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Every quarter, Jon Peddie Research analyzes the market for graphics and gives us a chance to see where the industry is at. The market for discrete graphics is seasonal, much like other segments of technology, so it is important to compare them not only to the most previous quarter, but more importantly to the same quarter from last year. Q2 is often a weak time in the discrete graphics industry, and 2014 was no exception. For the quarter, the market for graphics cards dropped 17.5% compared to Q1 even though the desktop PC market actually grew 1.3%. On a year-to-year comparison, the discrete graphics market dropped 17.6%, as compared to the desktop PC market as a while which fell only 1.7%. The seasonal drop was higher than the ten year average.

The total number of Add-in boards (AIBs) shipped in Q2 was 11.5 million units, with AMD decreasing 10.7% from last quarter and NVIDIA decreasing 21%, however overall market share still shows NVIDIA holding strong at 62% compared to 37.9% for AMD. Remember this is for discrete graphics only with AIBs, so we will need to examine more data to get a feel for the entire market.

Discrete Graphics Market
  AMD Matrox NVIDIA S3 Total
Q2 2014 Shipments (Millions) 4.36 0.01 7.13 0.00 11.50
Q1 2014 Shipments (Millions) 4.90 0.00 9.10 0.00 14.00
Q2 2013 Shipments (Millions) 5.32 0.00 8.68 0.00 14.00
Q2 2014 vs Q1 2014 -10.7% flat -21% flat -17.5%
Q2 2014 vs Q2 2013 -18% flat -17.9% -0.1% -17.5%

The attach rate of GPUs including integrated and AIBs was 139% which is up 3.2% from last quarter. 139% may seem too high, but practically all desktop, notebook, and x86 tablets ship with some form of integrated GPU, but many desktops and notebooks also have extra graphics, and some have more than one AIB attached as well, which is why the number is over 100%. 32% of PCs have discrete GPUs which means 68% of PCs sold are relying on integrated graphics.

Looking at the total market for all PCs, the numbers shift quite a bit. Intel, which has all of zero discrete graphics cards for sale, commands an amazing 67.34% of the total GPU market. AMD, who trailed NVIDIA in the discrete GPU market owns 17.94% of the market once you combine in the integrated graphics. NVIDIA, being that they only sell discrete graphics, and based on only 32% of PCs even having discrete graphics, falls to third with 14.72%.

Another data point we can use though would be the Steam Hardware and Software Survey. Steam, with over 75 million users, is far and away the largest gaming network on the planet. Every month, they collect opt-in anonymous data to get a feel for where the gaming industry is at. These kinds of data points would be very useful for developers to get a sense for where they can target the graphical fidelity of their upcoming games in order to hit their target market. On the Steam survey, the GPU manufacturer changes dramatically, with NVIDIA holding 50.93% of the market, Intel falling to 18.89%, and AMD holding the middle ground at 29.8%.

GPU Market
  AMD Intel NVIDIA
All Graphics 17.94% 67.34% 14.72%
Discrete Graphics 37.9% 0% 62.0%
Steam Users 29.8% 18.89% 50.93%

From the data, we can see some interesting trends. Integrated GPUs are unsurprisingly the bulk of the market. Intel is the volume king here, even though their integrated solutions are not as powerful as AMD APUs for graphics, but by the market share it appears that people are choosing CPU power and efficiency over GPU power for most devices. The majority of users who do not play any sort of graphical game can get by on just integrated graphics alone whether they are from AMD or Intel. Once you move to discrete cards, NVIDIA is a 2:1 seller of discrete graphics over the only other rival AMD. The greater than normal drop in AIBs when the PC market actually grew can most likely be attributed to an upswing in business PC sales which seems to be bringing the PC market back for the time being.

Sources:

Jon Peddie Research AIB Market

Jon Peddie Research GPU Market

Steam Hardware & Software Survey

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  • willis936 - Friday, August 29, 2014 - link

    The all market GPU numbers seem a little strange. Are those from shipped products that have a GPU in it (ie every laptop with an intel cpu in the past five years) or is it shipped products that use a GPU as their primary driver (ie an intel laptop with an nvidia dPGU would be a point for nvidia)? Reply
  • anandreader106 - Friday, August 29, 2014 - link

    If you click on the source, it says "Total Market Share This Quarter". I'd assume that means they are strictly speaking in terms of Q2 2014 shipments. Reply
  • anandreader106 - Friday, August 29, 2014 - link

    Seriously how many people have to scream for an edit button? I misunderstood your question willis936.

    The source doesn't say if a laptop shipped with discreet graphics counts as 1 point Intel and/or 1 point Nvidia/AMD.
    Reply
  • Brett Howse - Friday, August 29, 2014 - link

    A laptop with discreet graphics would count as 1 Intel + 1 AMD/NVIDIA which is explained by the attach rate portion and the attach rate value being over 100%. Reply
  • willis936 - Friday, August 29, 2014 - link

    That's what my perception was as well. I think it would be more telling to see of the computers that have an integrated GPU how many also have dedicated GPUs that supersede the non-optional integrated. Reply
  • Krysto - Friday, August 29, 2014 - link

    > Intel, which has all of zero discrete graphics cards for sale, commands an amazing 67.34% of the total GPU market.

    That's only because anti-trust bodies were asleep while Intel once again used anti-competitive Microsoft-style bundling tactics, to make the competition redundant for the majority of users. It's the goold ol' "why would I download another browser when I've got IE" question that helped IE gain 90 percent market share. Intel used the same trick, but with its GPU. And as it became more powerful, it kept displacing a larger portion of PCs and notebooks's discrete GPUs.
    Reply
  • colinstu - Friday, August 29, 2014 - link

    integrated graphics are no where NEAR the level of "bundling" things in. WTF are you talking about? Integrated memory controllers and on-die cache too bundled for you too? All CPU makers are beginning to include GPUs with their chips. It makes a large amount of sense. Reply
  • Da W - Friday, August 29, 2014 - link

    How could anti-trust bodies intervene? Force Intel to unbundle the GPU portion of thier SoC?
    Intel was anti-competitive in the late 90s / early 2000s when the Athlon 64 was simply better (when AlienWare sold their best PCs with Athlon in them) than the Pentium 4, but AMD wasn't able to go through the 20% market share ceilling. It was normal, Intel made you price A if you bought 70% of your chips from them or price B if you bought over 80%, price B being lower than price A. The extra 10% CPU were at negative price!!!
    I doubt this is the case today. AMD just plainly suck. (From a guy who built its first Intel/Nvidia machine ever last year).
    Reply
  • Ktracho - Friday, August 29, 2014 - link

    One way would be to force Intel to offer CPUs for sale that don't have integrated graphics (which they do), and require that such CPUs be less expensive (perhaps by an amount that is proportional to die size) than equivalent CPUs that have integrated graphics, thus allowing computer builders to decide if they want integrated graphics or save the money and use it toward an add in board. (In practice, Intel could simply sell CPUs with nonworking GPUs, instead of discarding them, as they do presently. In fact, doing so would even improve their bottom line.) I'm not saying this should happen, just that it would be one way to further level the playing field. Reply
  • Flunk - Friday, August 29, 2014 - link

    Every consumer CPU manufacturer now offers chips with integrated graphics, memory controllers and everything else that used to be on the chipset northbridge. This is not specifically Intel's fault. They didn't even do it first, many ARM vendors had integrated designs years before Intel. Reply

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