As revealed by the market analyst Jon Peddie Research (JPR), the fourth quarter of 2020 (Q4 2020) closed with an increase in the shipment of graphics cards 20.5 percent, which represented a growth 12.4 percent compared to the same period in 2019.
This growth was driven by Intel, as shipments of its Intel Iris Xe graphics allowed it to increase its shipments by 33.2 percent, while those of AMD increased by 6.4 percent, and those of Nvidia decreased by -7.3 percent, making it clear that the silicon shortage affected it after the initial launch of its products.
After these movements, AMD’s global market share percentage compared to the previous quarter, it decreased by -2.2%, Intel’s increased by 6.6% and the one from Nvidia decreased by -4.37%.
The most outstanding
- Global shipments of AMD graphics cards were up 6.4% quarter-over-quarter, Intel’s total shipments were up 33.2% from last quarter, and Nvidia’s were down -7.3%.
- The overall rate of onboarding GPUs (which includes embedded and dedicated GPUs, desktops, laptops and workstations) to PCs during the quarter was 113%, down -9.2% from the prior quarter.
- The global PC market increased 30.25% quarter-over-quarter and 35.76% year-over-year.
- Desktop graphics cards (AIBs using dedicated GPUs) decreased -3.90% compared to the last quarter.
- In the fourth quarter of 2020 there was an increase in shipments of tablets compared to the previous quarter.
As a result of teleworking due to the COVID-19 pandemic, notebook shipments exceeded 230 million units for the first time. In addition, year-on-year growth was 49%, the highest growth in a year on record. And that was achieved with supply chain disruptions due to trade wars, pandemic shutdowns and material shortages. The forecast for 2021 will be more modest, around 6%, but still above average. Chromebooks contributed substantially to growth in 2020, and we expect it to decline in 2021 due to school budget constraints, unless the US COVID relief package arrives and adds new funding.
The global market for personal computers increased 30.25% quarter-over-quarter and 35.76% year-over-year.
“The factors that have influenced the robustness of AIB’s sales in the last two quarters have clearly been the growth of games and the need to equip home offices due to COVID. There has been speculation that there will be a AIB demand renewal due to cryptocurrency mining. Anything is possible, but the power consumption of AIBs greatly decreases the profitability of cryptocurrency mining. Ethereum, the most suitable currency for GPUs, will fork in version 2.0 coming soon, making GPUs obsolete. “said Jon Peddie, president of JPR.