But it applies to all GPUs
Analysts at Jon Peddie Research assessed the PC GPU market based on the results of the first quarter.
In quantitative terms, it amounted to 70 million GPUs, which corresponds to an increase of 33% in annual terms. This is very, very much. This is the second-largest annual increase in two and a half decades of observation.
Analysts say GPU shipments will grow at a compound annual growth rate of 3.6% in 2024-2026, with the installed base reaching nearly 3 billion units by the end of the forecast period. Over the next five years, discrete GPU penetration in PCs will reach 22%.
If we talk about distribution, Intel leads with a share of 66%, which is 2 percentage points less than a year earlier. Let us remember that we are talking about all GPUs, and Intel has been giving almost all of its processors a graphics core for a very long time.
Nvidia's share fell from 19% to 18%, but AMD increased its share from 13% to 16%, which is apparently due to the increase in the number of AMD processors with iGPUs.