In the first quarter, the global PC GPU shipment fell by 6.2%, and the epidemic created a lot of demand, which ended

6 month 6 Daily news , According to market research institutions Jon Peddie Research (JPR) Issued by 2022 The world in the first quarter of PC GPU The market report points out that , Sealed and controlled by the epidemic situation 、 The interference of external environmental factors such as the conflict between Russia and Ukraine , Lead to 2022 The world in the first quarter of PC market GPU Our shipments have fallen 6.2%.

although , Observe from past experience , The first quarter is usually the traditional off-season , So that the shipment volume under normal circumstances drops to an average of 7% Range of . however , With 2021 Shipments fell only in the first quarter of 0.3% In the case of , This shows that the market has returned to normal state from the situation of strong demand , It also means that even if the shipment volume declines , But the basic needs of the market still exist .

say concretely , stay 2022 The first season of ,AMD In the world GPU The market share has only increased 0.7%,NVIDIA There are also 1.69% The growth of . Although Intel is in the core GPU The market occupies the leading position , Still GPU The supplier with the largest market share , But its market share has decreased 2.4%, Became the biggest loser .

In the first quarter PC GPU Shipment volume , Intel fell year-on-year 8.7%. and AMD Stay stable , Just down 1.5%.NVIDIA Is the only company with year-on-year increase in shipments , Growth of 3.2%. And from this point of view , Include AMD and NVIDIA At present, they are eroding Intel's market share . among ,NVIDIA Took away from Intel in the past year 6% Market share of , This is a fairly large part .

Besides ,AMD Next Zen 4 Architecture processors will be released soon , How will the future affect GPU The market has also become a concern . as a result of Zen 4 The architecture of high-order processors will also integrate core processors , This is right AMD It's a big change . Because in the past Zen 3 There is no integrated core display on the highest level products of the architecture processor , future Zen 4 After the architecture processor is shipped , Have the opportunity to drive the whole PC GPU Ecological changes in the market . Of course , Intel will also promote the shipment of independent display cards , It is also expected to promote its GPU Increase in market share .

Message display ,NVIDIA Will be in 8 New in May Ada Lovelace framework RTX 4090 Display card .AMD It is expected to be officially launched in autumn Zen 4 framework , And the performance is not expected to lag behind RDNA3 GPU Integrated core display processor . What attracts more attention is , Intel's upcoming Arc Desktop GPU, Have the opportunity to follow Raptor Lake CPU The third season comes out .

For future market trends ,JPR Express , Although the future market situation may not be pessimistic , But one thing is certain , The large-scale market demand created during the epidemic has been completely ended . according to JPR The prediction of , To 2026 in , The global PC GPU The market will be dominated by 6.3% Compound annual growth rate .

edit ： Smart core - Woods