The GPU industry is seeing a thrilling surge in growth, driven by the anticipation surrounding next-gen graphics cards. According to the latest market survey by Jon Peddie Research (JPR), total GPU shipments have risen notably quarter-on-quarter, with add-in board (AIB) manufacturers enjoying up to a 9.4% increase. This spells fantastic news for the market, particularly as major players like NVIDIA and AMD gear up for the launch of their next-gen GPUs. Notably, some shifts in market shares have also been observed.
Focusing on AMD, the company has recorded an impressive 9% rise in QoQ desktop AIB unit shipments. Meanwhile, NVIDIA boasts a solid 9.7% increase, maintaining its stronghold with a commanding 88% of the market share. This highlights the aggressive market performance of NVIDIA’s GPUs, especially the latest Ada Lovelace SKUs, which have seen attractive discounts in the UK. On the other hand, Intel’s growth has remained flat, with no significant change in QoQ shipments.
In the broader context of the GPU market, JPR reports a substantial 48% YoY increase in shipments. This surge is attributed to the market’s recent evolution, spurred by the AI PC hype and impressive discounts from manufacturers. Dr. Jon Peddie, President of JPR, expressed optimism despite the challenging market conditions over the past two years:
“The add-in board market continues to surprise and astonish market watchers who have been predicting its doom for decades. With one little dip in Q1 (seasonally normal), we’ve seen four quarters of growth.
But, overall shipments are down compared to two years ago, so that’s not encouraging. However, we remain optimistic about the future, and the fantastic games that are coming that will take all the performance an AIB can offer.”
Looking ahead, it will be fascinating to see how the GPU markets evolve, especially with the anticipated release of AMD’s RDNA 4 and NVIDIA’s GeForce RTX 50 series “Blackwell” GPUs, which promise to intensify competition. Let’s not forget Intel’s Battlemage, poised to make its mark as well. The future of the GPU industry is undoubtedly exciting, with innovations and advancements set to captivate tech enthusiasts and gamers alike.
