With the explosive growth of global discrete graphics shipments in the fourth quarter of 2023, we are witnessing an amazing transformation in the industry. According to a report by Jon Peddie Research (JPR), a market research agency, shipments reached 9.5 million units in the fourth quarter of last year, up 32% year-on-year and 6% quarter-on-quarter8%。This growth rate is well above the average of -0 in the fourth quarter over the past decadeThe 6% increase is a huge leap.
Since the first quarter of 2000, the cumulative shipment of discrete graphics cards has exceeded 2.3 billion units, with a total value of 482 billion US dollars, or about 3 yuan47 trillion yuan. This number is not only staggering, but it is also a strong proof of the development of the graphics card industry.
AMD's market share rose 2 percentage points to 19 percent, largely stolen from Nvidia. Desktop discrete graphics shipments were up 17% from the previous quarter and 117% from the same period last year. Nvidia, while still dominating the market, with a market share of 80%, has decreased by 2 percentage points. Despite this, its discrete graphics card shipments are still up 4 percent from the previous quarter7%, an increase of 223%。
Intel's market share is maintained at 1%, but its Arc A770 A750 A580 series products offer quite attractive pricing. AMD's sales growth is mainly due to discounts and ** on older Radeon RX 6000 series products, which remain highly competitive. The Radeon RX 7700 XT 7800 XT 7900 GRE based on the RDNA 3 architecture is also selling well in the Chinese market.
Nvidia launched the GeForce RTX 40 Super series in January, but sales and statistics won't be released until the next quarterly update. Over the past few months, Intel's main work on graphics cards has focused on driver updates, but the market doesn't seem to be too cold about it. As Intel increases its investment in the hardware and software ecosystem and improves product support, perhaps players' perceptions will change over time.
This all points to a trend: the discrete graphics market is undergoing a revolution. The rise of AMD, the challenge of Nvidia's supremacy, and the potential threat from Intel all indicate that the graphics card market will be more competitive in the future.