According to Jon Peddie Research, graphics card shipments have taken a hit this year, most likely due to the global COVID-19 pandemic. Between Q4 2019 and Q1 2020, GPU shipments across NVIDIA, AMD, and Intel registered a 5.3 percent decline.
This figure, however, masks the full extent of the damage to the discrete GPU market. The majority of GPUs shipped worldwide at any point of time are integrated Intel HD GPUs. Thanks to a relatively buoyant notebook market despite the pandemic, Intel iGPU shipments weren’t affected as much as AMD’s and NVIDIA’s discrete GPU shipments.
Moreover, because of the fact that exactly five people have an Intel DG1 discrete GPU on hand, Intel actually registered a 0.5 percent increase in discrete GPU shipments. Team Blue still lurks somewhere around the 0 percent market share figure, though.
AMD and NVIDIA were hit much harder. AMD’s discrete GPU sales plummeted over 16 percent quarter to quarter, while NVIDIA sales dropped by approximately 13 percent. With fewer and fewer people having ready access to disposable income, this decline in dGPU sales is largely in line with expectations.
Looking at the discrete GPU market as a whole though, NVIDIA’s share actually increased by 3% (YoY) and 2% (q’q), while AMD’s shrunk by the same figures. NVIDIA has a 72% share in Q1 2019 and 73% in the last quarter of 73%. This figure swelled up to 75% in Q1 2020. AMD’s on the other hand, decreased from 27% in Q4 2019 to 25% in Q1 2020.