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In context: Following a turbulent 2022 and a robust restoration all through 2023, analysts have noticed that the desktop add-in-board market has returned to typical seasonality. Though shipments are barely down in comparison with the final quarter, they continue to be considerably increased than the earlier 12 months. In the meantime, Nvidia has elevated its overwhelming market share, whereas Intel’s presence has nearly utterly disappeared.
Desktop GPU gross sales information from Jon Peddie Analysis for the primary quarter of 2024 signifies that the market has stabilized after the shocks of the previous couple of years. Though quarter-to-quarter shipments decreased barely, analysts view this as typical for the primary quarter of a 12 months.
Add-in-board shipments totaled 8.7 million models in Q1 2024, down 7.9 % from 9.5 million in This autumn 2023, however 39.2 % increased than the primary quarter of 2023, sustaining final 12 months’s spectacular development. Particular person producers principally mirrored this sample, with Nvidia sustaining its dominance.
Group Inexperienced’s market share elevated from 80 % final quarter to 88 % in Q1. The corporate’s shipments rose by 0.9 % quarter-over-quarter and 45.6 % year-over-year. In the meantime, AMD’s share dropped to the place it was a 12 months in the past – 12 %. Intel managed to carry onto a meager 4 % market share in Q1 2023, just a few months after getting into the desktop graphics sector with the Arc Alchemist graphics playing cards, however has since fallen to lower than one %.
Varied tech sectors have skilled important disruption over the previous couple of years because of elements such because the pandemic, the chip scarcity, and the conflict in Ukraine. Desktop AIBs reached historic lows in 2022 and confronted turbulence from the cryptocurrency increase, however analysts predict an industry-wide return to development heading into the center of the last decade.
AI has dramatically boosted the GPU market, significantly Nvidia. The corporate, which manufactures a lot of the {hardware} for coaching massive language fashions, has seen its market capitalization soar from $1 trillion final Might to $3 trillion this week, making it extra worthwhile than Apple and practically as worthwhile as Microsoft.
Wanting forward within the desktop sector, Nvidia, AMD, and Intel every plan to launch new shopper graphics playing cards both late this 12 months or early subsequent 12 months. Whereas precise launch dates are nonetheless unsure, Nvidia is getting ready to launch its enthusiast-class RTX 50 sequence “Blackwell” GPUs, AMD is ready to ship mid-range RDNA4 merchandise, and Intel will debut its sophomore Arc Battlemage structure.
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