Jon Peddie Research released the latest research report saying that the global PC-based GPU market growth in the second quarter of 2022 reached 84 million, and PC CPU shipments fell by 33.7% year-on-year and 7% month-on-month. Additionally, overall GPU shipments declined 14.9% from the previous quarter. AMD's shipments fell 7.6%, Intel's shipments fell 9.8%, and Nvidia's shipments fell 25.7%.
Analysts believe that GPUs will grow at a CAGR of 3.8% during 2022-2026 and reach an installed base of 3.103 billion units by the end of the forecast period. The penetration of discrete graphics cards (dGPUs) in PCs will grow to a level of 30% over the next five years. As shown in the chart below, AMD's overall market share increased by 1.1% from the previous quarter, Intel's market share increased by 2.0%, and Nvidia's market share decreased by 3.15%.
- Overall adoption of GPUs to PCs (including integrated and discrete GPUs, desktops, laptops, and workstations) was 121% in the quarter, down 7.9% from the previous quarter.
- The overall PC CPU market declined by -7.0% MoM and 33.7% YoY.
- Desktop graphics add-in boards (AIBs using discrete GPUs) declined 22.6% sequentially.
- Tablet shipments remain flat with the previous quarter
Analysts pointed out that GPUs have been the leading indicator in the market because GPUs are in systems before vendor PCs ship. Most semiconductor suppliers expect an average -2.81% downward revision for the next quarter. Last quarter they guided 1.98%, which is way too high.
The second quarter is typically down from the previous quarter, and this quarter was down 12.7% from the previous quarter, below the 10-year average of -10.5%.
Jon Peddie, president of JPR, noted: "Overall performance for GPU suppliers was poor this quarter compared to the previous quarter. Global events such as the Russian-Ukrainian conflict, gas supplies in Western Europe, and the subsequent tensions caused by these events are all very important to Europe. The economy has created repression; the UK is in a recession with high inflation.”
The U.S. was able to pass some important legislation, such as student loan forgiveness, a stronger climate control bill with a slew of alternative energy provisions, and the long-sought CHIPs Act. These stimulus measures and infrastructure investments will put the United States in a better position for the next decade and beyond.
"Prediction has never been more challenging, so our and others' predictions will be revised frequently as new data emerges," Peddie said.
In addition, JPR publishes a series of reports on the graphics card market and PC gaming hardware market, covering the entire market including systems and accessories, and looking at 31 countries.
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