The GPU market is trying wholesome, seeing a 5.9% rise in GPU shipments within the fourth quarter of 2023 and a dramatic 20% enhance year-on-year. In line with Jon Peddie Analysis, this development is attributed to a surge in pocket book CPU demand, which elevated by 24% year-on-year. That is the most important enhance in 25 years.
In line with the examine, World GPU shipments reached 76.2 million models. The reported 20% enhance is essentially on the again of that astonishing 24% development in CPU shipments, notably these utilized in notebooks. Pocket book GPU shipments rose by 32%, whereas desktop GPU shipments truly fell by 1% over the identical interval.
Why the large soar in pocket book GPU shipments? That is a straightforward one to reply. Each AMD and Intel (and nearly each different tech firm) have been hyping AI capabilities and that is positive to drive a wave of upgrading. A piece of these AI notebooks will characteristic discrete GPUs. It is necessary to keep in mind that many of those shipments will take months to achieve retailer cabinets. And when the inevitable promotion of the AI PC actually begins in earnest, shoppers will line as much as improve. I needz my AI.
AMD and Intel have each launched chips with devoted AI processing {hardware}, and that is a pattern that is solely going to extend. I might place a reasonably secure wager that almost all of that enhance in CPU shipments is made up of Intel’s Core Extremely Meteor Lake household and to a lesser extent, AMD’s Ryzen 8000-series Hawk Level CPUs. They’re all about NPUs, or neural processing models.
There may be some motive for warning in 2024 although. On the subject of AI, Dr Jon Peddie mentioned: “It’s coming, and early examples from Adobe, Microsoft, and the CAD suppliers are good examples. But it surely gained’t hit mainstream on a regular basis utilization most likely till the top of the 12 months on the earliest. Subsequently, we advise warning in a single’s optimism and enthusiasm.”
Getting again to the GPU aspect of issues, and there wasn’t a lot change by way of market share. AMD and Nvidia misplaced 1.4% and 1.36% respectively. That loss was Intel’s acquire, recording a +2.8% enhance. Numbers like that aren’t far outdoors a margin of error.
Nonetheless, GPU shipments noticed greater variations. AMD and Nvidia shipments decreased by 2.8% and 1.5% respectively, whereas Intel’s shipments rose by 10.5%. That factors in the direction of lots of upcoming AI notebooks with Intel built-in graphics.
Add-in board makers had a rougher 12 months, with a 1% fall in year-on-year shipments, which was offset by a 6.8% rise in This autumn of 2023. That is attention-grabbing! Maybe excessive quantity discrete playing cards just like the RTX 4060 and RX 7600 did not do sufficient to attraction to upgraders. Six months value of slowly declining costs absolutely made quite a lot of avid gamers make the leap and eventually improve.
With AI being all the fad, and the software program that makes use of it coming on-line slowly, it does seem like the PC market is ready to proceed its bull run after the post-pandemic doldrums. It’s going to be an attention-grabbing 12 months forward.
