PC GPU shipments increased by 16.8% in the third quarter, showing a recovery trend

According to Jon Peddie Research, global PC GPU shipments in the third quarter of 2023 were 71.9 million units, Q3's 16.8% quarter-over-quarter increase in shipments, although PC CPU shipments increased by 15.2% from the first quarter, they were 5.1% lower than the same period last year. %. Overall, the private GPU market is showing a recovery trend, and the proportion of independent GPU PCs will continue to increase.

 Although this figure covers both discrete and integrated graphics cards across all kinds of PCs, one of the biggest drivers of this growth was in desktop graphics cards. Shipments of desktop graphics cards (primarily used for gaming) increased 37.4%, well above the overall growth of 16.8%. Of course, this only balances out the historically poor sales of desktop GPUs earlier this year.

JPR didn't provide an exact breakdown of how responsible desktop graphics cards were for the market's recovery, but the data implies that desktop GPUs had a significant impact despite their much smaller presence than laptop GPUs.

Market share also shifted pretty significantly, though AMD, Nvidia, and Intel all increased their shipments by double digits. AMD saw a 36.6% increase, with Nvidia at 25.2%, and Intel at just 10.4%. AMD had the biggest increase in market share at 3%, which was largely down to shifts in integrated graphics according to JPR. Intel's market share loss of 4% was also down to iGPUs, which makes up the vast majority of the company's share.

In addition, notebook computers and desktop computers accounted for 69% and 31% respectively of civilian CPU shipments in the third quarter of 2023.

The company said: "According to surveys, the growth in the third quarter was the strongest in more than a year." It also said: "Although the GPU and computer markets have shown trends like a roller coaster, they have always rebounded." GPU out Shipment volume is an important indicator for looking forward to the computer market. From 2022 to 2026, the global GPU compound growth rate will reach 4.18% annually. It is expected that by the end of 2026, the total equipment will reach 5 billion units. In the next five years, the penetration rate of independent graphics cards (GPUs) in personal computers will reach 30%.