The GPU market and the PC market in general, seems to have to have returned to normal seasonal cycles. This quarter was therefore appropriately down, and the Gaming PC segment, where higher-end GPUs are used, was once again the bright spot in the overall PC market for the quarter.
According to Jon Peddie Research (JPR), the overall GPU shipments decreased seasonally, -17.5% from last quarter. AMD decreased -25%, Nvidia decreased -26% and Intel, decreased -14%.
Year-to-year total GPU shipments decreased -4.5%, desktop graphics decreased -13%, notebooks increased 2%.
AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, for desktops decreased -22.2% from the previous quarter. AMD's APU shipments were down -18.8% in notebooks. Desktop discrete GPUs decreased -34.6% from last quarter, and notebook discrete shipments decreased -16.0%. AMD's total PC graphics shipments decreased -24.8% from the previous quarter.
Intel's desktop processor embedded graphics (EPGs) shipments decreased from last quarter by -10.5% and notebook processors decreased by -8.0%, and total PC graphics shipments decreased -13.9% from last quarter.
Nvidia's desktop discrete GPU shipments were down -27.8% from last quarter; and the company's notebook discrete GPU shipments decreased -23.0%, and total PC graphics shipments decreased -25.6% from last quarter.
Total discrete GPUs (desktop and notebook) shipments for the industry decreased -25.5% from the last quarter, and decreased -6.0% from last year. Sales of discrete GPUs fluctuate due to a variety of factors (timing, memory pricing, etc.), new product introductions, and the influence of integrated graphics. Overall, the CAGR from 2014 to 2017 is now -9%.
Ninety nine percent of Intel's non-server processors have graphics, and over 66% of AMD's non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs).