February 20, 2013

AMD, Intel, Nvidia all down in 4Q12 with a negative 8% overall on-quarter decline, says JPR


Press release, February 20; Joseph Tsai, DIGITIMES [Wednesday 20 February 2013]
Jon Peddie Research (JPR) has announced estimated graphics chip shipments and suppliers' market share for the fourth quarter of 2012 with AMD dropping 13.6%, Intel slipping the least at just 2.9% and Nvidia declining the most with 16.7% on-quarter change. The overall PC market grew 2.8% on quarter while the graphics market declined 8.2%.

JPR found that total graphics shipments during the fourth quarter of 2012 dropped 11.5% on year as compared to PCs which declined by 5.6% overall. GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped and most of the PC vendors are guiding down for the first quarter of 2013.
The turmoil in the PC market has caused JPR to modify its forecast since the last report; it is less aggressive on both desktops and notebooks. The popularity of tablets and the persistent recession are the contributing factors that have altered the nature of the PC market. Nonetheless, the CAGR for PC graphics from 2012 to 2016 is 3.2%, and JPR expects the total shipments of graphics chips in 2016 to be 549 million units.

JPR's findings include discrete and integrated graphics (CPU and chipset) for desktops, notebooks (and netbooks), and PC-based commercial (POS) and industrial/scientific and embedded. This report does not include handhelds (mobile phones), x86 servers or ARM-based tablets (iPad and Android-based tablets), smartbooks, or ARM-based servers. It does include x86-based tablets.

No comments:

Post a Comment