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市場調査レポート

Market Watch:2016年第1四半期、デスクトップ向けディスクリートGPUの出荷数は前四半期に比べ5.3%増加

Market Watch: For the 1st Quarter of 2016, Desktop Discrete GPU Shipments Increased 5.3% from Last Quarter

発行 Jon Peddie Research 商品コード 262278
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=101.51円で換算しております。
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Market Watch:2016年第1四半期、デスクトップ向けディスクリートGPUの出荷数は前四半期に比べ5.3%増加 Market Watch: For the 1st Quarter of 2016, Desktop Discrete GPU Shipments Increased 5.3% from Last Quarter
出版日: 2016年06月21日 ページ情報: 英文
概要

GPU市場およびPC市場一般はユーザーと企業がリフレッシュレートを強化したために低迷が続きました。本四半期においては、ハイエンドなGPUを用いるゲームPC部門がPC市場全体のブライトスポットとして再び焦点とされています。

当四半期レポートでは、世界の統合型・単体・組込みグラフィックチップの市場を調査し、主要サプライヤーの出荷数の推移と予測、市場シェア、導入先別の内訳、将来の展望などをまとめています。

調査対象

  • ディスクリートス&統合型グラフィックス (CPU・チップセット)
    • デスクトップ用
    • ノートブック (&ネットブック) 用
    • PCベースの商用デバイス (iPadやアンドロイドベースのタブレットなど)
    • ARMベースのサーバー
    • x86ベースのタブレット、クロームブック、組込みデバイスなど

調査内容

  • 主要サプライヤーの出荷数に関する詳細データ
    • AMD
    • Intel
    • Nvidia
    • その他
  • 主要サプライヤーの財務実績
    • 主要GPUサプライヤーの四半期実績
  • 市場予測
    • 出荷数の推移と予測:プラットフォーム・GPUタイプ別
  • GPU
    • 発展の経緯・現状・分析
  • 過去9四半期の財務実績
    • 主要サプライヤーの売上・収益実績
  • 将来のビジョン
  • チャート・グラフィックス・図表など

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

JPR's quarterly report Market Watch gives market share (in units) of all suppliers of graphics chips, integrated, embedded, and discrete worldwide. It is a sell in report and a leading indicator. Historical data is included from Q1'04. Market Watch is supplied in electronic form, and includes a written summary of the quarter and an in-depth spreadsheet.

AMD notebook market share increased 7.5% from last quarter, Nvidia overall share increased 1.7%, from last year

The GPU market and the PC market in general, continued to slide as users and corporations have stretched out their refresh rates. The Gaming PC segment, where higher-end GPUs are used, was once again the bright spot in the overall PC market for the quarter.

Notebooks drug down the overall PC market, and discrete GPUs.

  • Overall GPU shipments decreased -15% from last quarter, AMD decreased -5% Nvidia decreased -15% and Intel, decreased -17%
  • Year-to-year total GPU shipments decreased -16% -desktop graphics decreased -6%, notebooks decreased -22%
  • The decline in the Chinese economy and the oil glut have been blamed for the sluggishness of the PC market this quarter, but it is also the continuation of a long trend. Mobile phones and tablet sales were also off.
  • Graphics processors, stand-alone discrete devices, and embedded processor-based GPUs are ubiquitous and essential components in all systems and device today from handheld mobile devices, PCs, and workstations, to TVs, servers, vehicle systems, signage, game consoles, medical equipment, and wearables. New technologies and semiconductor manufacturing processes are taking advantage of the ability of GPU power to scale. The GPU drives the screen of every device we encounter-it is the human-machine interface.
  • The first quarter is typically flat to down in the seasonality cycles of the past. For Q1'16 we saw it decreased -15.2% from last quarter, and was below the ten-year average of -3.57%.

Quick highlights

  • AMD's overall unit shipments decreased -4.55% quarter-to-quarter, Intel's total shipments decreased -16.93% from last quarter, and Nvidia's decreased -15.06%.
  • The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 139% which was down -0.22% from last quarter, effectively flat.
  • Discrete GPUs were in 32.8% of PCs, which is up 1.51%.
  • The overall PC market decreased -15.07% quarter-to-quarter, and decreased -10.60% year-to-year.
  • Desktop graphics add-in boards (AIBs) that use discrete GPUs increased 4.9% from last quarter.

GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped, and most of the PC vendors are guiding cautiously for Q2'16. The Gaming PC segment, where higher-end GPUs are used, was a bright spot in the market in the quarter, but not enough to lift sales significantly

The quarter in general

AMD's shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, for desktops decreased -16.8% from the previous quarter. AMD's shipments were flat in notebooks. Desktop discrete GPUs increased 12.9% from last quarter, and notebook discrete shipments decreased -9.1%

Intel's desktop processor embedded graphics (EPGs) shipments decreased from last quarter by -14.8% and notebook processors decreased by -18.1%, and total PC shipments decreased -16.9% from last quarter.

Nvidia's desktop discrete GPU shipments were up 2.73% from last quarter; and the company's notebook discrete GPU shipments decreased -34.9%, and total PC shipments decreased -15.1% from last quarter.

Total discrete GPUs (desktop and notebook) shipments decreased -11.2% from the last quarter, and decreased -4.35% from last year. Sales of discrete GPUs fluctuate due to a variety of factors (timing, memory pricing, etc.), new product introductions, and the influence of integrated graphics. Overall, the CAGR from 2014 to 2017 is now -8%.

Ninety-nine percent of Intel's non-server processors have graphics, and over 66% of AMD's non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs).

Table 1: Total Graphics Chip Market shares

For those who wish to understand the PC market, an understanding of the highly complex technology and ecosystem that has been built around the GPU is essential to understanding the market's future directions.

Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) GPUs shipments are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to 1.39 GPUs per PC.

This detailed 50-page report will provide you with all the data, analysis and insight you need to clearly understand where this technology is today and where it's headed.

Our findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e. iPad and Android-based Tablets), or ARM-based Servers. It does include x86-based tablets, Chromebooks, and embedded systems.

The report contains the following content:

  • Major suppliers: Detailed data-on the shipments of AMD, Intel, Nvidia, and others.
  • Financial results for the leading suppliers: Analysis of the quarterly results of the leading GPU suppliers
  • Market Forecasts: You will also be able to download a detailed spreadsheet and supporting charts that project the supplier's shipments over the period 2001 to 2018. Projections are split into platforms and GPU type.
  • GPUs: History, Status, and Analysis.
  • Financial History from for the last nine quarter: Based on historic SEC filings, you can see current and historical sales and profit results of the leading suppliers.
  • A Vision of the future: Building upon a solid foundation of facts, data and sober analysis, this section pulls together all of the report's findings and paints a vivid picture of where the PC graphics market is headed.
  • Charts, graphics, tables and more: Included with this report is an Excel workbook. It contains the data we used to create the charts in this report. The workbook has the charts and supplemental information.
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