Total GPU shipments have witnessed a noticeable increase in quarter-on-quarter figures, which is associated with the hype surrounding the next-gen GPUs.
JPR's Newest Stats Show That The GPU Industry Is Growing Progressively, Preparing For Next-Gen GPU Debut
It looks like the GPU industry is picking up momentum when it comes to consumer adoption since a new market survey by Jon Peddie Research (JPR) shows that GPU shipments have seen positive quarterly growth, with AIB manufacturers seeing up to a 9.4% increase. This is certainly a piece of great news for the markets, especially at a time when companies like NVIDIA and AMD are involved in prepping for next-gen GPUs to drop by in the markets, and interestingly, there have been some tilts in market shares as well, which we'll discuss next.
Starting with AMD, it is said that the firm has witnessed a 9% increase in QoQ desktop AIB unit shipments, while NVIDIA saw a modest 9.7% rise. Interestingly, Team Green continues to dominate in the market share figures, having as high as 88% of the market in its hands. This shows how aggressively NVIDIA's GPUs have turned in the markets, especially the latest Ada Lovelace SKUs, which, by the way, have seen an impressive discount in the UK. However, Team Blue saw a flat line growth in the past quarter, with no such change in QoQ shipments.
In terms of the overall GPU markets, JPR reports that YoY shipments saw a massive 48% increase, simply due to how the markets evolved in the past few months, with the AI PC hype kicking in along with impressive discounts being offered by manufacturers. Here's what the report has to say about the general trend:
The add-in board market continues to surprise and astonish market watchers who have been predicting its doom for decades. With one little dip in Q1 (seasonally normal), we’ve seen four quarters of growth.
But, overall shipments are down compared to two years ago, so that’s not encouraging. However, we remain optimistic about the future, and the fantastic games that are coming that will take all the performance an AIB can offer.
- Dr. Jon Peddie, President of JPR
It will be interesting to see how the GPU markets evolve moving into the future, especially since now we are waiting for the release of AMD's RDNA 4, along with NVIDIA's GeForce RTX 50 series "Blackwell" GPUs, which are going to offer serious competition in the markets. Yes, we didn't forget Intel's Battlemage at all.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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