Analysts at Jon Peddie Research (JPR) have prepared a fresh report on the graphics market for the second quarter of 2020. The specialists note that total GPU shipments in the second quarter of the year increased by 2.5% compared to the previous quarter.
Experts report that AMD increased shipments of its GPUs (both discrete and integrated) in the second quarter by 8.4% qoq. In contrast, overall Intel graphics shipments were down 2.7%. NVIDIA, in turn, increased its shipments by 17.8% compared to the previous quarter.
The overall penetration rate of integrated and discrete GPUs into personal computers (including laptops and workstations) was 126%, up about 2.3% from the previous quarter. Also, experts noted a 6.6 percent increase in the supply of discrete graphics cards for desktop systems.
According to researchers, the PC market as a whole grew in quarterly terms by 0.68%, and in annual terms – by 12.54%. According to Jon Peddie Research, tablet PC shipments have not changed from the previous quarter. Experts note that usually the results of the second quarter are lower than the results of the first quarter of the year. However, this year the picture has changed. In the second quarter, there was a slight increase in deliveries of graphics solutions. Experts attribute this to the unpredictable impact of the coronavirus pandemic.
The above graph shows the overall picture of the market share of discrete graphics accelerators from AMD and NVIDIA by quarter. According to the chart, for every AMD-based graphics card sold in the past quarter, there were four NVIDIA-based graphics cards sold. Moreover, NVIDIA has noticeably strengthened its positions both in comparison with the first quarter and in comparison with the last year.
According to analysts, the coronavirus has disrupted the plans of many consumers, which affected the overall market situation. Due to the pandemic, the demand for laptops has grown significantly. Typically, growth in this segment is seen in the third quarter of the year as people prepare for the new school season. But this year, consumers decided to step up earlier. At the same time, sales of desktop PCs declined slightly in the second quarter of 2020. The negative effect on sales of desktops, according to analysts, had Intel problems associated with the production process and the lack of noticeable progress.
“We believe that the global situation with the obligation to stay and work from home has continued to increase demand, even despite the record level of unemployment in the world”, Analysts say.
For the GPU segment, traditionally considered the best indicator of the state of the computer market, most semiconductor manufacturers are forecasting a 12 percent increase in shipments in the next quarter. Some of these forecasts are based on the seasonality factor, but growth may also be associated with the continuing impact of the same coronavirus.
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