Video cards, boom to crash: shipments soaring in the second quarter

The latest market analysis published by Jon Peddie Research highlights the strong slowdown recorded by the GPU sector in recent months. GPU refers to both dedicated video cards and processors with integrated graphics.

In the second quarter of 2022 (Q2 2022), overall GPU deliveries stopped at 84 million unitsà, a drop of 14.9% on the first quarter. In this context, the desktop video cards (add-in board, AIB) have registered a contraction in deliveries of 22.6% over the last quarter, stopping at around 10.3 million, the lowest number since Q2 2020.

In this scenario, analysts at Jon Peddie Research report a drop in shipments from the previous quarter of AMD solutions of 7.6%, while Intel and NVIDIA discount respectively a -9.8% and a -25,7%. As a result, AMD saw its overall share rise 1.1% over the last quarter, Intel grew 2%, while NVIDIA fell 3.15%.

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The analysis also speaks of CPUsector that would have seen a slowdown in shipments by 7% on Q1 2022 and by almost 34% on the same period last year. “This quarter had overall negative results for GPU vendors compared to last quarter. Global events like the continuation of the war in UkraineRussia’s manipulation of gas supplies to Western Europe and the consequent nervousness that these events create have held back the European economy; the UK is in a recession with high inflation, “said Jon Peddie.

“The United States has been able to get some significant laws passed, such as the student loan relief and the CHIPS bill. All these stimulus and infrastructure investments will put the United States in a much stronger position for the decade. Ongoing and beyond. Forecasts have never been so difficult, and as a result, our estimates and those of others will be revised frequently as new data comes in, ”concluded Peddie.

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After the years of growth of the sector driven by mining and purchases by enthusiasts, the GPU market has slowed down due to the lack of purchases by miners, the macroeconomic difficulties that lead to less spending on non-essential goods and the arrival of the new generation of video cards, now at the gates .

Given the moonshine, Q3 should also show negative results, despite the drop in the price of GPUs and the discounts that various manufacturers are applying to reduce inventory.