Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, today announced estimated graphics shipments and supplier market share for the second calendar quarter of 2008.
Traditionally, the second quarter is seasonally down in the computer industry because of summer vacations, and getting ready for back to school sales. Although this year was no different, there was the smallest drop since 2001.
| 7 year Average | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | ||||||||||
| % Growth from Q1 to Q2 | -3.34 | -10.75 | -2.55 | -5.42 | -5.18 | 1.63 | -4.22 | 3.13 | -0.49 | |||||||||
Table 1: Growth rates from Q1 to Q2 from 2001 to 2008 | ||||||||||||||||||
Total shipments for the quarter were 94.4 million units, down a mere 0.5% from last quarter. Compared to the same quarter last year shipments were up a heartening 16%.
In the overall graphics market (desktops and notebooks), Intel held its first place position claiming 47.3% against Nvidia's 31.4%, while AMD moved to 18.1%, as shown in Table 2.
| Vendor | This quarter | Market share | A year ago | Market share | Growth Yr-Yr | ||||||||
| AMD | 17.11 | 18.1 | % | 15.86 | 19.5 | % | 7.9 | % | |||||
| Intel | 44.67- | 47.3 | % | 30.59 | 37.6 | % | 46.0 | % | |||||
| Nvidia | 29.63 | 31.4 | % | 26.48 | 32.5 | % | 11.9 | % | |||||
| Matrox | 0.10 | 0.1 | % | 0.13 | 0.2 | % | -23.1 | % | |||||
| SiS | 1.90 | 2.0 | % | 2.10 | 2.6 | % | -9.5 | % | |||||
| VIA/S3 | 1.00 | 1.1 | % | 6.26 | 7.7 | % | -84.0 | % | |||||
| Total | 94.42 | 100.0 | % | 81.42 | 100.0 | % | 16.0 | % | |||||
Table 2: Total Graphics Chip Market shares for Q2'08 | |||||||||||||
On the desktop Intel held its first place position with a 41.5% share against Nvidia's 36%, while AMD slipped to 18.3%.
The desktop saw market saw decline of 5% this quarter to 59.2 million units.
In the notebook market Intel increased its dominant position to 57.1% while Nvidia declined to 23.6% and AMD grew to 17.9% as shown in Table 3.
Notebook chips increased 8.1% quarter-to-quarter to 35.3 million units, to claim 37.4% of the market.
| Vendor | Q3'07 | Q4'07 | Q1'08 | Q2'08 | ||||||||
| AMD | 20.8 | % | 18.3 | % | 17.4 | % | 17.9 | % | ||||
| Intel | 45.1 | % | 53.9 | % | 52.9 | % | 57.1 | % | ||||
| Nvidia | 31.6 | % | 26.2 | % | 27.0 | % | 23.6 | % | ||||
Table 3: Market share in notebook graphics chips for Q3 2007 to Q2 2008 | ||||||||||||
Although the second quarter of 2008 was down as expected, it was surprising that it was such a slight decrease. Nevertheless, with the complex economic pressures building worldwide it’s difficult to forecast Q3'08, but barring a major recession it looks like it could be record quarter.
"The second quarter of 2008 was just slightly seasonally down, and showed remarkable strength in the market and for the coming quarters," said Dr. Jon Peddie, president of Jon Peddie Research in Tiburon California. "Desktops declined for the third consecutive quarter, but notebooks enjoyed offsetting gains."
Peddie notes that Q3'08 will be an interesting quarter as AMD and Nvidia are not expected to release anymore new GPUs given the large number of introductions in the last two quarters.
Further, says Peddie, although there was modest overall demand last quarter, and little shift in market share between GPU vendors quarter to quarter, "we expect to see AMD make impressive gains in Q3."
Pricing and Availability
The Q2'08 edition of Jon Peddie's Market Watch is available now in both electronic and hard copy editions. The annual subscription price for Jon Peddie's Market Watch is $3,500 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company's bi-weekly report) and a copy of Market Watch as part of their subscription. For information about purchasing Market Watch, please call 415/435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.
About Jon Peddie Research
Dr. Jon Peddie has been active in the graphics and multimedia fields for more than 30 years. Jon Peddie Research is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. Jon Peddie's Market Watch and First Look are quarterly reports focused on the market activity of PC graphics controllers for notebook and desktop computing.
EDITOR'S NOTE: Excerpts from Jon Peddie's Market Watch are available on request.
Contacts:
Jon Peddie, 415-435-9368
jon@jonpeddie.com
Robert
Dow, 415-435-9368
robert@jonpeddie.com
or
Pat
Meier Associates
Pat Meier-Johnson, 415-389-1700
patmeier@patmeier.com
