Graphics sales surge, with AMD and Nvidia benefitting from Intel’s loss
Print26 August 2020 | 0
Spurred by the pandemic, consumers snapped up more computers with GPUs, a leading analyst firm has found.
Second-quarter GPU sales were up 2.5% globally over the previous quarter, with year-to-year sales up an astounding 11.2%, according to a new report from Jon Peddie Research.
AMD’s shipments grew by 8.4% over the previous quarter, with Nvidia hitting a boffo 17.8% growth, the JPR report said. Intel, however, was down 2.7% over the previous quarter.
If you are wondering how Intel gets counted in GPUs since its discrete Xe graphics cards have yet to arrive, JPR’s report looks at total GPUs sold, which includes Intel’s integrated graphics. JPR said Intel’s issues with manufacturing likely was a factor in its negative numbers. Intel’s slide did not seem to hurt discrete graphics cards used in desktops though. JPR said add-in board sales increased a healthy 6.55% over the previous quarter. While JPR did not detail it, we would guess that means people were pairing more graphics cards with AMD Ryzen-based desktops than before.
The report said the ‘attach rate’—which is analyst speak for PCs that include graphics—was 126% for the quarter, which is up 2.3% over the previous quarter. The outfit believes graphics are a key indicator of the health of the PC market as a GPU goes into every PC sold today.
JPR said the second quarter sales surge comes a full quarter ahead of when the industry normally sees a boost from people gearing up to go back to school.
“We believe the stay at home orders have continued to increase demand in spite of the record-setting unemployment levels,” said analyst Jon Peddie, who has long tracked the graphics market. “As economies open up, consumer confidence will be an important metric to watch.”
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