The discrete graphics card marked saw a major resurgence in the second quarter of 2020, growing by 36.7% YoY to $3.5 billion, with NVIDIA gaining the bulk of it. The quarterly growth was less notable at 6.6%.
This strong trend in expected to continue in Q3, with both NVIDIA and AMD expected to launch their next-gen graphics cards in the form of Ampere and Navi 2x, respectively. These figures include data from desktop PCs, workstations, servers, rendering, and mining farms. Although NVIDIA and AMD are the sole chipmakers, there are over 54 board partners selling their own custom variants of the same graphics cards.
|Figure 1: AIB attach rate|
In general, the second quarter sees a drop compared to the first, falling by around 5-10%, but this year was the exact opposite with a growth of 6.6% (to 49%). This is 6% higher than the ten-year average of 43%.
This trend is expected to continue in the third quarter as well due to the new work-from-home lifestyle. The desktop market, on the other hand, fell by nearly 10% on a YoY basis to 21%.