GPU sales have dropped the most since the 2009 crash, with AMD the worst performer

The graphics card market has been in a big slump lately. The cryptocurrency craze is over, the market is flooded with outdated graphics, new ones cost a lot (Nvidia GeForce RTX 4080/4090), or they are still waiting for their arrival on the market (AMD Radeon RX 7900) and there’s also a significant drop in interest in laptops. Not surprisingly, the numbers presented by Jon Peddie Research on the state of the GPU market are decidedly not positive. There was a 25.1% decline in GPU market shipments year-over-year, with notebooks primarily responsible for this. There was a 30% drop, while it was 15.4% for desktop GPUs.

When it comes to quarter-over-quarter numbers, Intel improved 10.3 percentage points, Nvidia was down 1.8 percentage points, and AMD was down 8.5 percentage points. In terms of the number of GPUs sold, that means a 10.3% market decline from last quarter, for Intel it was a 4.7% increase, for Nvidia it was a 19.7% decrease, and for AMD even a decline of 47.6%. If we compare it to the same quarter last year, Intel managed to grow from 62% market share to 72%, but that includes integrated graphics chips. While AMD has an integrated GPU in many of its processors, its market share has dropped dramatically from 18% last year to just 12%. Nvidia didn’t fare too well either, with a drop of 20% to 16%.

We also have a report on the state of the CPU market. Their sales fell from 81 million units to 66 million units year over year, a decline of 18.6%. Desktop processors have improved their market share year-over-year from 30 to 38%, but in the number of units it is only about 3%. For mobile processors, the market share fell from 70 to 62%, which, together with the decline in the number of units of the entire market, means a decline of 28%.